# US 8,543,437 B2 · System and method for automated contact qualification

> Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt

- Number: US 8,543,437 B2
- Document ID: US8543437B2
- Status: Granted
- Kind: B2
- Application number: 13/462,261
- Filed: 2012-05-02
- Published: 2012-08-23
- Granted: 2013-09-24
- Earliest claimed: 2009-06-30
- Assignees: Dell Products L.P.
- Applicants: Victor-Hugo Narvaez; Heather Burnett
- Inventors: Victor-Hugo Narvaez; Heather Burnett
- Web page: https://patentgrep.com/patent/US8543437B2

## CPC

- G06Q 10/06393: {Score-carding, benchmarking or key performance indicator [KPI] analysis}
- G06Q 30/02: Marketing; Price estimation or determination; Fundraising
- G06Q 30/0201: Market modelling; Market analysis; Collecting market data
- G06Q: INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR

## Abstract

Contact lead quality is determined and presented to guide selection of contact leads for a predetermined activity, such as sales of a product, service or solution. A lead generation engine interfaces with a lead qualification module, an enterprise historical database and a lead confirmation tool to selectively analyze the lead information and qualification information to develop an ordered contact list for multiple contact leads, the ordered list ranking contact lead quality in multiple quality categories. A contact lead qualification graphical user interface presents multiple lead quality category ratings and values for a contact lead with each lead quality category indicative of a contact lead characteristic. These leads are then deemed relevant to sales and can be input in an organization's customer relationship management tool.

## Claims

### Claim 1

A contact lead qualification graphical user interface comprising:
a depiction of at least a portion of an ordered list of contact leads presented at a display, the depiction having contact information associated with each of the contact leads, the ordered list ranking contact lead quality in multiple lead quality categories; and
a depiction of multiple lead quality category ratings for the contact leads presented at the display, each lead quality category rating associated with an indication of a contact lead characteristic.

### Claim 2 (depends on 1)

The contact lead qualification graphical user interface of claim 1 wherein the lead quality category ratings comprise a rating for activity of a contact lead relating to a product.

### Claim 3 (depends on 1)

The contact lead qualification graphical user interface of claim 1 wherein the lead quality categories comprise activities suggestive of interest in purchase of a product and readiness to engage with a sales force.

### Claim 4 (depends on 1)

The contact lead qualification graphical user interface of claim 1 wherein the lead quality categories comprise demographic quality information and pre-sales activity.

### Claim 5 (depends on 1)

The contact lead qualification graphical user interface of claim 1 wherein the contact leads comprise individuals targeted for purchasing an information handling system.

### Claim 6

A contact lead qualification graphical user interface comprising:
a depiction of aggregated lead information for multiple contact leads, the aggregated lead information having selectively investigated lead information that identifies associated qualification information for the contact leads;
wherein the lead information and qualification information are analyzed to present a depiction of at least a portion of an ordered contact list for the multiple contact leads, the ordered list ranking contact lead quality in multiple lead quality categories.

### Claim 7 (depends on 6)

The contact lead qualification graphical user interface of claim 6 wherein the contact leads are sorted by multiple lead quality categories.

### Claim 8 (depends on 6)

The contact lead qualification graphical user interface of claim 6 wherein the lead quality categories comprise activities suggestive of interest in purchase of a product.

### Claim 9 (depends on 6)

The contact lead qualification graphical user interface of claim 6 wherein the lead quality categories comprise demographic quality information.

### Claim 10 (depends on 6)

The contact lead qualification graphical user interface of claim 6 wherein the lead information comprises outreach by a contact to a predetermined marketing activity.

### Claim 11 (depends on 6)

The contact lead qualification graphical user interface of claim 6 wherein the contact leads comprise individuals target for purchasing information handling systems.