Patent ID: 8015038

Claim:
A method for discovering sales opportunities within a sales territory, the method comprising: identifying, for each customer in a set of one or more customers within the sales territory, a first set of products and/or services for the customer, wherein each product or service in the first set of products and/or services of the customer is identified as satisfying one or more needs of the customers; identifying, with one or more processors associated with one or more computer systems, for each customer in the set of customers within the sales territory, a second set of products and/or services for the customer, wherein the second set of products and/or services identifies a provider entity for each product or service in the second set of products and/or services determined to be currently or formerly installed at a customer site of the customer or to be currently or formerly in use by the customer; determining, with one or more processors associated with one or more computer systems, sales opportunities within the sales territory that indicate at least one of: a third set of products and/or services offered for sale by at least one salesperson associated with the sales territory that satisfy one or more customer needs, the third set of products and/or services determined based on a match with one or more products and/or services from the first set of products and/or services of at least one customer in the set of customers within the sales territory, and a fourth set of products and/or services offered for sale by at least one salesperson associated with the sales territory that the customers are likely to consider purchasing, the fourth set of products and/or services determined based on a match with one or more products and/or services from the second set of products and/or services of at least one customer in the set of customers within the sales territory; formulating a search based at least in part on a selection of one or more parameters related to the customers within the sales territory in the salesperson's sales network and products and/or services offered for sale by a given salesperson; and generating results of the search to be displayed to the given salesperson for the customers in the sales territory, the results of the search including at least the determined sales opportunities, the first set of products and/or services for each customer, and the second set of products and/or services for each customer.