Abstract: A system and method are provided which allow a user to define a computerized sales and marketing process management system. The system includes a plurality of user-defined stages and identifies retrieved sales and marketing electronic records as belonging to one or more stages by using a set of user-predefined parameters for inclusion of an electronic record in each stage. The system allows a user such as a supervisor to define stage record or activity goals and goal conversion ratios between each stage and provides automated alert feedback to a user such as a salesperson when a goal is not met. A goal determination system allows a supervisor to build individual and sales teams goals dynamically from a starting number of leads or a desired total revenue starting point. Marketing or sales activity goals may also be established and tracked based on a wide variety of user-defined parameters.

Abstract: A system and method are provided which allow a user to define a computerized sales and marketing process management system. The system includes a plurality of user-defined stages and identifies retrieved sales and marketing electronic records as belonging to one or more stages by using a set of user-predefined parameters for inclusion of an electronic record in each stage. The system allows a user such as a supervisor to define stage record or activity goals and goal conversion ratios between each stage and provides automated alert feedback to a user such as a salesperson when a goal is not met. A goal determination system allows a supervisor to build individual and sales teams goals dynamically from a starting number of leads or a desired total revenue starting point. Marketing or sales activity goals may also be established and tracked based on a wide variety of user-defined parameters.

Abstract: A method and system is provided for facilitating exchange and review of electronically submitted construction submittals. The method and system also provide for management and review of construction submittals associated with a construction project. The method and system provides convenience and reduces expenses for architects, contractors and consultants involved in a construction process. The method includes providing an application adapted to provide a first level of access to a contractor to submit construction submittals, a second level of access to an architect to review and manage construction submittals, a third level of access to consultants to review construction submittals, and a fourth level of access to facilities owners, construction managers, and other parties to monitor the submittal process. The application is adapted to display the status, review dates, actions, and other relevant information of all project submittals, whether electronic, paper, or physical samples, in a linear log format.