Contextual lead generation in an automated communication link establishment and management system

• US 9,258,423 B1
• Filed: 02/02/2015
• Issued: 02/09/2016
• Est. Priority Date: 03/06/2012
• Status: Active Grant

• Current Assignee: Connectandsell Incorporated
• Original Assignee: Connectandsell Incorporated
• Inventors: Beall, Christopher W., Godley, Mark, Wilmsen, James Michael
• Primary Examiner(s): ADDY, THJUAN KNOWLIN
• Application Number:
  US14/611,873
• Time in Patent Office: 372 Days
• Field of Search: 379/265.01, 379/266.07, 379/265.02, 379/265.05, 379/265.1, 379/265.11, 379/266.08, 379/266.01
• US Class Current: 1/1
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising
• CPC Class Codes: H04M 2203/551 Call history
• CPC Class Codes: H04M 2203/555 Statistics, e.g. about subscribers but not being call statistics
• CPC Class Codes: H04M 3/2218 Call detail recording
• CPC Class Codes: H04M 3/5158 in combination with automated outdialling systems devices for signalling identity of wanted subscriber H04M1/26

Abstract

Methods and systems may generate contextual leads in an automated communication link establishment and management system. In addition, systems and methods may automatically integrate an automated calling system with a customer relationship management system, contact management system, and/or task management system, so that historical information stored concerning past contact activity and automated calling sessions relating to contacts is automatically updated in the customer relationship management system, contact management system, and/or task management system.

Claims

1. A system for a closed loop process in connection with an automatic calling system, comprising:

a communication link establishment and management system configured to selectively establish a communication channel between a user and a target, the communication link establishment and management system having a data store for storing contextual lead information associated with targets, wherein the contextual lead information includes an event that has occurred at the target;

the communication link establishment and management system being operative to initiate a plurality of outbound calling attempts to establish communication with a plurality of targets, and to store information associated with each target; and

the communication link establishment and management system being programmed to automatically interface with a customer relationship management system to transfer said information to the customer relationship management system to update a database associated with the customer relationship management system.