Streamlined data entry paths using individual account context on a mobile device
First Claim
1. A method, comprising:
- querying a cache for one or more most-recently-used (MRU) entities corresponding to a mobile device;
providing a streamlined, triple-action data entry path using a server in communication with the mobile device thatautomatically identifies entities as most likely to be selected for sales activity logging according to the queried one or more MRU entities;
transmits for display data that identifies the most likely entities and an interface that accepts selection among the most likely entities by a first action;
receives a selection of a particular entity responsive to the first action, identifies a list of sales activities that fits on a single screen of the mobile device, and transmits for display the list of sales activities with an interface that accepts selection among the sales activities by a second action;
receives a sales activity selection responsive to the second action, and transmits for display a comment entry screen with at least some ghost text that a user has an option to revise; and
receives the ghost or revised ghost text responsive to a third action; and
updating a customer relation management system with the selected particular entity, the selected sales activity, and the received ghost or revised ghost text.
1 Assignment
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Accused Products
Abstract
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.
163 Citations
20 Claims
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1. A method, comprising:
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querying a cache for one or more most-recently-used (MRU) entities corresponding to a mobile device; providing a streamlined, triple-action data entry path using a server in communication with the mobile device that automatically identifies entities as most likely to be selected for sales activity logging according to the queried one or more MRU entities; transmits for display data that identifies the most likely entities and an interface that accepts selection among the most likely entities by a first action; receives a selection of a particular entity responsive to the first action, identifies a list of sales activities that fits on a single screen of the mobile device, and transmits for display the list of sales activities with an interface that accepts selection among the sales activities by a second action; receives a sales activity selection responsive to the second action, and transmits for display a comment entry screen with at least some ghost text that a user has an option to revise; and receives the ghost or revised ghost text responsive to a third action; and updating a customer relation management system with the selected particular entity, the selected sales activity, and the received ghost or revised ghost text. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
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16. A method, comprising:
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querying a cache for one or more most-recently-used (MRU) entities corresponding to a mobile device; providing a streamlined, double-action data entry path using a server in communication with the mobile device that receives implicit context-aware information from the mobile device including at least a location of the mobile device and a user token; automatically identifies entities as most likely to be selected for sales activity logging according to the queried one or more MRU entities; transmits for display data that identifies the most likely entities and an interface that accepts selection among the most likely entities by a first action; receives a selection of a particular entity responsive to the first action, and automatically performs a sales activity against the entity, wherein the sales activity is identified as most likely to be executed; transmits for display across an interface data that identifies the performed sales activity; transmits for display a comment entry screen with at least some ghost text that a user has an option to revise; and receives the ghost or revised ghost text responsive to a second action; and updating a customer relation management system with the selected particular entity, the performed sales activity, received ghost or revised ghost text along, and the implicit location of the mobile device, dependent on the user token. - View Dependent Claims (17)
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18. A method, comprising:
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querying a cache for one or more most-recently-used (MRU) entities corresponding to a mobile device; providing a streamlined, single-action data entry path using a server in communication with the mobile device that receives implicit context-aware information from the mobile device including at least a location of the mobile device and a user token; automatically selects an entity that is identified as most likely to be contacted, used, or acted upon according to the queried one or more MRU entities; transmits for display across an interface data that identifies the selected entity; automatically performs a sales activity against the entity, wherein the sales activity is identified as most likely to be executed; transmits for display across an interface data that identifies the performed sales activity; transmits for display a comment entry screen with at least some ghost text that a user has an option to revise; and receives the ghost or revised ghost text responsive to a first action; and updating a customer relation management system with the selected particular entity, the performed sales activity, received ghost or revised ghost text along, and the implicit location of the mobile device, dependent on the user token. - View Dependent Claims (19, 20)
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Specification