Methods and systems for B2B demand generation with targeted advertising campaigns and lead profile optimization based on target audience feedback

• US 9,886,700 B1
• Filed: 08/29/2017
• Issued: 02/06/2018
• Est. Priority Date: 08/29/2016
• Status: Active Grant

• Current Assignee: Metadata, Inc.
• Original Assignee: Metadata, Inc.
• Inventors: Allouche, Gil David
• Primary Examiner(s): Sittner, Matthew T
• Application Number:
  US15/689,016
• Publication Number:
  US 20180060902A1
• Time in Patent Office: 161 Days
• Field of Search: None
• CPC Class Codes: G06Q 10/0639 Performance analysis of employees; Performance analysis of enterprise or organisation operations
• CPC Class Codes: G06Q 30/0185 Product, service or business identity fraud
• CPC Class Codes: G06Q 30/0243 Comparative campaigns
• CPC Class Codes: G06Q 30/0244 Optimization
• CPC Class Codes: G06Q 30/0251 Targeted advertisements
• CPC Class Codes: G06Q 30/0269 based on user profile or attribute
• CPC Class Codes: G06Q 30/0276 Advertisement creation
• CPC Class Codes: G06Q 30/0282 Rating or review of business operators or products

Abstract

Disclosed are methods and systems for generating opt-in business leads utilizing targeted advertising campaigns. The method comprises first retrieving an ideal customer profile (ICP), and generating enriched candidates leads that match the ICP. Next, generating test campaigns, receiving feedback information on the test campaigns from candidate leads in test target groups, scoring each test campaign based on received feedback information, and generating a targeted advertising campaign comprising test campaigns with high campaign scores. Opt-in business leads are generated by selecting candidate leads that respond affirmatively to the targeted advertising campaign. The present invention utilizes a closed-loop approach to customize campaign audiences, to optimize targeted advertising campaigns and ICPs, and as a result, to produces high-quality, low-cost, opt-in leads for B2B companies.

Claims

1. A method for generating opt-in business leads for a business-to-business (B2B) company utilizing targeted advertising campaigns, comprising:

retrieving, utilizing a leads engine, an ideal customer profile (ICP) personifying an ideal customer, the ICP comprising a plurality of ICP business attribute fields and a plurality of ICP persona attribute fields, wherein the plurality of ICP persona attribute fields identifies one or more personal roles within a company identified by the plurality of ICP business attribute fields;

generating, utilizing the leads engine, candidate leads by retrieving a plurality of candidate leads from one or more lead data sources, wherein each candidate lead matches the ICP based on a match rate signal, and wherein the match rate signal is calculated based on a plurality of attributes of each of the plurality of candidate leads matching the ICP business and persona attribute fields;

generating, utilizing a campaigns engine, one or more test campaigns, wherein each test campaign is associated with a campaign cost, one or more channel advertising partners, one or more landing pages, and a group of test leads, and wherein the associated group of test leads is a subset of the candidate leads;

directing, utilizing the campaigns engine, each test campaign to the associated group of test leads, using the one or more associated channel advertising partners;

receiving, utilizing the campaigns engine, feedback information on each test campaign from the associated group of test leads, through the one or more associated landing pages, wherein each test lead who responds affirmatively to one of the associated landing pages is marked as an acquired lead;

computing, utilizing the campaigns engine, a test campaign score for each test campaign, based on a number of the acquired leads acquired through the test campaign, and a campaign cost per lead (CPL), wherein the CPL is computed by dividing the campaign cost associated with the test campaign by the number of the acquired leads acquired through the test campaign;

generating and directing, utilizing the campaigns engine, a targeted advertising campaign to a subset of the candidate leads, wherein the targeted advertising campaign comprises one or more micro-campaigns, wherein each micro-campaign replicates a test campaign with a test campaign score exceeding a campaign score threshold, and wherein each micro-campaign is directed to a subset of the candidate leads that match a profile of the test lead group associated with the replicated test campaign; and

generating the opt-in business leads by selecting candidate leads that respond affirmatively to the targeted advertising campaign.

