Abstract: A sales application is described that includes multiple automated sales tools that can be combined to help improve sales within a sales team. A deal finder sales tool is described to help identify sales opportunities. A deal playbook sales tool is also described to help structure the sales opportunity into a sales play by recommending products to sale in conjunction and also constructing a sales team. An influencer sales tool is also described to help identify business relationships that can be utilized to influence members of the sales team.

Abstract: Systems and method for identifying individuals who may be potentially influential on a particular identified contact for a particular sales opportunity are disclosed. The individuals identified as potential influencers are then ranked according to a predicted level of influence and displayed in a graphic representation. In one embodiment, the ranked potential influencers are displayed as icons in a spiral formation relative to an icon representing the identified contact. The closer an icon representing a particular potential influencer is to the icon representing the identified contact, the greater the level influence is that that influencer might have on the identified contact.

Abstract: A sales application is described that includes multiple automated sales tools that can be combined to help improve sales within a sales team. A deal finder sales tool is described to help identify sales opportunities. A deal playbook sales tool is also described to help structure the sales opportunity into a sales play by recommending products to sale in conjunction and also constructing a sales team. An influencer sales tool is also described to help identify business relationships that can be utilized to influence members of the sales team.

Abstract: Embodiments identify and evaluate business opportunity prospects in an automated fashion. An engine receives one or more inputs used to identify business opportunities. These input(s) can comprise recent events gathered from external sources, for example feeds from news websites, and/or publicly-available business information (e.g. compiled by third parties). Other inputs can comprise information from internal sources, such as Enterprise Resource Planning (ERM) and/or Customer Relationship Management (CRM) applications. Still other inputs can comprise personalized user preferences, for example an industry and/or territory assigned to a particular user. From these input(s), the engine automatically generates a business lead, together with a score reflecting a strength of that lead. To this existing lead information (e.g. score, lead name, lead contact information, etc.

Abstract: In one embodiment, a computer-implemented method comprises generating, using a computer, recommendations of a first group of products of a plurality of products based on past transactions between a plurality of persons and a plurality of entities for the plurality of products, relationships between the persons, relationships between the entities, and relationships between the persons and the entities; generating, using the computer, a score for each recommendation of the plurality of recommendations; and generating, using the computer, a first success indicator of a first selected recommendation based on the score associated with the first selected recommendation.

Abstract: Systems and method for identifying individuals who may be potentially influential on a particular identified contact for a particular sales opportunity are disclosed. The individuals identified as potential influencers are then ranked according to a predicted level of influence and displayed in a graphic representation. In one embodiment, the ranked potential influencers are displayed as icons in a spiral formation relative to an icon representing the identified contact. The closer an icon representing a particular potential influencer is to the icon representing the identified contact, the greater the level influence is that that influencer might have on the identified contact.

Abstract: A method for outcome-oriented investing is provided. A unit investment trust is established. An intended non-linear economic outcome structured to reference underlying assets is established. Securities and the weights of those securities are selected in compliance with unit investment trust requirements such that the unit investment trust delivers the intended non-linear economic outcome. For example, the securities selected are liquid, and active management of the securities held in the unit investment trust is not allowed. In one example embodiment described herein, at least one U.S. Treasury bond and at least one exchange-traded option are selected.