A method and apparatus for network-based sales force automation are
provided that meet objectives of increasing sales and marketing
efficiency and efficiency of technical and customer support by providing
multi-dimensional displays of transactional information to users.
Transactional information of deals, contacts, accounts, and leads is
provided over the Internet using a Web browser. The information of
related transactions is electronically linked, and the transactional
information is electronically searchable using custom profiles. The
transactional information is accessed and shared among host organization
members according to a hierarchy and predefined territories. A Radar
Screen Opportunity Display (RSOD) may be selected on which deal objects
are displayed that represent the stages in a sales pipeline of
corresponding deals. New business information may be selected, wherein
automatic notification is provided of new information and changed
information relating to transactions, wherein the new business
information comprises information on at least one monitored customer Web
site. A communication capability is provided that comprises electronic
mail, facsimile, telephones, and paging devices, wherein communication is
automatically established using transactional information.