Abstract: System and method comprising selecting a set of opportunity patterns that are similar to an opportunity pattern of an open opportunity based on a first set of features; comparing the selected set of opportunity patterns to the opportunity pattern of the open opportunity based on a second set of features that are different than the first set of features; and generating feedback recommending a next action for the open opportunity based on the comparing.

Abstract: A computer implemented method and system, comprising: retrieving, from an electronic data storage, participation data for each of a plurality of contacts that are associated with an opportunity, the participation data including information indicating types of communication activities the contacts have participated in in respect of the opportunity and times of the participation; comparing the participation data for the plurality of contacts with historic participation data for each of a plurality of decision maker contacts for a plurality of historic opportunities, the historic participation data including information indicating types of communication activities the decision maker contacts have participated in in respect of the historic opportunities and times of the participation; and computing, based on the comparing, which of the plurality of contacts associated with the opportunity is a potential decision maker and storing information indicating the identity of the potential decision maker.

Abstract: System and method for updating customer data that includes a plurality of electronically stored contact records that each include contact information for a respective individual contact. Filtering is applied to the customer data to identify contacts that fall within defined filtering criteria. Information about the identified contacts is provided to a decision making authority for a further layer of filtering. Customer data is updated based on feedback derived from the decision making authority.

Abstract: Method and system for determining one or more performance metrics for events that an enterprise participates in, including: receiving data identifying individual contacts that attended an event; computing, for each of the individual contacts, a difference in an individual relationship score for the individual contact at a time following the event relative to a time preceding the event, wherein the individual relationship score is based on automated tracking of communication activities occurring between the individual contact and individual users associated with the enterprise; computing a first event performance metric for the event based on the computed differences in the individual relationship scores for the individual contacts; and storing the first performance metric for the event.

Abstract: A computer implemented method and system, comprising: retrieving, from an electronic data storage, participation data for each of a plurality of contacts that are associated with an opportunity, the participation data including information indicating types of communication activities the contacts have participated in in respect of the opportunity and times of the participation; comparing the participation data for the plurality of contacts with historic participation data for each of a plurality of decision maker contacts for a plurality of historic opportunities, the historic participation data including information indicating types of communication activities the decision maker contacts have participated in in respect of the historic opportunities and times of the participation; and computing, based on the comparing, which of the plurality of contacts associated with the opportunity is a potential decision maker and storing information indicating the identity of the potential decision maker.

Abstract: System and method comprising selecting a set of opportunity patterns that are similar to an opportunity pattern of an open opportunity based on a first set of features; comparing the selected set of opportunity patterns to the opportunity pattern of the open opportunity based on a second set of features that are different than the first set of features; and generating feedback recommending a next action for the open opportunity based on the comparing.

Abstract: System and method for updating customer data that includes a plurality of electronically stored contact records that each include contact information for a respective individual contact. Filtering is applied to the customer data to identify contacts that fall within defined filtering criteria. Information about the identified contacts is provided to a decision making authority for a further layer of filtering. Customer data is updated based on feedback derived from the decision making authority.