Abstract: The technology disclosed relates to identifying accounts and prospects nearby a salesman's location based on his real-time goal statuses and pre-assigned preferences. In particular, it relates to locating those accounts and prospects in the salesman's geographic vicinity that most likely require his attention or visit. The technology disclosed further relates to identifying centers of influence for closing sales effort events based on one or more employee attributes. In particular, it relates to recruiting personnel that are best candidates for servicing an account or prospect considering their work profiles. It also relates to ensuring accountability in sales efforts by tracking a salesman's customer relationship management via location records.

Abstract: The technology disclosed relates to automated assignment of sales opportunities and recommendations for assignments in an on demand system. In particular, it relates to customizing assignment of sales opportunities such as leads, prospects and/or accounts to sales representatives by applying a plurality of performance indicators and ratios related to the sales representatives. These performance indicators and ratios can be based on historical and ongoing sales processes. It also relates to calculating a plurality of social insights related to the sales representatives. These social insights can be extracted from online social networks of the sales representatives.

Abstract: The technology disclosed relates to identifying accounts and prospects nearby a salesman's location based on his real-time goal statuses and pre-assigned preferences. In particular, it relates to locating those accounts and prospects in the salesman's geographic vicinity that most likely require his attention or visit. The technology disclosed further relates to identifying centers of influence for closing sales effort events based on one or more employee attributes. In particular, it relates to recruiting personnel that are best candidates for servicing an account or prospect considering their work profiles. It also relates to ensuring accountability in sales efforts by tracking a salesman's customer relationship management via location records.