Systems and methods for generating a content item based on a status of a node profile determined using electronic activities
Systems and methods for providing content items can generate the content items based on impact scores associated with actions of the content items. The system and methods can include accessing, for an entity, a plurality of record objects linked with one or more electronic activities having the entity as a participant, each record object corresponding to an event to be completed; identifying, for each record object of the plurality of record objects, an action to perform to increase a completion score; determining, for each action, using the electronic activities linked with the record object and a current completion score of the record object, an impact score indicating an amount of change in the completion score of the record object corresponding to the action; and providing, for presentation to a device of the entity, a content item corresponding to the action based on the impact score.
1. A method comprising:
accessing, by one or more processors, for an entity, a plurality of opportunity record objects of a customer relationship management (CRM) system of record, each opportunity record object of the plurality of opportunity record objects linked with one or more electronic activities having the entity as a participant and corresponding to an opportunity to be completed;
identifying, by one or more processors, for a first node profile corresponding to the entity, a plurality of candidate actions to be used for generating content items, each candidate action identified responsive to parsing one or more electronic activities or detecting an update to at least one of i) a plurality of second node profiles maintained by the one or more processors or ii) a record object corresponding to one or more systems of record;
generating, by the one or more processors and for each candidate action, an actionable score indicating a likelihood that the entity will perform the candidate action;
selecting, by the one or more processors, a first candidate action of the plurality of candidate actions based on the actionable score of the first candidate action;
generating, by the one or more processors, a content item in response to selecting the first candidate action, the content item identifying the first candidate action as a recommendation for presentation at a device of the entity; and
transmitting, by the one or more processors, the content item for presentation at the device of the entity responsive to generating the content item.
2. The method of claim 1 , further comprising determining, by the one or more processors, the actionable score based on a category of the candidate action.
3. The method of claim 1 , further comprising determining, by the one or more processors, the actionable score based on actions previously performed by the entity.
4. The method of claim 1 , further comprising determining, by the one or more processors, the actionable score based on a time of day of transmitting the content item.
5. The method of claim 1 , further comprising:
parsing, by the one or more processors, a plurality of entity electronic activities transmitted by or received from the device of the entity to determine whether the candidate action was performed; and
updating, by the one or more processors, the actionable score based on determining whether the candidate action was performed.
6. The method of claim 1 , wherein the record object comprises a plurality of object field-value pairs including a stage field-value pair indicating a stage of the record object in a process.
7. A system comprising:
one or more processors coupled to memory, the one or more processors configured to:
access, for an entity, a plurality of opportunity record objects of a customer relationship management (CRM) system of record, each opportunity record object of the plurality of opportunity record objects linked with one or more electronic activities having the entity as a participant and corresponding to an opportunity to be completed;
identify, for a first node profile corresponding to the entity, a plurality of candidate actions to be used for generating content items, each candidate action identified responsive to parsing one or more electronic activities or detecting an update to at least one of i) a plurality of second node profiles maintained by the one or more processors or ii) a record object corresponding to one or more systems of record;
generate, for each candidate action, an actionable score indicating a likelihood that the entity will perform the candidate action;
select, a first candidate action of the plurality of candidate actions based on the actionable score of the first candidate action;
generate a content item in response to selecting the first candidate action, the content item identifying the first candidate action as a recommendation for presentation at a device of the entity; and
transmit the content item for presentation at the device of the entity responsive to generating the content item.
8. The system of claim 7 , wherein the one or more processors are configured to determine the actionable score based on a category of the candidate action.
9. The system of claim 7 , wherein the one or more processors are configured to determine the actionable score based on actions previously performed by the entity.
10. The system of claim 7 , wherein the one or more processors are configured to determine the actionable score based on a time of day of transmitting the content item.
11. The system of claim 7 , wherein the one or more processors are configured to:
parse a plurality of entity electronic activities transmitted by or received from the device of the entity to determine whether the candidate action was performed; and
update the actionable score based on determining whether the candidate action was performed.
12. The system of claim 7 , wherein the record object comprises a plurality of object field-value pairs including a stage field-value pair indicating a stage of the record object in a process.