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Method, apparatus, and computer program product for lead assignment

  • US 10,679,265 B2
  • Filed: 05/21/2018
  • Issued: 06/09/2020
  • Est. Priority Date: 10/04/2012
  • Status: Active Grant
First Claim
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1. A method for assigning one or more merchants to one or more sales resources, the method comprising:

  • receiving, by a promotion and marketing system comprising one or more processors, a list of merchant data,wherein the list of merchant data comprises;

    one or more merchants; and

    for each of the one or more merchants, (i) a sales value score that is based on an expected booking amount, (ii) a list of one or more virtual offers for which the merchant is identified as able to meet, (iii) a list of one or more real promotions correlated to the at least one of the plurality virtual offers in accordance with price data, product category or service category data, and location data, (iv) a quantity of each of the one or more virtual offers that the merchant is able to meet based on an availability of the one or more real promotions, and (v) contact information;

    accessing, by the one or more processors, sales resource data from a sales resource database, the sales resource data indicative of a plurality of sales resources responsible for closing contracts with the one or more merchants, the sales resource data comprising at least the plurality of sales resources and an associated capacity for contacting one or more merchants;

    performing, by the one or more processors, an iterative assignment process;

    generating, by the one or more processors, a plurality of prioritized call lists, wherein plurality of prioritized call lists comprises at least one prioritized call list for each of the plurality of sales resources,wherein the prioritized call list comprises merchant data associated with each merchant assigned to a respective sales resource during the iterative assignment process, each merchant unique to the respective sales resource;

    causing, by the one or more processors, display of the unique prioritized call list associated with the first sales resource upon access to the promotion and marketing system by the first sales resource;

    dynamically modifying, by the one or more processors, one or more assignments based on an update to a current inventory; and

    regenerating at least one of the plurality of prioritized call lists based on the dynamically modified one or more assignments and the update to the current inventory.

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