Patent application number | Description | Published |
20150332288 | INTEGRATING METADATA FROM APPLICATIONS USED FOR SOCIAL NETWORKING INTO A CUSTOMER RELATIONSHIP MANAGEMENT (CRM) SYSTEM - Integrating metadata from applications used for social networking into a customer relationship management (CRM) system includes obtaining, from applications used for social networking, metadata associated with users of the applications, analyzing the metadata from the applications to infer opportunities, relationships for mapping clients, structures, and subject matter experts, and integrating the opportunities, the relationships for mapping the clients, the structures, and the subject matter experts into a CRM system to populate the CRM system. | 11-19-2015 |
20150332289 | INTEGRATING METADATA FROM APPLICATIONS USED FOR SOCIAL NETWORKING INTO A CUSTOMER RELATIONSHIP MANAGEMENT (CRM) SYSTEM - Integrating metadata from applications used for social networking into a customer relationship management (CRM) system includes obtaining, from applications used for social networking, metadata associated with users of the applications, analyzing the metadata from the applications to infer opportunities, relationships for mapping clients, structures, and subject matter experts, and integrating the opportunities, the relationships for mapping the clients, the structures, and the subject matter experts into a CRM system to populate the CRM system. | 11-19-2015 |
20160026956 | MATCHING RESOURCES TO AN OPPORTUNITY IN A CUSTOMER RELATIONSHIP MANAGEMENT (CRM) SYSTEM - Matching resources to an opportunity in a customer relationship management (CRM) system includes obtaining, from a CRM system, an opportunity, the opportunity representing a complex record structure in the CRM system, in which the opportunity captures a number of fields of metadata, determining, from the metadata, a number of opportunity attributes associated with the opportunity, determining a number of resource attributes for a number of resources, ranking the resource attributes with the opportunity attributes to determine a score for each of the resources, and presenting, based on the score, a list of the resources that are recommended for the opportunity. | 01-28-2016 |
20160027018 | MATCHING RESOURCES TO AN OPPORTUNITY IN A CUSTOMER RELATIONSHIP MANAGEMENT (CRM) SYSTEM - Matching resources to an opportunity in a customer relationship management (CRM) system includes obtaining, from a CRM system, an opportunity, the opportunity representing a complex record structure in the CRM system, in which the opportunity captures a number of fields of metadata, determining, from the metadata, a number of opportunity attributes associated with the opportunity, determining a number of resource attributes for a number of resources, ranking the resource attributes with the opportunity attributes to determine a score for each of the resources, and presenting, based on the score, a list of the resources that are recommended for the opportunity. | 01-28-2016 |
20160034831 | DETERMINING A POLICY CHANGE FOR AN OUTCOME RELATED TO AN OPPORTUNITY - Determining a policy change for an outcome related to an opportunity includes monitoring factors and outcomes associated with opportunities stored in a customer relationship management (CRM) system, extracting the factors and the outcomes associated with the opportunities stored in the CRM system into a queryable database, analyzing, via a queryable database, the factors and the outcomes associated with the opportunities to identify patterns related to the outcomes of the opportunities, and determining, based on the patterns related to the outcomes of the opportunities, a policy change to improve the outcomes related to the opportunities. | 02-04-2016 |
20160034832 | DETERMINING A MONETARY VALUE FOR AN OUTCOME BASED ON A USER'S ACTIVITY - Determining a monetary value for an outcome based on a user's activity includes monitoring activities of a user utilizing a number of applications associated with a customer relationship management (CRM) system, determining, based on monitoring the activities of the user utilizing the number of applications, outcomes for the activities of the user, the outcomes being associated with opportunities stored in the CRM system, assigning a contribution value to the outcome based on the activities of the user, and determining, based on the contribution value, a monetary value for the outcomes. | 02-04-2016 |
20160034833 | REASSIGNING A BUSINESS HIERARCHY OF ROLES ASSOCIATED WITH AN OPPORTUNITY IN A SOCIAL CUSTOMER RELATIONSHIP MANAGEMENT (CRM) SYSTEM - Reassigning a business hierarchy of roles associated with an opportunity in a social customer relationship management (CRM) system includes receiving modifications, the modifications representing an adjustment to a business hierarchy of roles, identifying, in a social CRM system, an opportunity associated with the business hierarchy of roles, and reassigning, based on the modifications, the opportunity associated with the business hierarchy of roles, in which reassigning, based on the modifications, the business hierarchy of roles associated with the opportunity includes adding or deleting a member or a department from the business hierarchy of roles. | 02-04-2016 |
