There are a wide variety of different types of business data systems. Some such systems include customer relations management (CRM) systems, enterprise resource planning (ERP) systems, line-of-business (LOB) applications, and other business systems. These types of systems often enable creation and maintaining of business data records. Some of these records include customer records that have details about customers, vendor records that include details of vendors, sales records, sales proposals, quotes, order records, records that contain product or service information, and records related to business contacts, among many others. The system can also include workflows that enable users to perform various tasks and workflows using the business data system.
An example of a workflow provided in some business data systems is one that allow(s) users or organizations to track various business opportunities. For instance, if there is an opportunity to make a sale of products or services to another organization, the business data system allows users to enter information that may be helpful in converting that opportunity into an actual sale. Similarly, some such systems allow many other types of tasks or workflows to be performed as well. For instance, some systems allow users to prepare a quote for a potential customer. Then, when the customer accepts the terms of the quote, the user can convert the quote into an actual order. These are merely two examples of a wide variety of different types of tasks and workflows that can be performed within a business data system.
In performing these types of tasks and workflows, some users may wish to contact other people associated with the business data records being operated on. For instance, where a customer has a primary contact, it may be that the user wishes to call or otherwise communicate with that person in order to discuss the terms of a proposal or order. Therefore, some business data systems allow a user to search for contacts, and communicate with a given contact.
The use of mobile devices is also increasing rapidly. For instance, some mobile devices include smart phones, cellular telephones, and tablet computers, to name a few. These types of devices often have different types of user input mechanisms than desktop computers. For example, a desktop computer may have user interface displays with user input mechanisms that can be actuated by a point and click device (such a mouse or track ball) or a hardware keyboard. However, mobile devices often have touch sensitive screens. This enables a user to actuate user input mechanisms using touch gestures, such as by using a finger, a stylus, or other device.
The discussion above is merely provided for general background information and is not intended to be used as an aid in determining the scope of the claimed subject matter.
A business data system generates a user interface display showing a business data record. The business data system receives a touch gesture user input to manipulate a contact within the business data system. The business data system manipulates the contact based on the touch gesture user input.
This Summary is provided to introduce a selection of concepts in a simplified form that are further described below in the Detailed Description. This Summary is not intended to identify key features or essential features of the claimed subject matter, nor is it intended to be used as an aid in determining the scope of the claimed subject matter. The claimed subject matter is not limited to implementations that solve any or all disadvantages noted in the background.
Processor 110 is illustratively a computer processor with associated memory and timing circuitry (not separately shown). It is a functional part of CRM system 100 and is activated by, and facilitates the functionality of, the other components and items in CRM system 100. It will also be noted that while only a single processor 110 is shown, processor 110 can actually be multiple different computer processors as well. In addition, the multiple different computer processors used by system 100 can be local to system 100, or remote from system 100, but accessible by system 100.
User interface component 112 illustratively generates user interface displays with user input mechanisms that can be actuated by user 108. The user interface displays 106 (that user 108 interacts with) can be generated by user interface component 112 in CRM system 100 and passed to device 104 where they can be displayed (by device 104, as user interface displays 106) for interaction by user 108.
Communication component 114 illustratively facilitates communication among various users of CRM system 100, or between users of CRM system 100 and other individuals who may not necessarily be users of system 100. For instance, if user 108 wishes to communicate with a contact who may not necessarily have access to CRM system 100 (such as by initiating a phone call, an instant message, etc.), communication component 114 illustratively facilitates this type of communication. Therefore, communication component 114 can illustratively facilitate email communication, telephone or cellular telephone communication, instant message communication, chat room communication, or other types of communication.
Workflow/task component 118 illustratively uses user interface component 112 to generate user interface displays 106 so that user 108 can perform tasks and carryout workflow within CRM system 100. For instance, workflow/task component 118 illustratively allows user 108 to add contact information to CRM system 100, to track opportunities within system 100, to convert quotes to orders, or to input various other types of information or perform other tasks or workflows.
Other CRM components 120 illustratively provide the functionality for other things that can be done in CRM system 100. There are a wide variety of other things that users can do within CRM system 100, and these various functions are provided by other components 120.
