Collecting CRM data for feedback
AssigneeMicrosoft Corporation
InventorsAlex Simons, Wan Zhu, Chris Shoring, David West
Life of this patent
Estimating the term…
Abstract
Collecting and analyzing usage data from a CRM database provides useful insights into improving future versions of CRM software. Options for the type of data to be collected may be presented and several opportunities may be available to tailor the data to be communicated to the CRM provider.
Claims20
A method of collecting feedback on a CRM system comprising:
- requesting permission to collect feedback data;
- if permission to collect feedback data is received, collecting data about a CRM installation;
- requesting permission to collect specific types of CRM business data;
- if permission to collect specific CRM business data is not received, refraining from collecting such specific data;
- if permission to collect specific CRM business data is received, collecting such specific data;
- requesting permission to collect CRM installation statistical data;
- if permission to collect specific CRM installation statistical data is not received, refraining from collecting such specific statistical data;
- if permission to collect specific CRM installation statistical data is received, collecting specific CRM installation statistical data;
- requesting permission to collect specific CRM installation system data;
- if permission to collect specific CRM installation system data is not received, refraining from collecting specific CRM installation data;
- if permission to collect specific CRM installation system data is received, collecting specific CRM installation data;
- and
- allowing the selection to review specific portions of the collected data before it is communicated.
A computer system comprising a processor, a memory and an input/output circuit, the processor being programmed to execute computer executable commands and the memory being capable of storing computer executable commands, the memory comprising computer executable code to be executed by the processor for:
- requesting permission to collect feedback data;
- if permission to collect feedback data is received, collecting data about a CRM installation;
- requesting permission to collect specific types of CRM business data;
- if permission to collect specific CRM business data is not received, refraining from collecting such specific data;
- if permission to collect specific CRM business data is received, collecting such specific data wherein the specific business data further comprises record number data, business profile data, record association data and organizational structure data;
- requesting permission to collect CRM:
- installation statistical data;
- if permission to collect specific CRM installation statistical data is not received, refraining from collecting such specific statistical data;
- if permission to collect specific CRM installation statistical data is received, collecting specific CRM installation statistical data wherein the specific statistical data comprises grown rate data, customization data, user organization data and synchronization with other programs data;
- requesting permission to collect specific CRM installation system data;
- if permission to collect specific CRM installation system data is not received, refraining from collecting specific CRM installation data;
- if permission to collect specific CRM installation system data is received, collecting specific CRM installation data;
- and
- allowing the selection to review specific portions of the collected data before it is communicated;
- communicating a privacy policy to the CRM installation;
- determining if partners are involved in the CRM installation;
- determining if additional programs are installed in the CRM installation;
- determining if a valid web server is in communication with the CRM installation;
- displaying a communication progress display where data is communicated and stopping the communication when a cancel option is selected;
- storing the data to be communicated in a class which has subclasses for the different types of data collected;
- identifying CRM installations by a hash organization identification of a customers unique ID;
- storing the data to be communicated in XML file format;
- receiving the data and storing the data in a format to be queried;
- storing the data in a database;
- allowing CRM installation to create additional requests for permission to create additional data to be communicated;
- allowing CRM installation to refer queries to additional databases of the CRM installation to collect additional data;
- and
- validating the hash ID received.
A computer readable medium comprising computer executable code for:
- requesting permission to collect feedback data;
- if permission to collect feedback data is received, collecting data about a CRM installation;
- requesting permission to collect specific types of CRM business data;
- if permission to collect specific CRM business data is not received, refraining from collecting such specific data;
- if permission to collect specific CRM business data is received, collecting such specific data;
- requesting permission to collect CRM installation statistical data;
- if permission to collect specific CRM installation statistical data is not received, refraining from collecting such specific statistical data;
- if permission to collect specific CRM installation statistical data is received, collecting specific CRM installation statistical data;
- requesting permission to collect specific CRM installation system data;
- if permission to collect specific CRM installation system data is not received, refraining from collecting specific CRM installation data;
- if permission to collect specific CRM installation system data is received, collecting specific CRM installation data wherein the specific CRM system data comprises server related data, CRM database data and CRM server application data;
- allowing the selection to review specific portions of the collected data before it is communicated;
- communicating a privacy policy to the CRM installation;
- determining if partners are involved in the CRM installation;
- determining if additional programs are installed in the CRM installation;
- determining if a valid web server is in communication with the CRM installation;
- displaying a communication progress display where data is communicated and stopping the data communication when a cancel selection is made;
- storing the data to be communicated in a class which has subclasses for the different types of data collected;
- identifying CRM installations by a hash organization identification of a customers unique ID;
- storing the data to be communicated in XML file format;
- receiving the data and storing the data in a format to be queried;
- storing the data in a database;
- allowing CRM installation to create additional requests for permission to create additional data to be communicated;
- allowing CRM installation to refer queries to additional databases of the CRM installation to collect additional data;
- and
- validating the hash ID received.
Dependencies are inferred from the claim text.