PROVIDING MARKETING ANALYTICS RELATED TO A SALES OPPORTUNITY OVER A TIMELINE IN A MARKETING MANAGEMENT SYSTEM
A marketing management system interfaces with a sales platform, company servers, and various other sources of data to obtain information about leads, contacts, interactions, events, and opportunities. The system provides a user interface that displays marketing events (i.e., interactions with various leads in an account) in a temporal context along with opportunity creation and/or close, together with filtering capabilities to display/hide activities associated with various leads. This enables visualization of the relationship between an individual opportunity and all the activities that are linked to the leads related to the opportunity, thus allowing comparison of marketing events to sales activities facilitating understanding of how to attribute marketing contributions to sales revenue. The interface may allow for assignment of leads to opportunities based on the level of interaction between the marketing/sales staff and the lead.
1 . A method for providing marketing analytics on a marketing management system, the method comprising:
receiving an indication that an opportunity has been created with a lead for an account in the marketing management system;
receiving one or more interactions associated with the lead, where the one or more interactions comprise one or more sales or marketing interactions and each interaction having a date;
determining a plurality of activity points corresponding to the received one or more interactions and the opportunity in the marketing management system, where each activity point corresponds to a predetermined date range and at least one of the one or more interactions based on the predetermined date range;
plotting the plurality of activity points on a graph based on the plurality of predetermined date ranges and a plurality of cumulative totals of the at least one of the one or more interactions for each activity point; and
providing the plotted graph for display to a user of the marketing management system.
2 . The method of claim 1 , wherein receiving an indication that an opportunity has been created with a lead for an account in the marketing management system further comprises:
receiving from an external sales platform information about creation of the opportunity with the lead for the account; and
associating the opportunity to the account.
3 . The method of claim 1 , wherein receiving an indication that an opportunity has been created with a lead for an account in the marketing management system further comprises:
receiving from a user interface on the marketing management system information about creation of the opportunity with the lead for the account; and
associating the opportunity to the account.
4 . The method of claim 1 , wherein receiving an indication that an opportunity has been created with a lead for an account in the marketing management system further comprises:
receiving from an external company system information about creation of the opportunity with the lead for the account; and
associating the opportunity to the account.
5 . The method of claim 1 , wherein each of the one or more marketing interactions includes a type of interaction.
6 . The method of claim 1 , wherein each of the one or more marketing interactions includes a textual description of interaction.
7 . The method of claim 1 , further comprising:
providing a filter selection user interface comprising a plurality of selectable filters for filtering the one or more interactions associated with the opportunity;
receiving a selection of a filter of the plurality of selectable filters in the filter selection user interface;
responsive to the selection of the filter, generating a subset of the one or more interactions associated with the opportunity based on the selection of the filter;
determining a subset of the plurality of activity points corresponding to the generated subset of the one or more interactions; and
plotting the subset of the plurality of activity points on the graph based on the predetermined date ranges and cumulative totals of the at least one of the one or more interactions for each activity point in the subset of the plurality of activity points.
8 . The method of claim 7 , wherein the selection of the filter comprises a lead.
9 . The method of claim 7 , wherein the selection of the filter comprises a type of interaction.
10 . A method for analyzing interactions in relation to a sales opportunity, the method comprising:
receiving a plurality of interactions associated with a first set of leads, where each interaction includes a date and where the first set of leads are associated with a sales opportunity for an account in a marketing management system;
determining a first set of activity points, each activity point having a predetermined date period based on the plurality of interactions associated with the first set of leads;
plotting the first set of activity points chronologically on a timeline, where each activity point is plotted on the timeline based on a cumulative total of interactions for the predetermined date period of the activity point; and
providing the timeline in a user interface comprising the plotted one or more activity points for display to a user of the marketing management system.
11 . The method of claim 10 , wherein each interaction includes a type of the interaction, the method further comprising:
for each of the plurality of interactions, generating an interaction score based on the type of the interaction; and
plotting the one or more activity points on the timeline based on a cumulative total of the interaction scores for the plurality of interactions.
12 . The method of claim 10 , wherein determining the first set of activity points further comprises:
determining a weighted average of the plurality of interactions.
13 . The method of claim 10 , wherein determining the first set of activity points further comprises:
retrieving an advanced lead scoring algorithm;
for each of the plurality of interactions, generating an interaction score using the retrieved advanced lead scoring algorithm; and
plotting the one or more activity points on the timeline based on the interaction scores for the plurality of interactions.
14 . The method of claim 10 , further comprising:
selecting a new date period for the timeline; and
dynamically rendering the plotted one or more activity points on the timeline in the user interface for display to the user based on the new date period.
15 . The method of claim 10 , wherein plotting the one or more activity points chronologically on a timeline further comprises:
generating at least one line between the one or more activity points on the timeline;
generating a first vertical line from an activity point associated with an interaction indicating a creation of the opportunity to the timeline;
generating a second vertical line from an activity point associated with an interaction indicating a closing of the opportunity to the timeline; and
shading an area between the first and second vertical lines, the at least one line between the one or more activity points on the timeline, and the timeline.