2. The method of claim 1, further comprising:

serving the acquired leads from the campaigns engine to a Customer Relationship Management (CRM) system; and

retrieving opportunity data on the acquired leads from the CRM to the campaigns engine,

wherein the computing of a test campaign score by the campaigns engine for each test campaign is further based on opportunity amounts of closed opportunities for the acquired leads acquired by the test campaign.

3. The method of claim 1,

wherein the test campaign score computed for each test campaign comprises one or more components selected from the group consisting of a number of impressions, a number of clicks, visit-to-form-submission conversion percentage, the campaign cost, the CPL, an opportunity amount, and a probability and a time of closing the opportunity, and

wherein the visit-to-form-submission conversion percentage is computed by dividing the number of the acquired leads acquired through the test campaign by a number of test leads in the test lead group associated with the test campaign.

4. The method of claim 1, wherein a profiler module generates the ICP by:

retrieving a plurality of qualified leads from a Customer Relationship Management (CRM) system, wherein each qualified lead comprises a plurality of attribute fields, wherein each attribute field has an attribute value, and wherein each qualified lead has at least one attribute field having an attribute value satisfying a qualification condition;

enriching the plurality of qualified leads with enrichment data retrieved from one or more enrichment data sources to generate a plurality of enriched leads, wherein each enriched lead comprises a plurality of business attribute fields and a plurality of persona attribute fields;

computing a criterion attribute value score for each of a plurality of criterion attribute fields of each enriched lead, wherein the plurality of criterion attribute fields is a subset of the plurality of attribute fields;

computing a lead score for each enriched lead, based on the criterion attribute value scores for the enriched lead;

computing a property value score for each property attribute value of each of a plurality of property attribute fields, based on the computed lead scores, wherein the plurality of property attribute fields is a subset of the plurality of attribute fields; and

generating ICP attribute fields for the ICP, based on the computed property value scores.

5. The method of claim 4,

wherein the computing of the weight for each attribute value of each attribute field is by generating a histogram of attribute values for each attribute filed, over all enriched leads, and

wherein the generating of the ICP attribute fields for the ICP is by assigning the mode of each generated histogram to the corresponding ICP attribute field.

6. The method of claim 4, further comprising:

obtaining, utilizing the profiler module, a plurality of primary keys for the plurality of qualified leads;

obtaining, utilizing the profiler module, a plurality of secondary keys using the plurality of primary keys as keys into one or more enrichment data sources, wherein the plurality of secondary keys serves as primary keys for the enrichment data sources; and

enriching, utilizing the profiler module, each of the plurality of candidate leads with enrichment data retrieved from the one or more enrichment data sources, wherein the enriching of each candidate lead comprises populating one or more attribute fields of the candidate lead with attribute values retrieved from the enrichment data sources using the plurality of secondary keys.

7. The method of claim 1, further comprising updating the ICP, utilizing a profiler module, based on the acquired leads by:

computing a criterion attribute value score for each of a plurality of criterion attribute fields of each acquired lead, wherein the plurality of criterion attribute fields is a subset of the plurality of attribute fields;

computing a lead score for each acquired lead, based on the criterion attribute value scores for the acquired lead;

computing a property value score for each property attribute value of each of a plurality of property attribute fields, based on the computed lead scores, wherein the plurality of property attribute fields is a subset of the plurality of attribute fields; and

updating ICP attribute fields for the ICP, based on the computed property value scores.

8. The method of claim 1, wherein each of the lead data sources is selected from the group consisting of a system database, one or more third-party databases, and the one or more channel advertising partners.

9. A system for generating ideal and opt-in business leads for a business-to-business (B2B) company utilizing targeted advertising campaigns, comprising:

a processor;

a client-server connection to a Customer Relationship Management (CRM) system;

a client-server connection to one or more lead data sources; and

a non-transitory, computer-readable storage medium for storing program code, wherein the program code encodes a leads engine, and a campaigns engine having access to one or more advertising channel partners, and wherein the program code when executed by the processor causes the processor to;

retrieve, to the leads engine, an ideal customer profile (ICP) personifying an ideal customer, the ICP comprising a plurality of ICP business attribute fields and a plurality of ICP persona attribute fields, wherein the plurality of ICP persona attribute fields identifies one or more personal roles within a company identified by the plurality of ICP business attribute fields;

