Social Metadata Integration for CRM Population
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Solution Overview
Problem
New CRM systems often lack rich data and relationships, leading to a significant time lag in becoming effective in targeting customers, as they take time to populate with necessary information.
Innovation Solution
Integrating metadata from social networking applications into a CRM system using an obtaining engine, analyzing engine, integrating engine, and updating engine to quickly populate the CRM system with opportunities, relationships, and subject matter expert information.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Productivity
If a new CRM system is deployed, then the system structure is established, but the system lacks rich data and relationships causing time lag in becoming effective
Solution Approach 1:
The system performs preliminary actions by automatically obtaining metadata from social networking applications before the CRM system is fully operational. The obtaining engine retrieves user profiles, relationships, and interaction data in advance, and the integrating engine prepares this data for integration, so that when the CRM system is deployed, it immediately has rich populated data for effective customer targeting without time lag
Solution Approach 2:
The patent introduces an intermediary integration layer consisting of the obtaining engine, analyzing engine, and integrating engine that mediates between social networking applications and the CRM system. This intermediary layer automatically extracts metadata from social networks, analyzes it to infer relationships and opportunities, and integrates it into the CRM system, eliminating the manual data population time lag
2Quantity of substance
If metadata is manually entered into the CRM system, then the CRM system can be populated with information, but the process is time-consuming and reduces productivity
Solution Approach 1:
The system implements self-service by enabling automatic metadata extraction and integration without manual intervention. The obtaining engine automatically retrieves metadata from social networking applications, the analyzing engine automatically processes this metadata to infer relationships and opportunities, and the integrating engine automatically integrates the processed data into the CRM system, eliminating time-consuming manual data entry while populating the system with rich information
Solution Approach 2:
The patent replaces the mechanical manual data entry process with an automated electronic system. Instead of manually typing or copying metadata into the CRM system, the system uses automated engines to obtain, analyze, and integrate metadata from social networking applications, substituting human manual labor with computational processes that are both faster and more efficient
Data Source
AI summary
Integrating metadata from applications used for social networking into a customer relationship management (CRM) system includes obtaining, from applications used for social networking, metadata associated with users of the applications, analyzing the metadata from the applications to infer opportunities, relationships for mapping clients, structures, and subject matter experts, and integrating the opportunities, the relationships for mapping the clients, the structures, and the subject matter experts into a CRM system to populate the CRM system.