Patent Document ID: 9355376
Application ID: 13470039

Base Claim:
1. A computer system comprising: at least one computer executing stored instructions that, when executed by the at least one computer, configure the at least one computer to include: storage configured to store a rules library comprising a plurality of rules, each rule in the plurality of rules comprising: a. at least one condition based on one or more fields of customer relationship management data from a customer relationship management system and b. an indication of an action, the action being selected from a group comprising: selection of a playbook element to be displayed, and update of customer relationship management data from the customer relationship management system performed upon completion of a playbook element; a playbook manager configured to define, in response to inputs from at least one first user, a playbook comprising a plurality of playbook elements, one or more of the playbook elements including content to be provided over a computer network to a prospect; the playbook manager further comprising: an interface configured to query the customer relationship management system for available fields used for the customer relationship management data; a rules editing interface through which the playbook manager is configured to receive inputs from the at least one first user, the inputs including selection from among the available fields for use in rules, conditions for the rules and actions for the rules; the playbook manager being further configured to define, in response to the inputs, the rules as specified by the inputs, and to store the defined rules in the rules library; the playbook manager further comprising a rules selection interface through which the playbook manager is configured to receive inputs from the at least one first user comprising an indication of a selection of one or more rules of a plurality of displayed rules from the rules library and an indication of a selection of a playbook element of a selected sales playbook, the playbook manager being further configured to associate the selected one or more rules with the selected playbook element of the selected sales playbook; and a playbook execution engine comprising inputs configured to interactively receive customer relationship management data for a prospect from the customer relationship management system and a sales playbook comprising playbook elements and rules from the rules library associated with the playbook elements, the playbook execution engine being further configured: to interactively process the sales playbook according to the rules associated with the playbook elements of the sales playbook and the received customer relationship data and inputs from at least one second user different from the at least one first user, to interactively select playbook elements for presentation to the at least one second user, in response to an instruction from the at least one second user, to cause any content associated with a playbook element to be provided over a computer network to the prospect, and to interactively update the customer relationship management data in the customer relationship management system, through an interface configured to process updates to the customer relationship management data, in response to actions by the at least one second user with respect to the selected playbook elements.

---

Claim 3:
3. The computer system of claim 1 , wherein the conditions for the rules are defined as references to the available fields of the customer relationship management data in the customer relationship management system, an operator and a value.