System and Method for Filtering, Distributing and Routing Sales Leads

• US 20140089026A1
• Filed: 11/27/2013
• Published: 03/27/2014
• Est. Priority Date: 04/27/2010
• Status: Abandoned Application

• Current Assignee: Imprezzio, Inc.
• Original Assignee: Imprezzio, Inc.
• Inventors: Birr, Kelly
• Application Number:
  US14/092,591
• Publication Number:
  US 20140089026A1
• Time in Patent Office: Days
• US Class Current: 705/7.14
• CPC Class Codes: G06Q 10/06311 Scheduling, planning or task assignment for a person or group
• CPC Class Codes: G06Q 10/063112 Skill-based matching of a person or a group to a task
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising

Abstract

A system and method of managing leads by filtering, distributing and routing leads to a representative using business intelligence.

Claims

1. A method of managing leads, comprising the steps of:

(a) receiving a plurality of leads;

(b) classifying each lead by type;

(c) selecting a first criteria as a function of the classification of the lead;

(d) comparing each lead against the selected criteria and assigning a score to the lead as a function of compliance of the lead with the first criteria;

(e) accepting a lead if the lead score exceeds a first predetermined threshold;

(f) accessing a memory device identifying available representatives;

(g) selecting a second criteria as a function of the accepted lead;

(h) comparing an available representative against the second criteria and assigning a score to the representative as a function of compliance of the available representative with the second criteria;

(i) qualifying a representative if the representative score exceeds a second predetermined threshold;

(j) selecting one of a plurality of qualified representatives as a function of a distribution algorithm; and

(k) distributing the accepted lead to the selected representative.

2. The method of claim 1 wherein the type of lead includes at least one of insurance, consumer loan, mortgage loan, housing rental or parking permit.

3. The method of claim 1 wherein the first criteria includes at least one of a valid home address, a valid telephone number and a valid e-mail address.

4. The method of claim 1 wherein the second criteria include at least one of language spoken, geographic area, and representative'"'"'s license.

5. The method of claim 1 wherein the first predetermined threshold is based on historical information.

6. The method of claim 1 wherein the second predetermined threshold is based on historical information.

7. The method of claim 1 wherein the distribution algorithm is at least one of round-robin, fewest leads received, and most-likely to-sell.

8. The method of claim 1 wherein the step of distributing includes electronic transmission of the lead to the selected representative.

9. The method of claim 1 wherein the step of selecting includes appending an identifier associated with the selected representative to the lead.

10. A method of managing leads, comprising the steps of:

(a) receiving a plurality of internet leads;

(b) filtering each internet lead by comparing each lead against a first predetermined criteria and accepting a lead as a function of compliance of the lead with the first criteria;

(c) identifying a plurality of representatives qualified to receive each accepted lead as a function of a second predetermined criteria;

(d) selecting one of the identified representatives to receive the accepted lead as a function of a third predetermined criteria;

(e) associating an identifier with the accepted lead as a function of the selected representative; and

(f) electronically transmitting the accepted lead to the selected representative using the associated identifier.

11. The method of claim 10 wherein the first predetermined criteria is selectable based on the type of lead.

12. The method of claim 10 wherein the second predetermined criteria is selectable based on the skills of the plurality of representatives.

13. The method of claim 10 wherein the third predetermined criteria is selectable based on evenly distributing leads to a plurality of representatives.

14. The method of claim 10 wherein the associated identifier includes at least one of an e-mail address, an Internet Protocol address, a text address and an identifier associated with a CRM system.

15. A computer program for the managing leads, the computer program comprising:

a computer usable medium having computer readable program code modules embodied in said medium for managing leads;

a computer readable first program code module for receiving a plurality of internet leads;

a computer readable second program code module for filtering each internet lead by comparing each lead against a first predetermined criteria and accepting a lead as a function of compliance of the lead with the first criteria;

a computer readable third program code module for identifying a plurality of representatives qualified to receive each accepted lead as a function of a second predetermined criteria;

a computer readable fourth program code module for selecting one of the identified representatives to receive the accepted lead as a function of a third predetermined criteria;

a computer readable fifth program code module for associating an identifier with the accepted lead as a function of the selected representative; and

a computer readable sixth program code module for electronically transmitting the accepted lead to the selected representative using the associated identifier.

16. The method of claim 15 wherein the first predetermined criteria is selectable based on the type of lead.

17. The method of claim 15 wherein the second predetermined criteria is selectable based on the skills of the plurality of representatives.

18. The method of claim 15 wherein the third predetermined criteria is selectable based on evenly distributing leads to a plurality of representatives.

19. The method of claim 15 wherein the associated identifier includes at least one of an e-mail address, an Internet Protocol address, a text address and an identifier associated with a CRM system.

20. The method of claim 15 wherein the lead relates to at least one of insurance, consumer loan, mortgage loan, housing rental and a parking permit.