Social CRM Opportunity Template Extraction and Storage

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Solution Overview

Problem

Existing Customer Relationship Management (CRM) systems lack efficiency in recreating social CRM opportunities, leading to wasted time and resources due to the need for users to start from scratch each time, as each opportunity may have unique applications, business processes, and configurations.

Innovation Solution

A method and system for creating and retrieving templates for social CRM opportunities, which involves extracting structural elements and attributes from a target CRM opportunity and storing them in a template database, allowing for the creation of a template that can be used to replicate similar opportunities, thereby reducing duplication of effort.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If users manually recreate each CRM opportunity from scratch, then each opportunity can be customized with unique applications and configurations, but time and resources are wasted due to repetitive manual work

Engineering Contradiction:

Improveopportunity creation efficiencyVSAvoidtime spent recreating opportunities

Core Design Contradiction:

ProductivityVSLoss of time

Solution Approach 1:

The system performs preliminary action by automatically extracting structural elements and attributes from a source CRM opportunity and storing them as a template before they are needed. When creating new opportunities, users can retrieve these pre-prepared templates, eliminating the need to manually recreate the same structure and configuration repeatedly.

Inventive Principle:

Principle #10Preliminary action

Solution Approach 2:

The system implements copying by creating a template that replicates the structural elements and attributes of an existing CRM opportunity. This template can then be copied and applied to multiple new opportunities, preserving the original structure while enabling efficient duplication without manual recreation.

Inventive Principle:

Principle #26Copying

2Loss of time

If a template system is implemented to replicate CRM opportunities, then time and resources are saved, but the system complexity increases due to template creation and management requirements

Engineering Contradiction:

Improvetime spent on repetitive tasksVSAvoidtemplate management system complexity

Core Design Contradiction:

Loss of timeVSDevice complexity

Solution Approach 1:

The system applies extraction by automatically pulling out structural elements and attributes from existing CRM opportunities. This automated extraction process removes the complexity of manual identification and documentation of template components, as the system performs this function automatically through data parsing and analysis.

Inventive Principle:

Principle #2Taking out (Extraction)

Solution Approach 2:

The template management system implements self-service by automatically extracting, storing, and retrieving templates without requiring manual intervention for each operation. The system autonomously manages the template lifecycle, reducing the complexity burden on users who would otherwise need to manually create and maintain templates.

Inventive Principle:

Principle #25Self-service

3Stability of the object's composition

If structural elements and attributes are extracted and standardized into templates, then consistency across opportunities is improved, but the flexibility to handle unique opportunity variations may be reduced

Engineering Contradiction:

Improveconsistency of CRM opportunity structureVSAvoidability to handle unique opportunity variations

Core Design Contradiction:

Stability of the object's compositionVSAdaptability or versatility

Solution Approach 1:

The system applies segmentation by dividing the CRM opportunity into distinct structural elements and attributes that can be independently extracted and stored as template components. This segmentation allows the system to maintain consistent structural frameworks through templates while enabling customization of specific elements to accommodate unique opportunity variations.

Inventive Principle:

Principle #1Segmentation

Solution Approach 2:

The system implements local quality by allowing different levels of standardization within the template structure. While the overall framework maintains consistency through standardized structural elements, individual attributes and components can be customized locally to handle unique variations in specific opportunities, balancing standardization with adaptability.

Inventive Principle:

Principle #3Local quality

Data Source

PatentUS10140667B2Social customer relationship management opportunity templating

Publication Date: 2018.11.27 INTERNATIONAL BUSINESS MACHINE CORPORATION

AI summary

The method includes receiving a target customer relationship management (CRM) opportunity from a social customer relationship management application. The method also includes extracting one or more structural elements from the target CRM opportunity. The method also includes extracting one or more structural attributes of each structural element responsive to extracting the one or more structural elements. The method also includes storing the one or more structural elements and the one or more structural attributes associated with each structural element in a template database. The method also includes creating a template from the one or more structural elements and the structural attributes in the template database.