Patent №
US 9,876,886
Granted
2018-01-23
Filed 2013
Owner
CONNECTANDSELL, INC.
Lab
—
AI components
4
nlp · speech · kr · planning
Assignment
Recorded
Dataset
AIPD
2023_r1 edition
Application
13894126
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.
AI classification
Ownership
CONNECTANDSELL, INC.
assignment · 311500898
Assignors
MCLAREN, WILLIAM J., JISSER, KENNY, BEALL, CHRISTOPHER W., WILMSEN, JAMES MICHAEL, BEALL, CHRISTOPHER W., COHEN, ROBERT MICHAEL
On an employer assignment, the assignors are typically the inventors.