System and method of generating existing customer leads

    公开(公告)号:US10373198B1

    公开(公告)日:2019-08-06

    申请号:US14819344

    申请日:2015-08-05

    IPC分类号: G06Q30/02 G06Q40/02 G06Q30/06

    摘要: One embodiment of an existing customer lead generation system comprises a vendor customer information database, a vendor criteria database, a web server, a matching engine, and a transmission component. The vendor customer information database identifies vendor's existing customers. The vendor criteria database determines which leads each vendor wants to receive. Separate criteria may be specified for consumers that are existing customers and consumers that are not existing customers. The web server receives characteristics of a consumer and a product or service. The matching engine compares the consumer characteristics with the vendor customer information database to identify vendors for which the consumer is an existing customer. The matching engine applies existing customer criteria to match the consumer with existing vendors. The matching engine applies non-existing customer criteria to match the consumer with other vendors. The transmission component transmits a lead identifying the consumer to the matched vendors.

    System and method of generating existing customer leads

    公开(公告)号:US11704693B2

    公开(公告)日:2023-07-18

    申请号:US16712633

    申请日:2019-12-12

    摘要: One embodiment of an existing customer lead generation system comprises a vendor customer information database, a vendor criteria database, a web server, a matching engine, and a transmission component. The vendor customer information database identifies vendor's existing customers. The vendor criteria database determines which leads each vendor wants to receive. Separate criteria may be specified for consumers that are existing customers and consumers that are not existing customers. The web server receives characteristics of a consumer and a product or service. The matching engine compares the consumer characteristics with the vendor customer information database to identify vendors for which the consumer is an existing customer. The matching engine applies existing customer criteria to match the consumer with existing vendors. The matching engine applies non-existing customer criteria to match the consumer with other vendors. The transmission component transmits a lead identifying the consumer to the matched vendors.

    System and method of optimizing matching of leads

    公开(公告)号:US11430009B2

    公开(公告)日:2022-08-30

    申请号:US16573821

    申请日:2019-09-17

    IPC分类号: G06Q30/02 G06Q30/06 G06Q40/02

    摘要: One disclosed system includes a processor, a network interface in communication with the processor, a data storage device in communication with the processor, and computer-executable instructions stored in computer storage. The instructions are configured, when executed by the processor, to cause computer hardware to perform operations comprising: (1) matching a consumer lead comprising information about a consumer with one or more vendors selected from a set of vendors identified in data records stored on the data storage device; (2) sending, via the network interface, the lead to the matched vendors; (3) receiving a real-time indication of a rejection from one of the matched vendors; (4) matching the lead with a replacement vendor; and (5) sending the lead to the replacement vendor.

    System and method of generating existing customer leads

    公开(公告)号:US10565617B2

    公开(公告)日:2020-02-18

    申请号:US16440671

    申请日:2019-06-13

    IPC分类号: G06Q30/02 G06Q30/06 G06Q40/02

    摘要: One embodiment of an existing customer lead generation system comprises a vendor customer information database, a vendor criteria database, a web server, a matching engine, and a transmission component. The vendor customer information database identifies vendor's existing customers. The vendor criteria database determines which leads each vendor wants to receive. Separate criteria may be specified for consumers that are existing customers and consumers that are not existing customers. The web server receives characteristics of a consumer and a product or service. The matching engine compares the consumer characteristics with the vendor customer information database to identify vendors for which the consumer is an existing customer. The matching engine applies existing, customer criteria to match the consumer with existing vendors. The matching engine applies non-existing customer criteria to match the consumer with other vendors. The transmission component transmits a lead identifying the consumer to the matched vendors.

    SYSTEM AND METHOD OF OPTIMIZING MATCHING OF LEADS

    公开(公告)号:US20220414711A1

    公开(公告)日:2022-12-29

    申请号:US17813210

    申请日:2022-07-18

    IPC分类号: G06Q30/02 G06Q30/06 G06Q40/02

    摘要: One disclosed system includes a processor, a network interface in communication with the processor, a data storage device in communication with the processor, and computer-executable instructions stored in computer storage. The instructions are configured, when executed by the processor, to cause computer hardware to perform operations comprising: (1) matching a consumer lead comprising information about a consumer with one or more vendors selected from a set of vendors identified in data records stored on the data storage device; (2) sending, via the network interface, the lead to the matched vendors; (3) receiving a real-time indication of a rejection from one of the matched vendors; (4) matching the lead with a replacement vendor; and (5) sending the lead to the replacement vendor.

