Umesh R Patel

US Patent:

7681136, Mar 16, 2010

Filed:

Jan 8, 2004

Appl. No.:

10/755195

Inventors:

Norman Gennaro - San Carlos CA, US
Umesh Patel - Fremont CA, US

Assignee:

Oracle International Corporation - Redwood Sores CA

International Classification:

G06F 17/00
G06F 3/00
G06F 3/048
G06F 15/16
G06Q 30/00
G06F 17/30

US Classification:

715751, 715211, 715753, 715769, 709204, 705 26, 705 27, 705400

Abstract:

Described herein is a collaborative and Web-based whiteboarding tool for creating, collecting, storing, managing and performing searches on graphical customer information and information related thereto. When implementing the present invention, the company retains possession of and control over the sales-related diagrams generated by its sales force. Participants in a collaborative Web session are provided with one or more palettes of diagram primitives, which reduce the whiteboarding (diagram) task to an easily mastered series of object drag-and-drops, line connections, and text blurbs. The diagrams, as well as the diagram primitives (including, for example, icons, diagrams and portions thereof) are stored in a selectably accessible database. In addition, the diagram primitives may have fully searchable information associated therewith, in the form of metadata or tags, for example.

US Patent:

8015038, Sep 6, 2011

Filed:

Jan 8, 2004

Appl. No.:

10/755162

Inventors:

Norman Gennaro - San Carlos CA, US
Umesh Patel - Fremont CA, US

Assignee:

Oracle International Corporation - Redwood Shores CA

International Classification:

G06Q 10/00

US Classification:

705 711

Abstract:

A software tool enables sales organizations and sales representatives to graphically track past purchases from customers, as well as the customer's current holdings and install base of products and services, irrespective of whether the current holdings originated from the sales organization, from a competitor or from some non-competing supplier of goods or services. By tracking not only past purchases, but the totality of the customer's holdings, the sales representative may draw inferences from the customer's current installed base of products, identify new opportunities and potentially sell additional or complementary products to the customer. The tracked information is stored in a central repository such as a database, enabling the employer to maintain control over the information, thereby enabling the information to persist even after the sales representative has left the employ of his or her current employer. The central repository is preferably selectively available over a computer network, via a Web browser, for example.