Lead management in multi-tiered sales organizations

Details Lead management in multi-tiered sales organizations Lead management in multi-tiered sales organizations

2003-12-17

2010-02-16

Sterrett, Jonathan G (Department: 3623)

Data processing: financial, business practice, management, or co

Automated electrical financial or business practice or...

Health care management

Reexamination Certificate

active

07664668

ABSTRACT:
Techniques are described that provide automated sales-related assistance to sales organizations, such as for multi-tiered sales organizations that are clients of a multi-tenanted network-accessible server hosting a sales lead management service. The automated assistance may include assisting first-tier sales development representatives to qualify leads as sufficiently developed to allow a second-tier sales representatives to efficiently develop sales from them, and by further assisting the second-tier sales representatives to provide meaningful feedback that addresses problems in the lead qualifying process, such as by notifying a sales development representative of the reasons that one of their qualified sales lead was rejected by a sales representative and prompting resolution by that sales development representative. This abstract is provided to comply with rules requiring an abstract, and it is submitted with the intention that it will not be used to interpret or limit the scope or meaning of the claims.

REFERENCES:
patent: 7228284 (2007-06-01), Vaillancourt et al.
patent: 2002/0026356 (2002-02-01), Bergh et al.
patent: 2004/0064360 (2004-04-01), Meggs
“Account Management.” SalesForce.com, Inc. Dec. 8, 2003 (2 pages) <http://salesforce.com/us/products/feature.jsp?name=account-mgmt>.
“Account Management.” Siebel Systems, Inc. Dec. 10, 2003 (1 page) <http://www.upshot.com/sales/account—management.html>.
“Activity Management.” SalesForce.com, Inc. Dec. 8, 2003 (2 pages) <http://salesforce.com/us/products/feature.jsp?name=activity-mgmt>.
“Activity Management.” Siebel Systems, Inc. Dec. 10, 2003 (2 page) <http://www.upshot.com/sales/activity—management.html>.
“Advanced Integration.” Siebel Systems, Inc. Dec. 11, 2003 (1 page) <http://www.upshot.com/enterprise/advanced—integration.html>.
“Analytics: Valuable customer and business insight on demand.” SalesForce.com, Inc. Dec. 8, 2003 (4 pages) <http://salesforce.com/us/products/analytics.jsp>.
“Auto-Response Management.” SalesForce.com, Inc. Dec. 8, 2003 (2 pages) <http://salesforce.com/us/products/feature.jsp?name=auto-response-mgmt>.
“Big Deal Alerts.” SalesForce.com, Inc. Dec. 8, 2003 (2 pages) <http://salesforce.com/us/products/feature.jsp?name=big-deal-alerts>.
“Campaign Management.” SalesForce.com, Inc. Dec. 8, 2003 (2 pages) <http://salesforce.com/us/products/feature.jsp?name=campaign-mgmt>.
“Campaign Management.” Siebel Systems, Inc. Dec. 11, 2003 (1 page) <http://www.upshot.com/marketing/campaign—management.html>.
“Case Management.” SalesForce.com, Inc. Dec. 8, 2003 (2 pages) <http://salesforce.com/us/products/feature.jsp?name=case-mgmt>.
“Case Study: Tight Integration between Salesforce.com and Integral Systems Makes World od Difference for Globix.” SalesForce.com, Inc. Dec. 8, 2003 (5 pages) <http://salesforce.com/us/customers/casestudy.jsp?customer=globix>.
“Computer Telephony Integration (CTI).” SalesForce.com, Inc. Dec. 8, 2003 (2 pages) <http://salesforce.com/us/products/feature.jsp?name=computer-telephony-integration>.
“Configuration.” Siebel Systems, Inc. Dec. 10, 2003 (1 page) <http://www.upshot.com/sales/configuration.html>.
“Contract Management: Taking CRM a step further. Frm campaigns to close.” SalesForce.com, Inc. Dec. 8, 2003 (2 pages) <http://salesforce.com/us/products/contracts.jsp>.
“CRM Online—Custoner Relationship Management On Demand.” SalesForce.com, Inc. Dec. 5, 2003 (2 pages) <http://www.salesforce.com/us/products>.
“Customer Satisfaction.” SalesForce.com, Inc. Dec. 8, 2003 (2 pages) <http://salesforce.com/us/products/feature.jsp?name=cust-satisfaction>.
