SYSTEMS AND METHODS FOR COMMUNICATION SHARING IN A RELATIONSHIP MANAGEMENT SYSTEM

• US 20150278718A1
• Filed: 03/27/2014
• Published: 10/01/2015
• Est. Priority Date: 03/27/2014
• Status: Abandoned Application

• Current Assignee: Salesforce.com, Inc.
• Original Assignee: Salesforce.com, Inc.
• Inventors: Evans, Adam, Bessler, Scott, Lerhaupt, Gary
• Application Number:
  US14/226,987
• Publication Number:
  US 20150278718A1
• Time in Patent Office: Days
• US Class Current: 1/1
• CPC Class Codes: G06Q 10/063 Operations research, analysis or management
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 10/107 Computer-aided management of electronic mailing [e-mailing]
• CPC Class Codes: G06Q 30/016 After-sales

Abstract

A method and apparatus for communication sharing in a relationship management system is described. The method may include obtaining an electronic communication by a relationship management system and extracting identification data from the electronic communication. Furthermore, the method may include locating a collaborator and a relationship in the extracted identification data, wherein the collaborator and the relationship are participants in a relationship management process. The method may also include determining when the collaborator and the relationship are both members in a communications sharing list that is associated with the relationship management process, and distributing data associated with the electronic communication to collaborator members in the communications sharing list.

Claims

1. A computer-implemented method, comprising:

obtaining an electronic communication by a relationship management system;

extracting identification data from the electronic communication;

locating a collaborator and a relationship in the extracted identification data, wherein the collaborator and the relationship are participants in a relationship management process, and wherein the relationship management process is a combination of one or more collaborators within an organization, one or more relationships outside of the organization, and a sequential series of stages of communication between the one or more collaborators and the one or more relationships;

determining when the collaborator and the relationship are both members in a communications sharing list that is associated with the relationship management process; and

distributing data associated with the electronic communication to collaborator members in the communications sharing list.

2. The method of claim 1, wherein the communications sharing list enumerates a subset of the collaborators and a subset of the relationships in the relationship management process, wherein the identification data extracted from the electronic communication includes at least one of the collaborators in the subset of collaborators and at least one of the relationships in the subset of relationships are distributed to the remaining collaborators in the subset of collaborators.

3. The method of claim 2, further comprising:

determining that the electronic communication is eligible for sharing with the subset of the collaborators in the communications sharing list when either the collaborator initiated the electronic communication and the relationship is a recipient of the electronic communication, or the relationship initiated the electronic communication and the collaborator is a recipient of the electronic communication, wherein the electronic communication is an electronic mail message; and

distributing the data associated with the electronic communication in response to determining that the electronic communication is eligible for sharing and the collaborator and the relationship are enumerated in the same communications sharing list.

6. The method of claim 1, wherein distributing data associated with the electronic communication to collaborator members in the communications sharing list, further comprises:

determining one or more privacy sharing options associated with the collaborator for the communications sharing list, wherein the privacy sharing options are a set of options selected by the collaborator that determine what data from an electronic communication is to be shared with the collaborator members in the communications sharing list for electronic communications sent or received by the collaborator;

extracting the data from with the electronic communication based on the one or more privacy sharing options; and

distributing the extracted data associated with the electronic communication to collaborator members in the communications sharing list.

7. The method of claim 6, wherein the collaborator associated with the determined one or more privacy sharing options is one of a plurality of collaborators enumerated in the communications sharing list, and wherein the collaborator is associated with a least restrictive set of communications sharing options compared to sharing options associated with the remaining plurality of collaborators.

8. The method of claim 6, further comprising:

receiving a request from one of the collaborator members in the communications sharing list for additional data associated with the electronic communication;

notifying the collaborator of the request;

receiving a response from the collaborator that specifies an alteration to the one or more privacy sharing options associated with the collaborator for the communications sharing list;

extracting a different data from with the electronic communication based on the altered one or more privacy sharing options; and

distributing the different data to the requesting one of the collaborator members.

9. The method of claim 8, wherein the alteration to the one or more privacy sharing options is applied only to the electronic communication associated with the received request.

10. The method of claim 6, further comprising:

receiving a notification from the collaborator to alter the one or more privacy sharing options associated with the electronic communication; and

extracting different data from with the electronic communication based on the altered one or more privacy sharing options; and

distributing the different data to collaborator members in the communications sharing list.

