LEAD DISTRIBUTION

• US 20140149161A1
• Filed: 11/27/2013
• Published: 05/29/2014
• Est. Priority Date: 11/28/2012
• Status: Abandoned Application

• Current Assignee: Velocify, Inc. (Intercontinental Exchange, Inc.)
• Original Assignee: Velocify, Inc. (Intercontinental Exchange, Inc.)
• Inventors: Hedges, Nicholas
• Application Number:
  US14/091,876
• Publication Number:
  US 20140149161A1
• Time in Patent Office: Days
• US Class Current: 705/7.14
• CPC Class Codes: G06Q 10/063112 Skill-based matching of a person or a group to a task
• CPC Class Codes: G06Q 10/063118 Staff planning in a project environment
• CPC Class Codes: G06Q 30/0201 Market modelling; Market analysis; Collecting market data
• CPC Class Codes: H04M 3/5183 Call or contact centers with computer-telephony arrangements
• CPC Class Codes: H04M 3/523 with call distribution or queueing

Abstract

A system for scoring and distributing sales leads. A scoring model may score sales leads based on attributes of the leads and the likelihood of the lead resulting in a desired outcome. The scoring model may be updated based on new information about the outcome of sales leads, or in response to a determination that the scoring model is not providing adequate accuracy. A distribution module may distribute sales leads to sales entities. The entities may be assigned to tiers which determine the manner in which leads are distributed. The assignment of entities to tiers may be updated based on changes in the attributes of the sales entities.

Claims

1. A computing system for distributing sales leads, wherein the computing system comprises:

one or more hardware computer processors;

one or more storage devices configured to store software instructions configured for execution by the one or more hardware computer processors in order to cause the computing system to;

determine one or more attributes of a sales lead;

access respective parameters of each of a plurality of distribution programs, the parameters including;

one or more required lead attributes of sales leads to be eligible for the corresponding distribution program;

tier configuration attributes indicating at least a quantity of tiers and requirements for membership of sales entities within corresponding tiers;

one or more lead distribution models indicating in what manner incoming leads are distributed among tiers and/or among sales entities within tiers;

wherein at least one of the distribution models indicates distribution of consecutive sales leads to sales entities in different tiers;

select a distribution program of the plurality of distribution programs based on the one or more attributes of the sales lead matching the required lead attributes of the selected distribution program; and

distribute the sales lead to a tier of sales entities based on a lead distribution model associated with the selected distribution program.

2. The computing system of claim 1 wherein the lead distribution programs are prioritized and said selecting the distribution program selects a highest priority distribution program in response to the one or more attributes of the sales lead matching required lead attributes of two or more distribution programs.

3. The computing system of claim 1 wherein distributing the sales lead further comprises distributing the sales lead to a sales entity in the tier of sales entities.

4. The computing system of claim 1 wherein the tier configuration attributes further indicate a ratio of leads to distribute to each tier.

5. The computing system of claim 1 wherein one of the attributes of the sales lead is a lead score indicating an intended outcome for the lead.

6. The computing system of claim 1 wherein the distribution model indicating distribution of consecutive sales leads to sales entities in different tiers further comprises distributing a lead to each sales entity in the distribution program before distributing a second lead to any sales entity.

7. The computing system of claim 1 wherein the sales entities are placed into tiers based on attributes of the sales entities and according to the requirements for membership of the tiers for the selected distribution program.

8. The computing system of claim 7 wherein a sales entity is assigned to a first tier for a first distribution program, and to a second tier for a second distribution program.

9. The computing system of claim 7 wherein the tier configuration attributes indicate at least a first tier and a second tier, wherein membership into the first tier requires a higher sales performance attribute of sales entities than is required for membership in the second tier.

10. The computing system of claim 1 wherein the computing system is further configured to determine if the distribution program should be updated, wherein, updating the distribution program comprises updating tier membership requirements and/or updating assignment of sales entities within the tiers.

11. The computing system of claim 10 wherein said determining if the distribution program should be updated is based on one or more of:

time since last update, nature of the distribution program, attributes of sales entities in the distribution program, availability of sales entities, or number of leads distributed since last update.

12. The computing system of claim 10 wherein the computing system is further configured to update the distribution program each time a sales lead is distributed.