Abstract: A method for providing a quote for alternative products is disclosed. The method includes identifying key features associated with a first product and identifying alternative products different from the first product based on the key features and on information managed by a CRM system. The method also includes determining an alternative product configuration associated with the first product that includes at least one alternative product and, as a whole, includes the plurality of key features. A pricing matrix associated with the alternative product configuration is generated and includes information identifying the at least one alternative product, and pricing information associated with the at least one alternative product and/or a total price associated with the alternative product configuration. A quote that includes the pricing matrix is then generated.

Abstract: The technology disclosed relates to tracking performance and initiatives of employees and providing real-time recognition for their successes and contributions through customizable recognition awards. In particular, it relates to automatically awarding recognition awards to an employee by evaluating the employee's current performance against progress features and exception features. The progress features indicate a progression of an individual across a work cycle and exception features indicate high performance of the individual during the work cycle. Thus the recognition awards are automatically awarded when the current performance of the employee evidences accomplishment of milestones or high performance.

Abstract: The technology disclosed relates to tracking performance and initiatives of employees and automatically and proactively providing personalized coaching based on each employee's performance. In particular, it relates to automatically issuing personalized performance enhancement insights to an employee by evaluating the employee's current performance against progress features and exception features through timely performance checks. The progress features indicate a progression of an individual across a work cycle and exception features indicate low or high performance of the individual during the work cycle. Thus the personalized performance enhancement insights are automatically awarded when the current performance of the employee evidences lags in progress, regression, or low or high performance.

Abstract: 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.

Abstract: A method for providing recommended information relating to an account from a customer relationship management (CRM) system is disclosed. The method embodiment includes receiving by a server a message from a user system associated with a user including a request for information relating to a target account representing a customer, competitor and/or partner of an enterprise, and information identifying the target account. Based on the information identifying the target account, accessible records associated with the enterprise and relating to the target person are identified, and public social media content relating to the target account is collected from social networking entities. A comprehensive account profile associated with the target account is generated based on the accessible records and on the social media content, and at least a portion of the profile is included in a response message that is transmitted by the server to the user system.

Abstract: A method for providing information to a user system from a customer relationship management (CRM) system is disclosed. The method embodiment includes receiving by a server a message from a user that includes a request for recommended information relevant to the user and/or an enterprise, where the message also includes real-time user-specific information collected by and stored on the user's system and/or enterprise-specific information. The method also includes identifying records managed by a CRM system based on the real-time user-specific and/or the enterprise-specific information. A relevance score is determined for each of the identified records based on relevance factors and on social media influence factors, and recommended records are selected based on the relevance scores of the recommended records. Information identifying the recommended records is included in a response message that is transmitted by the server to the user's system.

Abstract: A method for providing recommended information relating to a person from a customer relationship management (CRM) system is disclosed. The method embodiment includes receiving by a server a message from a user system associated with a user including a request for information relating to a target person and information identifying the target person. The method also includes identifying, based on the information identifying the target person, accessible records associated with an enterprise and relating to the target person, where the records are managed by a CRM system, and collecting public social media content relating to the target person from social networking entities. A comprehensive profile associated with the target person is generated based on the accessible records and on the social media content, and at least a portion of the profile is included in a response message that is transmitted by the server to the user system.

Abstract: A method for providing information relevant to an enterprise from a customer relationship management (CRM) system is disclosed. The method embodiment includes receiving by a server a message including a request for information relevant to an enterprise from a requesting user system associated with a user, where the message also includes enterprise-specific information. The method also includes identifying by the server records related to the enterprise and managed by a CRM system based on the enterprise-specific information. A relevance score is determined for each of the identified records based on relevance factors, and recommended records are selected based on the relevance scores of the recommended records. Information identifying the recommended records is included in a response message that is transmitted by the server to the requesting user system.

Abstract: Systems and methods are provided for a public collaborative interface for private computer networks. A system receives a domain name that enables users associated with the domain name to subscribe to a private network group, wherein the domain name differs from a domain name for the private network group. The system outputs a network feed from a user of the private network group to a display device associated with a user associated with the domain name in response to a determination that the user associated with the domain name is subscribed to the private network group. The system outputs a network feed from the user associated with the domain name to display devices associated with users of the private network group in response to a determination that the user associated with the domain name is subscribed to the private network group. The received domain name can be an email address.

