Jason William Schroeder

US Patent:

20140081702, Mar 20, 2014

Filed:

Aug 30, 2013

Appl. No.:

14/016033

Inventors:

Craig Villamor - San Mateo CA, US
Akhilesh Gupta - San Francisco CA, US
Grant Anderson - San Francisco CA, US
Jason Schroeder - Los Angeles CA, US
Charlie Issacs - San Jose CA, US
John Walter Taschek - San Francisco CA, US
Steve Gillmor - Daly City CA, US
Girish Jashnani - Fremont CA, US

Assignee:

salesforce.com, Inc. - San Francisco CA

International Classification:

G06Q 30/02

US Classification:

705 729

Abstract:

The technology disclosed relates to rapidly logging sales activities in a customer relationship management system. It also relates to simplifying logging of sale activities by offering a streamlined data entry path that as immense usability in a mobile environment. The streamlined data entry path can be completed by triple-action, double-action, or single-action. In particular, the technology disclosed relates to automatically identifying and selecting entities that are most likely to be selected by a user. The identification of entities as most likely to be selected is dependent at least upon access recency of records of the entities, imminence of events linked to the entities, and geographic proximities of the entities to the user. It further relates to automatically identifying and selecting sales activities that are most likely to be performed by the user. The identification of sales activities as most likely to be performed is dependent at least upon position of the sale activities in a sales workflow and time elapsed since launch of the sales workflow.

US Patent:

20180365713, Dec 20, 2018

Filed:

Aug 24, 2018

Appl. No.:

16/112164

Inventors:

- San Francisco CA, US
Craig Villamor - San Mateo CA, US
Akhilesh Gupta - San Francisco CA, US
Grant Anderson - San Francisco CA, US
Jason Schroeder - Los Angeles CA, US
Charlie Issacs - San Jose CA, US
John Walter Taschek - San Francisco CA, US
Steve Gillmor - Daly City CA, US
Girish Jashnani - Fremont CA, US

International Classification:

G06Q 30/02

Abstract:

The technology disclosed relates to rapidly logging sales activities in a customer relationship management system. It also relates to simplifying logging of sale activities by offering a streamlined data entry path that as immense usability in a mobile environment. The streamlined data entry path can be completed by triple-action, double-action, or single-action. In particular, the technology disclosed relates to automatically identifying and selecting entities that are most likely to be selected by a user. The identification of entities as most likely to be selected is dependent at least upon access recency of records of the entities, imminence of events linked to the entities, and geographic proximities of the entities to the user. It further relates to automatically identifying and selecting sales activities that are most likely to be performed by the user. The identification of sales activities as most likely to be performed is dependent at least upon position of the sale activities in a sales workflow and time elapsed since launch of the sales workflow.