IP Library Granted Patent US 8,972,876
Granted Patent B2
US 8,972,876 · App. 11/807,704 · Granted Mar 3, 2015

Customer relationship management system and method

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Quick Facts
Patent No.
US 8,972,876
App. No.
11/807,704
Granted
Mar 3, 2015
Kind
B2
Abstract

A software-based customer relationship management system and method.

Claims (10)

1. A customer relationship management system, comprising:

a client;

a database containing a plurality of pieces of information;

one or more modules that access the database to pull pieces of information from the database based on a request from the client and display a user interface to the user containing the requested information;

one or more controllers that control access by the client to the one or more modules and the database;

a sugarbean class wherein each module further comprises a subclass of the sugarbean class; and

wherein the one or more modules further comprises a forecasts module that generates a forecasts home page to set, manage and update quotas and forecasts.

2. The system of claim 1 , wherein the forecasts home page further comprises means for assigning quotas to a sales representative for a predetermined time period.

3. The system of claim 1 , wherein the forecasts home page further comprises means for analyzing historical quota and forecasts.

4. The system of claim 1 , wherein the forecasts time periods are configurable and multiple hierarchical and/or overlapping time periods are supported for quotas and forecasts.

Assignments (2)
SECURITY INTEREST Recorded Jul 31, 2018
From: SUGARCRM INC., AS GRANTOR
To: GOLDMAN SACHS SPECIALTY LENDING GROUP, L.P., AS COLLATERAL AGENT
Reel/Frame 046673/0434 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Aug 8, 2007
From: TAYLOR, JACOB; ROBERTS, JOHN; ORAM, CLINTON; GUPTA, AJAY; ITANI, MAJED; BAROUDI, SADEK; SMITH, ROGER
To: SUGARCRM INC.
Reel/Frame 019669/0303 →