IP Library Patent Application 16526448
Patent Application
App. No. 16/526,448

Sales Facilitation Process Flow From Customer Insight to Proposal

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Quick Facts
Patent No.
US None
App. No.
16/526,448
Abstract

A system, method, and computer-readable medium are disclosed for facilitating a sale of an asset used in a complex asset environment by performing a sales facilitation operation. In various embodiments the sale facilitation operation includes identifying a plurality of assets within a complex asset environment; obtaining information regarding each of the plurality of assets within the complex asset environment, the information regarding each of the plurality of assets comprising information from a plurality of data sources; and, performing the sales facilitation operation using the information regarding each of the plurality of assets within the complex asset environment, the sales facilitation operation being performed via a sales facilitation process flow, the sales facilitation process flow comprising a plurality of sales facilitation phases.

Claims (49)

1 . A computer-implementable method for performing a sales facilitation operation, comprising:

identifying a plurality of assets within a complex asset environment;

obtaining information regarding each of the plurality of assets within the complex asset environment, the information regarding each of the plurality of assets comprising information from a plurality of data sources; and,

performing the sales facilitation operation using the information regarding each of the plurality of assets within the complex asset environment, the sales facilitation operation being performed via a sales facilitation process flow, the sales facilitation process flow comprising a plurality of sales facilitation phases.

2 . The method of claim 1 , wherein:

the plurality of sales facilitation phases comprise an access module phase, the access module phase authenticating and authorizing a salesperson to access information associated with a customer.

3 . The method of claim 1 , wherein:

the plurality of sales facilitation phases comprise an opportunity information ingestion phase, the opportunity information ingestion phase providing information regarding status of complex assets within the complex asset environment.

4 . The method of claim 1 , wherein:

the plurality of sales facilitation phases comprise a sales opportunity insight phase, the sales opportunity insight phase providing an indication of a size of a sales opportunity relating the complex asset environment.

5 . The method of claim 1 , wherein:

the plurality of sales facilitation phases comprise a candidate complex asset environment phase, the candidate complex asset environment phase generating information regarding a new candidate complex environment.

6 . The method of claim 1 , wherein:

the plurality of sales facilitation phases comprise a solutions phase, the solutions phase providing information relating to a solution to a sales opportunity.

7 . The method of claim 6 , wherein:

the solutions phase comprises at least one of a technical solutions phase, a financial solutions phase, and a business solutions phase.

8 . The method of claim 1 , wherein:

the plurality of sales facilitation phases comprise a sales facilitation guidance phase, the sales facilitation guidance phase providing information to a salesperson relating to an aspect of a sale relating to the complex asset environment.

9 . The method of claim 8 , wherein:

the sales facilitation guidance phase comprises at least one of a facilitated content phase and a sales facilitation content phase.

10 . The method of claim 1 , wherein:

the sales facilitation operation comprises a role-based sales facilitation operation; and,

the process flow of the plurality of sales facilitation phases is tailored to a role of a salesperson.

11 . A system comprising:

a processor;

a data bus coupled to the processor; and

a non-transitory, computer-readable storage medium embodying computer program code for performing a sales facilitation operation, the non-transitory, computer-readable storage medium being coupled to the data bus, the computer program code interacting with a plurality of computer operations and comprising instructions executable by the processor and configured for:

identifying a plurality of assets within a complex asset environment;

obtaining information regarding each of the plurality of assets within the complex asset environment, the information regarding each of the plurality of assets comprising information from a plurality of data sources; and,

performing the sales facilitation operation using the information regarding each of the plurality of assets within the complex asset environment, the sales facilitation operation being performed via a sales facilitation process flow, the sales facilitation process flow comprising a plurality of sales facilitation phases.

12 . The system of claim 11 , wherein:

the plurality of sales facilitation phases comprise an access module phase, the access module phase authenticating and authorizing a salesperson to access information associated with a customer.

13 . The system of claim 11 , wherein:

the plurality of sales facilitation phases comprise an opportunity information ingestion phase, the opportunity information ingestion phase providing information regarding status of complex assets within the complex asset environment.

14 . The system of claim 11 , wherein:

the plurality of sales facilitation phases comprise a sales opportunity insight phase, the sales opportunity insight phase providing an indication of a size of a sales opportunity relating the complex asset environment.

15 . The system of claim 11 , wherein:

the plurality of sales facilitation phases comprise a candidate complex asset environment phase, the candidate complex asset environment phase generating information regarding a new candidate complex environment

16 . The system of claim 11 , wherein:

the plurality of sales facilitation phases comprise a solutions phase, the solutions phase providing information relating to a solution to a sales opportunity.