CRM system 100 has access to CRM data store 102. CRM data store 102 illustratively stores a variety of different business data records. While data store 102 is shown as a single data store, it can be multiple different data stores. It can be local to system 100 or remote therefrom. Where it includes multiple different data stores, they can all be local to or remote from system 100, or some can be local while others are remote.
The data records can include, by way of example only, proposals 124, opportunities 126, quotes 128, customer data records 130, orders 132, product/service information 134, vendor records 136, contacts 138, workflows 140, and other business data records 142. Each of the business data records may be an object or entity, or another type of record. The records can include links to other records, or stand by themselves. All of these types of structures, and others are contemplated herein.
Proposals 124 illustratively include business information for a proposal that can be made to a customer. Opportunities 126 illustratively include a wide variety of different types of information (some of which is described below with respect to
The workflows can take a wide variety of different forms. For instance, they may simply be data entry workflows, workflows posting information to a ledger, workflows fleshing out proposals or quotes, or a wide variety of other things. In any case, CRM system 100 accesses workflows 140 in order to generate the user interface displays 106 that can be manipulated by user 108, in order to perform the different workflows.
User device 104 illustratively includes user interface component 122, client CRM system 144, and processor 146. Client CRM system 144 is illustratively used by user device 104 in order to access CRM system 100. Of course, client CRM system 144 can be a stand alone system as well, in which case it has access to CRM data store 102, or a different CRM data store. As described herein, however, it is simply used in order to access CRM system 100. This is but one option.
User interface component 122 illustratively generates the user interface displays 106 on user device 104. In the embodiment described herein, device 104 has a touch sensitive user interface display screen. Therefore, user interface component 122 illustratively generates the displays for display on the user interface display screen. The displays 106 have user input mechanisms 107 that can be actuated using touch gestures by user 108.
Processor 146 is illustratively a computer processor with associated memory and timing circuitry (not separately shown). Processor 146 is illustratively a functional part of device 104 and is activated by, and facilitates the functionality of, the other systems, components and items in device 104. While processor 146 is shown as a single processor, it could be multiple processors as well.
As briefly discussed above, user interface displays 106 are illustratively user interface displays that are provided for interaction by user 108. User input mechanisms 107 can be a wide variety of different types of user input mechanisms. For instance, they can be buttons, icons, text boxes, dropdown menus, soft keyboards or virtual keyboards or keypads, links, check boxes, active tiles that function as a link to underlying information and that actively or dynamically show information about the underlying information or a wide variety of other user input mechanisms that can be actuated using touch gestures.
In the embodiment shown in
The business section 210 of start display 200 also includes a plurality of tiles which, when actuated by the user, cause the CRM system to take action. For instance, contact tile 216, when actuated by the user, opens a contact menu for the user. Opportunities tile 218, when actuated by the user, opens opportunity records or an opportunities menu that allows the user to navigate to individual opportunity records. The “my leads” tile 220, when actuated by the user, causes the CRM system 100 to open a menu or records corresponding to leads for the given user. A news tile 222 provides news about one or more items that have taken place in CRM system 100, and that are of interest to the user. In the example shown in
Once the CRM system is launched and the start screen is displayed, CRM system 100 then receives a user touch gesture to manipulate a contact in CRM system 100. This is indicated by block 153 in
It should also be noted that the user can manipulate contacts in other ways as well. For instance, instead of actuating contact tile 216, or one of the specific contacts represented by the photos or images on tile 216, the user may open up other business data records in CRM system 100. Many of those business data records may have individual people, or contacts, associated with them. Therefore, user 108 can manipulate contacts from within those business data records as well.
In the embodiment shown in
User interface display 228 also illustratively includes a “What's new” section 240. What's new section 240 can display posts by user 108, or other users of the CRM system, that are related to the opportunity being displayed.
In addition, as shown in
User interface display 228 also illustratively includes an information section 244 that displays a primary contact tile 246 corresponding to a primary contact for this opportunity. A plurality of additional tiles 248 are displayed below the primary contact tile 246, and provide information corresponding to the individual represented by primary contact tile 246. The tiles 248, for instance, provide a preferred contact method for the primary contact, an amount of revenue generated by the primary contact, an indicator of the availability of the primary contact, a reputation or rating for the primary contact, a date when the opportunity corresponding to the primary contact closes, and a credit limit for the primary contact. Of course, all of the tiles 248 are exemplary only, and additional or different information corresponding to the primary contact, or other information, can be displayed as well.
