Automated software tools for improving sales
First Claim
Patent Images
1. A computer-implemented method, comprising:
- providing, by at least one processor, a graphical user interface in a form of a spiral that includes a center icon and a plurality of icons that revolve around the center icon, wherein the center icon represents a root object representing a person of interest to be influenced and each of the plurality of icons represents an object from an ordered list of objects representing acquaintances of the person of interest, the ordered list being associated with the root object and the objects being ordered by ranking relative to at least one property, wherein the plurality of icons are positioned in the spiral according to the ordered list, and wherein the property comprises a composite score automatically generated by a rule engine to reflect an influence of the acquaintance with the person of interest, the composite score comprising,a weighted advocacy score considering how many deals the acquaintance has been involved in, and success of closing the deals involving the acquaintance;
a weighted sentiment score considering posts by the acquaintance with regard to a product, company or brand of interest; and
a weighted engagement score reflecting a frequency of visiting by the acquaintance to a website of the company or downloading information;
receiving, by the at least one processor, an input representative of dragging a selected icon from the plurality of icons to a new location; and
updating, by the at least one processor, a first property of a selected object that is represented by the selected icon according to the input.
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Abstract
A sales application is described that includes multiple automated sales tools that can be combined to help improve sales within a sales team. A deal finder sales tool is described to help identify sales opportunities. A deal playbook sales tool is also described to help structure the sales opportunity into a sales play by recommending products to sale in conjunction and also constructing a sales team. An influencer sales tool is also described to help identify business relationships that can be utilized to influence members of the sales team.
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Citations
13 Claims
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1. A computer-implemented method, comprising:
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providing, by at least one processor, a graphical user interface in a form of a spiral that includes a center icon and a plurality of icons that revolve around the center icon, wherein the center icon represents a root object representing a person of interest to be influenced and each of the plurality of icons represents an object from an ordered list of objects representing acquaintances of the person of interest, the ordered list being associated with the root object and the objects being ordered by ranking relative to at least one property, wherein the plurality of icons are positioned in the spiral according to the ordered list, and wherein the property comprises a composite score automatically generated by a rule engine to reflect an influence of the acquaintance with the person of interest, the composite score comprising, a weighted advocacy score considering how many deals the acquaintance has been involved in, and success of closing the deals involving the acquaintance; a weighted sentiment score considering posts by the acquaintance with regard to a product, company or brand of interest; and a weighted engagement score reflecting a frequency of visiting by the acquaintance to a website of the company or downloading information; receiving, by the at least one processor, an input representative of dragging a selected icon from the plurality of icons to a new location; and updating, by the at least one processor, a first property of a selected object that is represented by the selected icon according to the input. - View Dependent Claims (2, 3, 4, 5, 6)
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7. A non-transitory computer readable storage medium storing one or more programs, the one or more programs comprising instructions for:
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providing a graphical user interface in a form of a spiral that includes a center icon and a plurality of icons that revolve around the center icon, wherein the center icon represents a root object representing a person of interest to be influenced and each of the plurality of icons represents an object from an ordered list of objects representing acquaintances of the person of interest, the ordered list being associated with the root object and the objects being ordered by ranking relative to at least one property, wherein the plurality of icons are positioned in the spiral according to the ordered list, and wherein the property comprises a composite score automatically generated by a rule engine to reflect an influence of the acquaintance with the person of interest, the composite score comprising, a weighted advocacy score considering how many deals the acquaintance has been involved in, and success of closing the deals involving the acquaintance; a weighted sentiment score considering posts by the acquaintance with regard to a product, company, or brand of interest; and a weighted engagement score reflecting a frequency of visiting by the acquaintance to a website of the company or downloading information; receiving an input representative of dragging a selected icon from the plurality of icons to a new location; and updating a first property of a selected object that is represented by the selected icon according to the input. - View Dependent Claims (8, 9, 10, 11, 12)
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13. A computer system comprising:
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one or more processors; and a non-transitory computer readable medium having stored thereon one or more programs, which when executed by the one or more processors, causes the one or more processors to singly or in combination; provide a graphical user interface in a form of a spiral that includes a center icon and a plurality of icons that revolve around the center icon, wherein the center icon represents a root object representing a person of interest to be influenced and each of the plurality of icons represents an object from an ordered list of objects representing acquaintances of the person of interest, the ordered list being associated with the root object and the objects being ordered by ranking relative to at least one property, wherein the plurality of icons are positioned in the spiral according to the ordered list, and wherein the property comprises a composite score automatically generated by a rule engine to reflect an influence of the acquaintance with the person of interest, the composite score comprising, a weighted advocacy score considering how many deals the acquaintance has been involved in, and success of closing the deals involving the acquaintance; a weighted sentiment score considering posts by the acquaintance with regard to a product, company, or brand of interest; and a weighted engagement score reflecting a frequency of visiting by the acquaintance to a website of the company or downloading information; receive an input representative of dragging a selected icon from the plurality of icons to a new location; and update a first property of a selected object that is represented by the selected icon according to the input.
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Specification