US 11,308,501 B2Granted

Dynamic contact management systems and methods

AssigneeLeadassign Corporation

InventorsDesmond Von Teichman, Thomas Andersen, James Palmer

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Abstract

For micro, small and medium enterprises issues relating to cost, manpower, IT infrastructure, etc. absorb a major portion of the enterprise's focus. However, today they are also marketing and engaging their customers and potential customers on more parallel channels than ever today across traditional media, electronic media and evolving trends such as social media, blogs, etc. Accordingly, micro, small and medium enterprises would benefit from a solution implementing lead management across these wide range of technologies and formats at a time where network capabilities and portable electronic device capabilities have led to expectations, especially within younger demographics such as “millennials” particularly, of immediate responsiveness.

Claims20

Dependent claims

A method comprising:

distributing a related set of data with a server wherein each related set of data is established in dependence upon a set of data stored upon the server and at least a tag of a plurality of tags;
wherein
the distribution is mediated by a set of rules stored upon the server, the set of rules comprising a first rule of a plurality of first rules each associated with at least one of a specific tag type and a specific tag value and a second rule of a plurality of second rules each relating to a portion of an internal organization and a group of personnel;
the tag of the plurality of tags is established in dependence upon at least one of a format of a plurality of formats and a lead source of a plurality of lead sources;
the stored set of data was received in the format of the plurality of formats from the lead source of the plurality of lead sources;
and
each lead source of the plurality of lead sources is associated with a different communication format.

4 more elements

Dependencies are inferred from the claim text.

Facts

Application: 15/929,275Filed 21 Apr 2020 · continuation
Priority: 25 Nov 2014
Published: US 2020/0250682 A16 Aug 2020
Granted: 19 Apr 2022
Term ends: Not estimatedThe source records don’t support an estimate.

Classification11 codes

G06F 16/285
Relational databases: clustering or classification
G06F 16/245
Querying: query processing
G06F 16/27
Of structured data, e.g. relational data: replication, distribution or synchronisation of data between databases or within a distributed database…
G06F 16/93
Details of database functions independent of the retrieved data types: document management systems

Family

Application62/083,942Us provisional application · filed 25 Nov 2014
Application14/951,905Parent of this continuation · filed 25 Nov 2015
US 2020/0250682 A1Pre-grant publication · published 6 Aug 2020
US 10,628,830 B2Parent of this continuation
US 2016/0148215 A1Published application
US 11,308,501 B2This patent

From the US filing history. Foreign family members aren’t listed.

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