Integrating metadata from applications used for social networking into a customer relationship management (CRM) system

  • US 10,115,168 B2
  • Filed: 03/05/2015
  • Issued: 10/30/2018
  • Est. Priority Date: 05/19/2014
  • Status: Active Grant
First Claim
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1. A method for integrating metadata from applications used for social networking into a customer relationship management (CRM) system, the method comprising:

  • obtaining, from applications used for social networking, metadata associated with users of the applications;

    analyzing the metadata from the applications to infer opportunities, relationships for mapping clients, structures, and subject matter experts;

    integrating the opportunities, the relationships for mapping the clients, the structures, and the subject matter experts into a customer relationship management (CRM) system to populate the CRM system;

    identifying potential customers based on integrated opportunities, relationships for mapping the clients, the structures, and the subject matter experts; and

    managing interactions with current and target customers based on the integrated opportunities, relationships for mapping the clients, the structures, and the subject matter experts.

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