Patents
US 10803473 B2: Retail deployed customer relationship management
- Granted
- 2020-10-13
- Filed
- 2014-12-05 application 14562659
- Type
- Utility · 18 claims
- Elsewhere
- Google Patents ↗ · USPTO patent document ↗ · USPTO Patent Center record ↗
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.
Source: PVGPATDIS, file of 2026-04-10 (ipg201013.xml).
Assignees
| Assignee | Type | Place | Also on furp.org | Source |
|---|---|---|---|---|
| SugarCRM, Inc. 47 patents | US company or organization | Cupertino, CA | SugarCRM Inc Form D issuer EXACT high confidence: identical full name and state | PVGPATDIS, file of 2026-04-10 |
Inventors
| Inventor | Place | Patents | Person page | Source |
|---|---|---|---|---|
| Matthew G. Marum | Cary, NC | 29 | PVGPATDIS, file of 2026-04-10 | |
| Wes Moran | Merrimack, NH | 5 | PVGPATDIS, file of 2026-04-10 |
CPC categories
| Subclass | Category | First group | Source |
|---|---|---|---|
| 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 | G06Q30/0201 | PVGPATDIS, file of 2026-04-10 |
Cooperative Patent Classification, as currently assigned (one row per subclass).
Assignments and security interests
| Recorded | What | From | To | Reel/frame | Source |
|---|---|---|---|---|---|
| 2018-07-31 | Security interest Security interest Security interest | SUGARCRM INC., AS GRANTOR signed 2018-07-31 | GOLDMAN SACHS SPECIALTY LENDING GROUP, L.P., AS COLLATERAL AGENT DALLAS, TX | 46673/434 | ECORSEXC, file of 2026-09-25 |
| 2014-12-05 | Assignment Assignment of assignor's interest | MARUM, MATTHEW signed 2014-11-21 MORAN, WES signed 2014-11-28 | SUGARCRM INC. CUPERTINO, CA | 34410/919 | ECORSEXC, file of 2026-09-25 |
Documents recorded with the USPTO Assignment Recordation Branch that list this patent. A security interest is a lender’s claim on the patent as collateral; a release ends it.
USPTO bulk data: PatentsView granted patents, disambiguated (PVGPATDIS) for patents, assignees, inventors, places and CPC categories; the USPTO Patent Assignment Dataset (ECORSEXC) for assignments and security interests. Patents filed in the last 20 years. No claims or full text. Links to other records are by name (and state): EXACT means the identical full name and state; FUZZY means a looser name match, with the confidence shown.