Customer lead management system

Details Customer lead management system Customer lead management system

G - Physics

06

Q

G06Q 10/00 (2006.01)

Patent

CA 2371445

An automated system for accepting, prioritizing, and routing customer leads. (fig 1, item 105). The system allows tracking of the routing and ultimate outcome of any lead, thereby providing a way or reporting various performance measurements. The invention can feature a hierarchical delegation approach in which users specify rules according to which leads routed to them are processed, for example, by routing the lead to other users. The invention can also feature a distributed architecture in which several servers are coupled, for example, over the Internet (fig 2, items 210, 270). Leads are provided from one server to another, and feedback regarding the disposition of the lead is provided in return.

L'invention concerne un système informatique de gestion de pistes de clients éventuels : acceptation, établissement de priorités, et cheminement (105, figure 1). Ce système permet de suivre le cheminement et l'aboutissement d'une piste quelconque : on peut ainsi fournir diverses indications relatives à l'évaluation des performances. Il est possible d'engager une approche de délégation hiérarchique qui permet aux utilisateurs de spécifier des règles pour le traitement des pistes qui cheminent jusqu'à eux, par exemple en orientant les pistes vers d'autres utilisateurs. De plus, il est possible d'élaborer une architecture répartie dans laquelle plusieurs serveurs sont couplés, par exemple sur Internet (210, 270, figure 2). Les pistes sont transférées d'un serveur à l'autre, avec information en retour concernant la disposition de chaque piste.

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