System and method for managing system-level workflow strategy and individual workflow activity

Abstract

A system and method for managing workflow including the ability to manage system-level workflow strategy, manage individual workflow activity, and provide suggestions to optimize individual workflow activity, is provided. The system may provide suggestions to workers based on their schedules and activities that the workers have to perform. Users of the system may configure the criteria used in determining which suggestions to provide to workers. The system may refine the suggestions provided to workers based on feedback received regarding the suggestions previously provided.

What is claimed is: 
     
         1 . A system for suggesting sales activities to individual workers, the system comprising:
 one or more physical processors programmed with one or more computer program instructions which, when executed, cause the one or more physical processors to:
 determine a first workflow that comprises a first set activities related to promoting a first product to a first customer; 
 determine a second workflow that comprises a second set of activities related to promoting the first product to a second customer; 
 determine a first suggested activity for a first worker based on the first set of activities of the first workflow and the second set of activities of the second workflow; and 
 provide, to the first worker, a schedule that comprises the first suggested activity. 
   
     
     
         2 . The system of  claim 1 , wherein the schedule indicates one or more of a time period associated with the first suggested activity or a location associated with the first suggested activity. 
     
     
         3 . The system of  claim 1 , wherein the one or more physical processor are further caused to:
 determine a frequency of occurrence associated with the first suggested activity,   wherein the first suggested activity is determined for the first worker based on the frequency of occurrence associated with the first suggested activity.   
     
     
         4 . The system of  claim 1 , wherein the one or more physical processor are further caused to:
 determine a first strategy based on a plurality of market segments, wherein the first strategy is related to promoting the first product;   determine a third workflow that comprises a third set of activities related to promoting a second product to the first customer;   determine a second suggested activity for the first worker based on (i) a determination that the first worker is associated with the third workflow, (ii) the first set of activities of the first workflow, (iii) the second set of activities of the second workflow, and (iv) the third set of activities of the third workflow; and   provide, to the first worker, the second suggested activity with the schedule.   
     
     
         5 . The system of  claim 1 , wherein the one or more physical processor are further caused to:
 receiving information related to a plurality of customers, the plurality of customers comprising the first customer;   receiving information related to a plurality of products, the plurality of products comprising the first product;   determine a first market segment based on the information related to the plurality of customers and the information related to the plurality of products; and   associating the first market segment with the first workflow to target the first product to the first customer to pursue a sales goal for the first product.   
     
     
         6 . The system of  claim 1 , wherein the one or more physical processor are further caused to:
 receive, from the first worker, an indication that the first worker accepts the first suggested activity; and   add the first suggested activity to the schedule based on the receipt of the indication.   
     
     
         7 . The system of  claim 1 , wherein the one or more physical processor are further caused to:
 determine a rationale for the first suggested activity, wherein the rationale comprises information related to a value of the first suggested activity to a customer associated with the first suggested activity; and   provide, to the first worker, the rationale for the first suggested activity with the schedule.   
     
     
         8 . The system of  claim 7 , wherein the rationale comprises information for the first worker to share with a customer associated with the first suggested activity. 
     
     
         9 . The system of  claim 1 , wherein the one or more physical processor are further caused to:
 receive, from the first worker, feedback related to a first executed activity of the first set of activities of the first workflow; and   update the first workflow based on the received feedback.   
     
     
         10 . The system of  claim 1 , wherein the one or more physical processor are further caused to:
 determine, as a second suggested activity for the first worker, an activity triggered by one or more of (i) feedback, from a second worker, related to the activity, (ii) a change in behavior of a customer, or (iii) compliance with regulations; and   provide, to the first worker, the second suggested activity with the schedule.   
     
     
         11 . A method of suggesting sales activities to individual workers, the method being implemented by a computer system that includes one or more physical processors executing one or more computer program instructions which, when executed, perform the method, the method comprising:
 determining, by the computer system, a first workflow that comprises a first set activities related to promoting a first product to a first customer;   determining, by the computer system, a second workflow that comprises a second set of activities related to promoting the first product to a second customer;   determining, by the computer system, a first suggested activity for a first worker based on the first set of activities of the first workflow and the second set of activities of the second workflow; and   providing, by the computer system, to the first worker, a schedule that comprises the first suggested activity.   
     
     
         12 . The method of  claim 11 , wherein the schedule indicates one or more of a time period associated with the first suggested activity or a location associated with the first suggested activity. 
     
     
         13 . The method of  claim 11 , further comprising:
 determining, by the computer system, a frequency of occurrence associated with the first suggested activity,   wherein the first suggested activity is determined for the first worker based on the frequency of occurrence associated with the first suggested activity.   
     
     
         14 . The method of  claim 11 , further comprising:
 determining, by the computer system, a first strategy based on a plurality of market segments, wherein the first strategy is related to promoting the first product;   determining, by the computer system, a third workflow that comprises a third set of activities related to promoting a second product to the first customer;   determining, by the computer system, a second suggested activity for the first worker based on (i) a determination that the first worker is associated with the third workflow, (ii) the first set of activities of the first workflow, (iii) the second set of activities of the second workflow, and (iv) the third set of activities of the third workflow; and   providing, by the computer system, to the first worker, the second suggested activity with the schedule.   
     
     
         15 . The method of  claim 11 , further comprising:
 receiving, at the computer system, information related to a plurality of customers, the plurality of customers comprising the first customer;   receiving, at the computer system, information related to a plurality of products, the plurality of products comprising the first product;   determining, by the computer system, a first market segment based on the information related to the plurality of customers and the information related to the plurality of products; and   associating, by the computer system, the first market segment with the first workflow to target the first product to the first customer to pursue a sales goal for the first product.   
     
     
         16 . The method of  claim 11 , further comprising:
 receiving, by the computer system, from the first worker, an indication that the first worker accepts the first suggested activity; and   adding, by the computer system, the first suggested activity to the schedule based on the receipt of the indication.   
     
     
         17 . The method of  claim 11 , further comprising:
 determining, by the computer system, a rationale for the first suggested activity, wherein the rationale comprises information related to a value of the first suggested activity to a customer associated with the first suggested activity; and   providing, by the computer system, to the first worker, the rationale for the first suggested activity with the schedule.   
     
     
         18 . The method of  claim 17 , wherein the rationale comprises information for the first worker to share with a customer associated with the first suggested activity. 
     
     
         19 . The method of  claim 11 , further comprising:
 receiving, by the computer system, from the first worker, feedback related to a first executed activity of the first set of activities of the first workflow; and   updating, by the computer system, the first workflow based on the received feedback.   
     
     
         20 . The method of  claim 11 , further comprising:
 determining, by the computer system, as a second suggested activity for the first worker, an activity triggered by one or more of (i) feedback, from a second worker, related to the activity, (ii) a change in behavior of a customer, or (iii) compliance with regulations; and   providing, by the computer system, to the first worker, the second suggested activity with the schedule.