SYSTEMS AND METHODS FOR CONVERTING SALES OPPORTUNITIES TO SERVICE TICKETS, SALES ORDERS, AND PROJECTS

20230032331

17/886336

August 11, 2022

Systems and methods of the present disclosure facilitate managing a sale via a sales management system. In some embodiments, the system includes a sales opportunity module and a service ticket translation module. The sales opportunity module may be configured to receive a sales leads data structure comprising at least one sales lead. Based on at least one qualification criterion, the system may be configured to identify a sales lead of the sales lead data structure as a sales opportunity. The service ticket translation module may be configured to select data of the sales opportunity for inclusion in a service ticket. By maintaining the selected data of the sales opportunity, the service ticket translation module may be configured to translate the selected data of the sales opportunity into the service ticket. The service ticket translation module may be configured to provide the service ticket to a service board.

ConnectWise, LLC (Tampa, FL, US)

1. A method of managing a sale via a sales management system comprising at least one processor executing on a computing device, the method comprising: receiving, by a sales opportunity module executing on the computing device, a sales leads data structure comprising at least one sales lead; identifying, by the sales opportunity module, based on at least one qualification criterion, a sales lead of the sales leads data structure as a sales opportunity; selecting, by a project translation module executing on the computing device, data of the sales opportunity for inclusion in a proiect; translating, by the project translation module, the selected data of the sales opportunity into the project, the project translation module maintaining the selected data of the sales opportunity; and providing the project to a project management module.

2. The method of claim 1, wherein identifying the sales lead comprises at least one of: comparing a number of times the sales lead has been contacted with a threshold; determining a phone call has been completed with the sales lead; determining an appointment is set up with the sales lead; and determining that a quote is set up for the sales lead.

3. The method of claim 1, wherein selecting data of the sales opportunity comprises: identifying a closed sales opportunity.

4. The method of claim 1, wherein selecting data of the sales opportunity comprises: identifying a sales opportunity that includes a required data value.

5. The method of claim 1, wherein selecting data of the sales opportunity comprises: performing a consistency test on a sales opportunity to identify consistent data.

6. (canceled)

7. (canceled)

8. (canceled)

9. The method of claim 1, wherein translating comprises: obtaining historical values of the selected data.

10. The method of claim 1, further comprising: selecting, by a sales order translation module executing on the computing device, data of the sales opportunity for inclusion in a sales order; translating, by the sales order translation module, the selected data of the sales opportunity into the sales order, the sales order translation module maintaining the selected data of the sales opportunity; and providing the sales order to a sales order management module.

11. The method of claim 10, further comprising: storing, by the sales opportunity module, a plurality of quotes associated with the sales opportunity; storing, by the sales opportunity module, a plurality of documents associated with the sales opportunity; storing, by the sales opportunity module, a plurality of notes associated with the sales opportunity; translating, by the sales order translation module, the plurality of quotes associated with the sales opportunity into a plurality of quotes associated with the sales order; translating, by the sales order translation module, the plurality of documents associated with the sales opportunity into a plurality of documents associated with the sales order; and translating, by the sales order translation module, the plurality of notes associated with the sales opportunity into a plurality of notes associated with the sales order.

12. The method of claim 10, further comprising: creating a change data structure, based on one or more changes to the sales opportunity; and translating, by the sales order translation module, the change data structure into one or more changes to the sales order corresponding to the one or more changes to the sales opportunity.

13. (canceled)

14. The method of claim 1, further comprising: storing, by the sales opportunity module, a plurality of quotes associated with the sales opportunity; storing, by the sales opportunity module, a plurality of documents associated with the sales opportunity; storing, by the sales opportunity module, a plurality of notes associated with the sales opportunity; translating, by the project translation module, the plurality of quotes associated with the sales opportunity into a plurality of quotes associated with the project; translating, by the project translation module, the plurality of documents associated with the sales opportunity into a plurality of documents associated with the project; and translating, by the project translation module, the plurality of notes associated with the sales opportunity into a plurality of notes associated with the project.

