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  • Patent number: 9978029
    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