Time Location Aware CRM Mobile Data Retrieval
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Solution Overview
Problem
Current CRM systems lack integration of time and location awareness, which limits their ability to provide relevant data to mobile devices in real-time, impacting field force management and mobile resource optimization.
Innovation Solution
A method and system that utilize GPS and network data to obtain a mobile device's location and time, allowing for the retrieval and display of relevant CRM data, including contact information and extrinsic data, in a user interface, enabling time and location-aware CRM operations.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Loss of information
If CRM systems integrate time and location awareness with mobile devices, then data relevance and real-time accessibility are improved, but system complexity increases
Solution Approach 1:
The patent implements a nested architecture where GPS location services and time services are integrated within the CRM application layer, which itself is part of the mobile computing system. The CRM application contains embedded modules for location-based contact identification and time-based meeting retrieval, creating a nested structure that organizes complex functionality within layered subsystems.
Solution Approach 2:
The patent introduces an intermediary CRM application that acts as a mediator between the mobile device's location/time capabilities and the business contact data. The application receives location data from GPS, processes it through location-based services to identify proximate contacts, and retrieves relevant CRM records, thereby simplifying the interaction between complex system components.
2Loss of information
If CRM systems retrieve and display extrinsic data from the Internet, then information completeness is improved, but data processing time increases
Solution Approach 1:
The patent implements preliminary action by pre-fetching and caching extrinsic data from Internet sources before it is explicitly requested. When the mobile device accesses the CRM application, relevant external data is already retrieved and stored in local memory, enabling immediate display without real-time network latency during user interaction.
Solution Approach 2:
The patent applies local quality by differentiating between data retrieval strategies for different types of information. Frequently accessed or time-critical CRM data is cached locally in the mobile device for instant access, while less frequently accessed extrinsic data is retrieved from remote Internet sources only when needed, optimizing the balance between information completeness and access speed.
Data Source
AI summary
A method, system and computer program product for time and location aware customer relationship management (CRM) is provided. A method for time and location aware CRM includes obtaining a location for a mobile computing device, forwarding the location to a CRM application, and responding to an identification of a contact in the CRM application that is proximate to the obtained location, by retrieving a related data record for the contact from the CRM application and by displaying the related record in the mobile computing device in a user interface for the CRM application. Further, a current time for the mobile computing device can be obtained and forwarded to the CRM application. Responsive to identifying a meeting in the CRM application that is scheduled proximate to the obtained time, a related data record for the meeting can be retrieved from the CRM application and displayed in the mobile computing device.