Patent ID: 8918421

Claim:
An optical disk, a solid state storage device or a magnetic storage device having computer readable instructions stored thereupon that, when executed by a computer, cause the computer to: analyze entity-related data at a client device, the entity-related data comprising data generated by an application program executed by the client device, the entity related data comprising data relating to at least one entity for which entity data is stored on a customer relationship management (“CRM”) server; extract entity information from the entity-related data, the entity information comprising information corresponding to an entity associated with the entity-related data, the entity information indicating an identity of the at least one entity; disambiguate the entity information to identify a single most-relevant entity associated with the entity-related data; transmit the entity information to the customer relationship management (“CRM”) server to obtain additional entity data corresponding to the identified at least one entity; receive the additional entity data at the client device, the additional entity data comprising information associated with the entity; identify a context associated with the entity-related data, the context being determined based upon an analysis of the entity-related data by an insight application executing at the client device; if the context associated with the entity-related data refers to historical information, obtain historical purchasing information associated with the single most-relevant entity; format the entity data based, at least partially, upon the identified context; and present the additional entity data at the client device, wherein presenting the additional entity data comprises generating a user interface for displaying the entity data and displaying the user interface at the client device, and wherein displaying the entity data comprises displaying CRM data associated with the entity, displaying at least one trend associated with the entity, displaying at least one recent activity associated with the entity and displaying at least one purchasing activity associated with the entity.