Systems and methods of enhancing leads
Abstract
A client transmits one or more lead records to a lead enhancement module that is configured to enhance the received lead records and return enhanced lead records to the client. The lead enhancement module may return a contactability score for each lead record, indicating a likelihood that the individual identified in the lead may be contacted using the contact information provided in the lead record and/or additional contract information located by the lead enhancement module. The lead enhancement module may also receive additional data items associated with leads from one or more data sources. Additionally, statistical models that may be customized for each client may be applied to information associated with lead records in order to determine one or more propensity scores for each of the lead records, where a propensity score indicates a likelihood that an individual will take a particular action, such as purchasing particular goods or services.
Claims
exact text as granted — not AI-modified1 . (canceled)
2 . A system for enhancing an electronic lead record, the system comprising:
a computing system comprising computer hardware configured to at least:
access custom modeling preferences of a requesting entity, wherein the custom modeling preferences indicate one or more propensities of individuals that are of interest to the requesting entity;
generate, based at least in part on the custom modeling preferences, a custom model for the requesting entity, the custom model configured to output, for respective electronic lead records received from the requesting entity, respective indications of the one or more propensities of individuals associated with the respective electronic lead records;
receive an electronic lead record from the requesting entity, the electronic lead record comprising a plurality of data items associated with an individual;
generate, via application of the custom model for the requesting entity to the electronic lead record, one or more propensity scores corresponding to the one or more propensities of interest to the requesting entity, wherein the one or more propensity scores are generated based on at least some of the data items received from the requesting entity and at least some data associated with the individual that is accessed from another data source;
generate an enhanced electronic lead record comprising at least a portion of the electronic lead record received from the requesting entity and the generated one or more propensity scores; and
provide the enhanced electronic lead record to the requesting entity.
3 . The system of claim 2 , wherein the custom modeling preferences for the requesting entity include a preference for a score format and a distribution preference.
4 . The system of claim 3 , wherein the score format comprises a numeric score or a letter score.
5 . The system of claim 2 , wherein the requesting entity comprises an educational institution and at least one of the one or more propensity scores indicate the individual's propensity to enroll at the educational institution.
6 . The system of claim 2 , wherein the requesting entity comprises an automobile dealer and at least one of the one or more propensity scores indicate the individual's propensity to purchase particular makes and models of automobiles.
7 . The system of claim 2 , wherein the requesting entity comprises a product retailer and at least one of the one or more propensity scores indicate the individual's propensity to purchase one or more products offered by the product retailer.
8 . The system of claim 2 , wherein the requesting entity comprises a service provider and the one or more propensity scores indicate the individual's propensity to request one or more services offered by the service provider.
9 . The system of claim 2 wherein to generate the custom model for the requesting entity the computer hardware is further configured to generate the custom model for the requesting entity based at least in part on a vertical business market of the requesting entity.
10 . The system of claim 2 , wherein the computer hardware is further configured to:
determine a personalized data bundle to associate with the electronic lead record, the personalized data bundle comprising indicators of one or more additional data items to request from one or more data sources, the indicators being selected by the requesting entity; provide to the one or more data sources, the personalized data bundle; and receive from the one or more data sources, at least some of the additional data items indicated in the personalized data bundle, wherein to generate the enhanced sales lead record the computer hardware is further configured to generate the enhanced sales lead record to include at least the additional data items.
11 . The system of claim 10 , wherein the indicators are determined based on a vertical business market of the requesting entity, and wherein the additional data items received from the one or more data sources are relevant to entities in the vertical business market.
12 . A method of enhancing an electronic lead record, the method comprising:
receiving, by a computer system comprising one or more hardware processors, custom modeling preferences of a requesting entity, wherein the custom modeling preferences indicate one or more propensities of individuals that are of interest to the requesting entity; generating, based at least in part on the custom modeling preferences, a custom model for the requesting entity, the custom model configured to output, for respective electronic lead records received from the requesting entity, respective indications of the one or more propensities of individuals associated with the respective electronic lead records; receiving, by the computer system, an electronic lead record from the requesting entity, the electronic lead record comprising a plurality of data items associated with an individual; generating, via application of the custom model for the requesting entity to the electronic lead record, one or more propensity scores corresponding to the one or more propensities of interest to the requesting entity, wherein the one or more propensity scores are generated based on at least some of the data items received from the requesting entity and at least some data associated with the individual that is accessed from another data source; generating, by the computer system, an enhanced electronic lead record comprising at least a portion of the electronic lead record received from the requesting entity and the generated one or more propensity scores; and providing, by the computer system, the enhanced electronic lead record to the requesting entity.
13 . The method of claim 12 , wherein the custom modeling preferences for the requesting entity include a preference for a score format and a distribution preference.
14 . The method of claim 13 , wherein the score format comprises a numeric score or a letter score.
15 . The method of claim 12 , wherein the requesting entity comprises an educational institution and at least one of the one or more propensity scores indicate the individual's propensity to enroll at the educational institution.
16 . The method of claim 12 , wherein the requesting entity comprises an automobile dealer and at least one of the one or more propensity scores indicate the individual's propensity to purchase particular makes and models of automobiles.
17 . The method of claim 12 , wherein the requesting entity comprises a product retailer and at least one of the one or more propensity scores indicate the individual's propensity to purchase one or more products offered by the product retailer.
18 . The method of claim 12 , wherein the requesting entity comprises a service provider and the one or more propensity scores indicate the individual's propensity to request one or more services offered by the service provider.
19 . The method of claim 12 wherein generating the custom model for the requesting entity further comprises generating the custom model for the requesting entity based at least in part on a vertical business market of the requesting entity.
20 . The method of claim 12 , further comprising:
determining, by the computer system, a personalized data bundle to associate with the electronic lead record, the personalized data bundle comprising indicators of one or more additional data items to request from one or more data sources, the indicators being selected by the requesting entity; providing, by the computer system, to the one or more data sources, the personalized data bundle; and receiving, by the computer system, from the one or more data sources, at least some of the additional data items indicated in the personalized data bundle, wherein generating, by the computer system, the enhanced sales lead record further comprises generating the enhanced sales lead records to include at least the additional data items.
21 . The method of claim 20 , wherein the indicators are determined based on a vertical business market of the requesting entity, and wherein the additional data items received from the one or more data sources are relevant to entities in the vertical business market.Join the waitlist — get patent alerts
Track US2014214482A1 — get alerts on status changes and closely related new filings.
We store only your email — no account needed. See our privacy policy.