Touch Screen Interface Subdivision for Mobile CRM Data Entry
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Solution Overview
Problem
Current CRM systems face challenges in mobile forms generation due to complex and structured user interfaces on mobile devices, which hinder efficient data collection and entry, often requiring manual note-taking for quick follow-ups or data recording post-meetings.
Innovation Solution
A method and system for mobile touch screen interface utilization in CRM systems, where the touch screen is logically subdivided into discrete portions, allowing handwritten input to be converted into computer-readable text and used to generate forms, such as sales quotations or follow-up messages, which can be displayed and transmitted electronically.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Measurement precision
If a highly structured and complex user interface is used for CRM data entry on mobile devices, then data entry accuracy and system integration are improved, but ease of operation and speed of data collection deteriorate
Solution Approach 1:
The touch screen interface is divided into multiple selectable portions, each associated with different record fields. This segmentation allows users to quickly navigate to specific data fields by touching different areas of the screen, rather than navigating through complex menus, thus improving both speed and accuracy of data entry.
Solution Approach 2:
The patent introduces an intermediary layer between the user and the CRM system - a touch screen interface with predefined portions that map to specific data fields. This intermediary simplifies the interaction by providing a intuitive visual interface that translates user touches into structured data entries, maintaining accuracy while improving ease of operation.
2Reliability
If a highly structured and complex user interface is used for CRM data entry on mobile devices, then system integration is improved, but productivity deteriorates
Solution Approach 1:
The touch screen portions are pre-configured and associated with specific CRM record fields before use. This preliminary setup allows users to immediately begin data collection by simply touching the appropriate screen portions, eliminating the need to navigate through complex interfaces during actual use, thus improving productivity while maintaining system integration.
Solution Approach 2:
The interface allows dynamic selection of different record types and fields through touch interactions. The system can adapt to different data collection scenarios by allowing users to select from multiple record types (sales orders, service requests, etc.) and dynamically populate relevant fields, improving productivity across diverse CRM operations.
3Ease of operation
If manual note-taking is used instead of digital forms, then ease of operation is improved, but loss of information and time deterioration
Solution Approach 1:
The patent creates a digital copy of the traditional paper note-taking process through the touch screen interface. Users can write or select data on the touch screen portions, which are then automatically captured and stored in the CRM system. This digital copying eliminates information loss associated with manual note-taking while maintaining the simplicity and ease of the original method.
Data Source
AI summary
A method, system and computer program product for touch screen interface utilization during forms generation in a CRM system is provided. The method includes logically subdividing into different discrete portions, a touch screen of a mobile computing device and associating each with a particular record field for a multiplicity of different records in the CRM system. The method also includes selecting a particular one of the different records through the touch screen and receiving handwritten input on the touch screen and converting the handwritten input into computer recognizable text. Thereafter, the computer recognizable text is provided as text input to a field of the selected record corresponding to a portion of the touch screen in which the handwritten input is received. Finally, the method includes generating and displaying in the touch screen a form utilizing the text input of the field of the record in the CRM system.