公开(公告)号：US20150112755A1

公开(公告)日：2015-04-23

申请号：US14057978

申请日：2013-10-18

申请人： SUSHANT POTDAR ,  BRIAN YIP ,  PRAVEEN KALLA ,  PRERNA MAKANAWALA ,  KE SUN ,  KEDAR SHIROOR ,  NIYANTH KUDUMULA ,  ABHIJIT MITRA ,  KARAN SOOD

发明人： SUSHANT POTDAR ,  BRIAN YIP ,  PRAVEEN KALLA ,  PRERNA MAKANAWALA ,  KE SUN ,  KEDAR SHIROOR ,  NIYANTH KUDUMULA ,  ABHIJIT MITRA ,  KARAN SOOD

IPC分类号： G06Q30/02

CPC分类号： G06Q30/0201

摘要： Embodiments identify and evaluate business opportunity prospects in an automated fashion. An engine receives one or more inputs used to identify business opportunities. These input(s) can comprise recent events gathered from external sources, for example feeds from news websites, and/or publicly-available business information (e.g. compiled by third parties). Other inputs can comprise information from internal sources, such as Enterprise Resource Planning (ERM) and/or Customer Relationship Management (CRM) applications. Still other inputs can comprise personalized user preferences, for example an industry and/or territory assigned to a particular user. From these input(s), the engine automatically generates a business lead, together with a score reflecting a strength of that lead. To this existing lead information (e.g. score, lead name, lead contact information, etc.), a user can manually add further information, for example monetary value and/or an closing date, in order to create a deal pipeline for visualization.

摘要翻译： 实体以自动化方式识别和评估商业机会前景。 引擎接收一个或多个用于识别商业机会的输入。 这些输入可以包括从外部来源收集的最近事件，例如来自新闻网站的馈送和/或公开可用的商业信息（例如由第三方编译的）。 其他输入可以包括来自内部来源的信息，例如企业资源规划（ERM）和/或客户关系管理（CRM）应用程序。 还有其他输入可以包括个性化的用户偏好，例如分配给特定用户的行业和/或领域。 从这些输入中，引擎自动生成一个业务线，以及反映该线索强度的分数。 对于现有的领先信息（例如得分，潜在客名，牵头联系信息等），用户可以手动地添加进一步的信息，例如货币值和/或截止日期，以便创建用于可视化的交易流程。

公开(公告)号：US09665875B2

公开(公告)日：2017-05-30

申请号：US14058087

申请日：2013-10-18

申请人： Venkitesh Subramanian ,  Prerna Makanawala ,  Niyanth Kudumula ,  Preeta Kulavil ,  Praveen Kalla ,  Jean-Francois Desjeans Gauthier ,  Kedar Shiroor ,  Abhijit Mitra ,  Karan Sood ,  Sushant Potdar ,  Brian Yip ,  Ke Sun ,  Sebastine Augustine ,  Nayaki Nayyar

发明人： Venkitesh Subramanian ,  Prerna Makanawala ,  Niyanth Kudumula ,  Preeta Kulavil ,  Praveen Kalla ,  Jean-Francois Desjeans Gauthier ,  Kedar Shiroor ,  Abhijit Mitra ,  Karan Sood ,  Sushant Potdar ,  Brian Yip ,  Ke Sun ,  Sebastine Augustine ,  Nayaki Nayyar

IPC分类号： G06Q30/02 ,  G06F3/0482

CPC分类号： G06Q30/0201 ,  G06F3/0482

摘要： A sales application is described that includes multiple automated sales tools that can be combined to help improve sales within a sales team. A deal finder sales tool is described to help identify sales opportunities. A deal playbook sales tool is also described to help structure the sales opportunity into a sales play by recommending products to sale in conjunction and also constructing a sales team. An influencer sales tool is also described to help identify business relationships that can be utilized to influence members of the sales team.

公开(公告)号：US20150112756A1

公开(公告)日：2015-04-23

申请号：US14058087

申请日：2013-10-18

申请人： VENKITESH SUBRAMANIAN ,  PRERNA MAKANAWALA ,  NIYANTH KUDUMULA ,  PREETA KULAVIL ,  PRAVEEN KALLA ,  JEAN-FRANCOIS DESJEANS GAUTHIER ,  KEDAR SHIROOR ,  ABHIJIT MITRA ,  KARAN SOOD ,  SUSHANT POTDAR ,  BRIAN YIP ,  KE SUN ,  SEBASTINE AUGUSTINE

发明人： VENKITESH SUBRAMANIAN ,  PRERNA MAKANAWALA ,  NIYANTH KUDUMULA ,  PREETA KULAVIL ,  PRAVEEN KALLA ,  JEAN-FRANCOIS DESJEANS GAUTHIER ,  KEDAR SHIROOR ,  ABHIJIT MITRA ,  KARAN SOOD ,  SUSHANT POTDAR ,  BRIAN YIP ,  KE SUN ,  SEBASTINE AUGUSTINE

IPC分类号： G06Q30/02 ,  G06F3/0482 ,  G06F3/0481 ,  G06F3/0486 ,  G06F3/0484

CPC分类号： G06Q30/0201 ,  G06F3/0482

摘要： A sales application is described that includes multiple automated sales tools that can be combined to help improve sales within a sales team. A deal finder sales tool is described to help identify sales opportunities. A deal playbook sales tool is also described to help structure the sales opportunity into a sales play by recommending products to sale in conjunction and also constructing a sales team. An influencer sales tool is also described to help identify business relationships that can be utilized to influence members of the sales team.

摘要翻译： 描述了一个销售应用程序，其中包括可以组合的多个自动化销售工具，以帮助改进销售团队的销售。 描述了交易查找器销售工具，以帮助确定销售机会。 还描述了一个交易手册销售工具，通过推荐产品推荐销售并组建销售团队来帮助将销售机会结构化为销售活动。 还描述了影响者销售工具，以帮助确定可用于影响销售团队成员的业务关系。