Abstract: A system and method for generating a custom revenue cycle model with automated lead movement are disclosed. According to one embodiment, a computer-implemented method comprises receiving user input, wherein the user input comprises at least one of data related to a stage, data related to a success path definition, and data related to transition rules for lead movement, wherein the stage is a revenue stage or a detour stage; generating a custom revenue cycle model based on the user input; storing the custom revenue cycle model; providing for automated lead movements based on the transition rules; and providing for automated tracking of lead movements in the custom revenue cycle model.
Type:
Grant
Filed:
July 13, 2015
Date of Patent:
May 22, 2018
Assignee:
Marketo, Inc.
Inventors:
Phillip M. Fernandez, Jonathan Miller, Robert Carp