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SG10201803396XA - Method and system for managing records - Google Patents

Method and system for managing records

Info

Publication number
SG10201803396XA
SG10201803396XA SG10201803396XA SG10201803396XA SG 10201803396X A SG10201803396X A SG 10201803396XA SG 10201803396X A SG10201803396X A SG 10201803396XA SG 10201803396X A SG10201803396X A SG 10201803396XA
Authority
SG
Singapore
Prior art keywords
record
competitor
deal
lost
managing
Prior art date
Application number
Inventor
Julien Smith Timothy
Original Assignee
Trident Corporate Services Singapore Pte Ltd As Trustee For The Oneplace Unit Trust
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Trident Corporate Services Singapore Pte Ltd As Trustee For The Oneplace Unit Trust filed Critical Trident Corporate Services Singapore Pte Ltd As Trustee For The Oneplace Unit Trust
Priority to SG10201803396X priority Critical patent/SG10201803396XA/en
Priority to PCT/SG2019/050209 priority patent/WO2019209174A1/en
Publication of SG10201803396XA publication Critical patent/SG10201803396XA/en

Links

Classifications

    • G—PHYSICS
    • G06—COMPUTING OR CALCULATING; COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q30/00—Commerce
    • G06Q30/02—Marketing; Price estimation or determination; Fundraising
    • G—PHYSICS
    • G06—COMPUTING OR CALCULATING; COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q30/00—Commerce
    • G06Q30/02—Marketing; Price estimation or determination; Fundraising
    • G06Q30/0201—Market modelling; Market analysis; Collecting market data

Landscapes

  • Business, Economics & Management (AREA)
  • Strategic Management (AREA)
  • Engineering & Computer Science (AREA)
  • Accounting & Taxation (AREA)
  • Development Economics (AREA)
  • Finance (AREA)
  • Entrepreneurship & Innovation (AREA)
  • Game Theory and Decision Science (AREA)
  • Economics (AREA)
  • Marketing (AREA)
  • Physics & Mathematics (AREA)
  • General Business, Economics & Management (AREA)
  • General Physics & Mathematics (AREA)
  • Theoretical Computer Science (AREA)
  • Data Mining & Analysis (AREA)
  • Management, Administration, Business Operations System, And Electronic Commerce (AREA)

Abstract

METHOD AND SYSTEM FOR MANAGING RECORDS A method and system of managing a record for a client record management system, the method and system including accessing a pipeline opportunity record in a database, determining from the pipeline opportunity record that a lost deal has occurred, linking the pipeline opportunity record to a competitor record, producing a report on the lost deal, showing details of the lost deal, generating a key metric indicator using the report on the lost deal and a competitor grading from the competitor record, and sending a notification based on the key metric indicator. (Figure 3)
SG10201803396X 2018-04-23 2018-04-23 Method and system for managing records SG10201803396XA (en)

Priority Applications (2)

Application Number Priority Date Filing Date Title
SG10201803396X SG10201803396XA (en) 2018-04-23 2018-04-23 Method and system for managing records
PCT/SG2019/050209 WO2019209174A1 (en) 2018-04-23 2019-04-15 Method and system for managing records

Applications Claiming Priority (1)

Application Number Priority Date Filing Date Title
SG10201803396X SG10201803396XA (en) 2018-04-23 2018-04-23 Method and system for managing records

Publications (1)

Publication Number Publication Date
SG10201803396XA true SG10201803396XA (en) 2019-11-28

Family

ID=68295841

Family Applications (1)

Application Number Title Priority Date Filing Date
SG10201803396X SG10201803396XA (en) 2018-04-23 2018-04-23 Method and system for managing records

Country Status (2)

Country Link
SG (1) SG10201803396XA (en)
WO (1) WO2019209174A1 (en)

Family Cites Families (4)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
JP2002523842A (en) * 1998-08-27 2002-07-30 アップショット・コーポレーション Method and apparatus for network-based sales force management
CA2324119A1 (en) * 2000-10-23 2002-04-23 Ardexus Inc. Method of assisting a sales representative in selling
US20020077998A1 (en) * 2000-12-08 2002-06-20 Brian Andrews Web based system and method for managing sales deals
JP3949909B2 (en) * 2001-06-27 2007-07-25 富士通株式会社 Purchaser evaluation system, program, and media

Also Published As

Publication number Publication date
WO2019209174A1 (en) 2019-10-31

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