# US 11,308,501 B2 · Dynamic contact management systems and methods > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 11,308,501 B2 - Document ID: US11308501B2 - Status: Granted - Kind: B2 - Application number: 15/929,275 - Filed: 2020-04-21 - Published: 2020-08-06 - Granted: 2022-04-19 - Earliest claimed: 2014-11-25 - Assignees: Leadassign Corporation - Applicants: Leadassign Corporation - Inventors: Desmond Von Teichman; Thomas Andersen; James Palmer - Web page: https://patentgrep.com/patent/US11308501B2 ## CPC - G06F 16/285: {Clustering or classification} - G06F 16/245: Query processing - G06F 16/27: Replication, distribution or synchronisation of data between databases or within a distributed database system; Distributed database system architectures therefor - G06F 16/93: Document management systems - G11C 29/1201: {comprising I/O circuitry} - G11C 29/36: Data generation devices, e.g. data inverters - G11C 29/46: Test trigger logic - G11C 2029/1202: {Word line control} - G11C 2029/3602: {Pattern generator} - G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N) - G11C: STATIC STORES (semiconductor memory devices H10B) ## 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. ## Claims ### Claim 1 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. ### Claim 2 (depends on 1) The method according to claim 1, wherein either: the internal organization and the group of personnel are associated with an enterprise; or the internal organization, the group of personnel and the server are associated with an enterprise. ### Claim 3 (depends on 1) The method according to claim 1, further comprising prior to distributing the related set of data the received set of data is processed by: applying an initial global classification to the received set of data wherein further processing of the received set of data is either terminated, directly routed to an individual within the enterprise or subject to additional processing; wherein the additional processing comprises applying at least one classification process of a plurality of classification processes to the received set of data; and each classification process of the plurality of classification processes selected from the group comprising a global classification process, a geographic classification of the enterprise process, a geographic classification process, a property classification process, a listing classification process, a lead classification process, and a time classification process. ### Claim 4 (depends on 1) The method according to claim 1, further comprising storing the received set of data, the format of the plurality of formats, the lead source of the plurality of lead sources, the at least one tag of the plurality of tags, and the tag value within a customer relationship management (CRM) database and a result resource management database; wherein the received set of data has not been previously stored within the CRM tool. ### Claim 5 (depends on 1) The method according to claim 1, wherein at least one of: each first rule of the plurality of first rules is associated with at least one of a specific tag type and a specific tag value and relates to one of the format of the plurality of formats, the lead source of the plurality of lead sources, and a classification process; and the classification process is selected from the group comprising a global classification process, a first geographic classification process established by the enterprise which is independent of the user, and a second geographic classification process associated with a geographical location of the user; and each second rule of the plurality of second rules relating to a portion of the internal organization and personnel of the enterprise relates to one or more classification processes where each classification process is selected from the group comprising a property classification process, a listing classification process, a lead classification process, and a time classification process. ### Claim 6 (depends on 1) The method according to claim 1, wherein the plurality of lead sources comprise a website, social media platform, an electronic communication, click through advertising, and a direct communication; an electronic communication comprises either a text or an email; and a direct communication comprises either a telephone conversation or a face to face verbal communication. ### Claim 7 (depends on 1) The method according to claim 1, further comprising prior to distributing the related set of data the received set of data is processed by: applying an initial global classification to the received set of data wherein further processing of the received set of data is either terminated, directly routed to an individual within the enterprise or subject to additional processing; and applying additional processing comprising applying a predetermined subset of a plurality of classification processes to the received set of data; and the plurality of classification processes are selected from the group comprising a global classification process, a geographic classification of the enterprise process, a geographic classification process, a property classification process, a listing classification process, a lead classification process, and a time classification process; and each classification process of the plurality of classification processes is configured according to the lead source of the plurality of lead sources from which the set of data was received. ### Claim 8 (depends on 1) The method according to claim 1, further comprising prior to distributing the related set of data the received set of data is processed by: applying an initial global classification to the received set of data wherein further processing of the received set of data is either terminated, directly routed to an individual within the enterprise or subject to additional processing; and applying additional processing comprising applying a predetermined subset of a plurality of classification processes to the received set of data; wherein the plurality of classification processes are selected from the group comprising a global classification process, a geographic classification of the enterprise process, a geographic classification process, a property classification process, a listing classification process, a lead classification process, an inquiry classification and a time classification process; each classification process of the plurality of classification processes is configured according to the lead source of the plurality of lead sources from which the set of data was received; and the inquiry classification process associates a priority to the received set of data in dependence upon the lead source of the plurality of lead sources from which the set of data was received. ### Claim 9 (depends on 1) The method according to claim 1, further comprising determining whether an assigned individual established by the second rule of the plurality of second rules relating to the portion of the internal organization and personnel of the enterprise has not accepted the distributed related set of data; and distributing the relating set of data to a subset of the personnel of the enterprise independent of the portion of the internal organization; wherein each individual within the subset of the personnel of the enterprise associated with a specific tag value. ### Claim 10 (depends on 1) The method according to claim 1, wherein prior to distributing the related set of data the received set of data is processed by: applying an initial global classification to the received set of data wherein further processing of the received set of data is either terminated, directly routed to an individual within the enterprise or subject to additional processing; applying additional processing comprises applying sequentially a predetermined subset of a plurality of classification processes to the