METHOD AND SYSTEM FOR AUTOMATIC ASSIGNMENT OF SALES OPPORTUNITIES TO HUMAN AGENTS
First Claim
Patent Images
1. A method of assigning a sales opportunity, comprising:
- creating an assignment model based on clustering historical sales opportunities; and
providing a scoring mechanism on a plurality of sales agents for automatically optimizing an assignment of at least one sales opportunity to at least one of said plurality of sales agents.
2 Assignments
0 Petitions
Accused Products
Abstract
A method (and system) of assigning a sales opportunity, includes creating an assignment model based on clustering historical sales opportunities, and providing a scoring mechanism on a plurality of sales agents for automatically optimizing an assignment of at least one sales opportunity to at least one of the plurality of sales agents.
-
Citations
20 Claims
-
1. A method of assigning a sales opportunity, comprising:
-
creating an assignment model based on clustering historical sales opportunities; and providing a scoring mechanism on a plurality of sales agents for automatically optimizing an assignment of at least one sales opportunity to at least one of said plurality of sales agents. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 15, 16)
-
-
10. A computer system for assigning a sales opportunity, comprising:
-
means for creating an assignment model; and means for applying the assignment model to a data set for automatically optimizing an assignment of at least one sales opportunity to at least one sales agent.
-
-
11. A computer system for assigning a sales opportunity, comprising:
-
a creating unit that creates an assignment model based on clustering historical sales opportunities; and a unit that provides a scoring mechanism on a plurality of sales agents for automatically optimizing an assignment of at least one sales opportunity to at least one of said plurality of sales agents. - View Dependent Claims (12, 13, 14)
-
-
17. A method of creating an assignment model for assigning an opportunity to an agent, comprising:
-
creating at least one opportunity class by clustering historical opportunity data; and training a model for each of the at least one opportunity class. - View Dependent Claims (19)
-
-
18. A method of assigning an opportunity to an agent, comprising:
-
creating an assignment model including at least one opportunity class; comparing a characteristic of the opportunity with a characteristic of each of the at least one opportunity class to match the opportunity to a opportunity class having a similar characteristic; determining a success probability of at least one agent using the assignment model; and assigning the at least one opportunity to one of the at least one agent. - View Dependent Claims (20)
-
Specification