    System and method of enhancing leads

    公开(公告)号:US10977675B2

    公开(公告)日:2021-04-13

    申请号:US16280673

    申请日:2019-02-20

    摘要: A consumer lead enhancement system comprises a vendor criteria database, a web server, and a matching engine. The vendor criteria database is configured to store vendor criteria for receiving leads regarding consumers. The web server is configured to request from a consumer a first set of consumer characteristics and a second set of consumer characteristics. The matching engine is configured to compare the consumer characteristics with information in the vendor criteria database in order to match the consumer with one or more vendors so that the system is capable of generating a lead and transmitting the lead to the vendors. If the consumer provides the second set of consumer characteristics, the consumer may be matched to vendors based on the second set of consumer characteristics. Otherwise the consumer may be matched to vendors based on the first set of consumer characteristics.

    System and method of removing duplicate leads

    公开(公告)号:US10204141B1

    公开(公告)日:2019-02-12

    申请号:US14827760

    申请日:2015-08-17

    IPC分类号: G06F17/30

    摘要: A duplicate lead removal system comprises a matching engine, a vendor duplicates database, and a conflict engine. The matching engine is configured to determine at least one vendor to receive a lead. The vendor duplicates database is configured to store duplicate lead information that is at least partly created by and received from vendors outside of the duplicate lead removal system. The conflict engine is configured to compare information that is at least derived from the lead with information stored in the vendor duplicates database in order to determine if the lead is a duplicate lead for the vendor such that the system can prevent transmission of duplicate leads to the vendor.

    SYSTEM AND METHOD OF GENERATING EXISTING CUSTOMER LEADS

    公开(公告)号:US20240144320A1

    公开(公告)日:2024-05-02

    申请号:US18325667

    申请日:2023-05-30

    摘要: One embodiment of an existing customer lead generation system comprises a vendor customer information database, a vendor criteria database, a web server, a matching engine, and a transmission component. The vendor customer information database identifies vendor's existing customers. The vendor criteria database determines which leads each vendor wants to receive. Separate criteria may be specified for consumers that are existing customers and consumers that are not existing customers. The web server receives characteristics of a consumer and a product or service. The matching engine compares the consumer characteristics with the vendor customer information database to identify vendors for which the consumer is an existing customer. The matching engine applies existing customer criteria to match the consumer with existing vendors. The matching engine applies non-existing customer criteria to match the consumer with other vendors. The transmission component transmits a lead identifying the consumer to the matched vendors.

    System and method of removing duplicate user records

    公开(公告)号:US11106677B2

    公开(公告)日:2021-08-31

    申请号:US16211058

    申请日:2018-12-05

    摘要: A duplicate lead removal system comprises a matching engine, a vendor duplicates database, and a conflict engine. The matching engine is configured to determine at least one vendor to receive a lead. The vendor duplicates database is configured to store duplicate lead information that is at least partly created by and received from vendors outside of the duplicate lead removal system. The conflict engine is configured to compare information that is at least derived from the lead with information stored in the vendor duplicates database in order to determine if the lead is a duplicate lead for the vendor such that the system can prevent transmission of duplicate leads to the vendor.

    System and method of optimizing matching of leads

    公开(公告)号:US10453093B1

    公开(公告)日:2019-10-22

    申请号:US14820231

    申请日:2015-08-06

    申请人: CPL Holdings, LLC

    摘要: One disclosed system includes a processor, a network interface in communication with the processor, a data storage device in communication with the processor, and computer-executable instructions stored in computer storage. The instructions are configured, when executed by the processor, to cause computer hardware to perform operations comprising: (1) matching a consumer lead comprising information about a consumer with one or more vendors selected from a set of vendors identified in data records stored on the data storage device; (2) sending, via the network interface, the lead to the matched vendors; (3) receiving a real-time indication of a rejection from one of the matched vendors; (4) matching the lead with a replacement vendor; and (5) sending the lead to the replacement vendor.