Customer Leads Response System and Method
First Claim
1. A system for delivering a lead to one or more responders, where the lead includes information relating to a consumer interested in an offering, said system comprising:
- a first engine configured to apply two or more delivery rules to a lead, wherein the delivery rules are prioritized, and wherein said first engine applies the delivery rules to the lead according to the priority associated with each delivery rule and determines which delivery rule is satisfied by the lead; and
a router configured to deliver the lead to a first responder according to a delivery instruction.
1 Assignment
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Accused Products
Abstract
A lead response system is provided comprising a customizable lead delivery rules engine and a customizable escalation rules engine for delivering leads to appropriate responders and re-routing undeveloped leads to different responders. Each delivery rule includes two or more criteria which may be met in order for the lead to be delivered to the responder specified in the particular rule. A lead that is not accepted by the responder to whom it was delivered within a user-defined time frame is re-routed for delivery to a new responder according to a set of escalation rules. The escalation rules may include delivery instructions specifying the new responder or may re-route the lead to the delivery rules engine for delivery to a new responder according to a re-application of the delivery rules.
37 Citations
30 Claims
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1. A system for delivering a lead to one or more responders, where the lead includes information relating to a consumer interested in an offering, said system comprising:
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a first engine configured to apply two or more delivery rules to a lead, wherein the delivery rules are prioritized, and wherein said first engine applies the delivery rules to the lead according to the priority associated with each delivery rule and determines which delivery rule is satisfied by the lead; and a router configured to deliver the lead to a first responder according to a delivery instruction. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13)
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14. A method for delivering a lead to one or more responders, where the lead includes information relating to a consumer interested in an offering, said method comprising:
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applying two or more delivery rules to a lead, wherein the delivery rules are prioritized, and wherein said applying step applies the delivery rules to the lead according to the priority associated with each delivery rule; determining which delivery rule is satisfied by the lead; and delivering the lead to a first responder according to a delivery instruction specified in the delivery rule that is satisfied by the lead. - View Dependent Claims (15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26)
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27. A system for delivery of a lead to one or more responders, where the lead includes information relating to a consumer interested in an offering, said system comprising:
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a first engine configured to apply a set of delivery rules to a lead to determine a first responder to deliver the lead to, each delivery rule including a plurality of criteria to be applied to the lead; and a second engine configured to apply a set of escalation rules for delivering an expired lead to a second responder, wherein the expired lead includes any lead that is not accepted by the first responder within a predetermined time frame.
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28. A system for delivering a lead to one or more responders, where the lead includes information relating to a consumer interested in an offering, said system comprising:
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a first engine configured to apply at least one delivery rule to a lead, wherein the delivery rule comprises at least two criteria that must be met; and a router configured to deliver the lead to a first responder according to a delivery instruction, where both criteria in the delivery rule are satisfied by the lead. - View Dependent Claims (29, 30)
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Specification