System and method for territory assignment
AssigneeVeeva Systems Inc.
InventorsJohn Howard, Elie Challita, Gregory Barker, Alan Wang
Life of this patent
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Abstract
Systems and methods for managing territory assignment for a CRM system. Customer data may be loaded from the CRM system to a memory device and mapped to data fields of the memory device. Rides may be received and executed to process customer data to determine territory of each account in the customer data. The territory information may then be stored in a territory management database and synchronized to the CRM system and other CRM systems.
Claims20
A method for managing territory assignment for a customer relationship management (“CRM”) system, the method comprising:
- loading customer data from the CRM system to a memory device, wherein the customer data comprises account information and wherein the account information comprises names and addresses of a first account and a second account;
- receiving a first rule for territory assignment for a first territory, wherein the first rule comprises a first rule criterion for defining accounts in the first territory;
- receiving a request for executing the first Me to process the customer data;
- processing the customer data with the frit rule to determine that the first account belongs to the first territory according to account information of the first account and the first rule criterion;
- assigning the first account to the first territory;
- and
- storing the first territory as the first account's territory information in a territory management database.
A territory assignment system for a customer relationship management (“CRM”) systm, the territory assignment system comprising a territory management controller for:
- loading customer data from the CRM system to a memory device, wherein the customer data comprises account information and wherein the account information comprises names and addresses of a first account and a second account;
- receiving a first rule for territory assignment for a first territory and a second rule for territory assignment for a second territory, wherein the first and second rules are used to process the account information in the customer data;
- processing the customer data with the first rule to determine that the first account belongs to the first territory;
- assigning the first account to the first territory;
- storing the first territory as the first account's territory information in a territory management database;
- processing the customer data with the second rule to determine that the second account belongs to the second territory;
- assigning the second account to the second territory;
- and
- storing the second territory as the second account's territory information in the territory management database.
Dependencies are inferred from the claim text.