17 . The system of claim 16 , wherein:

the solutions phase comprises at least one of a technical solutions phase, a financial solutions phase, and a business solutions phase.

18 . The system of claim 11 , wherein:

the plurality of sales facilitation phases comprise a sales facilitation guidance phase, the sales facilitation guidance phase providing information to a salesperson relating to an aspect of a sale relating to the complex asset environment.

19 . The system of claim 18 , wherein:

the sales facilitation guidance phase comprises at least one of a facilitated content phase and a sales facilitation content phase.

20 . The system of claim 11 , wherein:

the sales facilitation operation comprises a role-based sales facilitation operation; and,

the process flow of the plurality of sales facilitation phases is tailored to a role of a salesperson.

Assignments (9)
RELEASE OF SECURITY INTEREST IN PATENTS PREVIOUSLY RECORDED AT REEL/FRAME (053546/0001) Recorded Jun 23, 2022
From: THE BANK OF NEW YORK MELLON TRUST COMPANY, N.A., AS NOTES COLLATERAL AGENT
To: DELL MARKETING L.P. (ON BEHALF OF ITSELF AND AS SUCCESSOR-IN-INTEREST TO CREDANT TECHNOLOGIES, INC.); DELL INTERNATIONAL L.L.C.; DELL PRODUCTS L.P.; DELL USA L.P.; EMC CORPORATION; DELL MARKETING CORPORATION (SUCCESSOR-IN-INTEREST TO FORCE10 NETWORKS, INC. AND WYSE TECHNOLOGY L.L.C.); EMC IP HOLDING COMPANY LLC
Reel/Frame 071642/0001 →
RELEASE OF SECURITY INTEREST IN PATENTS PREVIOUSLY RECORDED AT REEL/FRAME (053311/0169) Recorded Jun 23, 2022
From: THE BANK OF NEW YORK MELLON TRUST COMPANY, N.A., AS NOTES COLLATERAL AGENT
To: DELL PRODUCTS L.P.; EMC CORPORATION; EMC IP HOLDING COMPANY LLC
Reel/Frame 060438/0742 →
RELEASE OF SECURITY INTEREST IN PATENTS PREVIOUSLY RECORDED AT REEL/FRAME (050724/0571) Recorded Jun 23, 2022
From: THE BANK OF NEW YORK MELLON TRUST COMPANY, N.A., AS NOTES COLLATERAL AGENT
To: DELL PRODUCTS L.P.; EMC CORPORATION; EMC IP HOLDING COMPANY LLC
Reel/Frame 060436/0088 →
RELEASE OF SECURITY INTEREST AT REEL 050406 FRAME 421 Recorded Nov 2, 2021
From: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH
To: DELL PRODUCTS L.P.; EMC CORPORATION; EMC IP HOLDING COMPANY LLC
Reel/Frame 058213/0825 →
SECURITY INTEREST Recorded Jun 5, 2020
From: DELL PRODUCTS L.P.; EMC CORPORATION; EMC IP HOLDING COMPANY LLC
To: THE BANK OF NEW YORK MELLON TRUST COMPANY, N.A., AS COLLATERAL AGENT
Reel/Frame 053311/0169 →
SECURITY AGREEMENT Recorded Apr 22, 2020
From: CREDANT TECHNOLOGIES INC.; DELL INTERNATIONAL L.L.C.; DELL MARKETING L.P.; DELL PRODUCTS L.P.; DELL USA L.P.; EMC CORPORATION; FORCE10 NETWORKS, INC.; WYSE TECHNOLOGY L.L.C.; EMC IP HOLDING COMPANY LLC
To: THE BANK OF NEW YORK MELLON TRUST COMPANY, N.A.
Reel/Frame 053546/0001 →
PATENT SECURITY AGREEMENT (NOTES) Recorded Oct 15, 2019
From: DELL PRODUCTS L.P.; EMC CORPORATION; EMC IP HOLDING COMPANY LLC
To: THE BANK OF NEW YORK MELLON TRUST COMPANY, N.A., AS COLLATERAL AGENT
Reel/Frame 050724/0571 →
SECURITY AGREEMENT Recorded Sep 17, 2019
From: DELL PRODUCTS L.P.; EMC CORPORATION; EMC IP HOLDING COMPANY LLC
To: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH
Reel/Frame 050406/0421 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jul 30, 2019
From: KOCH, BUD; GOHIL, INDRAVIJAY J.; RYSENGA, TOBIN C.
To: DELL PRODUCTS L.P.
Reel/Frame 049906/0427 →