Dealcoachpro Inc.

Joseph E Simone

Paritosh Dinubhai Patel

Erik Mintz

Lindes Roets

Bill Golder

Joe Hennessey

Joseph Hennessey

Ryan Jason Reed

In some embodiments, a computer implemented method for determining and generating an electronic recommendation and/or other outputs, such as observations and tasks, in which the method may include the steps of receiving input from the user through a client device in which the input may include data for populating a key member or key player data record; identifying, via a computing device processor, a first rule corresponding to the key player data record; retrieving, via a computing device processor, a first observation in which the first observation is associated with the first rule; and displaying to the user, via a display screen of the client device, the first observation. In further embodiments of the method, an observation may be associated with a recommendation and the recommendation may include a pre-recorded video multimedia file specific for the observation.

Managing sales opportunities within an organization

Disclosed is a system and method for a consistent scoring system that illustrates the likelihood of successfully closing a sales deal or sales agreement. This allows sales professionals to allocate more time on strategy where it's needed most. It guides sales professionals on eliminating vulnerabilities or weaknesses in closing a sales deal and leveraging strengths to improve the likelihood to successfully close more sales deals. The present invention is computationally efficient in solving a combinatorial optimization algorithm. Being computational efficient enables the present invention to be scalable in order to handle more data and transactions. The results of the present invention provide insights in which a sales organization can act upon by re-using knowledge of previous interactions with a buyer or potential buyer.

Growing community of inventors

Sylva, NC, United States of America

Joseph E Simone