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SYSTEM AND METHOD FOR ROUTING MARKETING OPPORTUNITIES TO SALES AGENTS

  • US 20110246260A1
  • Filed: 12/09/2010
  • Published: 10/06/2011
  • Est. Priority Date: 12/11/2009
  • Status: Abandoned Application
First Claim
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1. A system for routing marketing opportunities to sales agents, the system comprising:

  • at least one processor, anda memory connected with the at least one processor, the memory containing a plurality of program instructions configured to cause the at least one processor to;

    receive a plurality of consumer responses to marketing invitations;

    track, in a database, attributes of the consumers associated with the plurality of consumer responses, attributes of a plurality of sales agents with whom the consumers interact, product-related attributes, and transitions of the consumers among a plurality of consumer states, each of the plurality of consumer states corresponding to a particular situation in a sales lifecycle;

    identify, by analyzing information in the database, one or more factors that contributed to at least one transition;

    generate one or more routing rules based on the one or more factors;

    receive a new consumer response to a marketing invitation; and

    route the new consumer response to a particular sales agent among the plurality of sales agents based on the one or more routing rules.

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