US 7,584,115 B2
System for automated control and reporting of sales processes
David Victor Sahagian, Needham, Mass. (US)
Assigned to Rightnow Technologies, Inc., Bozeman, Mont. (US)
Filed on Dec. 19, 2001, as Appl. No. 10/24,966.
Prior Publication US 2005/0131710 A1, Jun. 16, 2005
Int. Cl. G06F 17/30 (2006.01)
U.S. Cl. 705—10  [705/11] 9 Claims
OG exemplary drawing
 
1. A system for managing sales processes comprising:
a processor; and
a memory for storing a database including:
information regarding at least one sales process;
information regarding a plurality of steps associated with each of the at least one sales process, the plurality of steps having a sequential order;
information regarding an ability to modify the plurality of steps;
information regarding at least one result associated with each of the plurality of steps;
means for creating at least one deal corresponding to the at least one sales process;
means for indicating completion of steps associated with the at least one sales process corresponding to the at least one deal;
means for recording at least one modification to a step of the plurality of steps upon a user changing any of the plurality of steps while said at least one deal is in process by said user;
means for recording at least one modification to one or more steps of said sales process in the at least one sales process if any modification of the plurality of steps occurs; and
means for indicating a next step to be completed based upon the indicated completion of steps.