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System and Method to Establish Value of Generated Leads and Opportunities in a Sales Process

机译:建立销售过程中产生的潜在顾客和机会价值的系统和方法

摘要

A system and method to establish value of generated leads and opportunities in a sales process, using data from a Customer Relationship Management (CRM) system. This is accomplished by breaking down the sales process in multiple steps. The method then establishes the probability of various leads generated by a marketing step and placing them in different bins. Then establishing the probability of turning said leads into opportunities during a prospecting process. The method then quantifies the original value of leads in the various bins and the incremental value generated by turning them into opportunities. The value generated by the sales person eventually closing the opportunity into revenue can be calculated by subtracting the value created in the previous steps in the sales process from the revenue of the specific sale.
机译:一种使用来自客户关系管理(CRM)系统的数据来建立销售过程中所产生的线索和机会的价值的系统和方法。这可以通过分解销售过程的多个步骤来完成。然后,该方法确定由营销步骤生成的各种线索的可能性,并将它们放置在不同的箱中。然后确定在探矿过程中将潜在客户转化为机会的可能性。然后,该方法可以量化各个分箱中的线索的原始值,以及通过将其转化为机会而产生的增量值。通过将特定销售的收入减去销售过程中先前步骤中创建的价值,可以计算出销售人员最终将机会转化为收入的价值。

著录项

  • 公开/公告号US2020286109A1

    专利类型

  • 公开/公告日2020-09-10

    原文格式PDF

  • 申请/专利权人 CIEN INC.;

    申请/专利号US201916294830

  • 发明设计人 ROBERT F. KALL;

    申请日2019-03-06

  • 分类号G06Q30/02;G06Q30;G06F16/28;G06F16/2457;G06F17/18;

  • 国家 US

  • 入库时间 2022-08-21 11:20:13

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