LEAD SCORING

• US 20140149178A1
• 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:
  US14/091,869
• Publication Number:
  US 20140149178A1
• Time in Patent Office: Days
• US Class Current: 705/7.29
• 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 scoring 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;

receive, from a user computing device, parameters including a desired outcome and one or more of;

lead attributes, score range, leads to include, or categories of leads to exclude;

access attributes of one or more historic sales leads matching the received parameters, wherein historic sales leads each include an attribute indicating an outcome of one or more previous communications with a consumer identified in the historic sales lead;

generating a scoring model based on the historic sales leads and the accessed attributes, the scoring model configured to determine a likelihood of communications with other sales leads resulting in the desired outcome provided by the user computing device;

access a sales lead to be scored;

determine a lead score for the sales leads using the generated scoring model;

determine a score power for the determined lead score indicative of accuracy of the lead score; and

provide one or more of the sales lead, the lead score, or the lead score power.

2. The computing system of claim 1, wherein the software instructions are further configured to cause the computing system to update the scoring model in response to receiving access to additional historic leads and/or additional data on historic leads.

3. The computing system of claim 1 wherein the software instructions are further configured to cause the computing system to:

determine if the score power is below a threshold; and

in response to determining that the score power is below the threshold, update the scoring model.

4. The computing system of claim 3 wherein the software instructions configured to cause the computing system to update the scoring model are further configured to cause the computing system to:

determine if one or more of the parameters should be updated;

update the determined one or more parameters automatically, or provide recommendations to update the determined one or more parameters; and

generate a new scoring model based on the updated parameters.

5. The computing system of claim 1 wherein determining a score power further comprises:

determining historic sales leads with an outcome corresponding to the desired outcome of the scoring model;

applying the scoring model to the determined historic leads to generate historic lead scores;

comparing the historic lead scores to the corresponding outcomes of the historic leads;

generating a score power based on a correlation between the historic lead scores and corresponding outcomes of the historic leads.

6. The computing system of claim 1 wherein the software instructions are further configured to cause the computing system to distribute the sales lead, the lead score and/or the lead score power to a sales agent.

7. The computing system of claim 1 wherein the software instructions are further configured to cause the computing system to distribute the sales lead, the lead score and/or the lead score power to a lead distribution system.