Method and system for generating insights regarding a party in response to a call

A system, comprising:

• a computing device comprising the user interface and being configured to:
• automatically launch a customer relationship management (CRM) application in response to a call and identify a party making the call;
• and
• a server system comprising at least one hardware-based processor and memory, wherein the memory comprises processor-executable instructions encoded on a non-transient processor-readable media, wherein the processor-executable instructions, when executed by the processor, are configurable to:
• automatically determine, in response to automatically launching the CRM application at the computing device and without any further user input, records that are potentially relevant to the call and that are to potentially be included as part of an insights page of the CRM application, wherein at least some of the records are automatically determined by analyzing CRM information maintained at a CRM system using artificial intelligence technologies;
• rank the records that are potentially relevant in a priority order from most relevant to least relevant;
• and
• wherein the user interface is configured to automatically display the insights page of the CRM application without any further user input, wherein the insights page comprises:
• at least some of the records in the priority order as relevant records, and at least one user interface element that is linked to and selectable to open one of the relevant records.

A computing system comprising a user interface, at least one hardware-based processor and memory, wherein the memory comprises processor-executable instructions encoded on a non-transient processor-readable media, wherein the processor-executable instructions, when executed by the processor, are configurable to cause:

• identifying a party to a call and automatically launching a customer relationship management (CRM) application without any further user input;
• automatically determining, in response to automatically launching the CRM application and without any further user input, records that are potentially relevant to the call and that are to potentially be included as part of an insights page of the CRM application, wherein at least some of the records are automatically determined by analyzing CRM information maintained at a CRM system using artificial intelligence technologies;
• ranking the records that are potentially relevant in a priority order from most relevant to least relevant;
• and
• automatically causing the insights page to be displayed at the user interface, wherein the insights page comprises:
• at least some of the records in the priority order as relevant records, and at least one user interface element that is linked to and selectable to open one of the relevant records.