Unified Event Datastore for Cross-Service CRM Data Integration
Find Innovative SolutionsGenerate Solutions
Solution Overview
Problem
Conventional systems for marketing, sales, and service activities require complex and time-consuming tasks to integrate and synchronize data across different databases and environments, lacking unified support for customer interactions and customizability in CRM systems.
Innovation Solution
A multi-service business platform with an ontology datastore and event datastore that tracks event records across multiple services, allowing for the creation of custom objects and event logs, enabling unified event tracking and customization for various business activities.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Adaptability or versatility
If conventional systems use separate databases and environments for marketing, sales, and service activities, then data can be stored in native formats for each activity, but complex and time-consuming tasks are required to integrate and synchronize data across different systems
Solution Approach 1:
The patent merges multiple separate databases and environments into a unified data structure where marketing, sales, and service activities share a common data model. This unification allows data to be stored and accessed across all activities without requiring complex integration tasks, while still maintaining the ability to represent activity-specific data formats through a standardized interface.
Solution Approach 2:
The patent creates a universal data structure that serves multiple functions across different business activities. A single data model can represent prospects, customers, and users, and can be used by marketing, sales, and service systems simultaneously, eliminating the need for separate databases while maintaining adaptability to each activity's specific requirements.
2Reliability
If conventional systems require forming queries, using complicated APIs, or extracting data from separate databases to obtain relevant information, then data can be maintained in separate specialized systems, but significant time and effort are consumed for data retrieval and transformation
Solution Approach 1:
The patent segments the data model into distinct but interconnected components representing different business entities and activities. This segmentation allows each activity (marketing, sales, service) to access its relevant data directly from the unified structure without requiring complex queries or API calls to separate systems, reducing data retrieval time while maintaining data specialization.
3Adaptability or versatility
If CRM systems provide ability to manage and analyze interactions with customers, then customer relationship data can be centralized, but the systems lack unified support for service and support interactions with customers
Solution Approach 1:
The patent implements a dynamic data model that can adapt to represent different types of customer interactions (marketing, sales, service) within a unified CRM system. The system dynamically adjusts the representation and behavior of customer data based on the specific activity context, providing comprehensive coverage without requiring separate specialized systems for each interaction type.
Data Source
AI summary
The disclosure is directed to various ways of improving the functioning of computer systems, information networks, data stores, search engine systems and methods, and other advantages. Among other things, provided herein are methods, systems, components, processes, modules, blocks, circuits, sub-systems, articles, and other elements (collectively referred to in some cases as the “platform” or the “system”) that collectively enable, in one or more datastores (e.g., where each datastore may include one or more databases) and systems. A system and method for maintaining unified events such as maintaining an ontology data store and an event datastore. The event datastore may store event record instances of one or more different types of event records. The system and method may identify one or more types of event records that track a specific event type based on a specific event type of a new event instance.