摘要 |
The present invention is directed to a system and method for displaying sales information to a sales person via a portal. Data from a plurality of data sources is aggregated. Sales credit information attributable to the sales person for his clients, and for products associated with one or more of such clients, is identified. Based on (i) user profile information for the sales person, (ii) at least some of the aggregated data, and (iii) at least some of the identified sales credit information, sales strategy information is generated for the sales person. Content of the portal is generated based on the sales strategy information. |
申请人 |
LEHMAN BROTHERS INC.;NAGPAL, AJAY;UMEZAKI, KEN;DUNKIN, ROBEN;VALLABHANENI, VINOD;CHERNYSHENKO, YURIY;LEUNG, TERRY;SYED, MOHAMMED, ISHAQ |
发明人 |
NAGPAL, AJAY;UMEZAKI, KEN;DUNKIN, ROBEN;VALLABHANENI, VINOD;CHERNYSHENKO, YURIY;LEUNG, TERRY;SYED, MOHAMMED, ISHAQ |