Abstract:
Methods and systems are provided for integrating social media channels into a customer service management (CRM) portal. The method includes receiving data for a consumer post, parsing the data into a social post object and a social persona object, creating a case from the objects, and displaying the case in the CRM portal.
Abstract:
Disclosed herein are system, method, and computer program product embodiments for quickly switching between multiple dashboards of an application. An embodiment operates by tracking changes made to a first dashboard of an application. The embodiment receives a selection for a second dashboard of the application. The embodiment stores a first data set and a first data state of the first dashboard in a cache. The embodiment removes the first dashboard from memory. The embodiment loads a second dashboard of the application into memory based on the selection. The embodiment then updates the second dashboard in the memory based on a second data set associated with the second dashboard and the shared data associated with a plurality of dashboards.
Abstract:
Disclosed herein are system, method, and computer program product embodiments for using a global filter in an analytics interface. An embodiment operates by rendering a layout listing displayed and hidden filterable data sets. The embodiment renders a global filter tray accessible from the layout by tapping or clicking a global filter icon. The global filter tray displays a list of available filters offered for the filterable data sets. The embodiment applies a selected filter to refine both displayed filterable data sets and the hidden filterable data sets.
Abstract:
Methods and systems are provided for responding to social posts (SPs) on social media channels from a customer service (CS) application of a CRM system. Streams of data from the social media channels are processed to detect relevant SPs, and data from a first SP is identified/retrieved based on automatic rules that find relevant SPs that warrant creation of a CS case and a CS response. A first CS case is created based on the data from the first SP to create a record that includes social content information about the first SP and automatically link the first SP to the CRM system. The social content information includes a message from the first SP and an author of the first SP. The CS application causes the first CS case to be displayed, generates a first response to the first SP, and publishes a first social reply including the first response.
Abstract:
Some embodiments of the present invention include an apparatus for displaying line charts with responsive line thickness using a display screen of a mobile computing system and include a processor, and one or more stored sequences of instructions which, when executed by the processor, cause the processor to receive a request to display a line chart on a display screen of a mobile computing system with the line chart having multiple line segments, determine density of information to be displayed with the line chart, and display the line chart with thickness of lines of the line chart corresponding to the determined density of information. The thickness of the line segments of the line chart is relatively thinner when the line chart includes higher density of information and relatively thicker when the line chart includes lower density of information.
Abstract:
Some embodiments of the present invention include an apparatus for enabling a tooltip to view information associated with portions of charts displayed on a display screen of a mobile computing device and include a processor, and one or more stored sequences of instructions which, when executed by the processor, cause the processor to display information associated with a chart on a display screen of a mobile computing system using a first chart type, the information including label information and value information Based on detecting a selection of a portion of the chart, cause the tooltip to be displayed on the display screen of the mobile computing system, the tooltip displaying label information and value information associated with the selected portion of the chart, the tooltip including a navigation tool to enable navigating and updating the tooltip with label information and value information associated with different portions of the chart.
Abstract:
Methods and systems are provided for responding to customer posts on a plurality of social media channels from a customer service portal of a Customer Relationship Management (CRM) system of an organization. A retrieval system can retrieve, based on one or more rules specified by a rules engine, data from a first customer post on a first social media channel. The first customer post is identified using one or more rules that finds customer posts that warrant a customer service response from the organization. Based on the data from the first customer post, a parser of the CRM system creates a first case that can be displayed at the customer service portal, which automatically pre-populates a first response to the first customer post in compliance with protocols associated with the first social media channel that allow the first response to be communicated via the first social media channel.