Systems and methods involving features of sales force processing and/or productivity

• US 9,959,513 B2
• Filed: 05/29/2013
• Issued: 05/01/2018
• Est. Priority Date: 05/29/2012
• Status: Active Grant

• Current Assignee: RPX Corporation
• Original Assignee: Ophio Software, Inc.
• Inventors: Borodow, Eli, Yahmadi, Imed, Aljane, Ali, Baranes, Eric, Borodow, Andrew
• Primary Examiner(s): MARCUS, LELAND R
• Application Number:
  US13/905,115
• Publication Number:
  US 20140046711A1
• Time in Patent Office: 1,798 Days
• Field of Search: None
• CPC Class Codes: G06Q 10/04 Forecasting or optimisation specially adapted for administrative or management purposes, e.g. linear programming or "cutting stock problem" market predictions or forecasting for commercial activities G06Q30/0202
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/063114 Status monitoring or status determination for a person or group

Abstract

Systems and methods are disclosed associated with classifying, processing and interpreting information based on the aggregation and/or analysis of fact-based data events. Some implementations include associated notifications, reports and/or dispute resolution mechanisms.

Claims

1. A computer-implemented method of facilitating user data entry in a sales force management system, the method comprising:

detecting, via one or more connectivity components, and sending, to at least one computer, an event of a mobile device associated with a user of the sales force management system, wherein the sales force management system having user specific or other relationship information;

collecting machine data associated with the mobile device for the user;

cross-referencing contact, lead or account information in the sales force management system with the machine data;

analyzing, via the at least one computer, the machine data to determine an event potentially requiring user input;

transmitting a notification to the mobile device to provide the user input for the event requiring user input;

providing the user with follow-on workflow notifications related to the analyzed machine data associated with the sales force management system; and

processing information to provide options or suggestions to the user, including auto-populated data fields, in a graphical user interface (GUI) with selected graphical follow-on data entry options associated with the sales force management system, wherein at least one option or suggestions includes data provided into the auto-populated data fields derived from the analyzed machine data;

wherein data in the sales force management system is used to perform processing regarding;

an initial transmission to the mobile device based on the analyzed machine data, the initial transmission a updating an application installed on the mobile device that displays data regarding the workflow or graphical information corresponding to the analyzed machine data;

a graphical user interface, for transmission to and display on the mobile device, the graphical user interface configured to display and update the data in response to the analyzed machine data associated with the mobile device; and

graphical indicia including information about the analyzed machine data that is transmitted and displayed on the mobile device, the graphical indicia comprising interactive graphical elements regarding which the user may interact with to provide one or more of the follow-on data entry, follow-on workflow, or suggestions to the user.

2. The method of claim 1, further comprising:

identifying inaccurate user input based on cross-referencing the machine data associated with the user against data entries provided by the user via the user input.

3. The method of claim 1, further comprising:

generating automated warnings for non-compliance in providing the required input based on exceeding an elapsed time threshold.

4. The method of claim 1, further comprising:

generating historical reports of conflicts between the machine data associated with the user and data entries provided by the user via user input.

5. The method of claim 1 further comprising:

classifying data events related to analysis or processing of information in the sales force management system, including;

processing event data of a user to generate visual data objects representing the event data in a graphical user interface (GUI), the visual data objects incorporating options for follow-up user input and classification selections configured to provide added context to the data object from the user via the GUI;

adding additional information to the event data based on the follow-up user input or the user'"'"'s classification selections;

automatically classifying workflow established for further action the sales force management system as a function of a classification selection that is;

provided previously by the user and stored in a database; and

determined as having an associated follow-up action within the sales force management system by correlating one or more attributes of the event data with relationship data contained in the sales force management system; and

processing information to provide auto-populated data fields in the actionable workflow within the sales force management system, the data provided into the data fields being derived from the event data.

6. The method of claim 5, wherein the machine data includes an identifier and geo-location data from a third party system and a user device, or phone calls or text messages or emails.

7. The method of claim 5 further comprising:

classifying the event data into event classes, each event class being characterized by subsequent processing or related workflow associated therewith in the sales force management system.

