Patent ID: 8170948

Claim:
A computer program product for organizing briefing packages for presentation to sales account executives, the computer program product comprising: a computer readable storage device; and first program instructions to store a plurality of client records in a database relating to one or more client business entities, each client record containing a plurality of fields in at least one client account database, at least one of the fields containing a link to data, documents or information external to the database; second program instructions to parse a portion of an electronic mail message according to a predetermined format to determine a client record to which the message is to be linked; third program instructions to integrate information to form a briefing package by linking the electronic mail message and at least one other external data item to at least one client record, the other external data item being selected from a group comprising a stock share price quote server, a business plan document, a marketing strategy document, a note from a previous meeting with the client, a previously presented presentation document and an action item list; fourth program instructions to subsequently show a first set of information for a selected client account on a main screen view on a user display by selecting an client record associated with a specific client business entity; and fifth program instructions to provide in the first set of shown information one or more user-selectable expandable subforms, wherein at least one subform retrieves and shows at least one of the linked external data items when expanded; wherein the first, second, third, fourth and fifth program instructions are stored on the computer readable storage device.