Inventors:
Robert Blakey - Burlingame CA, US
William Schaffner - Seattle WA, US
Karl Kreis - Snohomish WA, US
Eric Niheu - Nework CA, US
International Classification:
G06F017/30
Abstract:
Disclosed herein are systems, electronic tools and related methods for integrating the business rules, processes, and technology necessary to enable collaboration between personal office management applications, which are used by individuals on a daily basis to organize personal contacts, appointment calendars, and tasks, with sales force management applications, which are used to manage client and account contact information and coordinate the pursuit of business opportunities across an organization. Users of both applications can have their data electronically synchronized to share specifically designated information automatically within the applications. The information designated for synchronization can be of three types having different rules regarding their sharing among the applications, wherein the types include business contacts, sales force activities, and opportunity tasks. Users can thereby manage a large synchronized base of business contacts via both their personal office management application and a sales force management application, synchronize sales force activities from their personal office management application into the sales force management application, and assign client or account opportunity action items to other users in the organization via the sales force management application, and then have those action items automatically appear to the assigned user in that assigned user's personal office management application as a task.