8. The method of claim 5 further comprising:

defining, by configurable options available in the GUI, event classification information including classes that the user may select or the actionable workflow associated with the event classes in the sales force management system.

9. The method of claim 5 wherein the GUI provided to the user includes a classification option for classifying events with a default selection for non-work-related events, wherein future non-work-related events associated with a same entity/event are automatically classified with the default selection.

10. The method of claim 9 wherein the entity is identified by phone number, geo-location or email address.

11. The method of claim 5 further comprising:

initiating the actionable workflow in the sales force management system for the classification selections requiring the follow-up actions and associated auto-populating data fields from the event data.

12. The method of claim 5 further comprising:

performing user sales productivity analysis using event data and event classification data, such analysis including performing self-assessment, user comparative assessment, manager/employee assessment or sales territory analysis.

13. The method of claim 12 wherein assessments are derived from cross-referencing user productivity data against a defined set of performance indicators, which are defined by the user, the manager or by a historical model created by aggregating and analyzing the event data of salespeople who are successful in selling a particular product, service, or set of products or services.

14. The method of claim 12 wherein the performing of the user sales productivity analysis includes assessing the quantity and duration of salesperson activities.

15. The method of claim 12 further comprising:

assessing a potential sales opportunity based on the productivity analysis for that potential sales opportunity and correlating that analysis to a historical analysis of successful sales outcomes for a user or group of users and the productivity data associated with those successful sales outcomes.

16. The method of claim 12 further comprising:

forecasting sales revenue based on the sales productivity analysis and its correlation to a historical analysis of successful sales outcomes and their associated productivity data.

17. The method of claim 12 wherein the sales productivity analysis comprises territory analysis, and further comprising:

assessing sales territory configuration based on the sales productivity analysis.

18. The method of claim 5 further comprising monitoring elapsed time to completion of classifying the visual data indicia or completing the actionable workflow within a sales force management system.

19. The method of claim 5 wherein an action for which user adoption is requested, including data entry or classification of visual data indicia, is definable as a function of each event type.

20. The method of claim 5 further comprising:

performing user sales productivity analysis including automated user comparative assessment; and

providing, as a function of the automated user comparative assessment, a notification to a manager regarding a failure to meet a productivity target.

21. The method of claim 5, further comprising:

providing user interface functionality including a selection, wherein the event data may be classified as work-related or non-work-related.

22. The method of claim 21, wherein the event data is further classified into sub-categories within the work-related and the non-work-related classifications.

23. The method of claim 1, further comprising:

cross-referencing data entries provided by the user with factual event data streams associated with the user to identify missing event data classifications or user data entries in the sales force management system; and

providing a notification or alarm regarding any of the missing user data entries identified.

24. The method of claim 1, further comprising:

cross-referencing data entries provided by the user with factual event data streams associated with the user to identify inaccurate user data entries; and

providing a notification or alarm regarding any of the inaccurate user data entries identified.

25. The method of claim 1, further comprising:

determining a discrepancy between the event data and the user input;

transmitting notification to the user relating to the determined discrepancy;

processing a user explanation of the determined discrepancy; and

determining by a manager regarding whether or not the user should be deemed compliant regardless of the discrepancy with the event data.

26. The method of claim 1 further comprising one or more of:

aggregating the event data;

classifying the event data;

determining the event data requiring user input; and

transmitting notification to provide the user input for the event data.

27. The method of claim 1 further comprising:

capturing a mobile phone call or SMS; and

transmitting information regarding the mobile phone call or SMS to a server.

28. The method of claim 27 wherein the information comprises a call detail record (CDR).

29. The method of claim 28 wherein the call detail record comprises data including at least one of date, call type, name, outgoing (dialed) number, origination number, or user ID.

30. The method of claim 28 further comprising:

sending the call detail record to the backend server, a SFA server, or a CRM server.

31. The method of claim 27, wherein the event data includes communication information including origination, destination or time duration information.

