SG11201407516PA - Method and system for assessing business-to-business sales and marketing performance data - Google Patents

Abstract

(12) INTERNATIONAL APPLICATION PUBLISHED UNDER THE PATENT COOPERATION TREATY (PCT) (19) World Intellectual Property Organization International Bureau (43) International Publication Date 21 November 2013 (21.11.2013) WIPOIPCT (10) International Publication Number WO 2013/173545 A1 (51) International Patent Classification: G06Q 30/02 (2012.01) (21) International Application Number: PCT/US2013/041283 (22) International Filing Date: 16 May 2013 (16.05.2013) (25) Filing Language: English (26) Publication Language: English (30) Priority Data: 61/648,220 17 May 2012 (17.05.2012) US 13/894,701 15 May 2013 (15.05.2013) US (71) Applicant: SIRIUSDECISIONS, INC. [US/US]; 187 Danbury Road, Wilton, Connecticut 06897 (US). (72) Inventors: JAROS, Anthony; 1 Pond Brook Court, Brookfield, Connecticut 06804 (US). NEESON, John; 19 Lost Mine Place, Ridgefield, Connecticut 06877 (US). ELDH, Richard; 11 Thomas Road, Westport, Connecticut 06880 (US). (74) Agent: MCALLISTER, Douglas, M.; Lipsitz & McAl­ lister, LLC, Building 8, 755 Main Street, Monroe, Con­ necticut 06468 (US). (81) Designated States (unless otherwise indicated, for every kind of national protection available)'. AE, AG, AL, AM, AO, AT, AU, AZ, BA, BB, BG, BH, BN, BR, BW, BY, BZ, CA, CH, CL, CN, CO, CR, CU, CZ, DE, DK, DM, DO, DZ, EC, EE, EG, ES, FI, GB, GD, GE, GH, GM, GT, HN, HR, HU, ID, IL, IN, IS, JP, KE, KG, KM, KN, KP, KR, KZ, LA, LC, LK, LR, LS, LT, LU, LY, MA, MD, ME, MG, MK, MN, MW, MX, MY, MZ, NA, NG, NI, NO, NZ, OM, PA, PE, PG, PH, PL, PT, QA, RO, RS, RU, RW, SC, SD, SE, SG, SK, SL, SM, ST, SV, SY, TH, TJ, TM, TN, TR, TT, TZ, UA, UG, US, UZ, VC, VN, ZA, ZM, ZW. (84) Designated States (unless otherwise indicated, for every kind of regional protection available)'. ARIPO (BW, GH, GM, KE, LR, LS, MW, MZ, NA, RW, SD, SL, SZ, TZ, UG, ZM, ZW), Eurasian (AM, AZ, BY, KG, KZ, RU, TJ, TM), European (AL, AT, BE, BG, CH, CY, CZ, DE, DK, EE, ES, FI, FR, GB, GR, HR, HU, IE, IS, IT, LT, LU, LV, MC, MK, MT, NL, NO, PL, PT, RO, RS, SE, SI, SK, SM, [Continued on next page] (54) Title: METHOD AND SYSTEM FOR ASSESSING BUSINESS-TO-BUSINESS SALES AND MARKETING PERFORM­ ANCE DATA •t m i> i-H cn i-H o CJ o & ^38 Inquiry Inbound | Outbound] Sales Function -j User | FIG. 3 Sales Qualification ^ Sales Gen'd Leads I 1 Sales Acc'd 1 I Leads j | Sales Qua lified Leads |, ^.96 Close AA | Won Business | (57) Abstract: A computer-implemented system for assessing performance data is configured to execute software instructions for generating graphical user interfaces that relate to measurement indicators. The measurement indic­ ators pertain to a demand creation model comprising a marketing automation platform and a sales force automation platform. A method for assessing per­ formance data using such a system includes the steps of defining a marketing automation platform and a sales force automation platform; qualifying a plur­ ality of leads from the marketing automation platform; transferring the quali - fied leads from the marketing automation platform to the sales force automa­ tion platform; qualifying at least a portion of the qualified leads transferred from the marketing automation platform to the sales force automation plat­ form; and calculating a rate of conversion based on the qualified leads from the marketing automation platform and the qualified leads from the sales force automation platform. WO 2013/173545 Al I lllll llllllll II llllll lllll III lllll III III III lllll lllll llll llll lllll lllll lllll lllllll llll llll TR), OAPI (BF, BJ, CF, CG, CI, CM, GA, GN, GQ, GW, , , t , . t . , tU t . t , ML MR NE SN TD TG) — bejore the expiration oj the time limit for amending the ' >>>>)• claims and to be republished in the event of receipt of Published: amendments (Rule 48.2(h)) — with international search report (Art. 21(3))