Systems, methods, and apparatuses for integrating contextually relevant user-specific content with a third-party personal information management (pim) application within a cloud based computing environment

Abstract

System and method to display PIM application content in one or more PIM application display panes of a graphical user interface (GUI), select the displayed PIM application content for which to obtain a one or more record overviews of a CRM record related to the PIM application content, receive PIM application context data related to selected PIM application content, generate the one or more record overviews of the CRM record related to the PIM application content to display in a context-specific display pane based on the received PIM application content or PIM application context data, and display the generated one or more record overviews in the context-specific display pane.

What is claimed is: 
     
         1 . A method performed by a system having at least a processor and a memory therein, the method comprising:
 displaying PIM application content in one or more PIM application display panes of a graphical user interface (GUI);   selecting the displayed PIM application content for which to obtain a one or more record overviews of a CRM record related to the PIM application content;   receiving PIM application context data related to selected PIM application content;   generating the one or more record overviews of the CRM record related to the PIM application content to display in a context-specific display pane based on the received PIM application content or PIM application context data; and   displaying the generated one or more record overviews in the context-specific display pane.   
     
     
         2 . The method of  claim 1 , further comprising designating the one or more CRM records as related to the Personal Information Management (PIM) application content or PIM application context data in turn relating to the PIM application content. 
     
     
         3 . The method of  claim 1  further comprising receiving user input to take an action responsive to the generated one or more record overviews of the CRM record related to the PIM application content. 
     
     
         4 . The method of  claim 1 , wherein generating the one or more record overviews of the CRM record related to the PIM application content to display in a context-specific display pane based on the received PIM application content comprises generating the one or more record overviews of the CRM record related to the PIM application content to display in a context-specific display pane positioned next to the one or more PIM application display panes. 
     
     
         5 . The method of  claim 1 , further comprising:
 receiving PIM application context data related to selected PIM application content;   and wherein generating the one or more record overviews of the CRM record related to the PIM application content to display in a context-specific display pane based on the received PIM application content comprises generating the one or more record overviews of the CRM record related to the PIM application content to display in a context-specific display pane based on one of: the received PIM application content, the PIM application context data, or both.   
     
     
         6 . The method of  claim 1  wherein designating one or more CRM records as related to Personal Information Management (PIM) application content comprises designating one or more CRM records as related to Personal Information Management (PIM) application content or PIM application context data in turn relating to the PIM application content. 
     
     
         7 . The method of  claim 1 , wherein the PIM application is selected from a group of PIM applications including a calendar application, an email application, a task management application, an account management application, and an opportunity management application. 
     
     
         8 . Non-transitory computer readable storage media having instructions stored thereon that, when executed by a processor of a system, the instructions cause the system to perform operations including:
 displaying PIM application content in one or more PIM application display panes of a graphical user interface (GUI);   selecting the displayed PIM application content for which to obtain a one or more record overviews of a CRM record related to the PIM application content;   receiving PIM application context data related to selected PIM application content;   generating the one or more record overviews of the CRM record related to the PIM application content to display in a context-specific display pane based on the received PIM application content or PIM application context data; and   displaying the generated one or more record overviews in the context-specific display pane.   
     
     
         9 . The non-transitory computer readable storage media of  claim 8 , further comprising designating the one or more CRM records as related to the Personal Information Management (PIM) application content or PIM application context data in turn relating to the PIM application content. 
     
     
         10 . The non-transitory computer readable storage media of  claim 8  further comprising receiving user input to take an action responsive to the generated one or more record overviews of the CRM record related to the PIM application content.