Patent ID: 11972381
Assignee: nan
Field: IT methods for management (Electrical engineering)
Classification: CPC G | IPC G

Claim 10:
11. A computer implemented system for managing sales within a plurality of organizations, the system comprising:
a computing platform having a hardware processor, a memory in communication with the processor, the hardware processor performing
receiving a role of at least one key member in a set of a plurality of key members in a customer's organization in a sales decision process;
for the set of a plurality of key members, receiving input by a user through a client device, the input comprises data for populating a data record with values within a given numeric range for one or more attributes for each key member in the set of the plurality of key members including:
an impact score representing an influence of the key member in completing a sales transaction;
a priority score representing a level of lessor or greater importance being allocated by the key member to the sales transaction;
an advocacy score representing an amount of support by the key member for completion of the sale transaction; and

an access score representing an amount of contact, with the key member;
for a given key member in the set of the plurality of key members, retrieving a set of at least one rule each with a set of at least one or more conditions per given rule, and for a given rule in the set of at least one rule performing:
for a given condition in the set of at least one or more conditions performing:
identifying whether the given condition in the set of at least one or more conditions per given rule in the set of at least one rule applies to the one or more attributes for the given key member in the set of the plurality of key members; and
in response to the given condition applying to the given key member for the given rule in the set of at least one rule, adding a given condition score to a given rule score;
adding the given condition score for each given rule score to a total deal score;

automatically displaying to the user, via a display screen of the client device, the set of one or more recommendations as positions in a graph, for at least one key member in the set of the plurality of key members at least one of
a deal legitimacy graph with one axis representing the impact score and another representing the priority score, wherein a deal legitimacy position on the deal legitimacy graph for at least one key member in the set of the plurality of key members are based on the impact score and the priority score, and the deal legitimacy graph is presented with at least three visually distinct regions indicating a value of the impact score and a value of the priority score;
a deal position graph with one axis representing the advocacy score and another axis representing the access score, wherein a deal position on the deal position graph for at least one key member in the set of the plurality of key members are based on the advocacy score and the access score, and the deal position graph is presented with at least three visually distinct regions indicating a value of the advocacy score and a value of the access score; or
both the deal legitimacy graph and the deal position graph.