Method and system for apportioning opportunity among campaigns in a CRM system
First Claim
1. A method for apportioning opportunity among campaigns in an on-demand service in a machine resident host system for a multi-tenant database system, the method comprising:
- receiving at a machine resident host system, a request from a user machine for marketing information;
automatically, by a processor system of the machine resident host system, determining which campaigns are related to an opportunity, based on information related to the campaigns and information about opportunities, the information related to the campaigns and the information about opportunities being stored in one or more one or more tables stored in a memory system of the machine resident host system;
in response to the user request for marketing information, providing an automatic association of campaigns with an opportunity;
andproviding a filtered set of campaigns that are related to at least one opportunity in response to the request, based on the determining.
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Abstract
In accordance with embodiments, there are provided mechanisms and methods for providing apportioning of opportunity among campaigns in an on-demand service in a database system. These mechanisms and methods for providing apportioning of opportunity among campaigns can enable embodiments to automatically determine which campaigns are related to an opportunity and provide a filtered set of campaigns that are related to at least one opportunity. The ability of embodiments to apportion opportunity among campaigns can provide marketing information that accurately reflects the true relationship between an opportunity and a plurality of campaigns.
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Citations
51 Claims
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1. A method for apportioning opportunity among campaigns in an on-demand service in a machine resident host system for a multi-tenant database system, the method comprising:
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receiving at a machine resident host system, a request from a user machine for marketing information; automatically, by a processor system of the machine resident host system, determining which campaigns are related to an opportunity, based on information related to the campaigns and information about opportunities, the information related to the campaigns and the information about opportunities being stored in one or more one or more tables stored in a memory system of the machine resident host system;
in response to the user request for marketing information, providing an automatic association of campaigns with an opportunity;and providing a filtered set of campaigns that are related to at least one opportunity in response to the request, based on the determining. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 12, 13, 14, 15, 16, 17)
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11. A method for apportioning opportunity among campaigns in an on-demand service in a machine resident host system for a multi-tenant database system, the method comprising:
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receiving at a machine resident host system, a request from a user machine for marketing information; automatically determining which campaigns are related to an opportunity; providing a filtered set of campaigns that are related to at least one o opportunity in response to the request; in response to the user request for marketing information, providing a feature for specifying campaign influence report columns; receiving from the user machine, campaign influence report column adjustments; and in response to the user request for marketing information, providing a feature for creating, editing, and sorting filters for automatically associating campaigns with an opportunity.
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18. A non-transitory machine-readable medium storing thereon one or more instructions, which when implemented cause a processor to implement a method for apportioning opportunity among campaigns in an on-demand service in a machine resident host system for a multi-tenant database system, the method comprising:
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receiving at a machine resident host system, a request from a user machine for marketing information; automatically, by a processor system of the machine resident host system, determining which campaigns are related to an opportunity, based on information related to the campaigns and information about opportunities, the information related to the campaigns and the information about opportunities being stored in one or more one or more tables stored in a memory system of the machine resident host;
in response to the user request for marketing information, providing an automatic association of campaigns with an opportunity;and providing, by the machine resident host system, a filtered set of campaigns that are related to at least one opportunity in response to the request, based on the determining. - View Dependent Claims (19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34)
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35. A machine resident host system for providing apportioning opportunity among campaigns to a user of a tenant in a multi-tenant database system, the host system comprising:
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a processor system, a memory system including at least volatile memory, and non-volatile memory; the non-volatile memory including at least one machine readable medium carrying one or more sequences of instructions which when implemented causes the processor system to implement a method comprising; receiving at a machine resident host system, a request from a user machine for marketing information; automatically, by a processor system of the machine resident host system, determining which campaigns are related to an opportunity, based on information related to the campaigns and information about opportunities, the information related to the campaigns and the information about opportunities being stored in one or more one or more tables stored in a memory system of the machine resident host system;
in response to the user request for marketing information, providing an automatic association of campaigns with an opportunity;and providing, the machine resident host system, a filtered set of campaigns that are related to at least one opportunity in response to the request, based on the determining. - View Dependent Claims (36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50, 51)
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Specification