Lead Referral Interface for Real-Time eCRM Data Synchronization
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Solution Overview
Problem
Conventional eCRM platforms are inefficient in managing lead referrals due to lack of real-time data synchronization, manual data upload processes, inability to detect duplicate entries, and inability to track lead referral status, leading to inconsistent data and wasted time.
Innovation Solution
A lead referral management (LRM) computing device that interfaces with eCRM platforms and data sources to enable real-time data synchronization, automatic detection of duplicate entries, and tracking of lead referral status through API calls, providing a user interface for seamless data entry and management.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Productivity
If manual data upload processes are used in conventional eCRM platforms, then data can be entered into the system, but the process is time-consuming and inefficient
Solution Approach 1:
The patent replaces manual mechanical data entry processes with automated electronic data transfer systems. The system automatically captures data from external sources, translates it to the appropriate format, and uploads it to the eCRM platform without requiring manual spreadsheet creation and file upload operations, thereby dramatically increasing productivity and reducing time loss.
Solution Approach 2:
The system performs self-service by automatically detecting duplicate entries, translating data formats, and uploading information to the eCRM platform. The automated system serves itself by handling the entire data ingestion process without human intervention, from data capture to final storage, eliminating the need for manual operational steps.
2Reliability
If conventional eCRM platforms store data without real-time synchronization, then data can be retained, but the data becomes stale and inconsistent
Solution Approach 1:
The patent implements continuous data synchronization mechanisms that maintain an ongoing connection between external data sources and the eCRM platform. The system continuously monitors for data changes, automatically retrieves updates, and syncs them in real-time, ensuring data consistency and preventing information staleness through uninterrupted data flow.
Solution Approach 2:
The system employs feedback mechanisms where the eCRM platform continuously checks for data changes in external sources, receives update notifications, and automatically retrieves and applies changes. This feedback loop ensures that the stored data remains consistent with the source data, maintaining reliability and preventing information loss.
3Ease of operation
If conventional eCRM platforms require multiple users to complete data upload, then data can be entered, but the process becomes more complex and time-consuming
Solution Approach 1:
The system performs self-service by automatically handling data capture, format translation, duplicate detection, and upload operations. The automated system replaces the need for multiple human users who would otherwise be required to manually create spreadsheets, upload files, and verify data entry, dramatically simplifying operation while reducing the number of people needed.
Solution Approach 2:
The patent merges multiple separate operational steps (data capture, format translation, duplicate checking, and file upload) into a single integrated automated process. By combining these previously separate functions performed by multiple users into one unified system, the operational complexity is reduced while maintaining comprehensive data handling capabilities.
4Reliability
If conventional eCRM platforms do not detect duplicate entries, then data can be stored, but duplicate data consumes space and creates inconsistency
Solution Approach 1:
The patent implements preliminary duplicate detection before data is stored in the eCRM platform. The system automatically checks for existing entries that match incoming data based on key identifiers, and prevents duplication by either rejecting duplicate entries or updating existing records, thereby ensuring data accuracy and preventing wasted storage space before the problem occurs.
Data Source
AI summary
A system for real-time data synchronization within a database platform may be provided. The system includes a LRM computing device including a processor in communication with one or more data sources and an eCRM platform. The processor may be configured to (i) cause an input page to be displayed on a user computing device; (ii) create in real-time a query including an identifier received using the input page; (iii) initiate in real-time an API call including the query; (iv) cause, in real-time and using the API call, the eCRM platform and the one or more data sources to compare the identifier to lead referral information stored on the one or more data sources and the eCRM platform; and (v) in response to no match being found in the comparison, automatically create and store a lead referral data entry on the one or more data sources and the eCRM platform.