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

摘要

A method for providing information relevant to an enterprise from a customer relationship management (CRM) system is disclosed. The method embodiment includes receiving by a server a message including a request for information relevant to an enterprise from a requesting user system associated with a user, where the message also includes enterprise-specific information. The method also includes identifying by the server records related to the enterprise and managed by a CRM system based on the enterprise-specific information. A relevance score is determined for each of the identified records based on relevance 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 requesting user system.