“Customer Self-Service Portal.” SalesForce.com, Inc. Dec. 8, 2003 (3 pages) <http://salesforce.com/us/products/feature.jsp?name=css-portal>.
“Customer Service & Support: Meeting today's service challenges head-on.” SalesForce.com, Inc. Dec. 8, 2003 (3 pages) <http://salesforce.com/us/products/customer-service-support.jsp>.
“Email Marketing.” SalesForce.com, Inc. Dec. 8, 2003 (2 pages) <http://salesforce.com/us/products/feature.jsp?name=email-marketing>.
“Email Prospecting and Tracting.” SalesForce.com, Inc. Dec. 8, 2003 (2 pages) <http://salesforce.com/us/products/feature.jsp?name=email-prospecting-tracking>.
“Escalation and Notification.” SalesForce.com, Inc. Dec. 8, 2003 (2 pages) <http://salesforce.com/us/products/feature.jsp?name=escalation-notification>.
“File & Document Management: Your on-demand resource for sales, marketing, and support materials.” SalesForce.com, Inc. Dec. 8, 2003 (2 pages) <http://salesforce.com/us/products/file-document-management.jsp>.
“Forecasting.” Siebel Systems, Inc. Dec. 10, 2003 (4 page) <http://www.upshot.com/sales/forecasting.html>.
“Frequently Asked Questions.” SalesForce.com, Inc. Dec. 8, 2003 (16 pages) <http://salesforce.com/us/products/faq.jsp>.
“Frequently Asked Questions.” Siebel Systems, Inc. Dec. 10, 2003 (9 page) <http://www.upshot.com/sales/faqs.html>.
“Global ‘Follow-the Sun’ Support.” SalesForce.com, Inc. Dec. 8, 2003 (2 pages) <http://salesforce.com/us/products/feature.jsp?name=global-support>.
“Global Forecasting.” SalesForce.com, Inc. Dec. 8, 2003 (2 pages) <http://salesforce.com/us/products/feature.jsp?name=global-forecasting>.
“Increased ROI.” Siebel Systems, Inc. Dec. 11, 2003 (1 page) <http://www.upshot.com/marketing/increased—roi.html>.
“Knowledge Management.” SalesForce.com, Inc. Dec. 8, 2003 (2 pages) <http://salesforce.com/us/products/feature.jsp?name=knowledge-mgmt>.
“Lead Management.” SalesForce.com, Inc. Dec. 8, 2003 (2 pages) <http://salesforce.com/us/products/feature.jsp?name=lead-mgmt>.
“Lead Management.” Siebel Systems, Inc. Dec. 10, 2003 (1 page) <http://www.upshot.com/sales/lead—management.html>.
“Lotus Notes Integration.” Siebel Systems, Inc. Dec. 11, 2003 (1 page) <http://www.upshot.com/productivity/loyus—integration.html>.
“Marketing Analytics.” SalesForce.com, Inc. Dec. 8, 2003 (2 pages) <http://salesforce.com/us/products/feature.jsp?name=marketing-analytics>.
“Marketing Automation: Embracing the brave new world of marketing.” SalesForce.com, Inc. Dec. 8, 2003 (3 pages) <http://salesforce.com/us/products/marketing-automation.jsp>.
“Marketing Encyclopedia.” SalesForce.com, Inc. Dec. 8, 2003 (2 pages) <http://salesforce.com/us/products/feature.jsp?name=marketing-encyclopedia>.
“Marketing Reports.” Siebel Systems, Inc. Dec. 11, 2003 (1 page) <http://www.upshot.com/marketing/marketing—reports.html>.
“Marketing: Maximize Campaign ROI.” Siebel Systems, Inc. Dec. 1, 2003 (3 pages) <http://www.crmondemand.com/products/marketing.jsp>.
“Microsoft Outlook Edition.” SalesForce.com, Inc. Dec. 8, 2003 (2 pages) <http://salesforce.com/us/products/feature.jsp?name=outlook-edition>.
“Microsoft Word and Excel Integration.” SalesForce.com, Inc. Dec. 8, 2003 (2 pages) <http://salesforce.com/us/products/feature.jsp?name=word-excel-integration>.
“Mobile Services.” Siebel Systems, Inc. Dec. 10, 2003 (2 page) <http://www.upshot.com/mobile/mobile.html>.
“Mobile Solutions.” SalesForce.com, Inc. Dec. 8, 2003 (2 pages) <http://sales

Affiliated with

Also associated with

Rating

Lead management in multi-tiered sales organizations does not yet have a rating. At this time, there are no reviews or comments for this patent.

If you have personal experience with Lead management in multi-tiered sales organizations, we encourage you to share that experience with our LandOfFree.com community. Your opinion is very important and Lead management in multi-tiered sales organizations will most certainly appreciate the feedback.

Rate now

Comments { 0 }

Profile ID: LFUS-PAI-O-4203160