CRM-BASED DISCOVERY OF CONTACTS AND ACCOUNTS

摘要

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.

主权项

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.