Abstract: Representative embodiments of a system for managing customer-relationship activities and knowledge include a template database for storing a plurality of templates, each corresponding to a business activity and comprising text relating to the business activity, an application enabling user selection of a template and formatting of an e-mail conforming to the template, a tracking database for storing and aggregating the user selections, and an interface for permitting querying of the tracking database to obtain data relevant to at least one user or at least one business activity at a specified level of aggregation.

Abstract: A system and method operates on a client device and acquires a suspect list of user products based on information derived from the client device. The system normalizes the list, and the user confirms the accuracy of the product list. The user product list is sent to a server where the user product list is compared to other lists using collaborative filtering techniques. The collaborative filtering techniques determine products of interest for the use and the level of interest of the user. The system computes a similarity measure based upon the number of similar products that match the user's product list and rankings provided by the user and others. Demographic and behavioral data may also be used in performing the comparison and the similarity measure. The system acquires editorial rankings of products from other users and provides a ranked list of recommended products based upon the editorial rankings.