公开(公告)号：US10909575B2

公开(公告)日：2021-02-02

申请号：US14750551

申请日：2015-06-25

Applicant: salesforce.com, inc.

Inventor： Arun Kumar Jagota ,  Sancho S. Pinto ,  Saurin G. Shah ,  Stanislav Georgiev

IPC: G06Q30/02

Abstract: New account recommendations for user account sets are described. A system creates an accounts profile for a set of accounts based on multiple attributes associated with each account of the set of accounts. The system calculates an account score for an account based on comparing multiple attributes associated with the account against the accounts profile, wherein the account is not in the set of accounts. The system determines whether the account score satisfies an account score threshold. The system recommends the account to a user associated with the set of accounts if the account score satisfies the account score threshold.

公开(公告)号：US10715626B2

公开(公告)日：2020-07-14

申请号：US14751401

申请日：2015-06-26

Applicant: salesforce.com, inc.

Inventor： Arun Kumar Jagota ,  Sancho S. Pinto ,  Saurin G. Shah ,  Stanislav Georgiev

IPC: G06F16/00 ,  H04L29/08 ,  G06Q30/00 ,  G06F16/33

Abstract: New account routing to user account sets is described. A system creates multiple accounts profiles corresponding to multiple sets of accounts, based on multiple attributes associated with each account of the multiple sets of accounts. The system calculates multiple account scores for an account based on comparing multiple attributes associated with the account against the corresponding multiple accounts profiles, wherein the account is not in the multiple sets of accounts. The system identifies a highest account score of the multiple account scores. The system routes the account to a user associated with a set of accounts corresponding to the highest account score.

公开(公告)号：US20160379265A1

公开(公告)日：2016-12-29

申请号：US14750551

申请日：2015-06-25

Applicant: salesforce.com, inc.

Inventor： Arun Kumar Jagota ,  Sancho S. Pinto ,  Saurin G. Shah ,  Stanislav Georgiev

IPC: G06Q30/02

CPC classification number: G06Q30/0269

Abstract: New account recommendations for user account sets are described. A system creates an accounts profile for a set of accounts based on multiple attributes associated with each account of the set of accounts. The system calculates an account score for an account based on comparing multiple attributes associated with the account against the accounts profile, wherein the account is not in the set of accounts. The system determines whether the account score satisfies an account score threshold. The system recommends the account to a user associated with the set of accounts if the account score satisfies the account score threshold.

Abstract translation: 描述用户帐户集的新帐户建议。 系统根据与该组帐户中的每个帐户相关联的多个属性为一组帐户创建帐户配置文件。 该系统基于将与帐户相关联的多个属性与帐户简档进行比较来计算帐户的帐户分数，其中该帐户不在该组帐户中。 系统确定帐户分数是否满足帐户分数阈值。 如果帐户分数满足帐户分数阈值，系统会向与该组帐户相关联的用户建议该帐户。

公开(公告)号：US20140081913A1

公开(公告)日：2014-03-20

申请号：US14028277

申请日：2013-09-16

Applicant: salesforce.com, inc.

Inventor： Harish Peri ,  Saurin G. Shah ,  Blake Markham ,  Ashwini Govindaraman

IPC: G06F17/30

CPC classification number: G06F17/30581 ,  G06Q50/01

Abstract: The technology disclosed relates to incorporating social data in CRM systems by a single social syn action. In particular, it relates to appending social data to prospect or contact objects of CRM systems by finding multiple social handles for the prospect or contact objects. The multiple social handles identify social profiles of the corresponding prospects or contacts on various social network platforms.The technology disclosed also relates to personalizing customer service experience of customers. In particular, it relates to identifying conversation preferences and interests of the customers based on information specified in their social profiles on different social network platforms. The conversation preferences and interests are used to customize interactions with the customer during the course of the customer service.

Abstract translation: 所公开的技术涉及通过单一的社会同步动作将社交数据纳入CRM系统。 特别地，它涉及通过为潜在客户或联系人对象找到多个社交句柄来将社交数据附加到CRM系统的潜在客户或联系人对象。 多个社会手段确定了各种社交网络平台上相应的前景或联系人的社会概况。 所披露的技术还涉及个性化客户的客户服务体验。 特别地，它涉及基于在不同社交网络平台上的社交简档中指定的信息来识别客户的对话偏好和兴趣。 会话偏好和兴趣用于在客户服务过程中定制与客户的交互。