CRM Geo-Analytical Layer Views for Connected Device Tracking

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Solution Overview

Problem

Current CRM technology solutions, such as those provided by Salesforce.com, lack advanced geo-analytical features for filtering and visualizing data on maps, limiting their ability to effectively manage and track assets and resources in real-time across various geographical locations.

Innovation Solution

A computer-implemented method and system that integrates a geo-analytical software within a CRM solution, allowing users to define layer configuration settings for a map-based GUI, enabling filtering and marker settings for data objects, and receiving real-time geospatial data from connected devices to plot markers on a map based on user-defined settings.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If CRM solution integrates geo-analytical software with map-based GUI and layer configuration settings, then geo-analytical capabilities and data visualization are improved, but device complexity and system integration requirements increase

Engineering Contradiction:
Improvegeo-analytical capabilitiesVSAvoidsystem integration
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The patent merges geo-analytical software with CRM solution to create an integrated system that combines customer relationship management with geospatial data visualization and analysis, enabling unified access to both functionalities through a single platform

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The integrated system provides multi-functionality by enabling users to perform CRM operations and geo-analytical tasks through a unified interface, allowing the same system to handle both customer data management and geospatial visualization without requiring separate tools

Inventive Principle:
Principle #6Universality (Multi-functionality)

2Measurement precision

If users can define custom layer configuration settings and filter criteria, then data filtering precision and customization are improved, but ease of operation decreases due to increased configuration complexity

Engineering Contradiction:
Improvedata filtering precisionVSAvoidconfiguration complexity
Core Design Contradiction:
Measurement precisionVSEase of operation

Solution Approach 1:

The configuration interface is segmented into distinct modules for different aspects of layer configuration (filtering, markers, tooltips, etc.), allowing users to configure only the specific aspects they need without being overwhelmed by the entire configuration process

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The system provides pre-configured layer templates and default settings that users can select to quickly set up common configurations, eliminating the need to manually configure every parameter from scratch and reducing the operational complexity

Inventive Principle:
Principle #10Preliminary action

3Loss of information

If the system plots multiple layers with different data object types and filter settings, then information completeness and analytical depth are improved, but device complexity and data processing requirements increase

Engineering Contradiction:
Improveinformation completenessVSAvoiddata processing
Core Design Contradiction:
Loss of informationVSDevice complexity

Solution Approach 1:

The system organizes multiple layers with different data object types in a hierarchical structure where layers can be stacked, grouped, and managed in tiers, allowing comprehensive information display while maintaining organized data processing through dimensional organization

Inventive Principle:
Principle #17Another dimension (Dimensionality change)

Data Source

PatentUS11371845B2Graphical user interface (GUI) within CRM solution enabling layer views for connected devices
Publication Date: 2022.06.28 SALESFORCE INC
  • US11371845B2 patent drawing
  • US11371845B2 patent drawing
  • US11371845B2 patent drawing

AI summary

A geo-analytical program is integrated into a customer relationship management (CRM) solution. Via the geo-analytical program, users are able to define layer configuration settings for a layer for plotting on a map-based GUI. Layer configuration settings for a respective layer comprise an indication of a data object type serving as a base object type for the respective layer. A method involves receiving from a user user-defined configuration settings for a first layer, electronically receiving, at a geospatial computer system, geospatial data for a plurality of connected devices; electronically receiving, at the geo-analytical program from the geospatial computer system, real-time geospatial data for the plurality of connected devices; and utilizing, by the geo-analytical program, the user-defined layer configuration settings for the first layer to plot the first layer on the map-based GUI based on the received real-time geospatial data for the plurality of connected devices.