Managing sales opportunities within an organization

US11615364B2 · kind B2 · utility

Assignee

• DealCoachPro, Inc. · US

Inventors

• Erik Mintz · Delray Beach, US
• Joseph Hennessey · Boynton Beach, US
• Joseph Simone · Sylva, US
• Lindes Roets · Naples, US
• Paritosh D. Patel · Coral Springs, US
• Ryan Jason Reed · Sarasota, US
• Bill Golder · Ada, US

Key dates

• Filing date: Aug 23, 2021
• Grant date: Mar 28, 2023
• Expiry date: Aug 23, 2041

Classification

• Technology area (CPC G): Physics
• CPC primary: G06Q40/12
• WIPO field: IT methods for management
• WIPO sector: Electrical engineering

Abstract

In some embodiments, a computer implemented method for determining and generating an electronic recommendation and/or other outputs, such as observations and tasks, in which the method may include the steps of receiving input from the user through a client device in which the input may include data for populating a key member or key player data record; identifying, via a computing device processor, a first rule corresponding to the key player data record; retrieving, via a computing device processor, a first observation in which the first observation is associated with the first rule; and displaying to the user, via a display screen of the client device, the first observation. In further embodiments of the method, an observation may be associated with a recommendation and the recommendation may include a pre-recorded video multimedia file specific for the observation.