CRM-BASED DISCOVERY OF CONTACTS AND ACCOUNTS
In an example embodiment, a request to onboard a first user to a software tool is received. A first query is performed on information in a Customer Relationship Management (CRM) system to obtain a first set of CRM entities of a first type. Then a second query is performed on information in the CRM system to obtain a second set of CRM entities of the first type, the first and second queries designed to retrieve CRM entities related to the first user. Results of the first and second queries are stored in the software tool as a single data type, wherein the software tool is separate and distinct from the CRM system and is configured to provide insights into the results based at least in part on information from social network profiles related to the results.
1 . A computer-implemented method comprising:
receiving a request to onboard a first user to a software tool;
performing a first query on information in a Customer Relationship Management (CRM) system to obtain a first set of CRM accounts, wherein each CRM account is a record corresponding to an organization, and the first query is performed for accounts in the CRM system having an owner identification field matching an owner identification of the first user, wherein a user identification being contained in an owner identification field of a particular CRM account Indicates that the user corresponding to the user identification has been previously assigned to the organization corresponding to the particular CRM account;
performing, a second query on information in the CRM system to obtain a second set of CRM accounts, the first and second queries designed to retrieve CRM accounts related to the first user, the second query being performed to obtain CRM accounts having at least one team member field matching the first user; and
storing results of the first and second queries in a database controlled by the software tool as a single data type, wherein the software tool is separate and distinct from the CRM system and is configured to provide insights into the results based at least in part on information from social network profiles related to the results.
2 . (canceled)
3 . The method of claim 1 , further comprising:
identifying a first set of contacts listed in accounts retrieved during the first and second queries and storing the first set of contacts in the software tool;
performing a third query on contacts listed in contact records related to the first user in the CRM system;
storing the contacts listed in the contact records returned by the third query as a second set of contacts in the software tool;
performing a fourth query on contacts listed in opportunity records related to the first user in the CRM system; and
storing the contacts listed in the opportunity records returned by the fourth query as a third set of contacts in the software tool.
4 . The method of claim 1 , wherein the first query and the second query are customized for a type of the CRM system.
5 . The method of claim 1 , wherein the first query and the second query are customized for the first user.
6 . The method of claim 1 , wherein the first query and the second query are customized for all users working for a particular company.
7 . The method of claim 1 , further comprising:
performing a first query on information in a second CRM system to obtain a first set of CRM entities of a second type;
performing, a second query on information in the second CRM system to obtain a second set of CRM entities of the second type, the first and second queries designed to retrieve CRM entities related to the first user; and
storing results of the first and second queries on information in the second CRM system in the software tool as a single data type, wherein the software tool is separate and distinct from the second CRM system and is configured to provide insights into the results based at least in part on information from social network profiles related to the results.
8 . A computer-implemented system comprising:
a data store;
a synchronization module configured to:
receive a request to onboard a first user;
perform a first query on information in a CRM system to obtain a first set of CRM accounts, wherein each CRM account is a record corresponding to an organization, the first query is performed for accounts in the CRM system having an owner identification field matching an owner identification of the first user, wherein a user identification being contained in an owner identification field of a particular CRM account Indicates that the user corresponding to the user identification has been previously assigned to the organization corresponding to the particular CRM account;
perform, a second query on information in the CRM system to obtain a second set of CRM accounts, the first and second queries designed to retrieve CRM accounts related to the first user, the second query is performed to obtains CRM accounts having at least one team member field matching the first user, and
store results of the first and second queries in the data store as a single data type; and
an insight module configured to:
provide insights into the results based at least in part on information from social network profiles related to the results.
9 . The system of claim 8 , wherein the providing insights includes mining Internet data to provide information about accounts or leads that have value to the first user.
10 . The system of claim 8 , further comprising a recommendation module configured to recommend further accounts and/or leads based on the stored results of the first and second queries.
11 . The system of claim 8 , wherein the social network profiles are accessed in a social network service.
12 . The system of claim 8 , wherein the synchronization module includes a first CRM interface configured to retrieve first CRM rules from a rules store and execute the first CRM rules to perform the first and second queries.
13 . The system of claim 12 , wherein the synchronization module further includes a second CRM interface configured to retrieve second CRM rules from the rules store and execute the second CRM rules to perform first and second queries on a second CRM system.
14 . The system of claim 12 , wherein the first CRM interface is further configured to retrieve customized CRM rules for the first user from the rules store and execute customized CRM rules to perform queries.
15 . A non-transitory machine-readable storage medium having instruction data to cause a machine to perform the following operations:
receiving a request to onboard a first user to a software tool;
performing a first query on information in a Customer Relationship Management (CRM) system to obtain a first set of CRM accounts, wherein each CRM account is a record corresponding to an organization, and the first query is performed for accounts in the CRM system having an owner identification field matching an owner identification of the first user, wherein a user identification being contained in an owner identification field of a particular CRM account indicates that the user corresponding to the user identification has been previously assigned to the organization corresponding to the particular CRM account;
performing, a second query on information in the CRM system to obtain a second set of CRM accounts, the first and second queries designed to retrieve CRM accounts related to the first user, the second query being performed to obtain CRM accounts having at least one team member field matching the first user; and
storing results of the first and second queries in a database controlled by the software tool as a single data type, wherein the software tool is separate and distinct from the CRM system and is configured to provide insights into the results based at least in part on information from social network profiles related to the results.
16 . The non-transitory machine-readable storage medium of claim 15 , wherein the CRM entities of the first type are accounts, the first query is performed for accounts in the CRM system having an owner identification matching an owner identification of the first user and the second query is performed for accounts in the CRM system listing at least one team member matching the first user.
17 . The non-transitory machine-readable storage medium of claim 16 , further comprising:
identifying a first set of contacts listed in accounts retrieved during the first and second queries and storing the first set of contacts in the software tool;
performing a third query on contacts listed in contact records related to the first user in the CRM system;
storing the contacts listed in the contact records returned by the third query as a second set of contacts in the software tool;
performing a fourth query on contacts listed in opportunity records related to the first user in the CRM system; and
storing the contacts listed in the opportunity records returned by the fourth query as a third set of contacts in the software tool.
18 . The non-transitory machine-readable storage medium of claim 15 , wherein the first query and the second query are customized for a type of the CRM system.
19 . The non-transitory machine-readable storage medium of claim 15 , wherein the first query and the second query are customized for the first user.
20 . The non-transitory machine-readable storage medium of claim 15 , wherein the first query and the second query are customized for all users working for a particular company.