STREAMLINED DATA ENTRY PATHS USING INDIVIDUAL ACCOUNT CONTEXT ON A MOBILE DEVICE

The technology disclosed relates to rapidly logging sales activities in a customer relationship management system. It also relates to simplifying logging of sale activities by offering a streamlined data entry path that as immense usability in a mobile environment. The streamlined data entry path ca...

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Hauptverfasser: Taschek, John Walter, Gillmor, Steve, Anderson, Grant, Issacs, Charlie, Rohde, Sönke, Villamor, Craig, Schroeder, Jason, Jashnani, Girish, Gupta, Akhilesh
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creator Taschek, John Walter
Gillmor, Steve
Anderson, Grant
Issacs, Charlie
Rohde, Sönke
Villamor, Craig
Schroeder, Jason
Jashnani, Girish
Gupta, Akhilesh
description The technology disclosed relates to rapidly logging sales activities in a customer relationship management system. It also relates to simplifying logging of sale activities by offering a streamlined data entry path that as immense usability in a mobile environment. The streamlined data entry path can be completed by triple-action, double-action, or single-action. In particular, the technology disclosed relates to automatically identifying and selecting entities that are most likely to be selected by a user. The identification of entities as most likely to be selected is dependent at least upon access recency of records of the entities, imminence of events linked to the entities, and geographic proximities of the entities to the user. It further relates to automatically identifying and selecting sales activities that are most likely to be performed by the user. The identification of sales activities as most likely to be performed is dependent at least upon position of the sale activities in a sales workflow and time elapsed since launch of the sales workflow.
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subjects 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
title STREAMLINED DATA ENTRY PATHS USING INDIVIDUAL ACCOUNT CONTEXT ON A MOBILE DEVICE
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