Method and system for managing business deals
In accordance with embodiments, there are provided mechanisms and methods for managing business deals. The mechanisms and methods for managing business deals may enable embodiments to provide a dynamic and interactive user-interface including any combination of contacts, accounts, opportunities, allowing users to create tasks, events, leads (e.g., from Data.com), reports, dashboards, instant messenger, external deal spaces, email service (e.g., Outlook), a cloud-based productivity suite for businesses that allows work on any device (e.g., Google apps), mobile access, private messaging, lead management, mass email templates, social media monitoring (e.g., from Radian6), role-based sharing and security, and/or additional storage, for example. In an embodiment, the number of contacts may be unlimited.
1. A method comprising:
maintaining, using a database system, at least one database storing a plurality of enterprise work records as data objects;
Maintaining timeline data characterizing a timeline of past and future events related to at least one of the enterprise work records;
processing a request to provide one or more applications to a user device;
causing display, using at least one of the applications, in a user interface at the user device, of a graphical representation of the timeline comprising a chronological arrangement of feed items related to the at least one enterprise work record, the feed items comprising past feed items representing the past events and future feed items representing the future events, each feed item being of one of a plurality of event types;
identifying a first one of the feed items, the first feed item being of a first event type and having a first event date;
responsive to identifying the first feed item:
causing display of a first visual indicator indicating the first event type, and
causing display of a second visual indicator indicating the first event date, the second visual indicator being offset from the first visual indicator;
processing a selection of the second visual indicator associated with the first feed item;
causing updating of the graphical representation of the timeline comprising the selected second visual indicator being substantially aligned with the first visual indicator;
processing notification data regarding a first future event related to the at least one enterprise work record, the notification data identifying a future event date, a location, and at least one user; and
providing the notification data to the user device, the notification data capable of being processed to update the graphical representation of the timeline to represent the first future event as a designated future feed item according to the future event date, the designated future feed item configured to display the future event date, the location, and/or the at least one user.
2. The method of claim 1 , wherein the graphical representation of the timeline comprises a plurality of unique graphical indications, each graphical indication representing a different event.
3. The method of claim 1 , wherein the graphical representation of the timeline is interactive and allows the user to view, add, or change events of the timeline.
4. The method of claim 1 , wherein at least one feed item of the chronological arrangement identifies one or more of: tasks, files, or deals.
5. The method of claim 1 , wherein the notification data is associated with a request to join a secure portal that is automatically created when a user shares a file with a customer.
6. The method of claim 1 , wherein at least one feed item of the chronological arrangement identifies at least one of: contacts, accounts, opportunities, leads, reports, dashboards, instant messenger, email service, workability on any device, mobile access, private messaging, lead management, mass email templates, social media monitoring, role-based sharing, role-based security, and additional storage.
7. The method of claim 1 , wherein at least one feed item identifies: one or more apps that provide support functions for business management, the one or more apps providing a link to a webpage with a video.
8. A database system comprising:
at least one database storing a plurality of enterprise work records as data objects;
at least one server having at least one processor capable of executing instructions configured to cause:
maintaining timeline data characterizing a timeline of past and future events related to at least one of the enterprise work records;
processing a request to provide one or more applications to a user device;
displaying, using at least one of the applications, in a user interface at the user device, a graphical representation of the timeline comprising a chronological arrangement of feed items related to the at least one enterprise work record, the feed items comprising past feed items representing the past events and future feed items representing the future events, each feed item being of one of a plurality of event types;
identifying a first one of the feed items, the first feed item being of a first event type and having a first event date;
responsive to identifying the first feed item:
displaying a first visual indicator indicating the first event type, and
displaying a second visual indicator indicating the first event date, the second visual indicator being offset from the first visual indicator;
processing a selection of the second visual indicator associated with the first feed item;
causing updating of the graphical representation of the timeline comprising the selected second visual indicator being substantially aligned with the first visual indicator;
processing notification data regarding a first future event related to the at least one enterprise work record, the notification data identifying a future event date, a location, and at least one user; and
providing the notification data to the user device, the notification data capable of being processed to update the graphical representation of the timeline to represent the first future event as a designated future feed item according to the future event date, the designated future feed item configured to display the future event date, the location, and/or the at least one user.
9. The database system of claim 8 , wherein the graphical representation of the timeline comprises a plurality of unique graphical indications, each graphical indication representing a different event.
10. The database system of claim 8 , wherein the graphical representation of the timeline is interactive and allows the user to view, add, or change events of the timeline.
11. The database system of claim 8 , wherein at least one feed item of the chronological arrangement identifies one or more of: tasks, files, or deals.
12. The database system of claim 8 , wherein the notification data is associated with a request to join a secure portal that is automatically created when a user shares a file with a customer.
13. The database system of claim 8 , wherein at least one feed item of the chronological arrangement identifies at least one of: contacts, accounts, opportunities, leads, reports, dashboards, instant messenger, email service, workability on any device, mobile access, private messaging, lead management, mass email templates, social media monitoring, role-based sharing, role-based security, and additional storage.
14. The database system of claim 8 , wherein the at least one feed item identifies: one or more apps that provide support functions for business management, the one or more apps providing a link to a webpage with a video.
15. A computer program product comprising computer-readable program code to be executed by one or more processors when retrieved from a non-transitory computer-readable medium, the program code comprising instructions configurable to cause:
maintaining, using a database system, at least one database storing a plurality of enterprise work records as data objects;
maintaining timeline data characterizing a timeline of past and future events related to at least one of the enterprise work records;
processing a request to provide one or more applications to a user device;
displaying, using at least one of the applications, in a user interface at the user device, of a graphical representation of the timeline comprising a chronological arrangement of feed items related to the at least one enterprise work record, the feed items comprising past feed items representing the past events and future feed items representing the future events, each feed item being of one of a plurality of event types;
identifying a first one of the feed items, the first feed item being of a first event type and having a first event date;
responsive to identifying the first feed item:
displaying of a first visual indicator indicating the first event type, and
displaying of a second visual indicator indicating the first event date, the second visual indicator being offset from the first visual indicator;
processing a selection of the second visual indicator associated with the first feed item;
updating the graphical representation of the timeline comprising the selected second visual indicator being substantially aligned with the first visual indicator;
processing notification data regarding a first future event related to the at least one enterprise work record, the notification data identifying a future event date, a location, and at least one user; and
providing the notification data to the user device, the notification data capable of being processed to update the graphical representation of the timeline to represent the first future event as a designated future feed item according to the future event date, the designated future feed item configured to display the future event date, the location, and/or the at least one user.
16. The computer program product of claim 15 , wherein the graphical representation of the timeline comprises a plurality of unique graphical indications, each graphical indication representing a different event.
17. The computer program product of claim 15 , wherein the graphical representation of the timeline is interactive and allows the user to view, add, or change events of the timeline.
18. The computer program product of claim 15 , wherein at least one feed item of the chronological arrangement identifies one or more of: tasks, files, or deals.
19. The computer program product of claim 15 , wherein the notification data is associated with a request to join a secure portal that is automatically created when a user shares a file with a customer.
20. The computer program product of claim 15 , wherein at least one feed item of the chronological arrangement identifies at least one of: contacts, accounts, opportunities, leads, reports, dashboards, instant messenger, email service, workability on any device, mobile access, private messaging, lead management, mass email templates, social media monitoring, role-based sharing, role-based security, and additional storage.