16 . The method of claim 15 , wherein generating at least one line between the one or more activity points on the timeline further comprises generating a plurality of lines between consecutive activity points on the timeline in chronological order, the method further comprising:
identifying a line of the plurality of lines indicating to the user of the marketing management system a significant impact on the opportunity based on a slope of the line.
17 . The method of claim 10 , wherein plotting the one or more activity points chronologically on a timeline further comprises:
generating one or more selectable icons in the user interface for the one or more activity points;
receiving a selection of an icon of the one or more selectable icons; and
providing interaction detail information about an activity point corresponding to the selected icon in the user interface.
18 . The method of claim 10 , wherein plotting the one or more activity points chronologically on a timeline further comprises:
generating one or more icons of different sizes in the user interface for the one or more activity points, where a size of an icon is based on a cumulative total of interactions for the predetermined date period of the activity point associated with the icon.
19 . The method of claim 10 , further comprising:
providing the first set of leads associated with the sales opportunity and a second set of leads associated with the account as a plurality of selectable links in the user interface for display to the user of the marketing management system;
receiving a selection of a link in the user interface corresponding to a selected lead of the first and second sets of leads;
determining a second set of activity points, each activity point having a predetermined date period, based on the plurality of interactions associated with the first set of leads and the selected lead; and
dynamically rendering the second set of activity points on the timeline in the user interface for display to the user.
20 . A method for providing interactions associated with sales opportunities in a marketing management system, the method comprising:
providing a graphical user interface for providing a plurality of interactions associated with an opportunity in the marketing management system on a graph having an x-axis of time periods and a y-axis of cumulative interactions, where the plurality of interactions are provided as a first set of activity points having time periods corresponding to the x-axis and cumulative interactions corresponding to the y-axis;
providing a plurality of selectable links in the graphical user interface for selecting one or more leads to be associated with the opportunity, where the one or more leads are associated with a plurality of interactions;
receiving a selection of a link to associate a lead with the opportunity, the lead associated with a new set of interactions;
combining the new set of interactions with the plurality of interactions associated with the opportunity; and
providing for display in the graphical user interface the combined interactions comprising the plurality of interactions associated with the opportunity and the new set of interactions associated with the selected lead, where the combined interactions are provided as a second set of activity points having time periods corresponding to the x-axis and cumulative interactions corresponding to the y-axis.
21 . The method of claim 20 , wherein the graphical user interface comprises an application operating on a user device associated with a user of the marketing management system and wherein the selection of the link is received through an application programming interface (API) call from the user device.
22 . The method of claim 20 , wherein the graphical user interface comprises a web page loaded on a browser operating on a user device associated with a user of the marketing management system and wherein the selection of the link is received through a web page browser instruction from the user device.
23 . A computer program product comprising a computer-readable storage medium containing computer program code for executing instructions to perform a method of providing marketing analytics on a marketing management system, the method comprising:
receiving an indication that an opportunity has been created with a lead for an account in the marketing management system;
receiving one or more interactions associated with the lead, each interaction having a date and where the one or more interactions comprise one or more sales or marketing interactions;
generating a plurality of associations between the one or more marketing interactions, the one or more sales interactions, and the opportunity in the marketing management system;
determining a plurality of activity points corresponding to the plurality of associations between the one or more interactions and the opportunity in the marketing management system, where each activity point corresponds to a predetermined date range and at least one of the interactions based on the predetermined date range;
plotting the plurality of activity points on a graph based on the predetermined date ranges and cumulative totals of the plurality of associations for each activity point; and
providing the plotted graph for display to a user of the marketing management system.
24 . A computer program product comprising a computer-readable storage medium containing computer program code for executing instructions to perform a method for analyzing interactions in relation to a sales opportunity, the method comprising:
receiving a plurality of interactions associated with a first set of leads, where each interaction includes a date and where the first set of leads are associated with a sales opportunity for an account in a marketing management system;
determining a first set of activity points, each activity point having a predetermined date period based on the plurality of interactions associated with the first set of leads;
plotting the first set of activity points chronologically on a timeline, where each activity point is plotted on the timeline based on a cumulative total of interactions for the predetermined date period of the activity point; and
providing the timeline in a user interface comprising the plotted one or more activity points for display to a user of the marketing management system.
25 . A computer program product comprising a computer-readable storage medium containing computer program code for executing instructions to perform a method for providing interactions associated with sales opportunities in a marketing management system, the method comprising:
providing a graphical user interface for providing a plurality of interactions associated with an opportunity in the marketing management system on a graph having an x-axis of time periods and a y-axis of cumulative interactions, where the plurality of interactions are provided as a first set of activity points having time periods corresponding to the x-axis and cumulative interactions corresponding to the y-axis;
providing a plurality of selectable links in the graphical user interface for selecting one or more leads to be associated with the opportunity, where the one or more leads are associated with a plurality of interactions;
receiving a selection of a link to associate a lead with the opportunity, the lead associated with a new set of interactions;
combining the new set of interactions with the plurality of interactions associated with the opportunity; and
providing for display in the graphical user interface the combined interactions comprising the plurality of interactions associated with the opportunity and the new set of interactions associated with the selected lead, where the combined interactions are provided as a second set of activity points having time periods corresponding to the x-axis and cumulative interactions corresponding to the y-axis.