Invention Grant
- Patent Title: Streamlined data entry paths using individual account context on a mobile device
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Application No.: US14016033Application Date: 2013-08-30
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Publication No.: US10089638B2Publication Date: 2018-10-02
- Inventor: Sönke Rohde , Craig Villamor , Akhilesh Gupta , Grant Anderson , Jason Schroeder , Charlie Issacs , John Walter Taschek , Steve Gillmor , Girish Jashnani
- Applicant: salesforce.com, Inc.
- Applicant Address: US CA San Francisco
- Assignee: salesforce, inc.
- Current Assignee: salesforce, inc.
- Current Assignee Address: US CA San Francisco
- Agency: Holland & Hart LLP
- Main IPC: G06Q30/02
- 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.
Public/Granted literature
- US20140081702A1 SYSTEMS AND METHODS OF RAPID SALES LOGGING Public/Granted day:2014-03-20
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