32. The method of claim 27:

wherein the mobile phone call or SMS is captured via a mobile app resident on the user'"'"'s mobile device;

or

wherein the mobile phone call or SMS is captured via data collected from or transmitted by a third party provider.

33. The method of claim 1 further comprising:

logging into a server associated with the sales force management system from a mobile device;

loading configuration settings from a backend of the server;

loading configuration settings from a mobile application associated with a mobile device of the user; and

registering the mobile app to track machine generated event data regarding call events including at least one of incoming calls, outgoing calls, declined calls, missed calls, incoming SMSes, or outgoing SMSes.

34. The method of claim 33 wherein the machine data is captured via the mobile app, which is resident on the user'"'"'s mobile device.

35. The method of claim 33 wherein the machine data is captured via data collected from or transmitted by a third party provider.

36. The method of claim 1 further comprising:

collecting, via a mobile app, notification of a new call event; and

performing processing regarding enabling or disabling media tracking.

37. The method of claim 36 further comprising:

performing processing, when the media tracking is enabled, including creating a call detail record (CDR).

38. The method of claim 1 further comprising:

sending, via a mobile app, call detail record(s) comprising one or more of mobile phone calls, SMS, or GPS data to the sale force management system.

39. The method of claim 1 wherein the machine data includes one or more of electronic calendar entries, previous CRM and sales force management system data entries, records of PBX (circuit-switched and packet-switched, directly or indirectly via Presence Manager or other systems that can provide such records) and mobile phone calls made to prospects and customers, emails, SMS messages, chat messages, fax information obtained from fax server, desktop fax software program or from the Call Detail Records (“

CDR”

) of fax lines, credit card transaction data, Wifi and geo-location data.

40. The method of claim 1 further comprising:

aggregating event data of the user on a server;

receiving user input for the event data on a user device via user interface functionality; and

determining a discrepancy between the aggregated event data and the user input.

41. The method of claim 1 further comprising aggregating the event data including collecting or combining the event data.

42. The method of claim 1, wherein event data with common attributes is aggregated over a period of time and grouped into one data event.

43. The method of claim 1, wherein the event data includes geo-location information including time, duration, speed, or accuracy of geographic coordinates.

44. The method of claim 1, wherein the event data includes geo-location information from a Wifi network, a cellular network, or a global positioning system.

46. The method of claim 27 or 45 wherein the mobile phone call or SMS is captured via a presence management system, a mobile phone, an IP Phone service, a computer system, a network, SMS or phone call data from one or more wireless, mobile, or packet switched (VoIP) telephone carriers.

45. A computer-implemented method of facilitating user data entry in a sales force management system, the method comprising:

detecting, via one or more connectivity components, one or more mobile phone call or SMS events of a mobile device associated with a user of a sales force management system via a mobile application resident on the user'"'"'s mobile device or via data collected from or transmitted by a third party provider, and sending, to at least one computer, machine data associated with the mobile device associated with the user of the sales force management system;

collecting a stream of machine generated event data associated with the mobile device for the user;

transmitting machine data information regarding the mobile phone call or SMS to a server;

cross-referencing contact, lead or account information in the sales force management system with the machine data regarding the mobile phone call or SMS event;

analyzing, via the at least one computer, the machine data of the mobile phone call or SMS events to determine a mobile phone call or SMS event potentially requiring user input;

transmitting a notification to the mobile device to provide the user input for the mobile phone call or SMS event potentially requiring user input

providing the user with follow-on workflow options or notifications related to the analyzed phone call or SMS events associated with the sales force management system; and

processing information to provide the follow-on workflow options or suggestions to the user in a graphical user interface (GUI), including auto-populated data fields with selected graphical follow-on data entry options associated with the sales force management system, wherein information provided into the auto-populated data fields is derived from the analyzed mobile phone call or SMS event data;

wherein data in the sales force management system is used to perform processing regarding;

an initial transmission to the mobile device based on the processed mobile phone call or SMS event data, the initial transmission updating an application installed on the mobile device that displays data regarding the workflow or graphical information corresponding to the mobile phone call or SMS event;

a graphical user interface, for transmission to and display on the mobile device, the graphical user interface configured to display and update the data in response to the mobile phone call or SMS event; and

graphical indicia including information regarding the analyzed mobile phone call or SMS event, for transmission and display on the mobile device, the graphical indicia comprising interactive graphical elements regarding which the user may interact with to provide one or more of follow-on workflow, follow-on data entry and/or suggestions to the user.

