Patent ID: 8468123

Claim:
A server for providing remote users a Lifecycle marketing system based on information in a data store of the customer enterprise, said server comprising: a database storing customer enterprise data; query software capable of accessing data in enterprise data stores; and lifecycle definition software accessing said database and capable of creating a life cycle framework based on information on contacts included in the enterprise data stores, the lifecycle definition software including a first user interaction module that enables a user to define a plurality of attributes of an ideal profile and, for each of the plurality of attributes, to assign a weighting factor to the attribute, the plurality of attributes and associated weighting factors being stored in the database as customer enterprise data, a second user interaction module that enables a user to define a plurality of interaction types, each corresponding to a mode of communication with a contact, and, for each of the plurality of interaction types, to assign a weighting factor to the interaction type, the plurality of interaction types and associated weighting factors being stored in the database as customer enterprise data, and a third user interaction module that enables a user to define a plurality of stages through which contacts may advance in a relationship with the customer enterprise and, for each stage, to define a gate criteria that must be satisfied for a contact to advance to another stage, the plurality of stages and the associated gate criteria being stored in the database as customer enterprise data; wherein the lifecycle definition software creates the life cycle framework for a contact by determining a profile score for the contact by comparing attributes of the contact to the plurality of attributes of the ideal profile, determining a level of engagement of the contact by comparing interactions with the contact to the plurality of interaction types, and mapping the profile score and the level of engagement to the plurality of stages.