Method and system for object synchronization in CRM systems
In an embodiment of the present invention, a Response object collects and synchronizes information from other types of objects as may be implemented in a CRM system. For example, certain objects may include a Lead or Contact Object, a Campaign object, and an Opportunity Object that is synchronized into a Response object. In this way, the results for a given Lead or Contact can be directly attributed to the Campaign or Opportunity without having to guess as may be necessary in certain typical CRM systems.
1. A computer-implemented method for synchronizing Customer Relationship Management (CRM) data, comprising:
triggering, by a synchronization signal, an indication that information is to be synchronized from a plurality of objects in memory of a CRM system;
collecting a plurality of sets of information from a respective plurality of objects, wherein the respective plurality of objects includes a first object of a first object type and a second object of a second object type, wherein the first object type is distinct from the second object type, wherein the plurality of sets of information includes information from the first object and the second object, and wherein the first object and second objects are selected from a lead object, a contact object, a campaign object, or an opportunity object;
recording in memory a first set of response synchronization information that includes the plurality of sets of information into a first response object;
overwriting in memory at least a subset of information from the plurality of sets of information in the plurality of objects; and
recording in memory a second set of response synchronization information into the first response object.
2. The method of claim 1 , wherein the synchronization signal is generated responsive to a first event.
3. The method of claim 2 , wherein the first event is a creation of the first response object.
4. The method of claim 2 , wherein the first event is an updating of a predetermined field.
5. The method of claim 2 , wherein the first event is a manual update.
6. The method of claim 2 , wherein the first event is a creation of an opportunity object.
7. The method of claim 2 , wherein the first event is a closing of an opportunity object.
8. The method of claim 1 , wherein the second set of response synchronization information includes an indication of whether the first response object is active.
9. The method of claim 1 , wherein one of the plurality of objects is a prospective client object and one of the plurality of sets of information is information from the prospective client object.
10. The method of claim 1 , wherein one of the plurality of objects is a customer object and one of the plurality of sets of information is information from a customer object.
11. A non-transitory computer-readable medium including instructions that, when executed by a processing unit, cause the processing unit to implement a method for synchronizing Customer Relationship Management (CRM) data, by performing the steps of:
triggering, by a synchronization signal, an indication that information is to be synchronized from a plurality of objects in memory of a CRM system;
collecting a plurality of sets of information from a respective plurality of objects, wherein the respective plurality of objects includes a first object of a first object type and a second object of a second object type, wherein the first object type is distinct from the second object type, wherein the plurality of sets of information includes information from the first object and the second object, and wherein the first object and second objects are selected from a lead object, a contact object, a campaign object, or an opportunity object;
recording in memory a first set of response synchronization information that includes the plurality of sets of information into a first response object;
overwriting in memory at least a subset of information from the plurality of sets of information in the plurality of objects; and
recording in memory a second set of response synchronization information into the first response object.
12. The non-transitory computer-readable medium of claim 11 , wherein the synchronization signal is generated responsive to a first event.
13. The non-transitory computer-readable medium of claim 12 , wherein the first event is a creation of the first response object.
14. The non-transitory computer-readable medium of claim 12 , wherein the first event is an updating of a predetermined field.
15. The non-transitory computer-readable medium of claim 12 , wherein the first event is a manual update.
16. The non-transitory computer-readable medium of claim 12 , wherein the first event is a creation of an opportunity object.
17. The non-transitory computer-readable medium of claim 12 , wherein the first event is a closing of an opportunity object.
18. The non-transitory computer-readable medium of claim 11 , wherein the second set of response synchronization information includes an indication of whether the first response object is active.
19. The non-transitory computer-readable medium of claim 11 , wherein one of the plurality of objects is a prospective client object and one of the plurality of sets of information is information from the prospective client object.
20. The non-transitory computer-readable medium of claim 11 , wherein one of the plurality of objects is a customer object and one of the plurality of sets of information is information from a customer object.
21. A computing device comprising:
a data bus;
a memory unit coupled to the data bus;
at least one processing unit coupled to the data bus and configured to
trigger, by a synchronization signal, an indication that information is to be synchronized from a plurality of objects in memory of a CRM system;
collect a plurality of sets of information from a respective plurality of objects, wherein the respective plurality of objects includes a first object of a first object type and a second object of a second object type, wherein the first object type is distinct from the second object type, wherein the plurality of sets of information includes information from the first object and the second object, and wherein the first object and second objects are selected from a lead object, a contact object, a campaign object, or an opportunity object;
record in memory a first set of response synchronization information that includes the plurality of sets of information into a first response object;
overwrite in memory at least a subset of information from the plurality of sets of information in the plurality of objects; and
record in memory a second set of response synchronization information into the first response object.