Patent ID: 7865507
Filing Date: 2011-01-04
Classification: G06Q

Abstract:
1. A computer-implemented method of evaluating sales leads stored in a data source, the method comprising: forwarding, from a source computer system, information that configures one or more destination computer systems to display a graphical user interface allowing one or more users of the one or more destination computer systems to define data formats indicative of potential sales leads in the sales leads stored in the data source; receiving, at the source computer systems, information provided by a user of a destination computer system via the graphical user interface specifying a data format indicative of a first group of potential sales leads in the sales leads stored in the data source, the data format defining a plurality of attributes including at least a first name attribute, a last name attribute, and an email address attribute, each attribute formatting data associated with the sales leads stored in the data source according to the data format for the first group of potential sales leads; forwarding, from the source computer system, information that configures the one or more destination computer systems to display the graphical user interface allowing the one or more users of the one or more destination computer systems to define rules that operate on attributes of data formats indicative of potential sales leads in the sales leads stored in the data source to assess an individual quality of each potential sales lead; receiving, at the source computer system, a plurality of rules provided by the user of the destination computer system via the graphical user interface that operate on the plurality of attributes of the data format to assess an individual quality of each individual potential sales lead in the first group of sales leads, wherein each rule in the plurality of rules defines: receiving, at a computer system, information mapping data identifying a plurality of sales leads from the selected data source to the plurality of attributes of the data format; executing, with the computer system, the plurality of rules on the mapped data to produce a set of analyzed data, the set of analyzed data including the score for each potential sales lead indicating the individual quality of each potential sales lead in the first group of potential sales leads, and depending upon an outcome of the execution of the plurality of rules, generating with the computer system information sorting the analyzed data into at least a first bucket in which the mapped data passed a selected one or more of the executed plurality of rules and a second bucket in which the mapped data failed to pass the selected one or more of the executed plurality of rules.