Systems and Methods for Facilitation Communications Among Customer Relationship Management Users

Abstract

A method for synchronizing Customer Relationship Management data between a Software as a Service (“SaaS”) CRM provider and a mobile device. This method enables both read and write access from the mobile device whether a network connection to the SaaS provider is available or not. The method involves creating a local mobile device database to track portions or all of the SaaS provider database. In the case where a network separation occurs and the device and SaaS databases diverge, the synchronization method may be used to make the mobile device database and the SaaS database consistent and coherent again. In one embodiment, multiple local database tables are used to represent a single SaaS CRM table to facilitate synchronization, and a status indicator is used to visually and quickly convey status to the mobile user.

Dependencies are inferred from the claim text.