47. The method of claim 45, wherein the event of the mobile device is a mobile telephone call event, further comprising:

receiving, by a computer, pre-call data associated with the mobile telephone call event from the mobile device of the user, wherein the pre-call data includes at least a telephone number of a second user involved in the mobile telephone call event, and the pre-call data is received before the mobile telephone call event occurs;

analyzing, by the computer, the pre-call data to identify the second user as a relationship or a collaborator within the process;

generating, by the computer, at least one relationship management notification based on the identification of the second user; and

sending, by the computer, at least one generated relationship management notification to the mobile device of the user before the call occurs.

48. The method of claim 47, wherein

the pre-call data is a telephone number of an incoming call received by the mobile device of the user, or

the pre-call data is a telephone number of an outgoing call to be placed by the mobile device of the user, and

the relationship management notification includes an identification of at least one relationship management process associated with the user of the mobile device, a status of the at least one relationship management process, and an identification of the second user as a collaborator or a relationship of the user within the at least one relationship management process.

49. The method of claim 47, wherein the event of the mobile device is a mobile telephone call event, further comprising:

receiving, by the computer, post-call data associated with the mobile telephone call event from the mobile device of the user, wherein the post-call data includes at least a duration of the telephone call event and a direction of the telephone call event, wherein the post-call data is tracked by the mobile device and received after the call event is terminated;

analyzing, by the computer, the post-call data to determine at least one relationship management suggestion based on the pre-call data, the post call data, and the at least one relationship management process; and

sending, by the computer, the at least one generated relationship management suggestion to the mobile device of the user after the call event is terminated.

50. The method of claim 49, wherein

the generated relationship management suggestion is a suggestion for the user of the mobile device to enter user notes for the mobile telephone call event into the at least one relationship management process in the sales force management system,

the generated relationship management suggestion is a suggestion for the user of the mobile device to enter a selection to advance progression within the process, and

the generated relationship management suggestion is a suggestion to for the user of the mobile device to add the second user as a new relationship or collaborator within a second process.

51. A computer-implemented method of facilitating user data entry into a salesforce management system, the method comprising:

detecting, via one or more connectivity components, the connectivity component connecting a user of the sales force management system and one or more sales force management servers over a network, an event of a mobile device associated with the user of a relationship management system, wherein the relationship management system has user specific relationship information;

collecting a stream of machine data associated with the mobile device for the user, the machine data comprising at least one of the following;

voice and electronic data communications;

geolocation data;

electronic records; and

records related to origination, destination/termination, user and duration attributes;

classifying event datum including comparing the machine data associated with the mobile device of the user with data in and/or processed by the sales force management system;

transmitting a notification to the mobile device if the classification of the event data requires an additional user input,

providing the user with follow-on workflow options on the mobile device, wherein the mobile device transmits, by the connectivity component, the additional user input to the sales force management system;

processing the event data, based on the classification and the additional user input, to create inputs that the sales force management system can store;

cross-referencing contact, lead or account information in the sales force management system with the inputs created from the event data, wherein a factual discrepancy can be identified and flagged for further review; and

processing the inputs created from the event data to provide auto-populated data fields in a graphical user interface (GUI) in a selected graphical follow-on data entry option within the sales force management system, the data provided into data fields being derived from the event data.

52. The method of claim 51 further comprising

providing a manager with GUI functionality enabling the manager to configure notifications or alerts based on differing variation thresholds of user data entries from the factually accurate data derived from the machine data.

53. The method of claim 51 further comprising:

maintaining both the machine data and a data set adjusted to incorporate circumstances where a manager has deemed a user compliant in contradiction to the event data;

using the adjusted data to provide context to the machine data.

