Method and System for Attributing Metrics in a CRM System

• US 20140108091A1
• Filed: 04/19/2013
• Published: 04/17/2014
• Est. Priority Date: 04/19/2012
• Status: Abandoned Application

• Current Assignee: Full Circle Insights, Inc.
• Original Assignee: Fullcircle Crm
• Inventors: Appleman, Daniel S., Bear, Roan, Wildt, Andrea, Crater, Bonnie
• Application Number:
  US13/866,957
• Publication Number:
  US 20140108091A1
• Time in Patent Office: Days
• US Class Current: 705/7.29
• CPC Class Codes: G06F 16/273 Asynchronous replication or reconciliation
• CPC Class Codes: G06Q 30/0201 Market modelling; Market analysis; Collecting market data

Abstract

In an embodiment of the present invention, a Response object collects and synchronizes information from other types of objects as may be implemented in a CRM system. For example, certain objects may include a Lead or Contact Object, a Campaign object, and an Opportunity Object that is synchronized into a Response object. In this way, the results for a given Lead or Contact can be directly attributed to the Campaign or Opportunity without having to guess as may be necessary in certain typical CRM systems.

Claims

1. A computer-implemented method for attributing metric information, comprising:

receiving opportunity information;

determining at least a first set of objects related to the opportunity information;

identifying at least one set of response information related to the at least first set of objects;

using the opportunity information and the response information to compute metric attributions.

2. The method of claim 1, wherein the metric information is revenue information.

3. The method of claim 1, wherein the at least a first set of objects is at least one lead object.

4. The method of claim 1, wherein the at least a first set of objects is at least one contact object.

5. The method of claim 1, wherein the at least one set of response information is a plurality of response information.

6. The method of claim 1, further comprising adding attribution information to the at least one set of response information.

7. The method of claim 1, further comprising contributing attributions for a first effect object.

8. The method of claim 7, wherein the first effect object is a campaign.

9. The method of claim 8, wherein the campaign is a sales or marketing campaign.

10. The method of claim 1, wherein the metric attributions are revenue attributions.

11. A computer-readable medium including instructions that, when executed by a processing unit, cause the processing unit to implement a method for attributing metric information, by performing the steps of:

receiving opportunity information;

determining at least a first set of objects related to the opportunity information;

identifying at least one set of response information related to the at least first set of objects;

using the opportunity information and the response information to compute metric attributions.

12. The computer-readable medium of claim 11, wherein the metric information is revenue information.

13. The computer-readable medium of claim 11, wherein the at least a first set of objects is at least one lead object.

14. The computer-readable medium of claim 11, wherein the at least a first set of objects is at least one contact object.

15. The computer-readable medium of claim 11, wherein the at least one set of response information is a plurality of response information.

16. The computer-readable medium of claim 11, further comprising adding attribution information to the at least one set of response information.

17. The computer-readable medium of claim 11, further comprising contributing attributions for a first effect object.

18. The computer-readable medium of claim 17, wherein the first effect object is a campaign.

19. The computer-readable medium of claim 18, wherein the campaign is a sales or marketing campaign.

20. The computer-readable medium of claim 11, wherein the metric attributions are revenue attributions.

21. A computing device comprising:

a data bus;

a memory unit coupled to the data bus;

at least one processing unit coupled to the data bus and configured to

receive opportunity information;

determine at least a first set of objects related to the opportunity information;

identify at least one set of response information related to the at least first set of objects;

use the opportunity information and the response information to compute metric attributions.