Methods and systems for identifying prospective customers and managing deals

A system comprising:

• at least one computer configured as a server, said server containing a database of deal information, business rules, libraries and templates for deals for at least one business entity;
• at least one client system connected to said server through a network, said server configured to:
• prompt a user to create a deal, including identifying deal team members;
• prompt a user to schedule at least one meeting relating to a specific deal;
• and
• notify members of the deal team of the at least one scheduled meeting.

A system comprising:

• at least one computer configured as a server, said server containing a database of deal information, business rules, libraries and templates for deals for at least one business entity;
• at least one client system connected to said server through a network, said server configured to:
• prompt a user to create a deal, including identifying deal team members;
• prompt a user to create minutes from a meeting relating to a specific deal;
• store minutes from each meeting in said database;
• and
• enable a user to search for a specific deal by the meeting minutes stored in said database.

A system comprising:

• at least one computer configured as a server, said server containing a database of deal information, business rules, libraries and templates for deals for at least one business entity;
• at least one client system connected to said server through a network, said server 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;
• transmit documents relating to a specific deal to a client system for approval by a designated user, said documents include a plurality of versions of at least one document;
• and
• enable said user designated to approve documents for a specific deal to select at least two versions of a document to be compared through a comparison function that visually displays differences between said selected document versions for document approval purposes.

A system comprising:

• at least one computer configured as a server, said server containing a database of deal information, business rules, libraries and templates for deals for at least one business entity;
• at least one client system connected to said server through a network, said server configured to:
• prompt a user to create a deal, including identifying deal team members;
• and
• create a deal profile relating to said deal, said deal profile is reconfigurable such that a permissioned user is enabled to select data fields displayed on said deal profile for at least one of a specific deal, a group of deals, a subdivision, a division, a business, and a group of businesses.

A system comprising:

• at least one computer configured as a server, said server containing a database of deal information, business rules, libraries and templates for deals for at least one business entity;
• at least one client system connected to said server through a network, said server 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;
• and
• generate at least one report relating to said deal.

A system comprising:

• at least one computer configured as a server, said server containing a database of deal information, business rules, libraries and templates for deals for at least one business entity;
• at least one client system connected to said server through a network, said server 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;
• store said deal documents on said database;
• and
• transmit said deal documents to a client system for review in response to a request by a user.

A system comprising:

• at least one computer configured as a server, said server containing a database of deal information, business rules, libraries and templates for deals for at least one business entity;
• at least one client system connected to said server through a network, said server configured to:
• prompt a user to create a deal, including identifying deal team members;
• receive Extensible Markup Language (XML) messages relating to a deal;
• execute proper inserts and updates in response to XML messages;
• and
• provide status back to a calling source application.

A method for managing a deal process, said method comprising:

• prompting a user to create a business profile;
• prompting a user to create a deal, including identifying deal team members;
• prompting a user to schedule at least one meeting relating to a specific deal;
• recording minutes from each meeting;
• notifying members of the deal team of tasks to be performed and milestones;
• and
• submitting for approval documents relating to the deal.

A system comprising:

• at least one computer configured as a server, said server containing a database of deal information, business rules, libraries and templates for deals for at least one business entity;
• at least one client system connected to said server through a network, said server configured to:
• prompt a user to create a deal, including identifying deal team members;
• prompt a user to schedule at least one meeting relating to a specific deal;
• store minutes from each meeting on said database;
• 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
• transmit said deal documents to a client system for approval.

An apparatus comprising:

• means for a user to create business profiles;
• means for scheduling at least one meeting relating to a specific business deal;
• means for storing minutes from each meeting;
• and
• means for notifying members of a deal team of tasks to perform and milestones accomplished.

A database comprising:

• at least one business profile;
• a plurality of templates for creating library folder structures for association with a deal;
• a schedule of at least one meeting relating to a deal;
• and
• minutes from each meeting.

A computer program embodied on a computer readable medium for identifying prospective customers and managing deal information, said program comprising a code segment that receives deal information and then:

• prompts a user to create a deal, including identifying deal team members;
• prompts a user to schedule at least one meeting relating to a specific deal;
• stores minutes from each meeting on a database;
• and
• notifies members of the deal team of tasks to perform and milestones accomplished.