IP Library Patent Application 16857321
Patent Application
App. No. 16/857,321

AGNOSTIC CRM AUGMENTATION WITH A DISPLAY SCREEN

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Quick Facts
Patent No.
US None
App. No.
16/857,321
Abstract

Automated computing machinery that includes a display screen, the machinery configured with a sales template of a sales campaign displayed by a browser extension on the display screen as an overlay upon a web page of a customer relationship management (“CRM”) application, the template including a question and an answer form for the question, the question and the answer form pertinent to a sales campaign; and the machinery configured with template functions additional to functionality of the CRM application, the template exposing such additional functionality through graphical user interface (“GUI”) widgets of the template as displayed on the display screen, the template implementing such additional functionality identically for disparate CRM applications.

Claims (24)

1 . Automated computing machinery comprising a display screen, the machinery further comprising:

the machinery configured with a sales template of a sales campaign displayed by a browser extension on the display screen as an overlay upon a web page of a customer relationship management (“CRM”) application, the template including a question and an answer form for the question, the question and the answer form pertinent to a sales campaign; and

the machinery configured with template functions additional to functionality of the CRM application, the template exposing such additional functionality through graphical user interface (“GUI”) widgets of the template as displayed on the display screen, the template implementing such additional functionality identically for disparate CRM applications.

2 . The machinery of claim 1 further comprising an agent hub coupled for data communication to a computer running the browser, the agent hub including an identification of a tele-agent assigned to work on the sales campaign.

3 . The machinery of claim 1 further comprising an agent hub coupled for data communication to a computer running the browser, the agent hub operatively coupled to a leadership hub that identifies to the agent hub the sales campaign from association with a tele-agent assigned to the campaign.

4 . The machinery of claim 1 further comprising an agent hub coupled for data communication to a computer running the browser, the agent hub including an identification of a tele-agent assigned to work on the sales campaign, the agent hub operatively coupled to a campaign management portal that provides to the agent hub the template from association with the sales campaign.

5 . The machinery of claim 1 with the screen displaying the template comprising no data regarding the structure or function of the CRM application, the screen displaying the template implementing no interface between the CRM application and template, the screen displaying the template agnostically augmenting the CRM application.

6 . The machinery of claim 1 further comprising an agent hub coupled for data communication to a computer running the browser, the agent hub configured with computer memory arranged according to a logical table, the table comprising logical columns identifying a tele-agent assigned to the sales campaign, the tele-agent qualifications, and an indication whether the tele-agent is logged on to the agent hub.

7 . The machinery of claim 1 further comprising an agent hub coupled for data communication to a computer running the browser, the agent hub including an identity of a tele-agent assigned to the sales campaign, the tele-agent's qualifications, and an indication whether the tele-agent is logged on to the agent hub physically configured as a semantic graph in the computer memory of the agent hub.

8 . The machinery of claim 1 further comprising an agent hub coupled for data communication to a computer running the browser, the agent hub configured with computer memory associating the campaign with actual answers responsive to questions from the sales template.

9 . The machinery of claim 1 further comprising an agent hub coupled for data communication to a computer running the browser, the agent hub configured with computer memory arranged according to a logical table, the table comprising logical columns associating the campaign with actual answers responsive to questions from the sales template.

10 . The machinery of claim 1 further comprising an agent hub coupled for data communication to a computer running the browser, the agent hub including associations among the campaign and actual answers responsive to questions from the sales template, the associations physically configured as a semantic graph in the computer memory of the agent hub.

11 . A method of agnostically augmenting a customer relationship management (“CRM”) application, the method implemented in automated computing machinery that includes a display screen, the method comprising:

exposing by a browser extension a sales template of a sales campaign on the display screen as an overlay upon a web page of the CRM application, the template including a question and an answer form for the question, the question and the answer form pertinent to a sales campaign; and

providing by the template functions additional to functionality of the CRM application, the additional functionality including data processing for the question and answer form, the template exposing such additional functionality through graphical user interface (“GUI”) widgets of the template as displayed on the display screen, the template implementing such additional functionality identically for disparate CRM applications.

12 . The method of claim 11 further comprising receiving by an agent hub of the machinery, the agent hub coupled for data communication to a computer running the browser, from data input through the browser, an identification of a tele-agent assigned to the sales campaign.

13 . The method of claim 11 further comprising identifying by a leadership hub to the agent hub the sales campaign from association with a tele-agent assigned to the sales campaign.

14 . The method of claim 11 further comprising providing by a campaign management portal to the agent hub the template from association with the sales campaign.

15 . The method of claim 11 further comprising providing, by an agent hub to the browser extension, the template.

16 . The method of claim 11 with the screen displaying the template comprising no data regarding the structure or function of the CRM application, the screen displaying the template implementing no interface between the CRM application and template, the screen displaying the template agnostically augmenting the CRM application.

17 . The method of claim 11 further comprising configuring by an agent hub coupled for data communication to a computer running the browser, computer memory arranged according to a logical table, the table including logical columns identifying a tele-agent assigned to the sales campaign, the tele-agent qualifications, and an indication whether the tele-agent is logged on to the agent hub.

18 . The method of claim 11 further comprising configuring by an agent hub coupled for data communication to a computer running the browser, computer memory arranged as a semantic graph, the graph including an identity of a tele-agent assigned to the sales campaign, the tele-agent's qualifications, and an indication whether the tele-agent is logged on to the agent hub.

19 . The method of claim 11 further comprising configuring by an agent hub coupled for data communication to a computer running the browser, computer memory according to a logical table, the table including logical columns associating the campaign with actual answers responsive to questions from the sales template.

20 . The method of claim 11 further comprising configuring by an agent hub coupled for data communication to a computer running the browser, computer memory as a semantic graph, the graph including associations among the campaign and actual answers responsive to questions from the sales template.

Assignments (2)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jan 18, 2022
From: N3, LLC
To: ACCENTURE GLOBAL SOLUTIONS LIMITED
Reel/Frame 058678/0304 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Apr 28, 2020
From: COPELAND, SHANNON; SILVER, DARREN
To: N3, LLC
Reel/Frame 052509/0468 →