54. The method of claim 51, further comprising:

receiving, by a computer, from the connectivity component, captured mobile phone call data associated with a mobile phone call associated with a user;

determining, by the computer, a relationship management process of the sales force management system associated with the user from the mobile phone call data of the mobile device;

tracking, by the computer, the mobile phone call data within the relationship management process based on analysis of the mobile phone call data; and

generating, by the computer, at least one suggestion based, at least in part, on analysis of the mobile phone call data within the relationship management process.

55. The method of claim 54, wherein the analysis of the mobile phone call data, further comprises:

applying, by the computer, machine learning model analysis to the mobile phone call data to determine a context of the mobile phone call data within the relationship management process.

56. The method of claim 54, wherein the captured mobile phone call data includes at least a time when the mobile call was initiated, a duration of the mobile phone call, a user that initiated the call, and recipient of the call.

57. The method of claim 51, wherein the event of the mobile device is a geolocation event, further comprising:

receiving, by a computer from the connectivity component, pre-visit data associated with the geolocation event coordinates from the mobile device of the user, wherein the pre-visit data includes at least the name of a person or company that the user is visiting or a physical address corresponding to the geolocation coordinates obtained by analyzing the geolocation coordinates in the context of the information contained in the user'"'"'s electronic calendar, the relationship management system, or additional databases containing such addresses, and the pre-visit data is received before the event occurs;

analyzing, by the computer, the geolocation data to identify the visit as a visit with a relationship or a collaborator within a process;

generating, by the computer, at least one relationship management notification based on the identification of the second user; and

sending, by the computer, at least one generated relationship management notification to the device of the user before the event occurs.

58. The method of claim 51, wherein the event of the mobile device is a mobile device geolocation event, further comprising:

receiving, by a computer from the connectivity component, post-visit data associated with the geolocation event coordinates from the mobile device of the user, wherein the post-visit data includes at least one of the name of a person or company that the user is visiting, a physical address corresponding to the geolocation coordinates obtained by analyzing the geolocation coordinates in the context of the information contained in the user'"'"'s electronic calendar, the relationship management system, or additional databases containing such addresses, and the post-visit data is received after the event occurs;

analyzing, by the computer, the post-visit data to determine at least one relationship management suggestion based on pre-visit data, the post-visit data, and at least one relationship management process; and

sending, by the computer, the at least one generated relationship management suggestion to the mobile device of the user after the geolocation event is terminated.

59. The method of claim 58, wherein

the generated relationship management suggestion is a suggestion for the user of the mobile device to enter user notes for the mobile device geolocation event into the at least one relationship management process in the relationship management system,

the generated relationship management suggestion is a suggestion for the user of the mobile device to enter a selection to advance progression within the process, and

the generated relationship management suggestion is a suggestion to for the user of the mobile device to add the second user as a new relationship or collaborator within a second process.

60. The method of claim 51, further comprising:

providing user interface functionality including a selection, wherein mobile data events and electronic communications can be classified as non-work-related, wherein the user, by selection, can designate that subsequent mobile data and electronic communication events with common attributes to be automatically classified as private; and

analyzing subsequent data events by a computer by referencing the prior classifications by the user of data events stored in the database to determine whether each follow-on mobile event correlates to common origination or destination and or geolocation attributes of event data previously classified by the user as private, in order for the computer to determine whether the event data is private; and

determining, by the computer, whether subsequent event data should not trigger notifications to the user because the event data is recognized by the computer as private.

61. A computer-implemented method of performing user sales productivity analysis of a sales force management system, the method comprising:

detecting, via one or more connectivity components, and sending, to at least one computer, one or more events of a mobile device associated with a user of the sales force management system;

collecting machine data associated with the mobile device for the user;

cross-referencing contact, lead or account information in the sales force management system with the machine data associated with the mobile device;

analyzing, via the at least one computer, the machine generated event data to determine an event potentially requiring user input;

transmitting a notification to the mobile device to provide the user input for the event requiring user input;

providing the user with follow-on workflow options or notifications related to the analyzed machine data associated with the sales force management system; and

