Invention Grant
US09082087B2 System and method for generating a custom revenue cycle model with automated lead movement
有权
用于生成具有自动导联运动的自定义收入周期模型的系统和方法
- Patent Title: System and method for generating a custom revenue cycle model with automated lead movement
- Patent Title (中): 用于生成具有自动导联运动的自定义收入周期模型的系统和方法
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Application No.: US13204647Application Date: 2011-08-06
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Publication No.: US09082087B2Publication Date: 2015-07-14
- Inventor: Phillip M. Fernandez , Jonathan Miller , Robert Carp
- Applicant: Phillip M. Fernandez , Jonathan Miller , Robert Carp
- Applicant Address: US CA San Mateo
- Assignee: Marketo, Inc.
- Current Assignee: Marketo, Inc.
- Current Assignee Address: US CA San Mateo
- Agency: Martine Penilla Group, LLP
- Main IPC: G06Q30/00
- IPC: G06Q30/00 ; G06Q10/00

Abstract:
A system and method for generating a custom revenue cycle model with automated lead movement are disclosed. According to one embodiment, a computer-implemented method comprises receiving user input, wherein the user input comprises at least one of data related to a stage, data related to a success path definition, and data related to transition rules for lead movement, wherein the stage is a revenue stage or a detour stage; generating a custom revenue cycle model based on the user input; storing the custom revenue cycle model; providing for automated lead movements based on the transition rules; and providing for automated tracking of lead movements in the custom revenue cycle model.
Public/Granted literature
- US20130035977A1 SYSTEM AND METHOD FOR GENERATING A CUSTOM REVENUE CYCLE MODEL WITH AUTOMATED LEAD MOVEMENT Public/Granted day:2013-02-07
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