Method and System for Attributing Metrics in a CRM System
In an embodiment of the present invention, a Response object collects and synchronizes information from other types of objects as may be implemented in a CRM system. For example, certain objects may include a Lead or Contact Object, a Campaign object, and an Opportunity Object that is synchronized into a Response object. In this way, the results for a given Lead or Contact can be directly attributed to the Campaign or Opportunity without having to guess as may be necessary in certain typical CRM systems.
1 . A computer-implemented method for attributing metric information, comprising:
receiving opportunity information;
determining at least a first set of objects related to the opportunity information;
identifying at least one set of response information related to the at least first set of objects;
using the opportunity information and the response information to compute metric attributions.
2 . The method of claim 1 , wherein the metric information is revenue information.
3 . The method of claim 1 , wherein the at least a first set of objects is at least one lead object.
4 . The method of claim 1 , wherein the at least a first set of objects is at least one contact object.
5 . The method of claim 1 , wherein the at least one set of response information is a plurality of response information.
6 . The method of claim 1 , further comprising adding attribution information to the at least one set of response information.
7 . The method of claim 1 , further comprising contributing attributions for a first effect object.
8 . The method of claim 7 , wherein the first effect object is a campaign.
9 . The method of claim 8 , wherein the campaign is a sales or marketing campaign.
10 . The method of claim 1 , wherein the metric attributions are revenue attributions.
11 . A computer-readable medium including instructions that, when executed by a processing unit, cause the processing unit to implement a method for attributing metric information, by performing the steps of:
receiving opportunity information;
determining at least a first set of objects related to the opportunity information;
identifying at least one set of response information related to the at least first set of objects;
using the opportunity information and the response information to compute metric attributions.
12 . The computer-readable medium of claim 11 , wherein the metric information is revenue information.
13 . The computer-readable medium of claim 11 , wherein the at least a first set of objects is at least one lead object.
14 . The computer-readable medium of claim 11 , wherein the at least a first set of objects is at least one contact object.
15 . The computer-readable medium of claim 11 , wherein the at least one set of response information is a plurality of response information.
16 . The computer-readable medium of claim 11 , further comprising adding attribution information to the at least one set of response information.
17 . The computer-readable medium of claim 11 , further comprising contributing attributions for a first effect object.
18 . The computer-readable medium of claim 17 , wherein the first effect object is a campaign.
19 . The computer-readable medium of claim 18 , wherein the campaign is a sales or marketing campaign.
20 . The computer-readable medium of claim 11 , wherein the metric attributions are revenue attributions.
21 . A computing device comprising:
a data bus;
a memory unit coupled to the data bus;
at least one processing unit coupled to the data bus and configured to
receive opportunity information;
determine at least a first set of objects related to the opportunity information;
identify at least one set of response information related to the at least first set of objects;
use the opportunity information and the response information to compute metric attributions.