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：US20180041635A1

公开(公告)日：2018-02-08

申请号：US15789905

申请日：2017-10-20

Applicant: Salesforce.com, inc.

Inventor： Jason Li ,  Adam Evans ,  Steve Loughlin ,  Patricio Echague

IPC: H04M3/51 ,  H04W8/02 ,  H04M3/22 ,  G06Q30/00 ,  H04M3/42 ,  H04W68/04 ,  H04W4/02 ,  H04W4/04

CPC classification number: G06Q30/016 ,  H04W4/025 ,  H04W4/029 ,  H04W8/02 ,  H04W68/04

Abstract: A method and apparatus for tracking and responding to mobile events in a relationship management system is described. The method may include detecting a mobile event associated with a user of a relationship management system. Furthermore, the method may include analyzing the mobile event to determine at least one relationship management process associated with the user for which the mobile event is related. The method may also include generating one or more relationship management system notifications for transmission to the mobile device of the user prior to initiation of the mobile event, and generating one or more relationship management suggestions or relationship management system notifications for transmission to the mobile device of the user after a termination of the mobile event.

公开(公告)号：US20160142542A1

公开(公告)日：2016-05-19

申请号：US15005992

申请日：2016-01-25

Applicant: salesforce.com, inc.

Inventor： Jason Li ,  Adam Evans ,  Steve Loughlin ,  Patricio Echague

IPC: H04M3/51 ,  H04M3/22 ,  H04W8/02 ,  G06Q30/00 ,  H04W68/04

CPC classification number: H04M3/5158 ,  G06Q30/016 ,  H04M3/2218 ,  H04M3/42348 ,  H04M3/5183 ,  H04W4/02 ,  H04W4/025 ,  H04W4/04 ,  H04W8/02 ,  H04W68/04

Abstract: A method and apparatus for tracking and responding to mobile events in a relationship management system is described. The method may include detecting a mobile event associated with a user of a relationship management system. Furthermore, the method may include analyzing the mobile event to determine at least one relationship management process associated with the user for which the mobile event is related. The method may also include generating one or more relationship management system notifications for transmission to the mobile device of the user prior to initiation of the mobile event, and generating one or more relationship management suggestions or relationship management system notifications for transmission to the mobile device of the user after a termination of the mobile event.

公开(公告)号：US10572882B2

公开(公告)日：2020-02-25

申请号：US15789905

申请日：2017-10-20

Applicant: salesforce.com, inc.

Inventor： Jason Li ,  Adam Evans ,  Steve Loughlin ,  Patricio Echague

IPC: H04W4/029 ,  G06Q30/00 ,  H04W8/02 ,  H04W68/04 ,  H04W4/02

Abstract: A method and apparatus for tracking and responding to mobile events in a relationship management system is described. The method may include detecting a mobile event associated with a user of a relationship management system. Furthermore, the method may include analyzing the mobile event to determine at least one relationship management process associated with the user for which the mobile event is related. The method may also include generating one or more relationship management system notifications for transmission to the mobile device of the user prior to initiation of the mobile event, and generating one or more relationship management suggestions or relationship management system notifications for transmission to the mobile device of the user after a termination of the mobile event.

公开(公告)号：US09883033B2

公开(公告)日：2018-01-30

申请号：US15005992

申请日：2016-01-25

Applicant: salesforce.com, inc.

Inventor： Jason Li ,  Adam Evans ,  Steve Loughlin ,  Patricio Echague

IPC: H04B7/00 ,  H04M3/51 ,  H04M3/42 ,  H04W4/02 ,  G06Q30/00 ,  H04M3/22 ,  H04W8/02 ,  H04W68/04 ,  H04W4/04

CPC classification number: H04M3/5158 ,  G06Q30/016 ,  H04M3/2218 ,  H04M3/42348 ,  H04M3/5183 ,  H04W4/02 ,  H04W4/025 ,  H04W4/04 ,  H04W8/02 ,  H04W68/04

Abstract: A method and apparatus for tracking and responding to mobile events in a relationship management system is described. The method may include detecting a mobile event associated with a user of a relationship management system. Furthermore, the method may include analyzing the mobile event to determine at least one relationship management process associated with the user for which the mobile event is related. The method may also include generating one or more relationship management system notifications for transmission to the mobile device of the user prior to initiation of the mobile event, and generating one or more relationship management suggestions or relationship management system notifications for transmission to the mobile device of the user after a termination of the mobile event.

公开(公告)号：US09247051B2

公开(公告)日：2016-01-26

申请号：US14193594

申请日：2014-02-28

Applicant: salesforce.com, inc.

Inventor： Jason Li ,  Adam Evans ,  Steve Loughlin ,  Patricio Echague

IPC: H04M3/42 ,  H04W4/02 ,  H04W4/04

CPC classification number: H04M3/5158 ,  G06Q30/016 ,  H04M3/2218 ,  H04M3/42348 ,  H04M3/5183 ,  H04W4/02 ,  H04W4/025 ,  H04W4/04 ,  H04W8/02 ,  H04W68/04

Abstract: A method and apparatus for tracking and responding to mobile events in a relationship management system is described. The method may include detecting a mobile event associated with a user of a relationship management system. Furthermore, the method may include analyzing the mobile event to determine at least one relationship management process associated with the user for which the mobile event is related. The method may also include generating one or more relationship management system notifications for transmission to the mobile device of the user prior to initiation of the mobile event, and generating one or more relationship management suggestions or relationship management system notifications for transmission to the mobile device of the user after a termination of the mobile event.

Abstract translation: 描述了在关系管理系统中跟踪和响应移动事件的方法和装置。 该方法可以包括检测与关系管理系统的用户相关联的移动事件。 此外，该方法可以包括分析移动事件以确定与移动事件相关的用户相关联的至少一个关系管理过程。 该方法还可以包括在发起移动事件之前生成一个或多个关系管理系统通知以传送给用户的移动设备，以及生成一个或多个关系管理建议或关系管理系统通知，以便传输到移动设备 用户在移动事件终止之后。

公开(公告)号：US20150249742A1

公开(公告)日：2015-09-03

申请号：US14193594

申请日：2014-02-28

Applicant: salesforce.com, inc.

Inventor： Jason Li ,  Adam Evans ,  Steve Loughlin ,  Patricio Echague

IPC: H04M3/42 ,  H04W4/02

CPC classification number: H04M3/5158 ,  G06Q30/016 ,  H04M3/2218 ,  H04M3/42348 ,  H04M3/5183 ,  H04W4/02 ,  H04W4/025 ,  H04W4/04 ,  H04W8/02 ,  H04W68/04

Abstract: A method and apparatus for tracking and responding to mobile events in a relationship management system is described. The method may include detecting a mobile event associated with a user of a relationship management system. Furthermore, the method may include analyzing the mobile event to determine at least one relationship management process associated with the user for which the mobile event is related. The method may also include generating one or more relationship management system notifications for transmission to the mobile device of the user prior to initiation of the mobile event, and generating one or more relationship management suggestions or relationship management system notifications for transmission to the mobile device of the user after a termination of the mobile event.

Abstract translation: 描述了在关系管理系统中跟踪和响应移动事件的方法和装置。 该方法可以包括检测与关系管理系统的用户相关联的移动事件。 此外，该方法可以包括分析移动事件以确定与移动事件相关的用户相关联的至少一个关系管理过程。 该方法还可以包括在发起移动事件之前生成一个或多个关系管理系统通知以传送给用户的移动设备，以及生成一个或多个关系管理建议或关系管理系统通知，以便传输到移动设备 用户在移动事件终止之后。