Patent ID: 8185429

Claim:
A method of using a database navigation system on a server computer for producing closure to selected sales targets in a sales database by recording a successful contact with the target, recycling the target within database, or removing the target from the database, all by utilizing two main screens and a mouse, wherein the targets comprise clients or customers, the method comprising the steps of: providing a database navigation system including a database on a server computer having at least one computer processor and at least one remote computer with software operational thereon providing access to the database through a network, the remote computer including an input/output device and display screens interactive therewith; the database navigation system using the at least one computer processor to generate a navigable worksheet from the database; the database navigation system providing access to the worksheet for at least one salesperson user, wherein the worksheet is a page on the display screen; the navigable worksheet including at least one active target customer for a sale assigned to the salesperson user; the navigation system displaying the at least one active target customer; the database navigation system allowing the user to select sales targets from the worksheet; the system automatically creating a to-do list for the salesperson user based on the targets selected by the user and an action page displaying the first active target on the salesperson user's to-do list, wherein the targets comprise clients or customers; wherein on the action page, the system displays a recommended step in a prospecting cycle for the target; the database navigation system generating steps for achieving closure of a sale to a customer following the pursuit of the selected targets, the steps being generated by the at least one computer processor based upon actions for conducting sales; the system receiving the salesperson user inputs regarding selected or completed steps; the system recording any salesperson user comments and reactions to any phone calls; the system running automated actions, and updating the target's information in the system's database; the system automatically generating the next steps in the target's prospecting cycle, wherein the prospecting cycle comprises several steps that the salesperson performs during a process for making sales to targets; the system determining if the to-do list for the salesperson user is completed; if the to-do list for the salesperson user is completed, the system displaying each active or current target assigned to the user; if the to-do list for the salesperson user is not completed, the system activating the next target in the to-do list for the salesperson user and the action page displaying the newly-activated target.