Method and apparatus for managing resources within an organization and in a sales & marketing pipeline
OwnerAnthony F. Meggsinventor
Life of this patent
Estimating the term…
Abstract
A method and apparatus that includes assessing the capacity and effectiveness of sales pipelines by assigning values to a lead as it progresses through a sales pipeline. From these values, the sale forces can efficiently process, manage and regulate the flow of new leads to ensure that the leads generated are processed effectively.
Claims90
A method for optimizing the productivity of a sales force, comprising:
- assigning a base value to a lead in a sales pipeline;
- assigning a stage value to the lead based upon a current stage of the lead in the sales pipeline;
- and
- determining a pipeline stage value on the lead based upon the base and stage value.
A computer readable medium containing executable code for optimizing the productivity of a sales force, comprising:
- assigning a base value to a lead in a sales pipeline;
- assigning a stage value to the lead based upon a current stage of the lead in the sales pipeline;
- and
- determining a pipeline stage value on the lead based upon the base and stage value.
An apparatus for optimizing and managing sales leads, comprising:
- a base value generator that adds a base value to a lead in a sales pipeline;
- a stage value generator that adds a stage value to the lead based upon a current stage of the lead in the sales pipeline;
- and
- a pipeline stage value generator, linked to the base value generator and stage value generator, that generates a pipeline stage value on the lead based upon the base and stage value.
An apparatus for optimizing and managing sales leads, comprising:
- a pipeline calculator that assess a value to a lead into a sales pipeline based upon at least one factor;
- and
- a pipeline regulator that dynamically adjusts the flow of resources into the sales pipeline based upon the value.
A system for optimizing the productivity of a sales force, comprising:
- means for assigning a base value to a lead in a sales pipeline;
- means for assigning a stage value to the lead based upon a current stage of the lead in the sales pipeline;
- and
- means for determining a pipeline stage value on the lead based upon the base and stage value.
A method for regulating a sales pipeline with leads, comprising:
- provisionally conveying a lead to a pipeline;
- determining if the pipeline has the capacity to handle the lead;
- and
- regulating the flow of leads into the pipeline based upon the determination.
A method for assessing a sales pipeline comprising:
- determining a pipeline value for the sales pipeline;
- and
- managing flow of a lead into the sales pipeline bases upon the pipeline value.
A computer readable medium containing executable code for optimizing the productivity of a sales force, comprising:
- determining a pipeline value for the sales pipeline;
- and
- managing flow of a lead into the sales pipeline bases upon the pipeline value.
A system for assessing a sales pipeline comprising:
- means for determining a pipeline value for the sales pipeline;
- and
- means for managing flow of a lead into the sales pipeline bases upon the pipeline value.
Dependencies are inferred from the claim text.