US 2019/0295018 A1 · METHODS FOR PROCESSING INFORMATION ASSOCIATED WITH SALES FORCE MANAGEMENT, CUSTOMER RELATIONSHIP MANAGEMENT AND PROFESSIONAL SERVICES MANAGEMENT SYSTEMS

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.

Claims23

Dependent claims

A method for processing information regarding issues related to data entry in an SFA, CRM, time and expense reporting system, or professional services provider management system, the method comprising:

processing event data of a user to generate visual data objects representing the event data in a graphical user interface (GUI) incorporating options for classification selections that can provide added context to the data object from the user via the GUI;
automatically identifying a classification of the event data and/or associated additional information related to the event data, without presenting those future events to the user for manual processing of the visual data objects representing those future events, based on a previously-defined classification selection or association defined by the user for event data with common attributes.

processing event data of a user to generate visual data objects representing the event data in a graphical user interface (GUI) incorporating options for classification selections that can provide added context to the data object from the user via the GUI;
determining that the event data is to be split such that a plurality of separate events from the split event data are identified;
generating sub-event data for each of the plurality of separate events;
processing the sub-event data of the user to generate visual data objects representing the sub-event data in the GUI incorporating options for classification selections that can provide added context to the data object from the user via the GUI;
and
identifying actionable workflow associated with the management system for one or both of the plurality of separate events to be executed as a function of a classification selection that is defined as having an associated follow-up action.

3 more elements

Dependencies are inferred from the claim text.

Methods for processing information associated with sales force management, customer relationship management and professional services management systems

Life of this patent

Methods for processing information associated with sales force management, customer relationship management and professional services management systems

Life of this patent

Abstract

Claims23