processing information to provide a graphical user interface (GUI) in a selected graphical follow-on data entry option associated with the sales force management system, the data provided into data fields being derived from the machine generated event data analyzed;

wherein data in the sales force management system is used to perform processing regarding;

an initial transmission to the mobile device based on the analyzed machine generated event data, the initial transmission updating an application installed on the mobile device that displays data regarding the workflow or visual data objects corresponding to the machine generated event data;

a graphical user interface, for transmission to and display on the mobile device, the graphical user interface configured to display and update the data in response to the machine generated event data associated with the mobile device; and

graphical indicia including auto-populated data fields, for transmission and display on the mobile device, the graphical indicia comprising interactive

graphical elements regarding which the user may interact with to provide follow-on data entry regarding event associated with the mobile device;

performing user sales productivity analysis including self-assessment, user comparative assessment, or manager employee assessment; and

providing a notification to the user or to a manager regarding a failure to meet a productivity target.

62. A computer-implemented method of facilitating user data entry in a sales force management system, the method comprising:

detecting, via one or more connectivity components, and sending, to at least one computer, one or more events of at least one computing device associated with a user of the sales force management system, wherein the computing device includes one or more of a desktop computer, a laptop computer, a tablet, a smartphone, a presence management system, and/or an email server, and wherein the one or more events include electronic calendar entries, records of PBX calls, packet-switched VOIP calls, mobile phone calls, emails, SMS messages, chat messages, fax information, and geo- location data;

collecting a stream of machine data related to detected events associated with the computing device associated with the user of the sales force management system;

cross-referencing contact, lead or account information in the sales force management system with the machine data of the at least one event associated with the computing device;

analyzing, via the at least one computer, the cross-referenced machine data to identify, for the user, one or more events potentially requiring follow-on user input;

transmitting a notification to the computing device to provide the user input for the one or more events potentially requiring the user input;

providing the user with follow-on workflow options or notifications associated with the sales force management system related to the analyzed machine data; and

processing information to provide options or suggestions to the user, including auto- populated data fields in a graphical user interface (GUI) including at least one graphical follow-on data entry option associated with the sales force management system, the suggestions or data provided into the auto-populated data fields being derived from the analyzed machine data;

wherein data contained in the sales force management system is used to perform processing regarding;

an initial transmission to the mobile device based on the analyzed machine data, the initial transmission updating an application installed on the computing device that displays data regarding the workflow or visual indicia corresponding to the analyzed machine data;

a graphical user interface, for transmission to and display on the computing device, the graphical user interface configured to display and update the data in response to the analyzed machine data; and

graphical indicia including information regarding the analyzed machine data, the graphical indicia being transmitted to and displayed on the computing device, the graphical indicia comprising interactive graphical elements regarding which the user may interact with to provide one or more of follow-on workflow, follow-on data entry and/or suggestions to the user.

63. The method of claim 62, wherein the event of the mobile device is a calendar event, further comprising:

receiving, by a computer, access credentials from the user of the mobile device for a calendar system of the mobile device or the relationship management system;

accessing, by the computer, the calendar system using the access credentials;

locating, by the computer, the calendar event in the calendar system, wherein the calendar event is an imminent event that is scheduled to occur within a predetermined amount of time;

extracting, by the computer, event of a mobile device from the calendar event;

determining, by the computer, that the calendar event is related to the at least one relationship management process based on the extracted event data; and

generating, by the computer, at least one relationship management notification and at least one relationship management suggestion based on the event data and at least one relationship management process.

64. The method of claim 63, wherein the event data extracted from the calendar event includes at least one attendee of the calendar event, a title of the calendar event, a location specified in the calendar event, and a description of the calendar event.

65. The method of claim 63, further comprising:

sending, by the computer, at least one generated relationship management notification to the mobile device of the user before the scheduled beginning of the calendar event, and

sending, by the computer, at least one generated relationship management suggestion to the mobile device of the user after the scheduled ending of the calendar event.

