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Methods and systems for identifying prospective customers and managing deals

  • US 7,430,535 B2
  • Filed: 04/18/2002
  • Issued: 09/30/2008
  • Est. Priority Date: 01/27/2001
  • Status: Expired due to Fees
First Claim
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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:

  • 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.

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