Call Data Linkage with CRM Systems

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Solution Overview

Problem

Conventional information processing systems fail to store call data in customer relationship management (CRM) systems at times suitable for individual user or organizational sales activities, leading to inefficiencies in data management.

Innovation Solution

A program that detects the start of a call and links call data with customer information in the CRM system, allowing for real-time storage and association of call data with customer records, enabling timely and organized data management.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Loss of time

If call data is stored in external CRM systems using conventional methods, then data storage is achieved, but data cannot be stored at times suitable for individual user or organizational sales activities

Engineering Contradiction:

Improvetiming flexibility for data storageVSAvoiddata management efficiency

Core Design Contradiction:

Loss of timeVSProductivity

Solution Approach 1:

The system performs preliminary actions by detecting call start events and proactively transmitting storage requests to the CRM system before the call concludes. This ensures call data is stored at the appropriate time for sales activities without requiring manual intervention or post-processing, resolving the timing flexibility issue while maintaining data management efficiency

Inventive Principle:

Principle #10Preliminary action

2Ease of operation

If manual data entry is used in conventional systems, then data can be input in non-typing environments, but data storage timing cannot align with individual sales processes

Engineering Contradiction:

Improvedata input flexibilityVSAvoiddata storage timing alignment

Core Design Contradiction:

Ease of operationVSLoss of time

Solution Approach 1:

The system enables self-service by automatically detecting call events and transmitting data to the CRM system without requiring manual user actions. The call data is stored autonomously at the correct timing for sales activities, eliminating the need for manual typing while maintaining proper timing alignment with individual sales processes

Inventive Principle:

Principle #25Self-service

Data Source

PatentUS20240297935A1Program, information processing system and information processing method

Publication Date: 2024.09.05 REVCOMM INC

AI summary

A program that makes a processor perform a detection step of detecting a start of a call with a customer stored in a CRM system and a linkage step of transmitting, to the CRM system, a request for storing call data concerning the call with the customer in association with the customer.