66. The method of claim 65, wherein at least one generated relationship management suggestion includes at least a suggestion to follow up with at least one attendee of the calendar event, and/or a suggestion to add notes to a process to which the calendar event is related, and/or a suggestion to advance progression within the at least one relationship management process and/or a suggestion to add an attendee of the calendar event as a new relationship or a new collaborator within the at least one relationship management process when the attendee is not already a relationship or collaborator within the at least one relationship management process.

67. A computer-implemented method of performing user sales productivity analysis of a sales force management system, the method comprising:

detecting, via one or more connectivity components, and sending, to at least one computer, one or more events of at least one computing device associated with a user of the sales force management system, wherein the computing device includes one or more of a desktop computer, a laptop computer, a tablet, a smartphone, a presence management system, and/or an email server, and wherein the one or more events include electronic calendar entries, records of PBX calls, packet-switched, VoIP calls, mobile phone calls, emails, SMS messages, chat messages, fax information, and geo-location data;

collecting a stream of machine generated data related to detected events associated with the user;

cross-referencing contact, lead or account information in the sales force management system with the machine data associated with the user;

analyzing, via the at least one computer, the cross-referenced machine data to determine one or more events potentially requiring follow-on user input in the sales force management system;

performing user sales productivity analysis including one or more of self-assessment, user comparative assessment, or manager employee assessment by contrasting the analyzed machine generated data against one or more productivity targets for the analyzed machine generated data;

providing one or more notifications to the user or to a manager regarding a failure to meet a productivity target;

wherein data contained in the sales force management system is used to perform processing regarding;

an initial transmission to the mobile device based on the analyzed machine generated data, the initial transmission updating an application installed on the mobile device that displays data regarding the sales productivity analysis including one or more of self-assessment, user comparative assessment, or manager employee assessment against the productivity targets;

a graphical user interface, for transmission to and display on the computing device, the graphical user interface configured to display and update the data in response to the events determined via the analysis; and

graphical indicia including information about the analyzed machine data that is transmitted to and displayed on the computing device, the graphical indicia comprising interactive graphical elements regarding which the user or the manager may interact with to configure or view a sales productivity analysis including one or more of self-assessment, user comparative assessment, or manager employee assessment against the productivity targets.

68. A computer implemented method of processing machine data associated with data events and facilitating user data entry in the sales force management system, the method comprising:

detecting, via one or more connectivity components, and sending, to at least one computer, one or more events of at least one computing device associated with a user of the sales force management system, wherein the computing device includes one or more of a desktop computer, a laptop computer, a tablet, a smartphone, a presence management system, and/or an email server, and wherein the one or more events include electronic calendar entries, records of PBX calls, packet-switched VOIP calls, mobile phone calls, emails, SMS messages, chat messages, fax information, and geo-location data, wherein the sales force management system has specific relationship information;

collecting a stream of machine data related to detected events associated with the computing device associated with the user of the sales force management system;

cross-referencing contact, lead or account information in the sales force management system with the machine data of the at least one event associated with the computing device;

analyzing, via the at least one computer, the cross-referenced machine data to provide for the user one or more events potentially requiring follow-on user input;

processing event data associated with a user to generate visual data indicia representing the event data in a graphical user interface (GUI), the visual data indicia incorporating options for follow-on user input and classification selections configured to provide added context to an event represented by the visual data indicia, the added context received from the user via the GUI;

automatically classifying the events as a function of a classification selection;

adding additional information to the event data based on the follow-up user input by the user or via cross-referencing contact, lead or account information in the sales force management system with the machine data of the at least one event associated with the computing device;

wherein data contained within the sales force management system is used to perform processing regarding;

an initial transmission to the mobile device based on the analyzed machine data, the initial transmission updating an application installed on the mobile device that displays information regarding visual data objects corresponding to the analyzed machine data;

a graphical user interface, for transmission to and display on the mobile device, the graphical user interface configured to display and update the data related to an event that was analyzed; and

graphical indicia including information about the analyzed machine data that is transmitted and displayed on the computing device, the graphical indicia comprising interactive graphical elements regarding which the user may interact with to provide one or more classification, follow-on workflow, follow-on data entry and/or suggestions to the user.