METHOD AND SYSTEM FOR PROVIDING INFORMATION FROM A CUSTOMER RELATIONSHIP MANAGEMENT SYSTEM

• Main Authors: PETER CIARA, MCCONNELL JAGER
• Format: Patent
• Language: English
• Published: 06.02.2014
• Subjects: CALCULATING; COMPUTING; COUNTING; DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES; PHYSICS; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR

A method for providing information relating to revenue of an enterprise is disclosed. The method embodiment includes receiving, by a server computer, a request from a user for information relating to an enterprise's revenue, and identifying a plurality of business contacts of the user. The business contacts are affiliated with a company with which the enterprise is conducting business to produce revenue. An impact score is determined for each of the business contacts based on impact factors relating to at least an attribute of the business contact, an attribute of a company affiliated with the business contact, and to the business contact's role in completed and pending business transactions between the company and the enterprise. At least one business contact is selected based on its impact score, and a response including information identifying the selected business contact(s) is transmitted by the server to the user.