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Customer relationship management system and method

a customer relationship management and customer technology, applied in the field of customer relationship management system and method, can solve the problems of high cost, closed-source structure, and failure rate of over 70% with traditional crm implementation, and achieve the effect of quickly identifying the source of queries and diagnosing performance issues during developmen

Inactive Publication Date: 2007-06-28
SUGARCRM
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Benefits of technology

The open-source CRM system enhances flexibility, reduces costs, improves implementation success rates, and ensures data security and integrity by allowing easy administration, synchronization, and secure data management.

Problems solved by technology

However, conventional CRM systems have significant limitations that include a lack of flexibility, high costs, and a closed-source structure which is embedded into the traditional product offerings.
These limitations have led to a failure rate of over 70% with traditional CRM implementations.

Method used

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  • Customer relationship management system and method
  • Customer relationship management system and method
  • Customer relationship management system and method

Examples

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Embodiment Construction

[0016] The invention is particularly applicable to an open source customer relationship management (CRM) software system and it is in this context that the invention will be described. It will be appreciated, however, that the algorithms, data structures, processes and modules in accordance with the invention has greater utility since these modules and inventive aspects disclosed herein can be equally applied to other non-open source CRM systems, as well as other business software application systems as well as other database software systems. For purposes of illustration, the described system is an implementation in a CRM and groupware system although the inventive methods apply across multiple systems. In the example, the CRM and groupware system is SugarCRM Inc.'s Sugar Professional 3.5. It is a database driven application that demands quick response time.

[0017] The system may be implemented in a preferred embodiment using a base class known as SugarBean, and a data retrieval AP...

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Abstract

A software-based customer relationship management system and method.

Description

RELATED APPLICATION / PRIORITY CLAIM [0001] This application claims priority under 35 U.S.C. 119(e) and 120 to U.S. Provisional Application Ser. No. 60 / 707,820 entitled “Customer Relationship Management System and Method” filed on Aug. 12, 2005, the entirety of which is incorporated herein by reference.FIELD OF THE INVENTION [0002] The invention relates generally to a customer relationship management system and method and in particular to a software-based system and method for providing customer relationship management. BACKGROUND OF THE INVENTION [0003] Customer relationship management (CRM) systems and solutions are well known. For example, typical known CRM systems include Microsoft® CRM, e-Synergy, a CRM product provided by SalesForce.com, Netsuite CRM, and SAP Business One CRM. However, conventional CRM systems have significant limitations that include a lack of flexibility, high costs, and a closed-source structure which is embedded into the traditional product offerings. These ...

Claims

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Application Information

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Patent Type & Authority Applications(United States)
IPC IPC(8): G06F17/30G06Q10/00
CPCG06F8/71G06F17/30312G06Q10/06G06Q10/10G06Q30/02G06F8/65G06F16/22
Inventor TAYLOR, JACOBROBERTS, JOHNORAM, CLINTONGUPTA, AJAYDREISCH, ANDREWITANI, MAJEDOSTROW, JULIANPARSONS, JOSEPH
Owner SUGARCRM
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