Systems and methods for automatic generation of a relationship management system

US9898743B2 · kind B2 · utility

Assignee

• Salesforce.com, Inc. · US

Inventors

• Scott Bessler · Bishop, US
• Patricio Echague · Redwood City, US
• Adam Evans · Webster Groves, US
• Andrea Hawksley · Sherwood Park, CA
• Gary Lerhaupt · San Francisco, US
• Jason Li · Mountain View, US
• Steve Loughlin · Los Altos, US
• Kunal Punera · San Francisco, US

Key dates

• Filing date: Oct 9, 2013
• Grant date: Feb 20, 2018
• Expiry date: Mar 11, 2035

Classification

• Technology area (CPC G): Physics
• CPC primary: G06Q10/0631
• WIPO field: IT methods for management
• WIPO sector: Electrical engineering

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.