Invention Grant
- Patent Title: Method and system for generating insights regarding a party in response to a call
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Application No.: US15873966Application Date: 2018-01-18
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Publication No.: US11170381B2Publication Date: 2021-11-09
- Inventor: Vijay Karani , Jayant Tyagi
- Applicant: salesforce.com, inc.
- Applicant Address: US CA San Francisco
- Assignee: salesforce.com, inc.
- Current Assignee: salesforce.com, inc.
- Current Assignee Address: US CA San Francisco
- Agency: LKGlobal|Lorenz & Kopf, LLP
- Main IPC: G06Q30/00
- 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.
Public/Granted literature
- US20190220867A1 METHOD AND SYSTEM FOR GENERATING INSIGHTS REGARDING A PARTY IN RESPONSE TO A CALL Public/Granted day:2019-07-18
Information query