Novel digital business opportunity management tool

Abstract

The invention discloses a novel digital business opportunity management tool, which enables an enterprise to combine own actual business scenes, summarize current business opportunity management divided stages and sales actions corresponding to each stage, and copy experience of excellent salesmen to each salesman through a system so as to improve the overall business level and capability. The system can calculate the completion condition of the current salesman through an algorithm and predict the transaction probability of the business opportunity. The method has the advantages that the sales efficiency is improved, the sales performance is improved, the sales experience is shared and inherited, enterprise customer resources are activated, and the customer value is comprehensively analyzed.

Description

Technical Field

[0001] The present invention relates to the field of business management technology, and in particular to a new type of digital business opportunity management tool. Background Art

[0002] The present invention mainly provides a new type of digital tool for customer development and order follow-up. By analyzing online customer behavior data, sales personnel can accurately extract potential customers and track leads, better grasp customer needs to achieve precise marketing, and solve the sales pain points of enterprises. It is necessary to solve the problems of experience inheritance of business backbones, new sales personnel's lack of understanding of sales methodology, and long training time. Summary of the invention

[0003] In order to solve the above-mentioned problems, the present invention proposes a new digital business opportunity management tool.

[0004] In order to solve the above technical problems, the technical solution proposed by the present invention is: the enterprise, based on its own actual business scenarios, summarizes the stages of current business opportunity management and the sales actions corresponding to each stage, as well as how to implement the sales actions, and configures the above information into the system. After employees create business opportunities, the system automatically reminds employees to complete sales actions according to preset methods at different business opportunity stages. The enterprise can summarize the sales actions of outstanding salesmen and configure them into the system. Other employees can follow up on business opportunities according to the sales actions of outstanding employees. The system can copy the experience of outstanding salesmen to each salesman through the system, thereby improving the overall business level and ability, thereby achieving the purpose of copying the sales champion.

[0005] Administrators can configure different proportions of scores according to the completeness of customer information, completion of sales actions, key figures and attitudes. Salesmen can check the closing probability of their own business opportunities. Those with low closing probability should complete the business opportunity information (including basic information, research information, etc.) and sales actions as required (different tasks must be completed at different stages according to the company's configuration to advance the business opportunity further).

[0006] After the salesperson captures the business opportunity information, he will create the business opportunity information in the system. The system will automatically prompt the salesperson to complete the sales actions according to the current stage of the business opportunity. After the salesperson completes the sales action according to the prompt, the system calculates the score and calculates the deal probability of the current business opportunity based on the score. When the deal probability of the business opportunity is low, the salesperson can continue to complete more sales actions and add more business opportunity information according to the system's suggestions. The system can calculate the current salesperson's completion status through algorithms and predict the deal probability of the business opportunity. Even if the new salesperson does not understand sales, as long as he enters the business opportunity information and completes the task according to the system prompts, he is practicing excellent sales methods, reducing the training cost for the salesperson and no longer relying solely on word of mouth from old salespeople. Excellent working methods can be continuously copied and passed on, which is conducive to the company's creation of everyone being a sales champion and helping the company improve the business opportunity conversion rate of the business department.

[0007] The system can also be set up so that if there is no follow-up or the probability of transaction does not increase within a certain period of time, the business opportunities can be transferred to the high seas pool. Other salesmen can receive business opportunities in the high seas pool for follow-up to avoid uneven resource allocation, where some salesmen have no resources, while some salesmen have too many resources and cannot follow up in time. This can solve the problem of business opportunity circulation within the company, activate internal resources and improve resource utilization.

[0008] To sum up, the method is as follows:

[0009] Administrator-related business processes of enterprise and opportunity management systems:

[0010] S1: Refine business-oriented processes;

[0011] S2: Configure business opportunity templates and relationship lines;

[0012] S3: Configure the transaction probability score;

[0013] S4: Configure business opportunity stage tasks;

[0014] Business processes of business and opportunity management systems related to salespersons:

[0015] S1: Capture business opportunity information;

[0016] S2: Create business opportunities;

[0017] S3: Automatically generate tasks based on business opportunity levels;

[0018] S4: Follow up according to the task prompts;

[0019] S5: Automatically calculate the transaction probability score;

[0020] S6: If the probability score in S5 is too low, jump to S4; if the probability score is high, continue to pay attention;

[0021] S7: Win the deal.

[0022] It also includes a high seas pool system to increase the probability of a deal, and its usage process is as follows:

[0023] S1: Create business opportunities;

[0024] S2: Determine whether there has been no follow-up for a long time. If not, jump to S3; if yes, jump to S4;

[0025] S3: Determine whether the transaction probability is low. If not, jump to S5; if yes, jump to S4;

[0026] S4: Entering the high seas pool;

[0027] S5: Continue to follow up.

[0028] Compared with the prior art, the present invention has the following advantages:

[0029] 1. Improve sales efficiency: Improve sales efficiency through tasks assigned to the sales team, follow-up reminders and other functions, while also improving sales conversion rate and customer satisfaction.

[0030] 2. Improve sales performance: By recording the entire sales process, analyzing customer purchase records, consultation records, etc., we can tap into potential customers and provide them with targeted products and services to prevent customer churn and thereby improve sales performance.

[0031] 3. Share and pass on sales experience: Through the business opportunity management system, salesmen can share sales experience and skills to avoid repeating mistakes. At the same time, new employees can also quickly master sales skills by learning sales experience in the business opportunity management system.

[0032] 4. Activate enterprise customer resources: The business opportunity pool helps to avoid long-term lack of follow-up of customers in the sales CRM database, activate the company's existing customer resources, reasonably allocate customer resources, and optimize resource allocation.