received set of data wherein each classification process of the plurality of classification processes is associated with a specific tag type and establishes the specific tag type and a tag value in relation to the related set of data based upon the classification process of the plurality of classification processes being executed; and determining after each classification process within the sequentially applied predetermined subset of the plurality of classification processes whether an individual within the personnel of the enterprise has specific tag types and tag values matching those currently associated with the related set of data by the currently executed portion of the predetermined subset of the plurality of classification processes; wherein upon a positive determination the additional processing terminates; upon a negative determination the additional processing continues; the plurality of classification processes are selected from the group comprising a global classification process, a geographic classification of the enterprise process, a geographic classification process, a property classification process, a listing classification process, a lead classification process, and a time classification process; and each classification process of the plurality of classification processes is configured according to the lead source of the plurality of lead sources from which the set of data was received. ### Claim 11 (depends on 1) The method according to claim 1, further comprising storing processed data within a database associated with a CRM tool; wherein the processed data comprises the received set of data, the format of the plurality of formats, the lead source of the plurality of lead sources, the at least one tag of the plurality of tags, and the tag value; wherein the received set of data has not been previously stored within the CRM tool; and the steps of automatically receiving and distributing occur before the processed data is stored; and the steps of automatically receiving and distributing provide the enterprise with a modular, configurable, interface for classifying, tagging, and segmenting an initial engagement with the user. ### Claim 12 (depends on 1) The method according to claim 1, further comprising prior to distributing the related set of data the received set of data is processed by: applying an initial global classification to the received set of data wherein further processing of the received set of data is either terminated, directly routed to an individual within the enterprise or subject to additional processing; and the additional processing comprises applying a lead classification process followed sequentially by a predetermined subset of a plurality of classification processes to the received set of data; wherein the predetermined subset of the plurality of classification processes are established in dependence upon a result of the lead classification process. ### Claim 13 (depends on 1) The method according to claim 1, further comprising prior to distributing the related set of data the received set of data is processed by: applying an initial global classification to the received set of data wherein further processing of the received set of data is either terminated, directly routed to an individual within the enterprise or subject to additional processing; and applying additional processing comprises applying a lead classification process followed sequentially by a predetermined subset of a plurality of classification processes to the received set of data; wherein the lead classification process establishes an outcome of a plurality of outcomes; the predetermined subset of the plurality of classification processes are established in dependence upon the outcome of the plurality of outcomes established by the lead classification process; each second rule of the plurality of second rules relating to a portion of the internal organization and personnel of the enterprise is associated with a predetermined subset of the plurality of outcomes. ### Claim 14 (depends on 1) The method according to claim 1, further comprising pre-processing the received set of data with a pre-processing workflow of a plurality of pre-processing workflows; and processing the pre-processed received set of data with a segmentation workflow of a plurality of workflows; wherein the pre-processing workflow of the plurality of pre-processing workflows is established in dependence upon the lead source of a plurality of lead sources; and the segmentation workflow of the plurality of segmentation workflows is established in dependence upon the lead source of a plurality of lead sources. ### Claim 15 (depends on 1) The method according to claim 1, further comprising pre-processing the received set of data with a pre-processing workflow of a plurality of pre-processing workflows; and processing the pre-processed received set of data with a segmentation workflow of a plurality of workflows; wherein the pre-processing workflow of the plurality of pre-processing workflows is established in dependence upon the lead source of a plurality of lead sources; the segmentation workflow of the plurality of segmentation workflows is established in dependence upon the lead source of a plurality of lead sources; each segmentation workflow comprises a series of segmentation stages with a decision stage between each segmentation stage of the series of segmentation stages and its predecessor segmentation stage of the series of segmentation stages except for the first segmentation stage of the series of segmentation stages and the final segmentation stage of the series of segmentation stages; each decision stage determines whether the received set of data as currently processed can be pushed for distribution or whether additional segmentation is required; upon a determination of pushing for distribution the step of distributing is performed otherwise the next segmentation stage of the series of segmentation stages is executed; and the final segmentation stage is a time based segmentation. ### Claim 16 (depends on 1) The method according to claim 1, wherein each second rule of a plurality of second rules is associated with a predetermined subset of the plurality of first rules. ### Claim 17 (depends on 1) The method according to claim 1, wherein a lead source of the plurality of lead sources is a website of social media platform comprising a plurality of webpages; and the first rules of the plurality of first rules and the second rule of the plurality of second rules are established in dependence upon a webpage of the plurality of webpages from which the received set of data was generated. ### Claim 18 (depends on 1) The method according to claim 1, further comprising pre-processing the received set of data with a pre-processing workflow of a plurality of pre-processing workflows; and associating the specific tag type and the specific tag value to the received set of data when the pre-processing indicates a prior purchase of the user from the enterprise. ### Claim 19 (depends on 1) The method according to claim 1, wherein a first lead source of the plurality of lead sources is either a data distribution facility or an internet data exchange; a second lead source of the plurality of lead sources is either a social media platform or a link rendered to the user within a webpage established through advertising keyword matching. ### Claim 20 (depends on 1) The method according to claim 1, wherein the steps of receiving and distributing are performed by a software application in execution upon a server; and the software application provides an interface allowing a registered user of the software application associated with the enterprise to add a new lead source of the plurality of lead sources and configure the processes of receiving and distributing of the added new lead source of the plurality of lead sources.