CRM Data Visualization Interface with Custom Report Layouts
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Solution Overview
Problem
Existing customer relationship management (CRM) systems are not user-friendly for data visualization, making it difficult for users to understand and utilize the data effectively.
Innovation Solution
A method for generating a data visualization interface that allows users to configure and customize reports using markup and programming languages, enabling the display of specific data types at designated locations, with an API for data retrieval and updating, facilitating easier data understanding and management.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Ease of operation
If traditional data entry interfaces are used for CRM systems, then data can be entered easily, but users cannot understand and use the data effectively
Solution Approach 1:
The patent creates visual copies of data in the form of physical model representations (e.g., building blocks, tiles) that mirror the underlying CRM data structure. These visual copies allow users to interact with and understand data relationships spatially, while the original data remains in the traditional database format for entry purposes.
Solution Approach 2:
The patent transitions data from a two-dimensional spreadsheet or form layout to a three-dimensional physical model interface. Users can manipulate data visually in space, creating a new dimension for data interaction that enhances understanding while preserving the original data entry interface.
2Reliability
If CRM data is stored in traditional storage systems, then data can be managed centrally, but users find it difficult to visualize and understand the data
Solution Approach 1:
The patent introduces an intermediary layer between the central CRM database and the user interface. This intermediary translates abstract database records into concrete visual physical models, allowing users to interact with visual representations while the actual data remains stored reliably in the central system.
Solution Approach 2:
Visual copies or representations of the CRM data are created in the form of physical models. These copies enable visualization and manipulation without altering the original stored data, maintaining storage reliability while improving accessibility and understanding.
3Reliability
If users need to update CRM data in real-time, then data accuracy improves, but system complexity increases
Solution Approach 1:
The patent implements a feedback mechanism where changes made to visual physical models are automatically transmitted back to the central CRM database. This bidirectional feedback loop ensures data accuracy is maintained in real-time without requiring users to understand the underlying system complexity.
Solution Approach 2:
The system automatically handles the complexity of real-time data synchronization. When users modify visual representations, the system self-manages the update process to the central database, eliminating the need for users to manage system complexity while maintaining data accuracy.
Data Source
AI summary
Systems and methods for presenting CRM data. Users may configure what to display on a custom report and how to arrange and display the content (e.g., size, color, theme), so that they can visualize the CRM data the way they want. A data visualization interface may be used to generate the custom report, and may use HTML to specify the CRM data to be displayed and their location on the custom report according to user configuration. The data visualization interface may use JavaScript for specifying the objects and fields users want to query to obtain the CRM data to fill up the custom report. An API may communicate with the JavaScript in the data visualization interface and then query data and objects in the CRM to get a result set. The API may be a unified API which may work across multiple platforms and query various types of database, e.g., iOS, Windows, and the browser for Salesforce online. Users may edit the CRM data displayed in the custom report.