PRM Connector for Secure CRM Data Synchronization

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Solution Overview

Problem

Modern CRM systems lack two-way coordination of PRM data, limiting effective communication and data synchronization between companies and their channel partners.

Innovation Solution

A method and system for PRM data synchronization in a CRM data processing system, which includes receiving a data synchronization request, identifying the CRM system, locating data field mappings, and synchronizing data between systems, while maintaining security by positioning the connector in a demilitarized zone behind a firewall.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If PRM information is published to partners through web-based applications, then communication between companies and channel partners is improved, but two-way coordination of PRM data is absent

Engineering Contradiction:
Improvecommunication between companies and channel partnersVSAvoidtwo-way coordination capability
Core Design Contradiction:
Ease of operationVSAdaptability or versatility

Solution Approach 1:

The patent introduces a connector as an intermediary component that mediates between multiple CRM systems and the PRM system. This connector enables bidirectional data synchronization by receiving data from different CRM systems, mapping data fields according to predefined schemas, and transmitting synchronized data back to the appropriate systems, thereby achieving two-way coordination while maintaining ease of operation.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The connector is designed with universal functionality to support multiple CRM systems simultaneously. It implements a standardized data mapping mechanism that can accommodate different CRM vendors and data structures, enabling the system to synchronize data bidirectionally across diverse platforms without requiring system-specific customization for each integration.

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

2Reliability

If a connector is positioned in a demilitarized zone behind a firewall, then security is maintained, but data synchronization capability is limited

Engineering Contradiction:
Improvesecurity of CRM systemVSAvoiddata synchronization efficiency
Core Design Contradiction:
ReliabilityVSProductivity

Solution Approach 1:

The connector serves as a secure intermediary positioned in the demilitarized zone (DMZ) behind the firewall. It receives data synchronization requests from external CRM systems, processes the data through secure mapping and validation, and transmits synchronized data back to the internal PRM system. This intermediary architecture maintains security by preventing direct access to internal systems while enabling efficient bidirectional data synchronization through the firewall-protected interface.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Manufacturing precision

If data field mappings are established for different CRM systems, then data synchronization accuracy is improved, but system complexity increases

Engineering Contradiction:
Improvedata synchronization accuracyVSAvoidmapping configuration complexity
Core Design Contradiction:
Manufacturing precisionVSDevice complexity

Solution Approach 1:

The patent implements a data field mapping mechanism that creates virtual copies of data fields from different CRM systems according to a standardized schema. Instead of requiring complex real-time transformations, the system defines mapping relationships between source CRM fields and target PRM fields, allowing accurate data synchronization through predefined field correspondences that simplify the integration complexity.

Inventive Principle:
Principle #26Copying

Solution Approach 2:

The system manages mapping complexity by allowing dynamic parameter changes in the data field mappings. Administrators can configure and modify mapping relationships between different CRM systems and the PRM system without requiring system redesign. This flexibility enables accurate data synchronization while maintaining manageable system complexity through configurable parameter adjustments.

Inventive Principle:
Principle #35Parameter changes

Data Source

PatentUS9582560B2Partnership relationship management system to system data synchronization
Publication Date: 2017.02.28 SUGARCRM INC
  • US9582560B2 patent drawing
  • US9582560B2 patent drawing
  • US9582560B2 patent drawing

AI summary

Embodiments of the present invention provide a method, system and computer program product for partnership relationship management (PRM) data synchronization in a customer relationship management (CRM) data processing system. In an embodiment of the invention, a method for PRM data synchronization in a CRM data processing system can include receiving a data synchronization request from one of several different CRM systems over a computer communications network. The method additionally can include identifying the one different CRM system from amongst the different CRM systems and locating a mapping of data fields corresponding to the identified CRM system. Finally, the method can include synchronizing data received from the identified one of the different CRM systems data with data in the CRM data processing system that maps to the received data according to the located mapping of data fields.