SYSTEM AND METHOD FOR ROUTING MARKETING OPPORTUNITIES TO SALES AGENTS
First Claim
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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Abstract
A system and method for routing marketing opportunities to sales agents is described. One embodiment receives a plurality of consumer responses to marketing invitations; tracks, 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; analyzes the information in the database to identify one or more factors that contributed to at least one transition; generates one or more routing rules based on the one or more factors; receives a new consumer response to a marketing invitation; and routes 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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Citations
22 Claims
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1. A system for routing marketing opportunities to sales agents, the system comprising:
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at least one processor, and a 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. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13)
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14. A method for routing marketing opportunities to sales agents, the method comprising:
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receiving a plurality of consumer responses to marketing invitations; tracking, in a database stored in a memory, 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; identifying, by using a processor to analyze information in the database, one or more factors that contributed to at least one transition; generating one or more routing rules based on the one or more factors; receiving a new consumer response to a marketing invitation; and routing the new consumer response to a particular sales agent among the plurality of sales agents based on the one or more routing rules. - View Dependent Claims (15, 16, 17, 18, 19, 20, 21)
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22. A computer-readable storage medium containing a plurality of program instructions for execution by a processor, the plurality of program instructions being configured to:
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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 using a processor to analyze 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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Specification