Since the opportunity record represented by user interface 228 has a primary contact (or tile) 246 that represents the primary contact for the displayed opportunity, the user can manipulate that contact information from within the opportunity business record displayed in user interface display 228. If there were no contact information corresponding to the business opportunity displayed on display 220, CRM system 100 would illustratively provide a user input mechanism that allows user 108 to navigate to contact information corresponding to the displayed business data record. Determining whether contact information is displayed on the business data record represented by user interface display 228 is indicated by block 158 in
As described above, in the embodiment shown in
Actuation of tile 146 causes CRM system 100 to generate another user interface display that allows the user to manipulate the contact information. As described above with respect to
When the user actuates any of the buttons in contact bar 252, this causes CRM system 100 to illustratively initiate communication with the primary contact using the selected method of communication.
In response to the user actuating the phone button 166, communication component 114 in CRM system 100 illustratively initiates a phone call to the primary contact “Phil B.” represented by tile 246 and generates a suitable user interface display indicating that the call has been initiated.
A number of other exemplary things are shown in display 300. A list of objectives to be accomplished are shown generally at 306. A status bar 304 shows how many of the objectives for the phone call have been completed. The objectives listed are “product requirements”, “key decision makers”, “budget”, and “notes”. In one embodiment, these are the agenda items for the phone call. Of course, they may be simply “to do” items or a variety of other listed items as well.
The communication (e.g., the telephone call) can proceed until one of the parties stops the communication. This can be done, in one embodiment, by user 108 simply touching an appropriate button on the user interface display.
It can thus be seen that a user can quickly and easily manipulate contact information within a CRM system, or other business data system. When contact information is displayed, the user can use a touch gesture to manipulate it. This can make manipulation of contact information much easier and less cumbersome.
It will be noted that the touch gestures mentioned herein can take a wide variety of different forms. They can be simple touches or taps, swipes, slides, multi-touch inputs, positional gestures (gestures at a specific position or location on the screen), brushing, multi-finger gestures, touch and hold gestures, etc. The speed of the gestures can be used for control as well (e.g., a quick swipe can pan quickly while a slow swipe pans slowly, etc.). These and other gestures are all contemplated herein.
The description is intended to include both public cloud computing and private cloud computing. Cloud computing (both public and private) provides substantially seamless pooling of resources, as well as a reduced need to manage and configure underlying hardware infrastructure.
A public cloud is managed by a vendor and typically supports multiple consumers using the same infrastructure. Also, a public cloud, as opposed to a private cloud, can free up the end users from managing the hardware. A private cloud may be managed by the organization itself and the infrastructure is typically not shared with other organizations. The organization still maintains the hardware to some extent, such as installations and repairs, etc.
In the embodiment shown in
It will also be noted that system 100, or portions of it, can be disposed on a wide variety of different devices. Some of those devices include servers, desktop computers, laptop computers, tablet computers, or other mobile devices, such as palm top computers, cell phones, smart phones, multimedia players, personal digital assistants, etc.
Under other embodiments, applications or systems (like system 100) are received on a removable Secure Digital (SD) card that is connected to a SD card interface 15. SD card interface 15 and communication links 13 communicate with a processor 17 (which can also embody processor 146 from
Clock 25 illustratively comprises a real time clock component that outputs a time and date. It can also, illustratively, provide timing functions for processor 17.
Location system 27 illustratively includes a component that outputs a current geographical location of device 16. This can include, for instance, a global positioning system (GPS) receiver, a LORAN system, a dead reckoning system, a cellular triangulation system, or other positioning system. It can also include, for example, mapping software or navigation software that generates desired maps, navigation routes and other geographic functions.
Memory 21 stores operating system 29, network settings 31, applications 33, application configuration settings 35, data store 37, communication drivers 39, and communication configuration settings 41. Memory 21 can include all types of tangible volatile and non-volatile computer-readable memory devices. It can also include computer storage media (described below). Memory 21 stores computer readable instructions that, when executed by processor 17, cause the processor to perform computer-implemented steps or functions according to the instructions. System 100 or the items in data store 102, for example, can reside in memory 21. Similarly, device 16 can have a client business system 24 (e.g., client CRM system 144) which can run various business applications or embody parts or all of business system 100. Processor 17 can be activated by other components to facilitate their functionality as well.
