METHOD AND SYSTEM FOR PROVIDING INFORMATION FROM A CUSTOMER RELATIONSHIP MANAGEMENT SYSTEM

摘要

A method for providing information to a user system from a customer relationship management (CRM) system is disclosed. The method embodiment includes receiving by a server a message from a user that includes a request for recommended information relevant to the user and/or an enterprise, where the message also includes real-time user-specific information collected by and stored on the user's system and/or enterprise-specific information. The method also includes identifying records managed by a CRM system based on the real-time user-specific and/or the enterprise-specific information. A relevance score is determined for each of the identified records based on relevance factors and on social media influence factors, and recommended records are selected based on the relevance scores of the recommended records. Information identifying the recommended records is included in a response message that is transmitted by the server to the user's system.