公开(公告)号：US20220012748A1

公开(公告)日：2022-01-13

申请号：US17449241

申请日：2021-09-28

Applicant: salesforce.com, inc.

Inventor： Vijay Karani ,  Jayant Tyagi

IPC: G06Q30/00 ,  G06F21/62 ,  H04M3/42

Abstract: Methods and systems are provided for providing an insights page. When data identifying a party of a call is received, a customer relationship management (CRM) application can be launched at a computing device without any further user input, and records that are potentially relevant to the call and that are to potentially be included as part of an insights page of the CRM application can be automatically determined. Some of the records are automatically determined by analyzing CRM information using artificial intelligence technologies. The records can then be ranked in a priority order according to relevance from most relevant to least relevant. The insights page can then be caused to be displayed at a user interface of the computing device without user input with at least some of the records displayed in the priority order as relevant records.

公开(公告)号：US11170381B2

公开(公告)日：2021-11-09

申请号：US15873966

申请日：2018-01-18

Applicant: salesforce.com, inc.

Inventor： Vijay Karani ,  Jayant Tyagi

IPC: G06Q30/00 ,  G06F21/62 ,  H04M3/42

Abstract: Methods and systems are provided for providing an insights page that is displayed at a user interface of a computing device in response to a call. The caller who is making a call and/or the callee that is receiving the call can be identified along with one or more relevant organizations. A customer relationship management (CRM) application can then be launched at the computing device, and relevant records that are relevant to the call can be automatically determined at a server system. The relevant records can include records that are determined to be relevant to the call from any organization that a user has access privileges to. The insights page displayed at the user interface of the computing device includes user interface elements for accessing the relevant records. Each user interface element is selectable to open a relevant record that has been determined to be relevant to the call.