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公开(公告)号：US20240028979A1
公开(公告)日：2024-01-25
申请号：US18376143
申请日：2023-10-03
发明人： Russell W. Martin, JR. , Stephen Messer , Heidi Messer , Paolo Cappellari , Paul Ashaolu , Antonio Maccioni
IPC分类号： G06Q10/06 , G06Q10/109 , G06F16/2458 , G06F16/2457 , G06Q10/107 , G06Q50/00
CPC分类号： G06Q10/06 , G06Q10/109 , G06F16/2462 , G06F16/24578 , G06Q10/107 , G06Q50/01
摘要： A novel approach to facilitating access to valuable actionable content from a multi-tenant database involves system generated ranking of connection content with associated data retrieval methods and systems, utilizing “connector” scores to rank responsive content. The system “learns” how to optimize retrieving and ranking high value actionable content with experience; and applies optimized scoring parameters to enhance future operations. The computer platform is greatly improved by delivering actionable content that is immediately translated into critical operations and tasks recommended by the system to support transactions for the User.
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公开(公告)号：US20210182880A1
公开(公告)日：2021-06-17
申请号：US17121357
申请日：2020-12-14
摘要： Write back to customer relationship management systems is provided. Data logging of activities can be performed for sales professionals that use other third-party software solutions during their selling process. The logged data can be written back to the CRM system instead of needing input by the sales professionals. Certain data and generated insights can be written back to further enhance the data available to clients' sales organizations. Capability of writing back to target CRM systems can leverage existing APIs. Identification of data to be written back to the CRM systems is performed by an intelligent write back (IWB) system. The IWB system will write back to the standard objects in tenant CRMs. The IWB system can create custom fields within those objects for write back data.
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