Abstract: A method for planning a meeting in a cloud computing environment is disclosed. The method embodiment includes receiving by a server a meeting configuration file including information identifying a meeting, a plurality of meeting collaborators, and/or a plurality of meeting participants. When the meeting configuration file is received, the server is configured to generate a virtual planning space associated with the meeting and located in a cloud computing environment, to transmit a message to the plurality of meeting collaborators that includes an invitation to collaborate in the meeting via the virtual planning space, and to receive an indication to load planning content that includes at least one data object. In response to receiving the indication, the server associates the planning content with the virtual planning space so that the planning content is accessible by the meeting collaborators via the virtual planning space in the cloud computing environment.

Abstract: A method for identifying an influencer of a brand is disclosed. The method embodiment includes scanning social media objects published by at least one social networking entity to identify a first social media object posted by a first user and relating to a brand associated with a product, an enterprise, a service, a person, a concept, and/or a trackable object. The social media objects include messages, video and audio clips, and/or image files posted by a plurality of users. The method also includes calculating a brand influence score for the first user based on a plurality of influence factors. The brand influence score for the first user is compared to a threshold influence score, and the first user is identified as a brand influencer when the first user's brand influence score is greater than the threshold influence score.

Abstract: Systems and methods are provided for managing multiple timelines of network feeds. A system accesses network feeds associated with at least one social network. The system identifies a first set of network feeds based on an associated first name, first keyword, first calendar date, and/or first geographic location. The system identifies a second set of network feeds based on an associated second name, second keyword, second calendar date, and/or second geographic location. The system outputs, to a display device, a first chronological representation of the first set of network feeds based on calendar dates associated with the first set of network feeds and a second chronological representation of the second set of network feeds based on calendar dates associated with the second set of network feeds. The system can supplement the chronological representations of network feeds with additional network feeds associated with other network users.

Abstract: A method for presenting a meeting in a cloud computing environment is disclosed. The method embodiment includes providing by a server a virtual planning space in a cloud computing environment, wherein the virtual planning space is associated with a meeting and is associated with planning content comprising data objects loaded by a plurality of meeting collaborators. The method also includes receiving by the server an indication to launch the meeting, and in response, generating a virtual meeting room associated with the meeting and an identifier for the virtual meeting room. Thereafter, the server is configured to transmit a message to a plurality of meeting participants that includes an invitation to attend the meeting and the identifier for the virtual meeting room, and to present meeting content comprising at least one data object of the planning content to the meeting participants via the virtual meeting room.

Abstract: Systems and methods are provided for navigating display sequence maps. A system outputs, to a display device, content views in response to receiving requests for content views via a user interface. At least one of the content views may include a link that enables navigation to another one of the content views. Each of the content views may be a revision to content of another one of the content views. The system outputs, to the display device, a hierarchical representation of a sequence in which the content views were displayed in response to receiving a request for the hierarchical representation via the user interface. The hierarchical representation includes visual representations corresponding to the content views. The system outputs, to the display device, a selected one of the content views in response to a selection of the one of the visual representations corresponding to the content views from the hierarchical representation.

Abstract: A method for providing recommended information to a user system from a customer relationship management (CRM) system is disclosed. The method embodiment includes receiving by a server a message including a request for recommended information from a requesting user system associated with a user, where the message also includes real-time user-specific information collected by and stored on the requesting user system. The method also includes identifying by the server records managed by a CRM system, related to the real-time user-specific information and that the user is authorized to access. A relevance score is determined for each of the identified records based on relevance factors, and recommended records are selected based on the relevance scores of the recommended records. Information identifying the recommended records is included in a response message that is transmitted by the server to the requesting user system.

Abstract: A method for presenting to a user recommended information from a customer relationship management (CRM) system is disclosed. The method embodiment includes receiving by a user system associated with a user an indication to request recommended CRM records managed by the CRM system, and in response, collecting real-time user specific information stored on the user system. A message including a request for recommended CRM records and at least a portion of the real-time user specific information is transmitted from the user system to a CRM server configured to identify at least one recommended CRM record from a plurality of CRM records related to the user-specific information. When a response message from the CRM server and including information identifying the recommended CRM record(s) is received by the user system, at least a portion of the information is displayed on a user interface of the user system.