generate, utilizing the leads engine, candidate leads by retrieving a plurality of candidate leads from one or more lead data sources, wherein each candidate lead matches the ICP based on a match rate signal, wherein the match rate signal is calculated based on a plurality of attributes of each of the plurality of candidate leads matching the ICP business and persona attribute fields;

generate, utilizing the campaigns engine, one or more test campaigns, wherein each test campaign is associated with a campaign cost, one or more channel advertising partners, one or more landing pages, and a group of test leads, and wherein the associated group of test leads is a subset of the candidate leads;

direct, utilizing the campaigns engine, each test campaign to the associated group of test leads, using the one or more associated channel advertising partners;

receive, utilizing the campaigns engine, feedback information on each test campaign from the associated group of test leads, through the one or more associated landing pages, wherein each test lead who responds affirmatively to one of the associated landing pages is marked as an acquired lead;

compute, utilizing the campaigns engine, a test campaign score for each test campaign, based on a number of the acquired leads acquired through the test campaign, and a campaign cost per lead (CPL), wherein the CPL is computed by dividing the campaign cost associated with the test campaign by the number of the acquired leads acquired through the test campaign;

generate and direct, utilizing the campaigns engine, a targeted advertising campaign to a subset of the candidate leads, wherein the targeted advertising campaign comprises one or more micro-campaigns, wherein each micro-campaign replicates a test campaign with a test campaign score exceeding a campaign score threshold, and wherein each micro-campaign is directed to a subset of the candidate leads that match a profile of the test lead group associated with the replicated test campaign; and

generate the opt-in business leads by selecting candidate leads that respond affirmatively to the targeted advertising campaign.

10. The system of claim 9, wherein the program code when executed by the processor, further causes the processor to:

serve the acquired leads from the campaigns engine to a Customer Relationship Management (CRM) system; and

retrieve opportunity data on the acquired leads from the CRM to the campaigns engine,

wherein the computing of a test campaign score by the campaigns engine for each test campaign is further based on opportunity amounts of closed opportunities for the acquired leads acquired by the test campaign.

11. The system of claim 9,

wherein the test campaign score computed for each test campaign comprises one or more components selected from the group consisting of a number of impressions, a number of clicks, visit-to-form-submission conversion percentage, the campaign cost, the CPL, an opportunity amount, and a probability and a time of closing the opportunity, and

wherein the visit-to-form-submission conversion percentage is computed by dividing the number of the acquired leads acquired through the test campaign by a number of test leads in the test lead group associated with the test campaign.

12. The system of claim 9, wherein a profiler module encoded by the program code generates the ICP by:

retrieving a plurality of qualified leads from a Customer Relationship Management (CRM) system, wherein each qualified lead comprises a plurality of attribute fields, wherein each attribute field has an attribute value, and wherein each qualified lead has at least one attribute field having an attribute value satisfying a qualification condition;

enriching the plurality of qualified leads with enrichment data retrieved from one or more enrichment data sources to generate a plurality of enriched leads, wherein each enriched lead comprises a plurality of business attribute fields and a plurality of persona attribute fields;

computing a criterion attribute value score for each of a plurality of criterion attribute fields of each enriched lead, wherein the plurality of criterion attribute fields is a subset of the plurality of attribute fields;

computing a lead score for each enriched lead, based on the criterion attribute value scores for the enriched lead;

computing a property value score for each property attribute value of each of a plurality of property attribute fields, based on the computed lead scores, wherein the plurality of property attribute fields is a subset of the plurality of attribute fields; and

generating ICP attribute fields for the ICP, based on the computed property value scores.

13. The system of claim 12,

wherein the computing of the weight for each attribute value of each attribute field is by generating a histogram of attribute values for each attribute filed, over all enriched leads, and

wherein the generating of the ICP attribute fields for the ICP is by assigning the mode of each generated histogram to the corresponding ICP attribute field.

14. The system of claim 12, wherein the program code when executed by the processor, further causes the processor to:

obtain, utilizing the profiler module, a plurality of primary keys for the plurality of qualified leads; and

obtain, utilizing the profiler module, a plurality of secondary keys using the plurality of primary keys as keys into one or more enrichment data sources, wherein the plurality of secondary keys serves as primary keys for the enrichment data sources; and

enrich, utilizing the profiler module, each of the plurality of candidate leads with enrichment data retrieved from the one or more enrichment data sources, wherein the enriching of each candidate lead comprises populating one or more attribute fields of the candidate lead with attribute values retrieved from the enrichment data sources using the plurality of secondary keys.

