×

Systems and methods of generating an engagement profile

  • US 10,498,856 B1
  • Filed: 05/23/2019
  • Issued: 12/03/2019
  • Est. Priority Date: 05/24/2018
  • Status: Active Grant
First Claim
Patent Images

1. A method comprising:

  • accessing, by one or more processors, for a first record object of a system of record of a data source provider, data from a plurality of electronic activities linked with the first record object, each electronic activity identifying one or more participants associated with the first record object, the first record object including a stage object field-value pair identifying a stage field and a stage value selected from a plurality of stage values, each stage value corresponding to a respective stage of a process and indicating a respective proximity to a completion of the process corresponding to the first record object;

    identifying, by the one or more processors, for a participant of the one or more participants, from the plurality of electronic activities, a set of electronic activities including the participant;

    determining, by the one or more processors, for a first stage of the process, a first metric based on a first portion of the set of electronic activities, each electronic activity of the first portion of the set having a respective timestamp associated with the first stage;

    determining, by the one or more processors, for a second stage of the process, a second metric based on a second portion of the set of electronic activities, each electronic activity of the second portion of the set having a respective timestamp associated with the second stage;

    determining, by the one or more processors, an engagement profile of the participant based on the first metric corresponding to the first stage and the second metric corresponding to the second stage; and

    storing, by the one or more processors, in one or more data structures, an association between an identifier of the participant and the engagement profile of the participant.

View all claims
  • 2 Assignments
Timeline View
Assignment View
    ×
    ×