公开(公告)号：US09898743B2

公开(公告)日：2018-02-20

申请号：US14050125

申请日：2013-10-09

Applicant: salesforce.com, inc.

Inventor： Scott Bessler ,  Patricio Echague ,  Adam Evans ,  Andrea Hawksley ,  Gary Lerhaupt ,  Jason Li ,  Steve Loughlin ,  Kunal Punera

IPC: G06Q10/00 ,  G06Q30/00 ,  G06Q10/06

CPC classification number: G06Q30/01 ,  G06Q10/0631

Abstract: A method and apparatus for the automatic creation of a relationship management system is described. The method may include receiving a request from a user to create a relationship management system, and receiving specification of one or more electronic communication systems and user access credentials that provide access to each of the corresponding accounts. Furthermore, the method may include obtaining past electronic communications using the received user access credentials and analyzing the past electronic communications to extract contact data. The method may also include creating the relationship management system for the user and adding the contact data as contacts associated with the user in the created relationship management system.

公开(公告)号：US20150134389A1

公开(公告)日：2015-05-14

申请号：US14080076

申请日：2013-11-14

Applicant: salesforce.com, inc.

Inventor： Kunal Punera ,  Adam Evans ,  Steve Loughlin

IPC: G06Q10/06 ,  G06N5/04 ,  G06N99/00 ,  G06Q30/00

CPC classification number: G06Q10/063114 ,  G06Q30/016

Abstract: A method and apparatus for the automatic suggestion generation in a relationship management system is described. The method may include obtaining an electronic communication associated with one or more users of a relationship management system, where the communication is part of a series of communications in a process managed by the relationship management system. Furthermore, the method may include analyzing content of the electronic communication to determine a suggested future action within the process managed by the relationship management system. The method may also include generating a suggestion by the relationship management system to notify at least one user of the suggested future action, and storing the generated suggestion within a database coupled with the relationship management system.

Abstract translation: 描述了关系管理系统中的自动建议生成的方法和装置。 该方法可以包括获得与关系管理系统的一个或多个用户相关联的电子通信，其中通信是由关系管理系统管理的过程中的一系列通信的一部分。 此外，该方法可以包括分析电子通信的内容以确定由关系管理系统管理的过程中的建议的未来动作。 该方法还可以包括生成关系管理系统的建议，以通知至少一个用户所建议的将来的动作，以及将生成的建议存储在与关系管理系统相配合的数据库中。

公开(公告)号：US20150379131A1

公开(公告)日：2015-12-31

申请号：US14315823

申请日：2014-06-26

Applicant: salesforce.com, inc.

Inventor： Maxim Gurevich ,  Gary Lerhaupt ,  Kunal Punera

IPC: G06F17/30

Abstract: A method and apparatus for determining connection strength for users of a relationship management system is described. The method may include receiving a request from a first user of a relationship management system user for a connection strength score associated with a relationship management system account. Furthermore, the method may include determining connection strength scores between each of the plurality of contacts in the account and the organization based on communications exchanged between each of the plurality of contacts with users of the relationship management system. The method may also include selecting a subset of contacts from the account based on the determined connection strength scores, and presenting the selected subset of contacts from the account to the first relationship management system user.

Abstract translation: 描述了一种用于确定关系管理系统的用户的连接强度的方法和装置。 该方法可以包括从关系管理系统用户的第一用户接收与关系管理系统帐户相关联的连接强度分数的请求。 此外，该方法可以包括基于在关系管理系统的用户之间与多个联系人中的每一个之间交换的通信来确定帐户中的多个联系人中的每一个和组织之间的连接强度分数。 该方法还可以包括基于所确定的连接强度分数从帐户中选择联系人的子集，以及将所选择的联系人的子集从该帐户呈现给第一关系管理系统用户。

公开(公告)号：US10607165B2

公开(公告)日：2020-03-31

申请号：US14080076

申请日：2013-11-14

Applicant: salesforce.com, inc.

Inventor： Kunal Punera ,  Adam Evans ,  Steve Loughlin

IPC: G06Q10/00 ,  G06Q10/06 ,  G06N5/00 ,  G06Q30/00 ,  G06N20/20 ,  G06N20/00

Abstract: A method and apparatus for the automatic suggestion generation in a relationship management system is described. The method may include obtaining an electronic communication associated with one or more users of a relationship management system, where the communication is part of a series of communications in a process managed by the relationship management system. Furthermore, the method may include analyzing content of the electronic communication to determine a suggested future action within the process managed by the relationship management system. The method may also include generating a suggestion by the relationship management system to notify at least one user of the suggested future action, and storing the generated suggestion within a database coupled with the relationship management system.