System and method for determining suggested activities for a worker based on workflow activity and triggers

A method for determining suggested activities related to sales of a set of products for a first worker of a company, the method being implemented in a computer system comprising one or more physical processors configured to execute computer readable instructions, the method comprising:

• storing information related to a first workflow, wherein the first workflow comprises a first set of activities related to promoting a first product to a first customer;
• and
• determining, by the one or more physical processors, a first activity for a first worker from the set of activities of the first workflow;
• outputting, by the one or more physical processors, to the first worker, the schedule for the first worker for the first time period;
• and
• outputting, by the one or more physical processors, to the first worker, the first activity as a first suggested activity for the first worker with the schedule;
• and
• determining, by the one or more physical processors, whether a first triggered activity has been triggered for the first worker based on:
• performance, by a second worker of the company, of a second activity of the set of activities of the first workflow, receipt, from the second worker, of the first triggered activity for the first worker, or compliance with a first rule of a set of rules which, when met, cause the first triggered activity to be triggered, wherein the first triggered activity is related to promoting the first product to the first customer and is separate from the set of activities of the first workflow;
• responsive to a determination that the first triggered activity has been triggered causing, by the one or more physical processors, the first triggered activity to be output to the first worker as a first suggested triggered activity with the schedule and the first activity.

A non-transitory electronic storage media storing information related to determining activities related to sales of a set of products for a first worker of a company, the stored information comprising:

• information related to a first workflow, wherein the first workflow comprises a first set activities related to promoting a first product to a first customer;
• and
• instructions configured to cause a client computing device to:
• determine a first activity for a first worker from the set of activities of the workflow;
• output, to the first worker, the schedule for the first worker for the first time period;
• and
• output, to the first worker, the first activity as a first suggested activity for the first worker with the schedule;
• and
• determine whether a first triggered activity has been triggered for the first worker based on:
• performance, by a second worker of the company, of a second activity of the set of activities of the first workflow, receipt, from the second worker, of the first triggered activity for the first worker, or compliance with a first rule of a set of rules which, when met, cause the first triggered activity to be triggered, wherein the first triggered activity is related to promoting the first product to the first customer and is separate from the set of activities of the first workflow;
• responsive to a determination that the first triggered activity has been triggered, cause the first triggered activity to be output to the first worker as a first suggested triggered activity with the schedule and the first activity.