11. The method of claim 10, wherein the alteration to the one or more privacy sharing options is applied only to the electronic communication associated with the received notification.

12. The method of claim 6, wherein the one or more privacy sharing options comprise one or more of an option to share nothing from electronic communications, an option to share the existence of an electronic communication but not the electronic communication'"'"'s content, and an option to share the content of the electronic communication.

13. The method of claim 1, further comprising:

collecting one or more relationship management system metrics associated with the distributed data from the electronic communication; and

presenting a relationship management system metric in response to a collaborator request, wherein the collaborator is enumerated within the communication sharing list, and wherein the relationship management system metric is compiled with data collected from electronic communications that satisfy one or more privacy sharing options defined by collaborator list members.

4. The method of 2, further comprising:

determining that the electronic communication is eligible for sharing with the subset of the collaborators in the communications sharing list when both the collaborator and the relationship are identified as participants in a telephone call; and

distributing the data associated with the electronic communication in response to determining that the electronic communication is eligible for sharing and the collaborator and the relationship are enumerated in the same communications sharing list.

5. The method of 2, further comprising:

determining that the electronic communication is eligible for sharing with the subset of the collaborators in the communications sharing list when both the collaborator and the relationship are identified within an electronic meeting invitation; and

distributing the data associated with the electronic communication in response to determining that the electronic communication is eligible for sharing and the collaborator and the relationship are enumerated in the same communications sharing list.

14. A non-transitory computer readable storage medium including instructions that, when executed by a processor, cause the processor to perform a method comprising:

obtaining an electronic communication by a relationship management system;

extracting identification data from the electronic communication;

locating a collaborator and a relationship in the extracted identification data, wherein the collaborator and the relationship are participants in a relationship management process, and wherein the relationship management process is a combination of one or more collaborators within an organization, one or more relationships outside of the organization, and a sequential series of stages of communication between the one or more collaborators and the one or more relationships;

determining when the collaborator and the relationship are both members in a communications sharing list that is associated with the relationship management process; and

distributing data associated with the electronic communication to collaborator members in the communications sharing list.

15. The non-transitory computer readable storage medium of claim 14, wherein the communications sharing list enumerates a subset of the collaborators and a subset of the relationships in the relationship management process, wherein the identification data extracted from the electronic communication includes at least one of the collaborators in the subset of collaborators and at least one of the relationships in the subset of relationships are distributed to the remaining collaborators in the subset of collaborators.

16. The non-transitory computer readable storage medium of claim 15, further comprising:

determining that the electronic communication is eligible for sharing with the subset of the collaborators in the communications sharing list when either the collaborator initiated the electronic communication and the relationship is a recipient of the electronic communication, or the relationship initiated the electronic communication and the collaborator is a recipient of the electronic communication, wherein the electronic communication is an electronic mail message; and

distributing the data associated with the electronic communication in response to determining that the electronic communication is eligible for sharing and the collaborator and the relationship are enumerated in the same communications sharing list.

19. The non-transitory computer readable storage medium of claim 14, wherein distributing data associated with the electronic communication to collaborator members in the communications sharing list, further comprises:

determining one or more privacy sharing options associated with the collaborator for the communications sharing list, wherein the privacy sharing options are a set of options selected by the collaborator that determine what data from an electronic communication is to be shared with the collaborator members in the communications sharing list for electronic communications sent or received by the collaborator;

extracting the data from with the electronic communication based on the one or more privacy sharing options; and

distributing the extracted data associated with the electronic communication to collaborator members in the communications sharing list.

20. The non-transitory computer readable storage medium of claim 19, wherein the collaborator associated with the determined one or more privacy sharing options is one of a plurality of collaborators enumerated in the communications sharing list, and wherein the collaborator is associated with a least restrictive set of communications sharing options compared to sharing options associated with the remaining plurality of collaborators.

21. The non-transitory computer readable storage medium of claim 19, further comprising:

receiving a request from one of the collaborator members in the communications sharing list for additional data associated with the electronic communication;

notifying the collaborator of the request;

receiving a response from the collaborator that specifies an alteration to the one or more privacy sharing options associated with the collaborator for the communications sharing list;

extracting a different data from with the electronic communication based on the altered one or more privacy sharing options; and

distributing the different data to the requesting one of the collaborator members.