20160034903 | Modifying A Number Of Opportunities In A Customer Relationship Management (CRM) System - A method for modifying a number of opportunities in a customer relationship management (CRM) system includes obtaining, from a CRM system, a number of opportunities, the opportunities representing a complex record structure in the CRM system, in which each of the opportunities captures a number of fields of metadata, comparing the metadata associated with the opportunities with a number of archived opportunity templates to create a comparison, analyzing the comparison to identify a number of patterns for the opportunities, and modifying, based on the number of patterns for the opportunities, the opportunities to create at least one new opportunity. | 02-04-2016 |
20160034904 | DETERMINING A POLICY CHANGE FOR AN OUTCOME RELATED TO AN OPPORTUNITY - Determining a policy change for an outcome related to an opportunity includes monitoring factors and outcomes associated with opportunities stored in a customer relationship management (CRM) system, extracting the factors and the outcomes associated with the opportunities stored in the CRM system into a queryable database, analyzing, via a queryable database, the factors and the outcomes associated with the opportunities to identify patterns related to the outcomes of the opportunities, and determining, based on the patterns related to the outcomes of the opportunities, a policy change to improve the outcomes related to the opportunities. | 02-04-2016 |
20160034920 | Modifying A Number Of Opportunities In A Customer Relationship Management (CRM) System - Modifying a number of opportunities in a customer relationship management (CRM) system includes obtaining, from a CRM system, a number of opportunities, the opportunities representing a complex record structure in the CRM system, in which each of the opportunities captures a number of fields of metadata, comparing the metadata associated with the opportunities with a number of archived opportunity templates to create a comparison, analyzing the comparison to identify a number of patterns for the opportunities, and modifying, based on the number of patterns for the opportunities, the opportunities to create at least one new opportunity. | 02-04-2016 |
20160034921 | REASSIGNING A BUSINESS HIERARCHY OF ROLES ASSOCIATED WITH AN OPPORTUNITY IN A SOCIAL CUSTOMER RELATIONSHIP MANAGEMENT (CRM) SYSTEM - Reassigning a business hierarchy of roles associated with an opportunity in a social customer relationship management (CRM) system includes receiving modifications, the modifications representing an adjustment to a business hierarchy of roles, identifying, in a social CRM system, an opportunity associated with the business hierarchy of roles, and reassigning, based on the modifications, the opportunity associated with the business hierarchy of roles, in which reassigning, based on the modifications, the business hierarchy of roles associated with the opportunity includes adding or deleting a member or a department from the business hierarchy of roles. | 02-04-2016 |
20160034926 | DETERMINING A MONETARY VALUE FOR AN OUTCOME BASED ON A USER'S ACTIVITY - Determining a monetary value for an outcome based on a user's activity includes monitoring activities of a user utilizing a number of applications associated with a customer relationship management (CRM) system, determining, based on monitoring the activities of the user utilizing the number of applications, outcomes for the activities of the user, the outcomes being associated with opportunities stored in the CRM system, assigning a contribution value to the outcome based on the activities of the user, and determining, based on the contribution value, a monetary value for the outcomes. | 02-04-2016 |
20160034967 | NOTIFYING A USER OF AN INSTANT MESSAGING (IM) SERVICE ABOUT A MODIFICATION MADE TO AN OPPORTUNITY - Notifying a user of an instant message (IM) service about a modification made to an opportunity includes receiving at least one modification to an opportunity stored in a customer relationship management (CRM) system, the opportunity representing a complex record structure in the CRM system, identifying a first user associated with the modification made to the opportunity stored in the CRM system, determining, from a list of users associated with the opportunity, a second user associated with the first user through an IM service, and sending an alert to the second user on the IM service, the alert indicating to the second user the modification made to the opportunity by the first user. | 02-04-2016 |
20160036738 | NOTIFYING A USER OF AN INSTANT MESSAGING (IM) SERVICE ABOUT A MODIFICATION MADE TO AN OPPORTUNITY - Notifying a user of an instant message (IM) service about a modification made to an opportunity includes receiving at least one modification to an opportunity stored in a customer relationship management (CRM) system, the opportunity representing a complex record structure in the CRM system, identifying a first user associated with the modification made to the opportunity stored in the CRM system, determining, from a list of users associated with the opportunity, a second user associated with the first user through an IM service, and sending an alert to the second user on the IM service, the alert indicating to the second user the modification made to the opportunity by the first user. | 02-04-2016 |