MATCHING RESOURCES TO AN OPPORTUNITY IN A CUSTOMER RELATIONSHIP MANAGEMENT (CRM) SYSTEM

MATCHING RESOURCES TO AN OPPORTUNITY IN A CUSTOMER RELATIONSHIP MANAGEMENT (CRM) SYSTEM

Matching resources to an opportunity in a customer relationship management (CRM) system includes obtaining, from a CRM system, an opportunity, the opportunity representing a complex record structure in the CRM system, in which the opportunity captures a number of fields of metadata, determining, fro...

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Bibliographische Detailangaben
Hauptverfasser: GEORGE DAVID G, GAVAGNI BRETT, CHEN FENG-WEI, BEGGS, JR. BARRY R, SILVA LUCIANO
Format: Patent
Sprache:eng
Schlagworte:
CALCULATING
COMPUTING
COUNTING
DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES
PHYSICS
SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR
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Beschreibung
Zusammenfassung:Matching resources to an opportunity in a customer relationship management (CRM) system includes obtaining, from a CRM system, an opportunity, the opportunity representing a complex record structure in the CRM system, in which the opportunity captures a number of fields of metadata, determining, from the metadata, a number of opportunity attributes associated with the opportunity, determining a number of resource attributes for a number of resources, ranking the resource attributes with the opportunity attributes to determine a score for each of the resources, and presenting, based on the score, a list of the resources that are recommended for the opportunity.