Methods and systems for identifying prospective customers and managing deals
First Claim
1. A method for managing a deal process using a server system coupled to a database and at least one client system, said method comprising:
- identifying a prospective customer of a business entity based on prospect information already stored within the database;
creating a deal for the business entity to propose to the identified prospective customer, the proposed deal is specifically created and targeted by the business entity to the identified prospective customer and includes at least one of a loan, a lease, an equity stake, and a common equity;
creating a business profile including at least one of a web page and a portal customized for attracting the identified prospective customer to the proposed deal, wherein the at least one customized web page and portal includes a link to the proposed deal specifically created and targeted to the identified prospective customer, and wherein the at least one customized web page and portal is stored within the database;
displaying on the at least one client system for the prospective customer the at least one of the web page and portal customized for attracting the prospective customer to the proposed deal proposed by the business entity including purchasing at least one of a product and service offered by the business entity;
prompting a user associated with the business entity to create a deal and a deal library between the business entity and the prospective customer after the prospective customer has selected the proposed deal;
designating the prospective customer as a customer of the business entity, the deal created at the server representing a financial transaction between the customer and the business entity, the created deal library representing a portion of the database for storing documents created as part of the financial transaction;
prompting a user associated with the business entity to select a task and milestone template stored in the database for the created deal, each task and milestone template is associated with a specific type of deal and is programmed to recommend tasks and subtasks to be performed with corresponding milestones for completing the created deal;
assigning members to a deal team for the created deal between the business entity and the customer, the deal team members include users associated with the business entity who will perform the tasks for completing the deal;
prompting a user to schedule at least one meeting relating to a specific deal;
recording minutes from each meeting, wherein the minutes are stored in a deal library created for the specific deal such that an aggregate report of all meetings for a specific deal is generated;
notifying members of the deal team of tasks to be performed and milestones accomplished;
prompting a user associated with the business entity to attach a document to the created deal, select an approver and a delegate to approve the document, and submit the attached document for approval, wherein a list of predetermined approvers and delegates is displayed for the created deal to prompt the selection thereof; and
submitting for approval documents relating to the deal.
3 Assignments
0 Petitions
Accused Products
Abstract
A system including at least one computer configured as a server that contains a database of deal information, business rules, libraries and templates for deals for at least one business entity is provided. The system further includes at least one client system connected to the server through a network. The server is configured to prompt a user to create a deal, including identifying deal team members, notify members of the deal team of tasks to perform and milestones accomplished, receive documents relating to a deal from a client system that are submitted for approval by a user, and provide access to the deal documents through a client system for review and approval.
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Citations
27 Claims
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1. A method for managing a deal process using a server system coupled to a database and at least one client system, said method comprising:
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identifying a prospective customer of a business entity based on prospect information already stored within the database; creating a deal for the business entity to propose to the identified prospective customer, the proposed deal is specifically created and targeted by the business entity to the identified prospective customer and includes at least one of a loan, a lease, an equity stake, and a common equity; creating a business profile including at least one of a web page and a portal customized for attracting the identified prospective customer to the proposed deal, wherein the at least one customized web page and portal includes a link to the proposed deal specifically created and targeted to the identified prospective customer, and wherein the at least one customized web page and portal is stored within the database; displaying on the at least one client system for the prospective customer the at least one of the web page and portal customized for attracting the prospective customer to the proposed deal proposed by the business entity including purchasing at least one of a product and service offered by the business entity; prompting a user associated with the business entity to create a deal and a deal library between the business entity and the prospective customer after the prospective customer has selected the proposed deal; designating the prospective customer as a customer of the business entity, the deal created at the server representing a financial transaction between the customer and the business entity, the created deal library representing a portion of the database for storing documents created as part of the financial transaction; prompting a user associated with the business entity to select a task and milestone template stored in the database for the created deal, each task and milestone template is associated with a specific type of deal and is programmed to recommend tasks and subtasks to be performed with corresponding milestones for completing the created deal; assigning members to a deal team for the created deal between the business entity and the customer, the deal team members include users associated with the business entity who will perform the tasks for completing the deal; prompting a user to schedule at least one meeting relating to a specific deal; recording minutes from each meeting, wherein the minutes are stored in a deal library created for the specific deal such that an aggregate report of all meetings for a specific deal is generated; notifying members of the deal team of tasks to be performed and milestones accomplished; prompting a user associated with the business entity to attach a document to the created deal, select an approver and a delegate to approve the document, and submit the attached document for approval, wherein a list of predetermined approvers and delegates is displayed for the created deal to prompt the selection thereof; and submitting for approval documents relating to the deal. - 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 computer apparatus comprising:
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a user interface; a database for storing data including prospect information; and a processor configured to execute computer-executable instructions for; prompting a user to create business profiles including identifying deal team members; identifying a prospective customer of a business entity based on the prospect information already stored within the database; creating a deal for the business entity to propose to the identified prospective customer, the proposed deal is specifically created and targeted by the business entity to the identified prospective customer and includes at least one of a loan, a lease, an equity stake, and a common equity; creating at least one of a web page and a portal customized for attracting the identified prospective customer to the proposed deal, wherein the at least one customized web page and portal includes a link to the proposed deal specifically created and targeted to the identified prospective customer, and wherein the at least one customized web page and portal is stored within the database; displaying on at least one client system for the prospective customer the at least one of the web page and portal customized for attracting the prospective customer to the proposed deal proposed by the business entity including purchasing at least one of a product and service offered by the business entity; prompting a user associated with the business entity to create a deal and a deal library between the business entity and the prospective customer after the prospective customer has selected the proposed deal; designating the prospective customer as a customer of the business entity, the deal created at a server system representing a financial transaction between the customer and the business entity, the created deal library representing a portion of the database for storing documents created as part of the financial transaction; prompting a user associated with the business entity to select a task and milestone template stored in the database for the created deal, each task and milestone template is associated with a specific type of deal and is programmed to recommend tasks and subtasks to be performed with corresponding milestones for completing the created deal; assigning members to a deal team for the created deal between the business entity and the customer, the deal team members include users associated with the business entity who will perform the tasks for completing the deal; scheduling at least one meeting relating to a specific business deal including providing a meeting calendar to the user for scheduling at least one of a date, a time, a location, and a chairperson for at least one meeting relating to a specific deal; storing minutes from each meeting in a deal library created for the specific deal to generate an aggregate report of all meetings for a specific deal for accessing, viewing and printing a meeting minutes report for a specific deal; notifying members of a deal team of tasks to perform and milestones accomplished; attaching a document to a specific deal and submitting the attached document for approval; receiving documents relating to the deal for approval by an approver; and providing access to the deal documents for approval by the approver. - View Dependent Claims (21, 22, 23, 24, 25, 26, 27)
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Specification