Methods and systems for identifying prospective customers and managing deals
First Claim
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1. A method for managing a deal process, said method comprising the steps of:
- prompting a user to create a business profile;
prompting a user to create a deal, including identifying deal team members; and
notifying members of the deal team of tasks to be performed and milestones.
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Abstract
A method for supporting, streamlining and standardizing a deal-making process using a deal managing and processing system includes the steps of creating a new deal profile, creating a deal prospect user interface, updating a status of prospects based upon a prospects response and using system based tool to guide a deal team through the deal-making process. In one embodiment, personal portals are configured for prospective customers to access deal information. In another embodiment, personalized web pages are configured to attract prospects for business.
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Citations
74 Claims
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1. A method for managing a deal process, said method comprising the steps of:
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prompting a user to create a business profile;
prompting a user to create a deal, including identifying deal team members; and
notifying members of the deal team of tasks to be performed and milestones. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30)
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16. A system comprising:
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at least one computer configured as a server, said server containing a database of business rules, libraries and templates for deals for at least one business entity;
at least one client system connected to said server through a network, said server configured to;
prompt a user to create a deal, including identifying deal team members; and
milestones notify members of the deal team of tasks to perform and milestones accomplished.
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31. Apparatus comprising:
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means for a user to create business profiles;
means for storing records of identified business prospects;
means for creating user interfaces for business prospects;
means for storing a status for the business prospects; and
means to facilitate deal processing and tracking by members of a deal team. - View Dependent Claims (32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42)
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43. A database comprising:
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at least one business profile; and
a plurality of templates for creating library folder structures for association with a deal. - View Dependent Claims (44, 45, 46, 47, 49, 50, 51, 52, 53, 54)
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48. A method for initiating a deal transaction, said method comprising the steps of:
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accessing a user interface;
selecting, from the user interface, the initiation of a deal; and
selecting, from the user interface, members of a deal team.
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55. A computer-readable medium comprising:
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a record of business profiles for a company; and
a plurality of records of library templates and task templates for deal creation;
at least one record of an active deal. - View Dependent Claims (56, 57, 58, 59, 60)
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61. A computer-readable medium comprising:
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a record of user interfaces;
a record of user initiated deals; and
a record of deal team members for each deal. - View Dependent Claims (62, 63, 64, 65, 66, 68, 69, 70)
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67. A computer programmed to prompt a user with a deal prospect web page.
- 71. A computer programmed to prompt a prospect with a customer invitation screen, wherein to prompt the prospect with the customer invitation screen prompts the prospect to register as a user.
Specification