Examples of the network settings 31 include things such as proxy information, Internet connection information, and mappings. Application configuration settings 35 include settings that tailor the application for a specific enterprise or user. Communication configuration settings 41 provide parameters for communicating with other computers and include items such as GPRS parameters, SMS parameters, connection user names and passwords.
Applications 33 can be applications that have previously been stored on the device 16 or applications that are installed during use, although these can be part of operating system 29, or hosted external to device 16, as well.
The mobile device of
Note that other forms of the devices 16 are possible.
Computer 810 typically includes a variety of computer readable media. Computer readable media can be any available media that can be accessed by computer 810 and includes both volatile and nonvolatile media, removable and non-removable media. By way of example, and not limitation, computer readable media may comprise computer storage media and communication media. Computer storage media is different from, and does not include, a modulated data signal or carrier wave. It includes hardware storage media including both volatile and nonvolatile, removable and non-removable media implemented in any method or technology for storage of information such as computer readable instructions, data structures, program modules or other data. Computer storage media includes, but is not limited to, RAM, ROM, EEPROM, flash memory or other memory technology, CD-ROM, digital versatile disks (DVD) or other optical disk storage, magnetic cassettes, magnetic tape, magnetic disk storage or other magnetic storage devices, or any other medium which can be used to store the desired information and which can be accessed by computer 810. Communication media typically embodies computer readable instructions, data structures, program modules or other data in a transport mechanism and includes any information delivery media. The term “modulated data signal” means a signal that has one or more of its characteristics set or changed in such a manner as to encode information in the signal. By way of example, and not limitation, communication media includes wired media such as a wired network or direct-wired connection, and wireless media such as acoustic, RF, infrared and other wireless media. Combinations of any of the above should also be included within the scope of computer readable media.
The system memory 830 includes computer storage media in the form of volatile and/or nonvolatile memory such as read only memory (ROM) 831 and random access memory (RAM) 832. A basic input/output system 833 (BIOS), containing the basic routines that help to transfer information between elements within computer 810, such as during start-up, is typically stored in ROM 831. RAM 832 typically contains data and/or program modules that are immediately accessible to and/or presently being operated on by processing unit 820. By way of example, and not limitation,
The computer 810 may also include other removable/non-removable volatile/nonvolatile computer storage media. By way of example only,
The drives and their associated computer storage media discussed above and illustrated in
A user may enter commands and information into the computer 810 through input devices such as a keyboard 862, a microphone 863, and a pointing device 861, such as a mouse, trackball or touch pad. Other input devices (not shown) may include a joystick, game pad, satellite dish, scanner, or the like. These and other input devices are often connected to the processing unit 820 through a user input interface 860 that is coupled to the system bus, but may be connected by other interface and bus structures, such as a parallel port, game port or a universal serial bus (USB). A visual display 891 or other type of display device is also connected to the system bus 821 via an interface, such as a video interface 890. In addition to the monitor, computers may also include other peripheral output devices such as speakers 897 and printer 896, which may be connected through an output peripheral interface 895.
The computer 810 is operated in a networked environment using logical connections to one or more remote computers, such as a remote computer 880. The remote computer 880 may be a personal computer, a hand-held device, a server, a router, a network PC, a peer device or other common network node, and typically includes many or all of the elements described above relative to the computer 810. The logical connections depicted in
When used in a LAN networking environment, the computer 810 is connected to the LAN 871 through a network interface or adapter 870. When used in a WAN networking environment, the computer 810 typically includes a modem 872 or other means for establishing communications over the WAN 873, such as the Internet. The modem 872, which may be internal or external, may be connected to the system bus 821 via the user input interface 860, or other appropriate mechanism. In a networked environment, program modules depicted relative to the computer 810, or portions thereof, may be stored in the remote memory storage device. By way of example, and not limitation,
It should also be noted that features from different embodiments can be combined. That is, one or more features from one embodiment can be combined with one or more features of other embodiments. This is contemplated herein.
Although the subject matter has been described in language specific to structural features and/or methodological acts, it is to be understood that the subject matter defined in the appended claims is not necessarily limited to the specific features or acts described above. Rather, the specific features and acts described above are disclosed as example forms of implementing the claims.
Number | Date | Country | |
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61612148 | Mar 2012 | US |