Deal analysis workbench for a customer relationship management environment

Deal analysis workbench for a customer relationship management environment

The present invention provides a method, system and computer-readable storage medium storing instructions for facilitating consistent application of price polices on every sales transaction supported through a customer relationship management system, in order to identify price exceptions in violatio...

Ausführliche Beschreibung

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Bibliographische Detailangaben
Hauptverfasser: PATEL TARAK ISHWARBHAI, HELGESON PAUL LARS, FRASER DAVID ANDREW, TRICE DAVID WAYNE, SCALES RACHEL ALEXANDER, QUINN STANLEY EDWARD, TURNER LAUREL ANN, TURCHIN WILLIAM THOMAS
Format: Patent
Sprache:eng
Schlagworte:
CALCULATING
COMPUTING
COUNTING
DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES
PHYSICS
SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR
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Beschreibung
Zusammenfassung:The present invention provides a method, system and computer-readable storage medium storing instructions for facilitating consistent application of price polices on every sales transaction supported through a customer relationship management system, in order to identify price exceptions in violation of stated corporate pricing objectives. Having such capabilities coupled with a customer relationship management system enables embodiments of the present invention to reduce the time to identify and evaluate price exceptions that impact revenue and margin. Agents responsible for sales interaction with customers can immediately identify violations of price policies. Those responsible for authorizing exceptions can easily determine the effect of those exceptions upon impacted markets.