15. The method of claim 1, further comprising: creating a change data structure, based on one or more changes to the sales opportunity; and translating, by the project translation module, the change data structure into one or more changes to the project corresponding to the one or more changes to the sales opportunity.

16. (canceled)

17. (canceled)

18. A sales management system for managing a sale, comprising: a sales opportunity module configured to: receive a sales leads data structure comprising at least one sales lead; identify, based on at least one qualification criterion, a sales lead of the sales leads data structure as a sales opportunity; and a project translation module configured to: select data of the sales opportunity for inclusion in a project; translate, by maintaining the selected data of the sales opportunity, the selected data of the sales opportunity into the project; and provide the project to a project management module .

19. The system of claim 18, wherein the sales opportunity module is configured to: compare a number of times the sales lead has been contacted with a threshold; determine a phone call has been completed with the sales lead; determine an appointment is set up with the sales lead; and/or determine that a quote is set up for the sales lead.

20. The system of claim 18, wherein the sales opportunity module is configured to: identify a closed sales opportunity.

21. The system of claim 18, wherein the sales opportunity module is configured to: identify a sales opportunity that includes a required data value.

22. (canceled)

23. (canceled)

24. (canceled)

25. (canceled)

26. (canceled)

27. The system of claim 18, further comprising: a sales order translation module configured to: select data of the sales opportunity for inclusion in a sales order; translate, by maintaining the selected data of the sales opportunity, the selected data of the sales opportunity into the sales order; and provide the sales order to a sales order management module.

28. The system of claim 27, wherein: the sales opportunity module is further configured to: store a plurality of quotes associated with the sales opportunity; store a plurality of documents associated with the sales opportunity; and store a plurality of notes associated with the sales opportunity; and the sales order translation module is further configured to: translate the plurality of quotes associated with the sales opportunity into a plurality of quotes associated with the sales order; translate the plurality of documents associated with the sales opportunity into a plurality of documents associated with the sales order; and translate the plurality of notes associated with the sales opportunity into a plurality of notes associated with the sales order.

29. The system of claim 27, further comprising: an update module configured to create a change data structure based on one or more changes to the sales opportunity; and wherein the sales order translation module further configured to translate the change data structure into one or more changes to the sales order corresponding to the one or more changes to the sales opportunity.

30. (canceled)

31. The system of claim 18, wherein: the sales opportunity module is further configured to: store a plurality of quotes associated with the sales opportunity; store a plurality of documents associated with the sales opportunity; and store a plurality of notes associated with the sales opportunity; and the project translation module is further configured to: translate the plurality of quotes associated with the sales opportunity into a plurality of quotes associated with the project; translate the plurality of documents associated with the sales opportunity into a plurality of documents associated with the project; and translate the plurality of notes associated with the sales opportunity into a plurality of notes associated with the project.

32. The system of claim 18, further comprising: an update module configured to create a change data structure based on one or more changes to the sales opportunity; and wherein the project translation module further configured to translate the change data structure into one or more changes to the project corresponding to the one or more changes to the sales opportunity.

33. The system of claim 18, wherein: the sales opportunity module is further configured to: store a plurality of quotes associated with the sales opportunity; store a plurality of documents associated with the sales opportunity; and store a plurality of notes associated with the sales opportunity; and the service ticket translation module is further configured to: translate the plurality of quotes associated with the sales opportunity into a plurality of quotes associated with the service ticket; translate the plurality of documents associated with the sales opportunity into a plurality of documents associated with the service ticket; and translate the plurality of notes associated with the sales opportunity into a plurality of notes associated with the service ticket.

34. The system of claim 18, further comprising: an update module configured to create a change data structure based on one or more changes to the sales opportunity; and wherein the service ticket translation module further configured to translate the change data structure into one or more changes to the service ticket corresponding to the one or more changes to the sales opportunity.

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edspap.20230032331