Abstract: A system and method for advancing marketing opportunities to sales is described. One embodiment identifies a plurality of consumer states corresponding to particular situations in a sales lifecycle, one of which corresponds to a completed sale; ascertains one or more correlations among historical sales-lead attributes, product attributes, sales-agent attributes, sales activities, and consumer state transitions; identifies a particular product having a particular set of product attributes; identifies a particular sales lead having a particular set of lead attributes; identifies a particular sales agent having a particular set of agent attributes; identifies one or more particular sales activities; and derives, based on application of the one or more correlations, an estimated probability that a consumer associated with the particular sales lead will transition from one of the plurality of consumer states to another of the plurality of consumer states in relation to the product.

Abstract: A system and method for routing marketing opportunities to sales agents is described. One embodiment receives a plurality of consumer responses to marketing invitations; tracks, in a database, attributes of the consumers associated with the plurality of consumer responses, attributes of a plurality of sales agents with whom the consumers interact, product-related attributes, and transitions of the consumers among a plurality of consumer states; analyzes the information in the database to identify one or more factors that contributed to at least one transition; generates one or more routing rules based on the one or more factors; receives a new consumer response to a marketing invitation; and routes the new consumer response to a particular sales agent among the plurality of sales agents based on the one or more routing rules.