Methods and apparatus for interfacing with a phone system in an on-demand service environment
Disclosed are systems, apparatus, methods, and computer readable media for interfacing with a phone system in an on-demand service environment. In one embodiment, a client machine is in communication with a data provider and the phone system. The phone system is operated by a phone provider separate from the data provider. A message is received at the client machine from the phone system. The message includes information regarding a phone event in relation to a phone call. The phone event information is provided in a first part of a user interface in a web browser on the client machine. A second part of the user interface is capable of displaying information received at the client machine from the data provider. The first part of the user interface and the second part of the user interface are adapted to communicate with one another. For example, the first part of the user interface is adapted to send a message including the phone event information to the second part of the user interface.
1. A method associated with a data system providing a customer relationship management (CRM) database storing CRM records and associated with a phone system, the method comprising:
processing phone call details received from the phone system, the phone call details identifying at least a customer and a phone call with the customer, the phone call provided by the phone system;
causing display of a phone part of a user interface on a display, the phone part of the user interface presenting the phone call details;
providing for messaging between the phone part of the user interface and a record part of the user interface;
identifying one or more of the CRM records in the CRM database as storing CRM details at least a portion of which matches at least a portion of the phone call details;
retrieving, from the one or more CRM records, the CRM details; and
causing display of the record part of the user interface on the display, the record part of the user interface presenting the CRM details, the record part of the user interface configured to be interacted with to incorporate the phone call details with the CRM details.
2. The method of claim 1 , the method further comprising:
receiving, via the user interface, user input data.
3. The method of claim 1 , the phone system having a first network domain, and the data system having a second network domain.
4. The method of claim 1 , the record part of the user interface being subscribed to receive messages from the phone part of the user interface.
5. The method of claim 1 , the phone part of the user interface being subscribed to receive messages from the record part of the user interface.
6. The method of claim 1 , the user interface being associated with a web browser.
7. Apparatus associated with a data system providing a customer relationship management (CRM) database storing CRM records and associated with a phone system, the apparatus comprising:
a display; and
a processor configurable to cause:
processing phone call details received from the phone system, the phone call details identifying at least a customer and a phone call with the customer, the phone call provided by the phone system,
displaying a phone part of a user interface on a display, the phone part of the user interface presenting the phone call details,
providing for messaging between the phone part of the user interface to and a record part of the user interface,
identifying one or more of the CRM records in the CRM database as storing CRM details at least a portion of which matches at least a portion of the phone call details,
retrieving, from the one or more CRM records, the CRM details, and
displaying the record part of the user interface on the display, the record part of the user interface presenting the CRM details, the record part of the user interface configured to be interacted with to incorporate the phone call details with the CRM details.
8. The apparatus of claim 7 , the processor further configurable to cause:
processing user input data received via the user interface.
9. The apparatus of claim 7 , the phone system having a first network domain, and the data system having a second network domain.
10. The apparatus of claim 7 , the record part of the user interface being subscribed to receive messages from the phone part of the user interface.
11. The apparatus of claim 7 , the phone part of the user interface being subscribed to receive messages from the record part of the user interface.
12. The apparatus of claim 7 , the user interface being associated with a web browser.
13. A non-transitory computer-readable medium associated with a data system providing a customer relationship management (CRM) database storing CRM records and associated with a phone system, the non-transitory computer-readable medium storing computer-readable program code capable of being executed by one or more processors, the program code comprising instructions configurable to cause:
processing phone call details received from the phone system, the phone call details identifying at least a customer and a phone call with the customer, the phone call provided by the phone system;
displaying a phone part of a user interface on a display, the phone part of the user interface presenting the phone call details;
providing for messaging between the phone part of the user interface and a record part of the user interface;
identifying one or more of the CRM records in the CRM database as storing CRM details at least a portion of which matches at least a portion of the phone call details;
retrieving, from the one or more CRM records, the CRM details; and
displaying the record part of the user interface on the display, the record part of the user interface presenting the CRM details, the record part of the user interface configured to be interacted with to incorporate the phone call details with the CRM details.
14. The non-transitory computer-readable medium of claim 13 , the instructions further configurable to cause:
processing user input data received via the user interface.
15. The non-transitory computer-readable medium of claim 13 , the phone system having a first network domain, and the data system having a second network domain.
16. The non-transitory computer-readable medium of claim 13 , the record part of the user interface being subscribed to receive messages from the phone part of the user interface.
17. The non-transitory computer-readable medium of claim 13 , the phone part of the user interface being subscribed to receive messages from the record part of the user interface.
18. The non-transitory computer-readable medium of claim 13 , the user interface being associated with a web browser.