Methods and Systems for Sales Networking
First Claim
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1. A computer-implemented method of identifying a similar opportunity, the method comprising:
- a database system receiving, from an organization, data associated with a first business opportunity;
creating, in a database of the database system, a first opportunity record from the data associated with the business opportunity, the first opportunity record having a plurality of properties defined in the database system;
the database system receiving, from a user of the organization, a request for business opportunities similar to the first business opportunity;
the database system identifying one or more similar opportunity records that have one or more matching properties compared to the properties of the first opportunity record; and
providing, to the user, the one or more similar opportunity records.
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Abstract
Methods and systems for sales networking are provided. A user of a database system can be helped to identify relevant business opportunities from those similar to a selected opportunity. For example, a salesperson can search for similar deals to the one the person is working, contact people who have worked similar deals and ask for their advice, and bookmark those deals to refer back to them as they work the deal. The similar opportunities can be found by matching properties (such as field and related records) of an opportunity record that corresponds to the opportunity of interest.
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Citations
16 Claims
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1. A computer-implemented method of identifying a similar opportunity, the method comprising:
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a database system receiving, from an organization, data associated with a first business opportunity; creating, in a database of the database system, a first opportunity record from the data associated with the business opportunity, the first opportunity record having a plurality of properties defined in the database system; the database system receiving, from a user of the organization, a request for business opportunities similar to the first business opportunity; the database system identifying one or more similar opportunity records that have one or more matching properties compared to the properties of the first opportunity record; and providing, to the user, the one or more similar opportunity records. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14)
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15. A computer program product comprising a tangible computer readable medium storing a plurality of instructions for controlling one or more processors of a database system to perform an operation for identifying a similar opportunity, the instructions comprising:
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the database system receiving, from an organization, data associated with a first business opportunity; creating, in a database of the database system, a first opportunity record from the data associated with the business opportunity, the first opportunity record having a plurality of properties defined in the database system; the database system receiving, from a user of the organization, a request for business opportunities similar to the first business opportunity; the database system identifying one or more similar opportunity records that have one or more matching properties compared to the properties of the first opportunity record; and providing, to the user, the one or more similar opportunity records.
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16. A database system comprising:
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a database that stores database objects for a plurality of organizations; and one or more processors configured to; receive, from an organization, data associated with a first business opportunity; create, in the database, a first opportunity record from the data associated with the business opportunity, the first opportunity record having a plurality of properties defined in the database system; receive, from a user of the organization, a request for business opportunities similar to the first business opportunity; identify one or more similar opportunity records that have one or more matching properties compared to the properties of the first opportunity record; and provide, to the user, the one or more similar opportunity records.
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Specification