METRICS BASED ON CONTENT USAGE OF SALES PLAYBOOKS

• US 20130325532A1
• Filed: 06/01/2012
• Published: 12/05/2013
• Est. Priority Date: 06/01/2012
• Status: Abandoned Application

• Current Assignee: Upland Software, Inc.
• Original Assignee: Qvidian
• Inventors: Meyer, Karen P., Steffens, Leo P., Sommerkamp, Deirdre
• Application Number:
  US13/486,306
• Publication Number:
  US 20130325532A1
• Time in Patent Office: Days
• US Class Current: 705/7.11
• CPC Class Codes: G06Q 10/10 Office automation; Time management

Abstract

By combining information from a CRM system about changes in status of entities, such as customers, leads, and the like, with information about usage of a sales playbook and content related to such playbook usage, metrics describing the effectiveness of content can be determined.

Claims

1. A computer system comprising:

a sales playbook engine;

a customer relationship management system having data relating to a plurality of sales prospects or customers and information regarding sales outcomes related to each sales prospect or customer;

wherein the CRM system further stores data generated by the sales playbook engine indicating actions taken by users with respect to playbook elements, and changes in status of sales prospects or customers related to such actions, and content related to such actions; and

an analytic module having inputs for receiving data regarding the actions, changes in status and content and outputs providing data indicative of the effectiveness of the content in selling to the sales prospects or customers.

2. The computer system of claim 1, wherein the analytic module aggregates and sorts data relating to actions, content and status, and sorts the aggregated data, to identify statistically significant differences among groups of the data.

3. The computer system of claim 1, wherein the data is sorted by a type of the data.

4. The computer system of claim 3, wherein the sorted data is segmented to identify segments primarily related to success of engagements.

5. The computer system of claim 3, wherein the sorted data is examined to compare the relative success of engagements between a first instance of the type of data and a second instance of the type of data.

6. The computer system of claim 3, wherein type of data is one of a user identifier, content identifier, playbook element identifier, rule identifier and status identifier.

7. An article of manufacture comprising:

a computer-readable storage medium;

computer program instructions stored on the computer-readable storage medium that, when processed by a computer, configures the computer as a computer system comprising;

a sales playbook engine;

a customer relationship management system having data relating to a plurality of sales prospects or customers and information regarding sales outcomes related to each sales prospect or customer;

wherein the CRM system further stores data generated by the sales playbook engine indicating actions taken by users with respect to playbook elements , and changes in status of sales prospects or customers related to such actions, and content related to such actions; and

an analytic module having inputs for receiving data regarding the actions, changes in status and content and outputs providing data indicative of the effectiveness of the content in selling to the sales prospects or customers.

8. The article of manufacture of claim 7, wherein the analytic module aggregates and sorts data relating to actions, content and status, and sorts the aggregated data, to identify statistically significant differences among groups of the data.

9. The article of manufacture of claim 7, wherein the data is sorted by a type of the data.

10. The article of manufacture of claim 7, wherein the sorted data is segmented to identify segments primarily related to success of engagements.

11. The article of manufacture of claim 7, wherein the sorted data is examined to compare the relative success of engagements between a first instance of the type of data and a second instance of the type of data.

12. The article of manufacture of claim 7, wherein type of data is one of a user identifier, content identifier, playbook element identifier, rule identifier and status identifier.

13. A computer-implemented process comprising:

storing, in a customer relationship management system, data generated by a sales playbook engine indicating actions taken by users with respect to playbook elements,

storing data generated by a sales playbook engine indicating changes in status of sales prospects or customers related to such actions, and content related to such actions

analyzing the stored data regarding the actions, changes in status and content to provide data indicative of the effectiveness of the content in selling to the sales prospects or customers.

14. The computer implemented process of claim 13, wherein analyzing comprises aggregating data relating to actions, content and status, and sorting the aggregated data to identify statistically significant differences among groups of the data.

15. The computer implemented process of claim 14, wherein the data is sorted by a type of the data.

16. The computer implemented process of claim 14, wherein the sorted data is segmented to identify segments primarily related to success of engagements.

17. The computer implemented process of claim 14, wherein the sorted data is examined to compare the relative success of engagements between a first instance of the type of data and a second instance of the type of data.

18. The computer implemented process of claim 14, wherein type of data is one of a user identifier, content identifier, playbook element identifier, rule identifier and status identifier.