公开(公告)号：US20140081702A1

公开(公告)日：2014-03-20

申请号：US14016033

申请日：2013-08-30

Applicant: salesforce.com, Inc.

Inventor： Sönke Rohde ,  Craig Villamor ,  Akhilesh Gupta ,  Grant Anderson ,  Jason Schroeder ,  Charlie Issacs ,  John Walter Taschek ,  Steve Gillmor ,  Girish Jashnani

IPC: G06Q30/02

CPC classification number: G06Q30/0201 ,  G06Q30/02

Abstract: The technology disclosed relates to rapidly logging sales activities in a customer relationship management system. It also relates to simplifying logging of sale activities by offering a streamlined data entry path that as immense usability in a mobile environment. The streamlined data entry path can be completed by triple-action, double-action, or single-action. In particular, the technology disclosed relates to automatically identifying and selecting entities that are most likely to be selected by a user. The identification of entities as most likely to be selected is dependent at least upon access recency of records of the entities, imminence of events linked to the entities, and geographic proximities of the entities to the user. It further relates to automatically identifying and selecting sales activities that are most likely to be performed by the user. The identification of sales activities as most likely to be performed is dependent at least upon position of the sale activities in a sales workflow and time elapsed since launch of the sales workflow.

Abstract translation: 所披露的技术涉及在客户关系管理系统中快速记录销售活动。 它还涉及通过提供在移动环境中巨大可用性的简化数据输入路径来简化销售活动的日志记录。 流线型数据输入路径可以通过三重动作，双动或单动来完成。 特别地，所公开的技术涉及自动识别和选择用户最可能选择的实体。 最有可能选择的实体的识别至少取决于实体的记录的访问重新性，与实体相关联的事件的紧迫性以及实体对用户的地理接近度。 它还涉及自动识别和选择用户最可能执行的销售活动。 最有可能执行的销售活动的识别至少取决于销售工作中的销售活动的位置以及销售工作流程推出以来的时间。

公开(公告)号：US10089638B2

公开(公告)日：2018-10-02

申请号：US14016033

申请日：2013-08-30

Applicant: salesforce.com, Inc.

Inventor： Sönke Rohde ,  Craig Villamor ,  Akhilesh Gupta ,  Grant Anderson ,  Jason Schroeder ,  Charlie Issacs ,  John Walter Taschek ,  Steve Gillmor ,  Girish Jashnani

IPC: G06Q30/02

Abstract: The technology disclosed relates to rapidly logging sales activities in a customer relationship management system. It also relates to simplifying logging of sale activities by offering a streamlined data entry path that as immense usability in a mobile environment. The streamlined data entry path can be completed by triple-action, double-action, or single-action. In particular, the technology disclosed relates to automatically identifying and selecting entities that are most likely to be selected by a user. The identification of entities as most likely to be selected is dependent at least upon access recency of records of the entities, imminence of events linked to the entities, and geographic proximities of the entities to the user. It further relates to automatically identifying and selecting sales activities that are most likely to be performed by the user. The identification of sales activities as most likely to be performed is dependent at least upon position of the sale activities in a sales workflow and time elapsed since launch of the sales workflow.

公开(公告)号：US10949865B2

公开(公告)日：2021-03-16

申请号：US16112164

申请日：2018-08-24

Applicant: salesforce.com, inc.

Inventor： Sönke Rohde ,  Craig Villamor ,  Akhilesh Gupta ,  Grant Anderson ,  Jason Schroeder ,  Charlie Issacs ,  John Walter Taschek ,  Steve Gillmor ,  Girish Jashnani

IPC: G06Q30/02

Abstract: The technology disclosed relates to rapidly logging sales activities in a customer relationship management system. It also relates to simplifying logging of sale activities by offering a streamlined data entry path that as immense usability in a mobile environment. The streamlined data entry path can be completed by triple-action, double-action, or single-action. In particular, the technology disclosed relates to automatically identifying and selecting entities that are most likely to be selected by a user. The identification of entities as most likely to be selected is dependent at least upon access recency of records of the entities, imminence of events linked to the entities, and geographic proximities of the entities to the user. It further relates to automatically identifying and selecting sales activities that are most likely to be performed by the user. The identification of sales activities as most likely to be performed is dependent at least upon position of the sale activities in a sales workflow and time elapsed since launch of the sales workflow.

公开(公告)号：US20180365713A1

公开(公告)日：2018-12-20

申请号：US16112164

申请日：2018-08-24

Applicant: salesforce.com, inc.

Inventor： Sönke Rohde ,  Craig Villamor ,  Akhilesh Gupta ,  Grant Anderson ,  Jason Schroeder ,  Charlie Issacs ,  John Walter Taschek ,  Steve Gillmor ,  Girish Jashnani

IPC: G06Q30/02

Abstract: The technology disclosed relates to rapidly logging sales activities in a customer relationship management system. It also relates to simplifying logging of sale activities by offering a streamlined data entry path that as immense usability in a mobile environment. The streamlined data entry path can be completed by triple-action, double-action, or single-action. In particular, the technology disclosed relates to automatically identifying and selecting entities that are most likely to be selected by a user. The identification of entities as most likely to be selected is dependent at least upon access recency of records of the entities, imminence of events linked to the entities, and geographic proximities of the entities to the user. It further relates to automatically identifying and selecting sales activities that are most likely to be performed by the user. The identification of sales activities as most likely to be performed is dependent at least upon position of the sale activities in a sales workflow and time elapsed since launch of the sales workflow.