Browser Extension for CRM Lead Identification and Database Linking
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Solution Overview
Problem
Current web browsing technologies lack an efficient and convenient method for users to determine if a potential lead mentioned in web content is stored in a CRM database or to obtain additional information about it, requiring users to manually search and switch between web pages and databases.
Innovation Solution
An executable application integrated with the web browser parses web page content to identify potential leads, checks if they are associated with records in a database, and provides on-demand information by highlighting and linking relevant references within the web page, allowing users to access additional information with a single click.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Loss of information
If users manually search databases and switch between web pages to obtain lead information, then comprehensive information can be obtained, but time consumption and operational complexity increase
Solution Approach 1:
The patent combines the web browsing interface with database search functionality into a unified system. The executable application integrates the CRM database access directly within the web browser, allowing users to view web content and database records without switching applications. This merging eliminates the time loss associated with manual navigation between separate web pages and database interfaces while maintaining complete information access.
Solution Approach 2:
The system performs preliminary actions by automatically parsing web page content to identify potential lead references and proactively checking the database for matching records before the user completes their review. This preliminary database checking occurs in the background as the user browses, so when a user encounters a reference of interest, the information is already available or can be instantly retrieved, eliminating the need for manual search time.
2Measurement precision
If users manually search databases to check for existing leads, then accurate lead identification is achieved, but operational complexity increases
Solution Approach 1:
The system performs self-service by automatically parsing web page content to identify potential lead references and autonomously querying the database for matching records. The executable application highlights identified leads directly on the web page and provides instant access to associated database records without requiring the user to manually initiate searches or navigate to database interfaces. This maintains accurate lead identification while dramatically simplifying the user's operational burden.
Solution Approach 2:
The patent introduces an intermediary executable application that acts as a mediator between the web browser and the CRM database. This intermediary automatically performs the complex task of parsing web content, identifying lead references, querying the database, and presenting results. The user interacts only with the simplified interface that highlights leads on the web page, while the intermediary handles all the complex database verification operations in the background.
3Productivity
If an executable application parses web content and integrates database checks, then information access efficiency improves, but system complexity increases
Solution Approach 1:
The executable application is designed as a multi-functional tool that performs web content parsing, lead reference identification, database querying, result matching, and integrated display within a single system component. By consolidating these multiple functions into one universal application that operates within the existing web browser environment, the system achieves high productivity without proportionally increasing overall system complexity. The application leverages existing browser and database infrastructure rather than requiring entirely new systems.
Data Source
AI summary
A method for enhanced web browsing includes displaying additional information associated with potential leads referenced within the web content of web page. The method generally includes receiving, by an executable application associated with a web browser on a computer system, contents of a web page to be displayed by the web browser and parsing the content to identify one or more references to at least one potential lead, such as a business entity. The executable application then determines whether the at least one potential lead is associated with a record stored in a database, and displays the contents of the web page on the browser with the references highlighted and linked to the corresponding record in the database. Upon selecting the highlighted reference, an object comprising the information from the record in the database is displayed in the web browser.