System and method for automatic update of calls with portable device
View Patent ↗Systems and methods are disclosed for calling desired contacts using a standalone smartphone or other portable device, selecting and using contact information from a customer relationship management (CRM) system, and automatically updating the CRM system with the outcome of each conversation. In addition, systems and methods are disclosed for automatically integrating an automated calling system with a customer relationship management system, contact management system, and/or task management system, so that historical information stored concerning past contact activity and automated calling sessions relating to contacts is automatically updated in the customer relationship management system, contact management system, and/or task management system.
1. A method comprising:
selecting, by a computer-based system, a calling list for an attempted communication;
delivering, by the computer-based system, contact information to a portable device for a target on the selected calling list;
automatically attempting, by the computer-based system, to establish a communication connection with the target;
establishing, by the computer-based system, the communication with the target on the portable device;
selecting, by the computer-based system, one of a plurality of pre-defined call dispositions after the communication connection is completed;
automatically updating, by the computer-based system, information for the target, comprising the steps of:
transferring, by the computer-based system, the selected call disposition from the portable device to a customer relationship management system; and
storing, by the computer-based system, the selected call disposition in a database associated with the customer relationship management system;
selecting, by the computer-based system, a specified date based on the selected call disposition;
storing, by the computer-based system, a hold flag associated with the target in the database, wherein the hold flag indicates that the target should not be contacted prior to the specified date; and
permitting, by the computer-based system, the target to be contacted, in response to a current date being after the specified date.
2. The method of claim 1 , further comprising selecting, by the computer-based system, a new calling list for an attempted communication prior to the specified date.
3. The method of 2 , further comprising excluding, by the computer-based system, the target from the new calling list based on the hold flag.