发明名称 |
COMPUTERIZED SYSTEMS AND METHODS FOR SALES AND MARKETING PROCESS MANAGEMENT |
摘要 |
A system and method are provided which allow a user to define a computerized sales and marketing process management system. The system includes a plurality of user-defined stages and identifies retrieved sales and marketing electronic records as belonging to one or more stages by using a set of user-predefined parameters for inclusion of an electronic record in each stage. The system allows a user such as a supervisor to define stage record or activity goals and goal conversion ratios between each stage and provides automated alert feedback to a user such as a salesperson when a goal is not met. A goal determination system allows a supervisor to build individual and sales teams goals dynamically from a starting number of leads or a desired total revenue starting point. Marketing or sales activity goals may also be established and tracked based on a wide variety of user-defined parameters. |
申请公布号 |
WO2016122703(A1) |
申请公布日期 |
2016.08.04 |
申请号 |
WO2015US33490 |
申请日期 |
2015.06.01 |
申请人 |
100INSIGHTS, INC.;OSTANIK, MATTHEW T. |
发明人 |
OSTANIK, MATTHEW T. |
分类号 |
G06Q10/06 |
主分类号 |
G06Q10/06 |
代理机构 |
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代理人 |
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主权项 |
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地址 |
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