[0033] 5. Comprehensive analysis of customer value: Through the complete systematic sorting, archiving and management of customer information, we can deeply explore the customer's preferences and needs, analyze the customer's consumption behavior, and determine the customer's value based on the type, price and frequency of the products purchased by the customer. BRIEF DESCRIPTION OF THE DRAWINGS

[0034] Figure 1 is a schematic diagram of the business opportunity management process of the present invention;

[0035] Figure 2 It is a schematic diagram of the process of the high seas pool system of the present invention. DETAILED DESCRIPTION

[0036] Business Opportunity Overview

[0037] It displays the basic overview of the current business opportunity, including information completeness, relationship line distribution, key figures and attitudes, and sales action follow-up status. It is mainly to help management understand the business opportunity follow-up status of departmental business personnel, so as to have a preliminary understanding of the basic information of the business opportunity and determine whether intervention is needed.

[0038] Action Details

[0039] Display the sales actions that need to be completed in the current stage, guide the salesperson to complete the sales actions according to the SOP, and record the completion of the actions. The salesperson practices the excellent methods that are constantly summarized to help the salesperson quickly improve their sales level.

[0040] Salespeople can complete sales actions according to the system's presets, or they can create their own unique sales actions based on their own understanding of the business and set their own sales action completion time nodes. The system automatically generates to-do items to remind salespeople to complete them in time. Enterprises can use this system to form their own standardized sales methods to avoid employees blindly following up.

[0041] Example 1

[0042] Administrator-related business processes of enterprise and opportunity management systems:

[0043] S1: Refine business-oriented processes;

[0044] S2: Configure business opportunity templates and relationship lines;

[0045] S3: Configure the transaction probability score;

[0046] S4: Configure the opportunity stage tasks.

[0047] Example 2

[0048] Business processes of business and opportunity management systems related to salespersons:

[0049] S1: Capture business opportunity information;

[0050] S2: Create business opportunities;

[0051] S3: Automatically generate tasks based on business opportunity levels;

[0052] S4: Follow up according to the task prompts;

[0053] S5: Automatically calculate the transaction probability score;

[0054] S6: If the probability score in S5 is too low, jump to S4; if the probability score is high, continue to pay attention;

[0055] S7: Win the deal.

[0056] Example 3

[0057] The high seas pool system that increases the probability of a deal has the following usage process:

[0058] S1: Create business opportunities;

[0059] S2: Determine whether there has been no follow-up for a long time. If not, jump to S3; if yes, jump to S4;

[0060] S3: Determine whether the transaction probability is low. If not, jump to S5; if yes, jump to S4;

[0061] S4: Entering the high seas pool;

[0062] S5: Continue to follow up.

[0063] In the description of the present invention, it should be noted that, unless otherwise clearly specified and limited, the term "connection" should be understood in a broad sense. For example, it can be a fixed connection, a detachable connection, or an integral connection. For ordinary technicians in this field, the specific meanings of the above terms in the present invention can be understood according to specific circumstances.

[0064] The above description is only a preferred specific implementation manner of the present invention, but the protection scope of the present invention is not limited thereto. Any technician familiar with the technical field can make equivalent replacements or changes according to the technical scheme and inventive concept of the present invention within the technical scope disclosed by the present invention, which should be covered by the protection scope of the present invention.

Claims

1. A new digital business opportunity management tool, characterized by: Including administrators and salesmen regarding the business processes between enterprises and business opportunity management systems; Administrator-related business processes of enterprise and opportunity management systems: S1: Refine business-oriented processes; S2: Configure business opportunity templates and relationship lines; S3: Configure the transaction probability score; S4: Configure business opportunity stage tasks; Business processes of business and opportunity management systems related to salespersons: S1: Capture business opportunity information; S2: Create business opportunities; S3: Automatically generate tasks based on business opportunity levels; S4: Follow up according to the task prompts; S5: Automatically calculate the transaction probability score; S6: If the probability score in S5 is too low, jump to S4; if the probability score is high, continue to pay attention; S7: Win the deal.

2. A new digital business opportunity management tool according to claim 1, characterized in that: It also includes a high seas pool system to increase the probability of a deal, and its usage process is as follows: S1: Create business opportunities; S2: Determine whether there has been no follow-up for a long time. If not, jump to S3; if yes, jump to S4; S3: Determine whether the transaction probability is low. If not, jump to S5; If yes, jump to S4; S4: Entering the high seas pool; S5: Continue to follow up.

3. A new digital business opportunity management tool according to claim 1, characterized in that: The business opportunity management system displays the basic overview of the current business opportunity, including information completeness, relationship line distribution, key figures and attitudes, and sales action follow-up status. It is mainly for the management to understand the business opportunity follow-up status of department business personnel, to facilitate a preliminary understanding of the basic information of the business opportunity, and to determine whether intervention is needed.

4. A new digital business opportunity management tool according to claim 1, characterized in that: The business opportunity management system displays the sales actions that need to be completed in the current stage, guides the salesperson to complete the sales actions according to the guidance process, and records the completion status of the actions. The salesperson practices the excellent methods that are constantly summarized to help the salesperson quickly improve his sales level.

5. A new digital business opportunity management tool according to claim 1, characterized in that: Salespeople can complete sales actions according to the system's presets, or they can create their own unique sales actions based on their understanding of the business and set their own time nodes for completing sales actions. The system automatically generates to-do items to remind salespeople to complete them in a timely manner. Companies can use this system to form their own standardized sales methods to avoid employees blindly following up.

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