Systems and methods for converting sales opportunities to service tickets, sales orders, and projects

US11429913B2 · kind B2 · utility

Assignee

• ConnectWise, LLC · US

Inventors

• Arnold Bellini, III · Tampa, US
• Linda Brotherton · Tampa, US
• Mark E Laplante · Tampa, US

Key dates

• Filing date: Aug 2, 2013
• Grant date: Aug 30, 2022
• Expiry date: Nov 28, 2033

Classification

• Technology area (CPC G): Physics
• CPC primary: G06Q30/04
• WIPO field: IT methods for management
• WIPO sector: Electrical engineering

Abstract

Systems and methods of the present disclosure facilitate managing a sale via a sales management system. In some embodiments, the system includes a sales opportunity module and a service ticket translation module. The sales opportunity module may be configured to receive a sales leads data structure comprising at least one sales lead. Based on at least one qualification criterion, the system may be configured to identify a sales lead of the sales lead data structure as a sales opportunity. The service ticket translation module may be configured to select data of the sales opportunity for inclusion in a service ticket. By maintaining the selected data of the sales opportunity, the service ticket translation module may be configured to translate the selected data of the sales opportunity into the service ticket. The service ticket translation module may be configured to provide the service ticket to a service board.