Invention Grant
- Patent Title: Modifying a number of opportunities in a customer relationship management (CRM) system
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Application No.: US14449600Application Date: 2014-08-01
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Publication No.: US10762510B2Publication Date: 2020-09-01
- Inventor: Jorge A. Arroyo , Stephen P. Kruger , Patrick J. O'Sullivan , Luciano Silva
- Applicant: International Business Machines Corporation
- Applicant Address: US NY Armonk
- Assignee: INTERNATIONAL BUSINESS MACHINES CORPORATION
- Current Assignee: INTERNATIONAL BUSINESS MACHINES CORPORATION
- Current Assignee Address: US NY Armonk
- Agency: Fabian VanCott
- Agent Steven L. Nichols
- Main IPC: G06Q30/00
- IPC: G06Q30/00 ; G06Q30/02

Abstract:
Modifying a number of opportunities in a customer relationship management (CRM) system includes obtaining, from a CRM system, a number of opportunities, the opportunities representing a complex record structure in the CRM system, in which each of the opportunities captures a number of fields of metadata, comparing the metadata associated with the opportunities with a number of archived opportunity templates to create a comparison, analyzing the comparison to identify a number of patterns for the opportunities, and modifying, based on the number of patterns for the opportunities, the opportunities to create at least one new opportunity.
Public/Granted literature
- US20160034920A1 Modifying A Number Of Opportunities In A Customer Relationship Management (CRM) System Public/Granted day:2016-02-04
Information query