15. The system of claim 9, wherein the program code when executed by the processor, further causes the processor to update the ICP, utilizing a profiler module encoded by the program code, based on the acquired leads by:

computing a criterion attribute value score for each of a plurality of criterion attribute fields of each acquired lead, wherein the plurality of criterion attribute fields is a subset of the plurality of attribute fields;

computing a lead score for each acquired lead, based on the criterion attribute value scores for the acquired lead;

computing a property value score for each property attribute value of each of a plurality of property attribute fields, based on the computed lead scores, wherein the plurality of property attribute fields is a subset of the plurality of attribute fields; and

updating ICP attribute fields for the ICP, based on the computed property value scores.

16. The system of claim 9, wherein each of the lead data sources is selected from the group consisting of a system database, one or more third-party databases, and the one or more channel advertising partners.

17. A method for generating targeted advertising campaigns for a business-to-business (B2B) company, comprising:

generating utilizing a profiler module an ideal customer profile (ICP) comprising one or more ICP attribute fields personifying an ideal customer by;

retrieving a plurality of qualified leads from a Customer Relationship Management (CRM) system, wherein each qualified lead comprises a plurality of attribute fields, wherein each attribute field has an attribute value, and wherein each qualified lead has at least one attribute field having an attribute value satisfying a qualification condition;

enriching the plurality of qualified leads with enrichment data retrieved from one or more enrichment data sources to generate a plurality of enriched leads, wherein each enriched lead comprises a plurality of business attribute fields and a plurality of persona attribute fields;

computing a criterion attribute value score for each of a plurality of criterion attribute fields of each enriched lead, wherein the plurality of criterion attribute fields is a subset of the plurality of attribute fields;

computing a lead score for each enriched lead, based on the criterion attribute value scores for the enriched lead;

computing a property value score for each property attribute value of each of a plurality of property attribute fields, based on the computed lead scores, wherein the plurality of property attribute fields is a subset of the plurality of attribute fields; and

generating the one or more ICP attribute fields for the ICP, based on the computed property value scores;

generating, utilizing a leads engine, candidate leads by retrieving a plurality of candidate leads from one or more lead data sources based on the ICP attribute fields;

generating, utilizing a campaigns engine, one or more test campaigns, wherein each test campaign is associated with a campaign cost and an associated group of test leads, and wherein the associated group of test leads is a small subset of the candidate leads;

scoring, utilizing the campaigns engine, each test campaign by generating a test campaign score for each test campaign, based on a number of acquired leads acquired through each test campaign and a campaign cost per lead (CPL), wherein the CPL is computed by dividing the campaign cost associated with the test campaign by the number of the acquired leads acquired through the test campaign, and wherein the numbers of acquired leads is calculated based on feedback information received from each test campaign from the associated group of test leads, and wherein each test lead who responds affirmatively to one of the test campaigns is marked as an acquired lead; and

generating, utilizing the campaigns engine, a targeted advertising campaign to a larger subset of the candidate leads based on the test campaign scores of the test campaigns.

18. The method of claim 17, further comprising:

serving the acquired leads from the campaigns engine to a Customer Relationship Management (CRM) system; and

retrieving opportunity data on the acquired leads from the CRM to the campaigns engine,

wherein the scoring of a test campaign by the campaigns engine is further based on opportunity amounts of closed opportunities for the acquired leads acquired by the test campaign.

19. The method of claim 17, wherein the method further comprises updating the ICP, utilizing a profiler module, based on the acquired leads by:

computing a criterion attribute value score for each of a plurality of criterion attribute fields of each acquired lead, wherein the plurality of criterion attribute fields is a subset of the plurality of attribute fields;

computing a lead score for each acquired lead, based on the criterion attribute value scores for the acquired lead;

computing a property value score for each property attribute value of each of a plurality of property attribute fields, based on the computed lead scores, wherein the plurality of property attribute fields is a subset of the plurality of attribute fields; and

updating ICP attribute fields for the ICP, based on the computed property value scores.