# US 2018/0025359 A1 · Customer journey optimized pre-fetching > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 2018/0025359 A1 - Document ID: US20180025359A1 - Status: Published application - Kind: A1 - Application number: 15/214,442 - Filed: 2016-07-19 - Published: 2018-01-25 - Earliest claimed: 2016-07-19 - Assignees: SugarCRM Inc. - Applicants: SugarCRM Inc. - Inventors: Matt Marum; Henry Rogers - Web page: https://patentgrep.com/patent/US20180025359A1 ## CPC - G06Q 30/01: Customer relationship services - G06Q 10/0633: Workflow analysis - G06Q 10/067: Enterprise or organisation modelling - G06Q 30/0611: {Request for offers or quotes} - G06Q: INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR ## Abstract Embodiments of the present invention provide a method, system and computer program product for customer journey optimized data pre-fetching. In a method of invention, different stages of a customer journey in a customer journey model are defined for customers of a CRM application. As well, a mapping is created in the CRM application between each of the stages of the customer journey in the customer journey model and a corresponding selection of resources of the CRM application. Thereafter, a retrieval of a customer related record for a particular one of the customers is detected and in response, a particular one of the stages of the customer journey is identified that corresponds to the particular one of the customers, a corresponding selection of resources is determined from the mapping for the identified particular one of the stages, and the selection of resources is pre-fetched. ## Claims ### Claim 1 A customer journey optimized data pre-fetching method comprising: defining for customers of a customer relationship management (CRM) application executing in memory of a computer, different stages of a customer journey in a customer journey model; creating a mapping in the CRM application between each of the stages of the customer journey in the customer journey model and a corresponding selection of resources of the CRM application; detecting a retrieval of a customer related record for a particular one of the customers; and, responsive to the detection of the retrieval of the customer related record, identifying a particular one of the stages of the customer journey corresponding to the particular one of the customers, determining a corresponding selection of resources from the mapping for the identified particular one of the stages, and pre-fetching the selection of resources into the memory of the computer. ### Claim 2 (depends on 1) The method of claim 1, wherein the resources include messages addressed to or transmitted by different ones of the customers. ### Claim 3 (depends on 1) The method of claim 1, wherein the resources include sales quotations generated on behalf of different ones of the customers. ### Claim 4 (depends on 1) The method of claim 1, wherein the resources include opportunity records stored in the CRM application in connection with different ones of the customers. ### Claim 5 (depends on 1) The method of claim 1, wherein the mapping is stored as part of the customer journey model. ### Claim 6 (depends on 1) The method of claim 1, further comprising: detecting a user interface action performed by a customer in a Web site that is separate from the CRM application; identifying the customer performing the user interface action; determining a contemporaneous one of the stages of the customer journey for the customer performing the user interface action based upon a context of a Web page in which the user interface action is performed; and, responsive to the determination of the contemporaneous one of the stages of the customer journey for the customer performing the user interface action, determining a corresponding selection of resources from the mapping for the identified particular one of the stages, and pre-fetching the selection of resources into the memory of the computer through the CRM application. ### Claim 7 A customer relationship management (CRM) application configured for customer journey optimized data pre-fetching, the system comprising: a host computing platform comprising one or more computers each with memory and at least one processor; a CRM application executing in the memory of the host computing platform; and a CRM data prefetching module coupled to the CRM application, the module comprising program code enabled upon execution in the memory to define for customers of the CRM application different stages of a customer journey in a customer journey model, to create a mapping in the CRM application between each of the stages of the customer journey in the customer journey model and a corresponding selection of resources of the CRM application, to detect a retrieval of a customer related record for a particular one of the customers and to respond to the detection of the retrieval of the customer related record by identifying a particular one of the stages of the customer journey corresponding to the particular one of the customers, determining a corresponding selection of resources from the mapping for the identified particular one of the stages, and pre-fetching the selection of resources into the memory of the computer. ### Claim 8 (depends on 7) The system of claim 7, wherein the resources include messages addressed to or transmitted by different ones of the customers. ### Claim 9 (depends on 7) The system of claim 7, wherein the resources include sales quotations generated on behalf of different ones of the customers. ### Claim 10 (depends on 7) The system of claim 7, wherein the resources include opportunity records stored in the CRM application in connection with different ones of the customers. ### Claim 11 (depends on 7) The system of claim 7, wherein the mapping is stored as part of the customer journey model. ### Claim 12 (depends on 7) The system of claim 7, wherein the program code of the module is further enabled to detect a user interface action performed by a customer in a Web site that is separate from the CRM application, identify the customer performing the user interface action, determine a contemporaneous one of the stages of the customer journey for the customer performing the user interface action based upon a context of a Web page in which the user interface action is performed and respond to the determination of the contemporaneous one of the stages of the customer journey for the customer performing the user interface action by determining a corresponding selection of resources from the mapping for the identified particular one of the stages and pre-fetching the selection of resources into the memory of the computer through the CRM application. ### Claim 13 A computer program product for customer journey optimized data pre-fetching, the computer program product comprising a computer readable storage medium having program instructions embodied therewith, the program instructions executable by a device to cause the device to perform a method comprising: defining for customers of a customer relationship management (CRM) application executing in memory of a computer, different stages of a customer journey in a customer journey model; creating a mapping in the CRM application between each of the stages of the customer journey in the customer journey model and a corresponding selection of resources of the CRM application; detecting a retrieval of a customer related record for a particular one of the customers; and, responsive to the detection of the retrieval of the customer related record, identifying a particular one of the stages of the customer journey corresponding to the particular one of the customers, determining a corresponding selection of resources from the mapping for the identified particular one of the stages, and pre-fetching the selection of resources into the memory of the computer. ### Claim 14 (depends on 13) The computer program product of claim 13, wherein the resources include messages addressed to or transmitted by different ones of the customers. ### Claim 15 (depends on 13) The computer program product of claim 13, wherein the resources include sales quotations generated on behalf of different ones of the customers. ### Claim 16 (depends on 13) The computer program product of claim 13, wherein the resources include opportunity records stored in the CRM application in connection with different ones of the customers. ### Claim 17 (depends on 13) The computer program product of claim 13, wherein the mapping is stored as part of the customer journey model. ### Claim 18 (depends on 13) The computer program product of claim 13, wherein the method further includes: detecting a user interface action performed by a customer in a Web site that is separate from the CRM application; identifying the customer performing the user interface action; determining a contemporaneous one of the stages of the customer journey for the customer performing the user interface action based upon a context of a Web page in which the user interface action is performed; and, responsive to the determination of the contemporaneous one of the stages of the customer journey for the customer performing the user interface action, determining a corresponding selection of resources from the mapping for the identified particular one of the stages, and pre-fetching the selection of resources into the memory of the computer through the CRM application.