IP Library Granted Patent US 11,805,203
Granted Patent B2
US 11,805,203 · App. 17/993,408 · Granted Oct 31, 2023

Calling contacts using a wireless handheld computing device in combination with a communication link establishment and management system

Inventors: Christopher W. Beall (Reno, NV); Dhruv H. Shah (Saratoga, CA)
Assignee: ConnectandSell, Inc.
H04M3/5158H04M1/72469H04M3/42093H04M3/5183H04M2203/558H04M2250/68
View Patent ↗
Loading inventors, assignments & file history…
Monitor This Case
Get email alerts when status or documents change.
Order Certified Copies
Most orders are placed with the USPTO same day — all within 24 business hours.
Order via The Patent Place →
Pre-filled with this patent's details
Quick Facts
Patent No.
US 11,805,203
App. No.
17/993,408
Granted
Oct 31, 2023
Kind
B2
Abstract

A mobile application for a wireless handheld computing device, such as a smartphone, is disclosed in combination with a communication link establishment and management system. Systems and methods are disclosed for calling desired contacts using a smartphone that can take advantage of the power and efficiency of agent-assisted dialing provided by the communication link establishment and management system. The systems and methods automatically integrate with a customer relationship management (CRM) system connected to the communication link establishment and management system.

Claims (39)

1. A method for calling targets on a calling list using a smartphone comprising a display screen to control a computer-based communication link establishment and management system, comprising the steps of:

transmitting, through a mobile application on the smartphone, a selection of a desired calling list for an attempted communication to the computer-based communication link establishment and management system in communication with the mobile application;

attempting, by the computer-based communication link establishment and management system, to establish a communication connection with targets included on the selected calling list;

establishing, by the computer-based communication link establishment and management system, a communication connection between the smartphone and a target included on the selected calling list; and

transmitting, from the computer-based communication link establishment and management system to the mobile application, support information associated with the target for display through the mobile application on the smartphone, wherein the support information is configured to facilitate a conversation with the target.

2. The method of claim 1 , further comprising at least one of:

receiving a selection, from a plurality of predetermined call dispositions stored on the computer-based system, of a call disposition to be transmitted from the mobile application to the computer-based communication link establishment and management system, after the communication connection is completed; or

inputting notes into the mobile application concerning the target, after the communication connection is completed.

3. The method of claim 2 , wherein the plurality of predetermined call dispositions is displayed on a call wrap-up screen in the display screen from which the call disposition is selected, and wherein the call wrap-up screen takes up a majority of the display screen.

4. The method of claim 3 , wherein the selecting the call disposition is able to be completed via at least one of a touchscreen call disposition button, a physical call disposition button, or a call disposition voice command.

5. The method of claim 1 , further comprising:

delivering, by the mobile application, an audible indicator of the established communication connection between the smart phone and the target in response to establishing the communication connection.

6. The method of claim 5 , wherein the delivering the audible indicator comprises audibly delivering the support information associated with the target.

7. The method of claim 1 , wherein the support information associated with the target transmitted for display through the mobile application on the smartphone comprises information regarding at least one of prior conversations or a status of prior or current dealings with the target.

8. A method for calling targets on a calling list using a smartphone comprising a display screen to control a computer-based communication link establishment and management system, comprising the steps of:

transmitting, through a mobile application on the smartphone, a selection of a desired calling list for an attempted communication to the computer-based communication link establishment and management system in communication with the mobile application;

attempting, by the computer-based communication link establishment and management system, to establish a communication connection with targets included on the selected calling list;

establishing, by the computer-based communication link establishment and management system, a communication connection between the smartphone and a target included on the selected calling list; and

transmitting, from the computer-based communication link establishment and management system to the mobile application, at least one of identifying information and support information associated with the target for display through the mobile application on the smartphone, wherein the at least one of the identifying information and the support information is displayed on a portion of the display screen of the smartphone that takes up a majority of the display screen.

9. The method of claim 8 , wherein the at least one of the identifying information and the support information associated with the target is displayed automatically on the majority of the display screen in response to the communication connection between the smartphone and the target being established.

10. The method of claim 8 , further comprising:

delivering, by the mobile application, an audible indicator of the established communication connection between the smart phone and the target in response to establishing the communication connection.

11. The method of claim 10 , wherein the delivering the audible indicator comprises audibly delivering the at least one of the identifying information and the support information associated with the target.

12. A system for calling targets on a calling list using a smartphone comprising a display screen to control a computer-based communication link establishment and management system, comprising:

a mobile application on the smartphone in communication with the computer-based communication link establishment and management system;

a calling list selector allowing selection of a desired calling list of targets for an attempted communication, wherein the mobile application is configured to transmit the selection to the computer-based communication link establishment and management system;

means for attempting, by the computer-based communication link establishment and management system, to establish a communication connection with targets included on a selected calling list;

means for establishing, by the computer-based communication link establishment and management system, a communication connection between the smartphone and a target included on the selected calling list; and

means for transmitting, from the computer-based communication link establishment and management system to the mobile application, support information associated with the target for display through the mobile application on the smartphone, wherein the support information is configured to facilitate a conversation with the target.

13. The system of claim 12 , further comprising at least one of:

a call disposition selector allowing selection, from a plurality of predetermined call dispositions stored on the computer-based system, of a call disposition to be transmitted from the mobile application to the computer-based communication link establishment and management system, after the communication connection is completed; or

means for inputting notes into the mobile application concerning the target, after the communication connection is completed.

14. The system of claim 12 , wherein the mobile application is configured to deliver an audible indicator of the established communication connection between the smart phone and the target in response to establishing the communication connection.

15. The system of claim 14 , wherein the audible indicator comprises an audible delivery of the support information associated with the target.

16. The system of claim 13 , wherein the call disposition selector comprises at least one of a touchscreen call disposition button, a physical call disposition button, or a call disposition voice command.

17. The system of claim 12 , wherein the calling list selector comprises at least one of a touchscreen calling list button, a physical calling list button, or a calling list voice command.

18. The system of claim 12 , wherein the mobile application is configured to display the support information on a portion of the display screen of the smartphone that is a majority of the display screen.

19. The system of claim 18 , wherein the mobile application is configured to automatically display the support information in response to the communication connection between the smartphone and the target being established.

20. The system of claim 12 , wherein the support information associated with the target transmitted for display through the mobile application on the smartphone comprises information regarding at least one of prior conversations or a status of prior or current dealings with the target.

Assignments (2)
SECURITY INTEREST Recorded Apr 28, 2023
From: CONNECTANDSELL, INC.
To: HERITAGE BANK OF COMMERCE
Reel/Frame 063484/0570 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Nov 23, 2022
From: BEALL, CHRISTOPHER W.; SHAH, DHRUV H.
To: CONNECTANDSELL, INC.
Reel/Frame 061865/0441 →
Continuity (10)
Continuation 17231539 · Apr 15, 2021
Continuation 16254123 · Jan 22, 2019
Continuation In Part 14857546 · Sep 17, 2015
Continuation In Part 14161339 · Jan 22, 2014
Continuation In Part 13894126 · May 14, 2013
Continuation In Part 13412715 · Mar 6, 2012
Provisional Application 62051947 · Sep 17, 2014
Provisional Application 61756295 · Jan 24, 2013
Provisional Application 61646486 · May 14, 2012
Related Publication 20230089587A1 · Mar 23, 2023