IP Library Patent Application 10768402
Patent Application
App. No. 10/768,402

Sales management

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Quick Facts
Patent No.
US None
App. No.
10/768,402
Abstract

Systems and techniques relating to software for enterprise change, in particular to merger and acquisition processes and tools for one or more organizations. A method includes providing a single logical physically distributed information system across one or more information systems of at least two enterprises, wherein the enterprises are being combined, and providing a user interface to access the single logical physically distributed information system to execute one or more merger activities of the enterprises, the merger activities comprising a sales-related integration and a management of sales support activities, the sales support activities comprising addressing one or more customer issues for customer retention.

Claims (32)

1 . A method comprising:

providing a single logical physically distributed information system across one or more information systems of at least two enterprises, wherein the enterprises are being combined; and

providing a user interface to access the single logical physically distributed information system to execute one or more merger activities of the enterprises, the merger activities comprising a sales-related integration and a management of sales support activities, the sales support activities comprising addressing one or more customer issues for customer retention.

2 . The method of claim 1 , wherein the merger activities further comprise customer-related communications, the user interface allowing a user to access the single logical physically distributed information system to execute at least one of pre-merger and post-merger activities, wherein the post-merger activities comprise a post-merger assessment and a measurement of one or more achieved synergies.

3 . The method of claim 2 , wherein the user interface is adapted to the role of the user and a phase of the merger, a security of the user interface is related to the role of the user, the role of the user comprising an executive of one or more sales-related accounts.

4 . A method comprising:

providing a user interface adapted to manage one or more cross-selling opportunities for at least one organization involved in a merger with another organization; and

allowing a user to edit one or more cross-selling opportunities presented in the user interface.

5 . The method of claim 4 further comprising:

providing information for at least one of the cross-selling opportunities in the user interface; the information comprising a financial information;

providing a notification template in the user interface; and

providing a trigger date in the user interface.

6 . A system for managing a merger of at least two organizations comprising a module and a graphical user interface adapted to assist retention of one or more customers of at least one of the organizations.

7 . The system of claim 6 , wherein the system further comprising a first tool adapted to provide predefined templates for customer-related objects, wherein the customer-related objects comprise customer documents and electronic mailings.

8 . The system of claim 7 further comprising a second tool adapted to track one or more customer reactions to merger developments, the merger developments comprising merger-related news and merger-related announcements.

9 . The system of claim 8 further comprising a third tool adapted to assist in at least one of an assignment, a mapping, and a transfer of one or more customer accounts, the one or more customer accounts including sales-related accounts.

10 . The system of claim 9 wherein the third tool is adapted to facilitate a performance comparison of at least two customer-related personnel for at least one of the merger organizations, the two customer-related personnel including two account executives.

11 . A method for managing a merger of at least two organizations comprising providing a module adapted to proactively identify and present on a user interface a sales counterpart in a first merger organization related to a member of a second merger organization.

12 . The method of claim 11 further comprising:

producing an electronic mailing, the production of the electronic mailing comprising:

importing lists of data, the lists including a customer list and a customer assignment list;

consolidating the lists of data, the consolidating including syntactic mapping of one or more character fields;

configuring an electronic mailing content; and

screening the electronic mailing content, the content including one or more accounts.

13 . The method of claim 12 further comprising:

delivering the electronic mailing content to a sales-related merger member; and

providing an exception workflow for undeliverable electronic mailings.

14 . A system for planning a merger of at least two organizations, the system comprising an interface presenting financial information for one or more sales-related and customer-related initiatives of at least one organization, the financial information presented in a list or graph.

15 . A system comprising:

sales-related interfaces for a merger of at least two organizations;

user interface components adapted to interact with sales-related interfaces; and

a layer of application logic services, the layer interacting with sales-related interfaces, and the application logic services relating to the merger.

Assignments (1)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Sep 14, 2004
From: SCHWERIN-WENZEL, SVEN; WOOD, ERIC; KOL, NIR; MOORE, DENNIS B.
To: SAP AKTIENGESELLSCHAFT
Reel/Frame 015140/0212 →