Methods and systems for identifying prospective customers and managing deals
    2.
    发明授权
    Methods and systems for identifying prospective customers and managing deals 有权
    识别潜在客户和管理交易的方法和系统

    公开(公告)号:US07430535B2

    公开(公告)日:2008-09-30

    申请号:US10125034

    申请日:2002-04-18

    摘要: A system including at least one computer configured as a server that contains a database of deal information, business rules, libraries and templates for deals for at least one business entity is provided. The system further includes at least one client system connected to the server through a network. The server is configured to prompt a user to create a deal, including identifying deal team members, notify members of the deal team of tasks to perform and milestones accomplished, receive documents relating to a deal from a client system that are submitted for approval by a user, and provide access to the deal documents through a client system for review and approval.

    摘要翻译: 提供了一种包括配置为服务器的至少一个计算机的系统,其包含用于至少一个业务实体的交易的交易信息,业务规则,库和模板的数据库。 该系统还包括通过网络连接到服务器的至少一个客户端系统。 服务器被配置为提示用户创建交易,包括识别交易团队成员,通知交易团队的成员执行任务和完成的里程碑,从客户端系统接收与交易提交的批准文件 用户,并通过客户系统提供交易文件的访问以供审核和批准。