RECURRING REVENUE ASSET SALES OPPORTUNITY GENERATION
A filtered set of service assets can be selected for use as a source population for opportunity generation in a recurring revenue management system. The selecting can include applying a filter to a data set comprising service asset data for a plurality of service assets. Each service asset in the plurality of the service assets can include an expiration date. The filter can include a range of expiration dates corresponding to a targeted selling period. Anew service offer can be created based on at least one specific rule defined for the commercial entity for service assets in the selected set. The creating Can include applying one or more offer creation parameters, determining reference information for expiring assets in the data asset model, and verifying a chosen service level. The new service offer can be assigned to at least one sales team. Related methods, systems, and computer program products are described.
1 . A computer program product comprising a machine-readable medium storing instructions that, when executed by at least one programmable processor, cause the at least one programmable processor to perform operations comprising:
selecting a filtered set of service assets to be used as a source population for opportunity generation, the selecting comprising applying a filter to a data set comprising service asset data for a plurality of service assets, each service asset in the plurality of the service assets comprising an expiration date, the filter comprising a range of expiration dates corresponding to a targeted selling period;
creating a new service offer based on at least one specific rule defined for the commercial entity for service assets in the selected set, the creating comprising applying one or more offer creation parameters, determining reference information for expiring assets in the data asset model, and verifying a chosen service level; and
assigning the new service offer to at least one sales team.
2 . A computer program product as in claim 1 , wherein the operations further comprise: grouping the filtered set of created offers into a plurality of sets of opportunities, each set of opportunity in the plurality of sets comprising offers that are related.
3 . A computer program product as in claim 1 , wherein the range comprises dates corresponding to one of expiration dates before the targeted selling period, expiration dates during the targeted selling period, and expiration dates after the targeted selling period.
4 . A computer program product as in claim 1 , wherein the operations further comprise: grouping the filtered set of created offers into a plurality of sets of opportunities, the grouping comprising associating offers for at least one of a same target customer, a same reseller organization, a same or related product type.
5 . A computer program product as in claim 1 , wherein the service asset data in the data set is part of an asset data model comprising a plurality of asset data objects associated with service assets of the plurality of service assets.
6 . A computer program product as in claim 1 , wherein the operations further comprise applying one or more algorithms to identify and add one or more add-on services to the offers or to create offers corresponding to cross-sell opportunities.
7 . A system comprising:
at least one programmable processor; and
a machine-readable medium storing instructions that, when executed by the at least one programmable processor, cause the at least one programmable processor to perform operations comprising:
selecting a filtered set of service assets to be used as a source population for opportunity generation, the selecting comprising applying a filter to a data set comprising service asset data for a plurality of service assets, each service asset in the plurality of the service assets comprising an expiration date, the filter comprising a range of expiration dates corresponding to a targeted selling period;
creating a new service offer based on at least one specific rule defined for the commercial entity for service assets in the selected set, the creating comprising applying one or more offer creation parameters, determining reference information for expiring assets in the data asset model, and verifying a chosen service level; and
assigning the new service offer to at least one sales team.
8 . A system as in claim 7 , wherein the operations further comprise: grouping the filtered set of created offers into a plurality of sets of opportunities, each set of opportunity in the plurality of sets comprising offers that are related.
9 . A system as in claim 7 , wherein the range comprises dates corresponding to one of expiration dates before the targeted selling period, expiration dates during the targeted selling period, and expiration dates after the targeted selling period.
10 . A system as in claim 7 , wherein the operations further comprise: grouping the filtered set of created offers into a plurality of sets of opportunities, the grouping comprising associating offers for at least one of a same target customer, a same reseller organization, a same or related product type.
11 . A system as in claim 7 , wherein the service asset data in the data set is part of an asset data model comprising a plurality of asset data objects associated with service assets of the plurality of service assets.
12 . A system as in claim 7 , wherein the operations further comprise applying one or more algorithms to identify and add one or more add-on services to the offers or to create offers corresponding to cross-sell opportunities.
13 . A computer-implemented method comprising:
selecting a filtered set of service assets to be used as a source population for opportunity generation, the selecting comprising applying a filter to a data set comprising service asset data for a plurality of service assets, each service asset in the plurality of the service assets comprising an expiration date, the filter comprising a range of expiration dates corresponding to a targeted selling period;
creating a new service offer based on at least one specific rule defined for the commercial entity for service assets in the selected set, the creating comprising applying one or more offer creation parameters, determining reference information for expiring assets in the data asset model, and verifying a chosen service level; and
assigning the new service offer to at least one sales team.
14 . A computer-implemented method as in claim 13 , wherein the operations further comprise: grouping the filtered set of created offers into a plurality of sets of opportunities, each set of opportunity in the plurality of sets comprising offers that are related.
15 . A computer-implemented method as in claim 13 , wherein the range comprises dates corresponding to one of expiration dates before the targeted selling period, expiration dates during the targeted selling period, and expiration dates after the targeted selling period.
16 . A computer-implemented method as in claim 13 , wherein the operations further comprise: grouping the filtered set of created offers into a plurality of sets of opportunities, the grouping comprising associating offers for at least one of a same target customer, a same reseller organization, a same or related product type.
17 . A computer-implemented method as in claim 13 , wherein the service asset data in the data set is part of an asset data model comprising a plurality of asset data objects associated with service assets of the plurality of service assets.
18 . A computer-implemented method as in claim 13 , further comprising applying one or more algorithms to identify and add one or more add-on services to the offers or to create offers corresponding to cross-sell opportunities.