Patent ID: 8831978

Claim:
A deal analysis system of a customer relationship management system, comprising: a processor; a memory, wherein the memory is coupled to the processor; a customer relationship management system database, wherein the processor is coupled to the customer relationship management system database; a data access subsystem, wherein the data access subsystem is coupled to the processor, the memory, and the customer relationship management system database, the data access subsystem is configured by the processor to access one or more tables stored in the customer relationship management system database of the customer relationship management system, the one or more tables comprise pricing information, and customer relationship information, and the customer relationship management system is configured using the processor to support a plurality of client systems by configuring the customer relationship management system database to allow the plurality of client systems to share access to the one or more tables; and an analysis subsystem, wherein the analysis subsystem is coupled to the processor, the memory, and the data access subsystem, the analysis subsystem is configured by the processor to identify a customer, select a current deal stored in the one or more tables, associate the customer with the current deal, and compare parameters of the current deal with corresponding parameters of past deals associated with other customers in a customer population segment to facilitate generation of a price quote for the current deal, wherein the customer population segment further comprises the customer, the customer is associated with the current deal, the current deal represents at least part of a sales transaction, the sales transaction is facilitated by the customer relationship management system, and the sales transaction is conducted via one of the plurality of client systems, allow a first user of the customer relationship management system to determine whether the price quote violates a pricing policy, and in response to a determination that the price quote violates the pricing policy, allow the first user to create a pricing exception.