Retail deployed customer relationship management

Patent metadata

Field	Value
Publication number	US-10803473-B2
Application number	US-201414562659-A
Country	US
Kind code	B2
Filing date	Dec 5, 2014
Priority date	Dec 5, 2014
Publication date	Oct 13, 2020
Grant date	Oct 13, 2020

Abstract

Embodiments of the invention provide a method, system and computer program product for retail deployed CRM. A CRM method for retail environments includes sensing entry of a mobile device into a physical space and identifying a customer record for a customer in a CRM system associated with the detected mobile device. The method also includes thereafter detecting a proximity of the mobile device to a product stored in the physical space and creating an opportunity record in the CRM system in connection with the customer for the product. Finally, the method includes responding to sensing egress of the mobile device from the physical space, by marking the opportunity record as closed-won if the product has been purchased by the customer.

First claim

We claim:

1. A customer relationship management (CRM) method for retail environments, the method comprising:
sensing entry of a mobile device into a physical space;
identifying a customer record for a customer in a CRM system associated with the detected mobile device;
detecting a proximity of the mobile device to a product stored in the physical space;
creating an opportunity record in the CRM system in connection with the customer for the product; and,
responsive to sensing egress of the mobile device from the physical space, marking the opportunity record as closed-won if the product has been purchased by the customer and deleting the opportunity record in the CRM system.

2. The method of claim 1 , wherein the opportunity record is marked pending responsive to the sensing of the egress of the mobile device from the physical space if the product has not been purchased by the customer.

3. The method of claim 1 , wherein the opportunity record is marked closed-lost responsive to the sensing of the egress of the mobile device from the physical space if the product has not been purchased by the customer.

4. The method of claim 1 , further comprising triggering a CRM action for the opportunity record.

5. The method of claim 4 , wherein the CRM action is transmitting product information for the product to the mobile device.

6. The method of claim 4 , wherein the CRM action is transmitting related product information for the product to the mobile device.

7. The method of claim 4 , wherein the CRM action is transmitting a coupon for the product to the mobile device.

8. The method of claim 4 , wherein the CRM action is messaging a mobile device of a sales agent present within the physical space with information from the customer record and information from the opportunity record.

9. The method of claim 8 , wherein the mobile device of the sales agent is smart eye-ware with an optical head-mounted display.

10. A computer program product for customer relationship management (CRM) for retail environments, 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:
sensing entry of a mobile device into a physical space;
identifying a customer record for a customer in a CRM system associated with the detected mobile device;
detecting a proximity of the mobile device to a product stored in the physical space;
creating an opportunity record in the CRM system in connection with the customer for the product; and,
responsive to sensing egress of the mobile device from the physical space, marking the opportunity record as closed-won if the product has been purchased by the customer and deleting the opportunity record in the CRM system.

11. The computer program product of claim 10 , wherein the opportunity record is marked pending responsive to the sensing of the egress of the mobile device from the physical space if the product has not been purchased by the customer.

12. The computer program product of claim 10 , wherein the opportunity record is marked closed-lost responsive to the sensing of the egress of the mobile device from the physical space if the product has not been purchased by the customer.

13. The computer program product of claim 10 , wherein the method further comprises triggering a CRM action for the opportunity record.

14. The computer program product of claim 13 , wherein the CRM action is transmitting product information for the product to the mobile device.

15. The computer program product of claim 13 , wherein the CRM action is transmitting related product information for the product to the mobile device.

16. The computer program product of claim 13 , wherein the CRM action is transmitting a coupon for the product to the mobile device.

17. The computer program product of claim 13 , wherein the CRM action is messaging a mobile device of a sales agent present within the physical space with information from the customer record and information from the opportunity record.

18. The computer program product of claim 17 , wherein the mobile device of the sales agent is smart eye-ware with an optical head-mounted display.

Assignees

• Sugarcrm Inc

Inventors

• Marum Matthew
• Moran Wes

Classifications

• G06Q30/0623

  by investigating goods or services · CPC title

• G06Q30/0639

  Locating goods or services, e.g. based on physical position of the goods or services within a shopping facility · CPC title

• G06Q30/0254

  based on statistics · CPC title

• G06Q30/0201 Primary

  Market modelling; Market analysis; Collecting market data · CPC title