Patent ID: 8751960

Claim:
A method for handling an incoming phone call from a caller associated with a caller's company to a user associated with a user's firm by serving a screen-pop to the user on a user display device, comprising: receiving the incoming phone call to the user; in response to the incoming phone call from the caller, generating and serving by at least one computer having operatively associated memory to the user a screen-pop that is displayed on the display device of the user, wherein generating and serving the screen-pop comprises generating and serving for display in the screen-pop: one or more fields that display caller name data, caller company name data and caller position data; one or more fields that display recent interactions data and caller company information data; wherein the recent interactions data comprises a list of one or more past interactions between the caller and one or more other individuals within the user's firm, comprising an indication of interaction type, individual identifier data indicating with whom the past interaction was scheduled, and past interaction date data; wherein the caller company information data comprises caller company stock price data indicating the stock price of the caller's company and daily stock price change for the current day, and links to news articles relating to the caller's company; and one or more note entry fields for the user to enter data regarding the call; a log indicator that upon activation causes data about the call to be recorded to a customer relationship management database; one or more call control buttons to enable control of the incoming phone call including a call drop button; and wherein the at least one computer is in electronic communication with the customer relationship database and one or more databases for news data and financial data.