Patents Assigned to SquareFinch Inc.
  • Publication number: 20230206145
    Abstract: Disclosed are systems, methods, and computer-readable media for routing leads to account resources. The system comprises a memory and a processor communicatively coupled to the memory. The memory is configured to store leads, lead segments, and account resources. The processor is configured to identify a lead segment to assign a received lead based on an industry, geography, employee count, or persona for the lead. Each lead segment includes a plurality of leads. The processor is further configured to determine a plurality of account resources based on the identified lead segment. Each account resource has a lead quota, an assigned revenue potential, a closing ratio, and an opportunity measure. The processor is further configured to route the lead to an account resource from the plurality of account resources based on the lead quota, the assigned revenue potential, the closing ratio, or the opportunity measure determined for each account resource.
    Type: Application
    Filed: June 18, 2021
    Publication date: June 29, 2023
    Applicant: SquareFinch Inc.
    Inventors: Scott MALISH, Chris SODERMAN