CRM Virtual Meeting Integration via Nested Data Objects

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Solution Overview

Problem

Existing customer relationship management (CRM) platforms do not integrate virtual meeting features, requiring users to switch between different software applications or platforms to schedule and manage virtual meetings, which is cumbersome and inefficient.

Innovation Solution

The integration of a CRM platform with a virtual meeting platform allows users to schedule and manage virtual meetings directly within the CRM platform, using meeting and participant objects to store data and interact with the virtual meeting platform for scheduling and invitation management.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If virtual meeting features are integrated into the CRM platform, then user convenience and ease of operation are improved, but device complexity and system integration complexity increase

Engineering Contradiction:

Improveease of scheduling virtual meetingsVSAvoidsystem integration complexity

Core Design Contradiction:

Ease of operationVSDevice complexity

Solution Approach 1:

The patent combines virtual meeting scheduling and management capabilities directly into the CRM platform by creating meeting objects and participant objects that are native to the CRM system. This allows users to schedule, manage, and track virtual meetings without switching to separate applications, effectively merging two previously distinct functionalities into a unified system.

Inventive Principle:

Principle #5Merging (Combining)

Solution Approach 2:

The CRM platform is enhanced to perform multiple functions including customer relationship management, virtual meeting scheduling, participant management, and meeting tracking within a single system. The meeting objects and participant objects serve as universal data structures that support both CRM operations and virtual meeting operations.

Inventive Principle:

Principle #6Universality (Multi-functionality)

2Loss of time

If separate virtual meeting platforms are used, then functional capabilities are maintained, but loss of time and productivity decrease due to switching between applications

Engineering Contradiction:

Improvetime spent switching applicationsVSAvoidagent productivity

Core Design Contradiction:

Loss of timeVSProductivity

Solution Approach 1:

The system pre-configures meeting objects and participant objects within the CRM platform before virtual meetings occur. By having the meeting scheduling and management infrastructure already in place and integrated, users can immediately schedule and manage meetings without the preliminary step of switching to a separate application.

Inventive Principle:

Principle #10Preliminary action

Solution Approach 2:

The integration enables continuous workflow within the CRM platform, allowing agents to seamlessly transition from customer data review to meeting scheduling and management without interrupting their work context. The meeting objects maintain continuous association with customer records, preserving the flow of useful actions.

Inventive Principle:

Principle #20Continuity of useful action

3Loss of information

If virtual meeting data is tracked outside the CRM platform, then meeting information is captured, but loss of information occurs regarding customer interaction tracking and sales analysis

Engineering Contradiction:

Improvecustomer interaction tracking dataVSAvoiddata completeness for sales analysis

Core Design Contradiction:

Loss of informationVSReliability

Solution Approach 1:

The meeting objects and participant objects are nested within the CRM platform's data structure, with meeting objects associated with customer records and participant objects linked to both meetings and customers. This nested organization ensures that virtual meeting data is captured within the existing CRM data hierarchy, maintaining data completeness for sales analysis and customer interaction tracking.

Inventive Principle:

Principle #7Nested doll (Nesting)

Solution Approach 2:

The system automatically tracks and records virtual meeting information within the CRM platform, providing feedback loops that capture meeting outcomes, participant engagement, and sales conversion data. This automated feedback mechanism ensures that all customer interaction data is systematically collected and made available for sales analysis.

Inventive Principle:

Principle #23Feedback

Data Source

PatentUS12218988B2Virtual meeting integration with customer relationship management platform

Publication Date: 2025.02.04 STATE FARM MUTAL AUTOMOBILE INSURANCE COMPANY

AI summary

A customer relationship management (CRM) platform may use data objects to store data associated with a virtual meeting. The CRM platform may store information about a virtual meeting in a meeting object, and store information about meeting participants in participant objects linked to the meeting object. The CRM platform may also store meeting information, returned from a separate virtual meeting platform that will host the virtual meeting, in the meeting object and the participant objects. Accordingly, the CRM platform can use the meeting object and participant objects to display meeting information in a user interface, allow users to edit meeting details via the CRM platform, and/or allow users to join the virtual meeting via the CRM platform without separately logging in to the virtual meeting platform.