INTERPRETING REQUESTS AND PROVIDING RESPONSES IN THE CONTEXT OF A PROCESS
A system including one or more processors and memory. The memory stores computer-executable instructions that control the one or more processors to receive requests, interpret the requests in the context of a process, and provide responses based on interpretations of the requests in the context of the process.
1 . A system comprising:
one or more processors; and
memory that stores computer-executable instructions that control the one or more processors to:
receive requests;
interpret the requests in the context of a process; and
provide responses based on interpretations of the requests in the context of the process.
2 . The system of claim 1 , wherein the computer-executable instructions control the one or more processors to:
receive a request to create a case; and
provide a case identification character string in response to the request to create a case.
3 . The system of claim 1 , wherein the computer-executable instructions control the one or more processors to:
receive material based on the responses;
process the material; and
perform transactions in underlying sales management systems based on information from the material.
4 . The system of claim 3 , wherein the computer-executable instructions control the one or more processors to:
provide instructions for performing a follow-on action after receiving the material.
5 . The system of claim 1 , wherein the computer-executable instructions control the one or more processors to:
update a state of the process based on information from the requests; and
provide follow-on responses based on updating the state of the process.
6 . The system of claim 1 , wherein the computer-executable instructions control the one or more processors to:
receive a request to provide a list of actions to be performed in the process; and
provide the list of actions to be performed in the process in one of the responses.
7 . The system of claim 1 , wherein the computer-executable instructions control the one or more processors to:
provide a template that includes collateral information for performing an action to be performed in the process.
8 . The system of claim 1 , wherein the computer-executable instructions control the one or more processors to:
receive a request to provide a status report on at least one of progress in the process and an action to be performed in the process; and
provide the status report.
9 . The system of claim 1 , wherein the computer-executable instructions control the one or more processors to:
receive a request to update instructions for an action to be performed in the process; and
update at least one of the instructions and a template including collateral information for performing the action to be performed in the process.
10 . A computer readable storage medium storing computer-executable instructions for controlling one or more processors to perform a method comprising:
receiving a request that indicates an action to be performed;
providing a response to the request, wherein the response includes instructions for performing the action to be performed;
receiving material according to the instructions;
processing the material; and
performing transactions in underlying systems based on information from the material.
11 . The computer readable storage medium of claim 10 , wherein processing the material comprises:
parsing the material; and
extracting the information from the material.
12 . The computer readable storage medium of claim 10 , the method comprising:
providing confirmation that the transactions were successfully performed.
13 . The computer readable storage medium of claim 10 , the method comprising:
providing a case identification character string in the response to the request.
14 . The computer readable storage medium of claim 10 , the method comprising:
publishing a list of actions to be performed in a sales process.
15 . The computer readable storage medium of claim 10 , the method comprising:
providing other instructions for another action to be performed after receiving the material according to the instructions.
16 . The computer readable storage medium of claim 10 , the method comprising:
providing a template in the response, wherein the template includes at least one of forms, spreadsheets, calculators, slide decks, and reference contacts.
17 . The computer readable storage medium of claim 10 , the method comprising:
providing updated information on at least one of a process, status of the process, previous transactions, and previously provided information.
18 . A computer implemented method comprising:
receiving a request to create a case in a first email;
providing a case identification tag and a form in a second email in response to the request;
receiving the form in a third email;
parsing the form;
extracting information from the form; and
performing transactions in underlying systems based on the information from the form.
19 . The computer implemented method of claim 18 comprising:
receiving another request to perform an action from a list of actions in a sales process;
providing a template that includes instructions in response to the other request;
receiving material according to the instructions;
processing the material to extract information from the material; and
performing other transactions in the underlying systems based on the information from the material.
20 . The computer implemented method of claim 18 comprising:
providing a fourth email to qualify the case;
progressing to a next action in a sales process if the case is qualified; and
providing a response for the next action in another email.