Integrated computerized sales force automation system
DC CAFCFirst Claim
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1. A computer implemented sales system used to facilitate a sales process, the system comprising:
- a plurality of subsystems configured to facilitate one or more actions performed during at least one phase of the sales process; and
an event manager, coupled to the subsystems, the event managerdetecting one or more changes in state characteristic of an event occurring within the system,inferring occurrence of the event and a context in which the event occurred based at least in part on the detected changes in state, andautomatically initiating an operation in one or more particular subsystems of the computer to facilitate a new action based on the inferred context.
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Abstract
A salesforce automation system which integrates computerized, intelligent automated salesperson support for multiple phases of the sales process. Various subsystems may be provided to facilitate the sales process which may include pre-sales lead generation, maximize time spent with the customer, effectively manage an order, ensure customer satisfaction and retain the customer for future sales. Also provided to support the phases of the sales process are additional tools, integrated in the system. The additional tools may including self management subsystems, sales management subsystems and training subsystems.
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Citations
43 Claims
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1. A computer implemented sales system used to facilitate a sales process, the system comprising:
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a plurality of subsystems configured to facilitate one or more actions performed during at least one phase of the sales process; and an event manager, coupled to the subsystems, the event manager detecting one or more changes in state characteristic of an event occurring within the system, inferring occurrence of the event and a context in which the event occurred based at least in part on the detected changes in state, and automatically initiating an operation in one or more particular subsystems of the computer to facilitate a new action based on the inferred context. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19)
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20. A method of facilitating a sales process using a computer arrangement having a plurality of subsystems configured to facilitate one or more actions performed during at least one phase of the sales process, the method comprising the steps of:
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automatically detecting one or more changes in state characteristic of an event occurring in the sales process; inferring occurrence of the event and a context in which the event occurred based at least in part on the detected changes in state; and automatically initiating an operation in one or more particular subsystems of the computer to facilitate a new action based on the inferred context. - View Dependent Claims (21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39)
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40. A computer implemented sales system used to facilitate a sales process, the system comprising:
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a plurality of subsystems configured to electronically facilitate actions performed during the sales process; and an event manager coupled to the subsystems and configured to detect one or more changes in state characteristic of an event occurring in the system, infer occurrence of the event and a context in which the event occurred based at least in part on the detected changes in state, link the inferred event with an action to be performed during the sales process based on prior sales experience using the sales system, and automatically initiate an operation using one or more of the plurality of subsystems to facilitate the action to be performed based on the inferred context. - View Dependent Claims (41, 42, 43)
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Specification