22. The non-transitory computer readable storage medium of claim 21, wherein the alteration to the one or more privacy sharing options is applied only to the electronic communication associated with the received request.

23. The non-transitory computer readable storage medium of claim 19, further comprising:

receiving a notification from the collaborator to alter the one or more privacy sharing options associated with the electronic communication; and

extracting different data from with the electronic communication based on the altered one or more privacy sharing options; and

distributing the different data to collaborator members in the communications sharing list.

24. The non-transitory computer readable storage medium of claim 23, wherein the alteration to the one or more privacy sharing options is applied only to the electronic communication associated with the received notification.

25. The non-transitory computer readable storage medium of claim 19, wherein the one or more privacy sharing options comprise one or more of an option to share nothing from electronic communications, an option to share the existence of an electronic communication but not the electronic communication'"'"'s content, and an option to share the content of the electronic communication.

26. The non-transitory computer readable storage medium of claim 14, further comprising:

collecting one or more relationship management system metrics associated with the distributed data from the electronic communication; and

presenting a relationship management system metric in response to a collaborator request, wherein the collaborator is within the communication sharing list, and wherein the relationship management system metric is compiled with data collected from electronic communications that satisfy one or more privacy sharing options defined by collaborator list members.

17. The non-transitory computer readable storage medium of 15, further comprising:

determining that the electronic communication is eligible for sharing with the subset of the collaborators in the communications sharing list when both the collaborator and the relationship are identified as participants in a telephone call; and

distributing the data associated with the electronic communication in response to determining that the electronic communication is eligible for sharing and the collaborator and the relationship are enumerated in the same communications sharing list.

18. The non-transitory computer readable storage medium of 15, further comprising:

determining that the electronic communication is eligible for sharing with the subset of the collaborators in the communications sharing list when both the collaborator and the relationship are identified within a meeting invitation; and

distributing the data associated with the electronic communication in response to determining that the electronic communication is eligible for sharing and the collaborator and the relationship are enumerated in the same communications sharing list.

27. A system, comprising:

a memory; and

a processor coupled with the memory to

obtain an electronic communication by a relationship management system,

extract identification data from the electronic communication,

locate a collaborator and a relationship in the extracted identification data, wherein the collaborator and the relationship are participants in a relationship management process, and wherein the relationship management process is a combination of one or more collaborators within an organization, one or more relationships outside of the organization, and a sequential series of stages of communication between the one or more collaborators and the one or more relationships,

determine when the collaborator and the relationship are both members in a communications sharing list that is associated with the relationship management process, and

distribute data associated with the electronic communication to collaborator members in the communications sharing list.

28. The system of claim 27, wherein the communications sharing list enumerates a subset of the collaborators and a subset of the relationships in the relationship management process, wherein the identification data extracted from the electronic communication includes at least one of the collaborators in the subset of collaborators and at least one of the relationships in the subset of relationships are distributed to the remaining collaborators in the subset of collaborators.

29. The system of claim 27, wherein the distribution of data associated with the electronic communication to collaborator members in the communications sharing list, further comprises the processor configured to determine one or more privacy sharing options associated with the collaborator for the communications sharing list, wherein the privacy sharing options are a set of options selected by the collaborator that determine what data from an electronic communication is to be shared with the collaborator members in the communications sharing list for electronic communications sent or received by the collaborator,

extract the data from with the electronic communication based on the one or more privacy sharing options, and

distribute the extracted data associated with the electronic communication to collaborator members in the communications sharing list.

30. The system of claim 29, further comprising the processor configured to

receive a request from one of the collaborator members in the communications sharing list for additional data associated with the electronic communication,

notify the collaborator of the request,

receive a response from the collaborator that specifies an alteration to the one or more privacy sharing options associated with the collaborator for the communications sharing list,

extract a different data from with the electronic communication based on the altered one or more privacy sharing options, and

distribute the different data to the requesting one of the collaborator members.

31. The system of claim 29, further comprising the processor configured to

receive a notification from the collaborator to alter the one or more privacy sharing options associated with the electronic communication, and

extract different data from with the electronic communication based on the altered one or more privacy sharing options, and

distribute the different data to collaborator members in the communications sharing list.