Methods for processing information associated with sales force management, customer relationship management and professional services management systems
US10181106B2 · kind B2 · utility
Inventors
Key dates
| Filing date | Dec 3, 2014 |
| Grant date | Jan 15, 2019 |
| Priority date | — |
| Expiry date | Dec 27, 2036 |
Classification
- Technology area (CPC H)Electricity
- CPC primaryH04W4/029
- WIPO fieldDigital communication
- WIPO sectorElectrical engineering
Abstract
System and methods are disclosed associated with processing information and/or initiating workflow in a CRM, Sales Force Automation, time and expense reporting system or professional services provider management system, including aggregating, analyzing and/or otherwise processing data related to real world events. According to some embodiments, event data is classified and event data requiring user input is determined, notifications to provide user input for the event data may be transmitted, and/or various features of follow-on workflow or launching follow-on workflow may be initiated, facilitated or provided. Various implementations also relate to classification, splitting events, merging events, time extensions/exceptions for processing events, processing of corollary events and the provision of chronologically organized historical records of interactions between groups of users and individuals or companies.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.