Clari‘s patented method involves querying a CRM system to obtain project-related contacts, determining domain names based on contact information, and retrieving emails/calendar events using email identification rules. The system provides an activity summary to clients based on the data retrieved. GlobalData’s report on Clari gives a 360-degree view of the company including its patenting strategy. Buy the report here.
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According to GlobalData’s company profile on Clari, AI for workflow management was a key innovation area identified from patents. Clari's grant share as of January 2024 was 75%. Grant share is based on the ratio of number of grants to total number of patents.
Determining activities associated with tasks using crm system
A recently granted patent (Publication Number: US11836682B2) discloses a computer-implemented method for determining activities associated with tasks. The method involves accessing a task database system to obtain task data of multiple tasks associated with various entities, storing this data in a local data store, and receiving requests for determining activities of specific tasks. The method further includes identifying task contacts, determining domain names based on email identification rules, accessing email servers to retrieve activity data, and transmitting activity summaries to client devices over a network. The patent also covers determining domain names based on task contacts, entity contacts, web addresses, and domain name registries, as well as storing activity data in the local data store.
Additionally, the patent describes a non-transitory machine-readable medium and a data processing system that execute instructions to perform the operations outlined in the method. These operations include accessing task data, identifying task contacts, determining domain names, retrieving activity data from email servers, and transmitting activity summaries. The system is designed to automate and periodically carry out these tasks, providing a comprehensive solution for determining activities associated with tasks across multiple entities. The patent also includes provisions for determining domain names based on various criteria, such as task contacts, entity contacts, web addresses, and domain name registries, ensuring a robust and versatile approach to activity determination in a networked environment.
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GlobalData Patent Analytics tracks bibliographic data, legal events data, point in time patent ownerships, and backward and forward citations from global patenting offices. Textual analysis and official patent classifications are used to group patents into key thematic areas and link them to specific companies across the world’s largest industries.
