Customer Relationship Management (CRM) System Having a Rules Engine for Processing Sales Program Rules
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United States of America Patent
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Issued Date -
Apr 2, 2015
app pub date -
Nov 27, 2013
filing date -
Sep 30, 2013
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Abandoned
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Abstract
A CRM system is provided having a rules engine to process sales program rules. One or more sales programs are processed in a CRM system by obtaining one or more sales program rules defining the one or more sales programs; and applying the one or more sales program rules to a rules engine in the CRM system to determine if the one or more sales programs are applicable by accessing one or more of enterprise data and external commercial data. The sales program rules are optionally entered into the rules engine using a graphical user interface. The sales program rules can also be updated using the graphical user interface. The sales program rules comprise, for example, time-based conditions to enforce time restrictions of a given sales program and/or one or more collaborative filters.
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