System and method for automatic update of calls with portable device
AssigneeConnectAndSell, Inc.
InventorsWilliam J. McLaren, Kenny Jisser, Christopher W. Beall, James Michael Wilmsen, Robert Michael Cohen
Life of this patent
Estimating the term…
Loading patent…
AssigneeConnectAndSell, Inc.
InventorsWilliam J. McLaren, Kenny Jisser, Christopher W. Beall, James Michael Wilmsen, Robert Michael Cohen
Estimating the term…
Systems and methods are disclosed for calling desired contacts using a standalone smartphone or other portable device, selecting and using contact information from a customer relationship management (CRM) system, and automatically updating the CRM system with the outcome of each conversation. In addition, systems and methods are disclosed for automatically integrating an automated calling system with a customer relationship management system, contact management system, and/or task management system, so that historical information stored concerning past contact activity and automated calling sessions relating to contacts is automatically updated in the customer relationship management system, contact management system, and/or task management system.
A method comprising:
The method of 2, further comprising excluding, by the computer-based system, the target from the new calling list based on the hold flag.
Dependencies are inferred from the claim text.