Modifying A Number Of Opportunities In A Customer Relationship Management (CRM) System

Abstract

A method for modifying a number of opportunities in a customer relationship management (CRM) system includes obtaining, from a CRM system, a number of opportunities, the opportunities representing a complex record structure in the CRM system, in which each of the opportunities captures a number of fields of metadata, comparing the metadata associated with the opportunities with a number of archived opportunity templates to create a comparison, analyzing the comparison to identify a number of patterns for the opportunities, and modifying, based on the number of patterns for the opportunities, the opportunities to create at least one new opportunity.

What is claimed is: 
     
         1 . A method for modifying a number of opportunities in a customer relationship management (CRM) system, the method comprising:
 obtaining, from a customer relationship management (CRM) system, a number of opportunities, the opportunities representing a complex record structure in the CRM system, in which each of the opportunities captures a number of fields of metadata;   comparing the metadata associated with the opportunities with a number of archived opportunity templates to create a comparison;   analyzing the comparison to identify a number of patterns for the opportunities; and   modifying, based on the number of patterns for the opportunities, the opportunities to create at least one new opportunity.   
     
     
         2 . The method of  claim 1 , in which the metadata comprises a number of events related to the opportunities, a social graph of relationships, functions, organizations, members, social networking connections, resources, a number of areas, or combinations thereof. 
     
     
         3 . The method of  claim 1 , in which modifying, based on the number of patterns for the opportunities, the opportunities to create the at least one new opportunity comprises merging at least of the opportunities with another one of the opportunities in the CRM system to create the at least one new opportunity. 
     
     
         4 . The method of  claim 3 , in which the modifying, based on the number of patterns for the opportunities, the opportunities to create the at least one new opportunity further comprises splitting at least one of the opportunities to create the at least one new opportunity. 
     
     
         5 . The method of  claim 1 , in which analyzing the comparison to identify the number of patterns for the opportunities comprises:
 identifying, based on the metadata, a resource associated with at least one of the opportunities; and   determining a score for the resource associated with at least one of the opportunities, the score representing a relationship between the opportunities and the resource.   
     
     
         6 . The method of  claim 5 , in which analyzing the comparison, to identify a number of patters for the opportunities, further comprises displaying, based on the score for the resource, a list of resources that are available to be assigned to an opportunity. 
     
     
         7 . The method of  claim 1 , further comprising, storing the at least one new opportunity in the CRM system.