IP Library Granted Patent US 9,258,423
Granted Patent B1
US 9,258,423 · App. 14/611,873 · Granted Feb 9, 2016

Contextual lead generation in an automated communication link establishment and management system

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Quick Facts
Patent No.
US 9,258,423
App. No.
14/611,873
Granted
Feb 9, 2016
Kind
B1
Abstract

Methods and systems may generate contextual leads in an automated communication link establishment and management system. In addition, systems and methods may automatically integrate an automated calling system with a customer relationship management system, contact management system, and/or task management system, so that historical information stored concerning past contact activity and automated calling sessions relating to contacts is automatically updated in the customer relationship management system, contact management system, and/or task management system.

Claims (4)

1. A system for a closed loop process in connection with an automatic calling system, comprising:

a communication link establishment and management system configured to selectively establish a communication channel between a user and a target, the communication link establishment and management system having a data store for storing contextual lead information associated with targets, wherein the contextual lead information includes an event that has occurred at the target;

the communication link establishment and management system being operative to initiate a plurality of outbound calling attempts to establish communication with a plurality of targets, and to store information associated with each target; and

the communication link establishment and management system being programmed to automatically interface with a customer relationship management system to transfer said information to the customer relationship management system to update a database associated with the customer relationship management system.

Assignments (8)
RELEASE OF SECURITY INTEREST Recorded Jul 2, 2021
From: PACIFIC WESTERN BANK
To: CONNECTANDSELL, INC.
Reel/Frame 056757/0691 →
RELEASE OF SECURITY INTEREST Recorded Jun 29, 2021
From: FLOW CAPITAL CORP. FKA GRENVILLE STRATEGIC ROYALTY CORP.
To: CONNECTANDSELL, INC.
Reel/Frame 056710/0311 →
SECURITY INTEREST Recorded Jun 28, 2021
From: CONNECTANDSELL, INC.
To: HERITAGE BANK OF COMMERCE
Reel/Frame 056685/0982 →
RELEASE OF SECURITY INTEREST Recorded Dec 17, 2018
From: MONTAGE CAPITAL II, L.P.
To: CONNECTANDSELL, INC.
Reel/Frame 048462/0803 →
SECURITY INTEREST Recorded May 10, 2017
From: CONNECTANDSELL, INC.
To: GRENVILLE STRATEGIC ROYALTY CORP.
Reel/Frame 042327/0243 →
SECURITY INTEREST Recorded May 4, 2017
From: CONNECTANDSELL, INC.
To: PACIFIC WESTERN BANK
Reel/Frame 042243/0272 →
SECURITY INTEREST Recorded Mar 1, 2016
From: CONNECTANDSELL, INC.
To: MONTAGE CAPITAL II, L.P.; PARTNERS FOR GROWTH IV, L.P.
Reel/Frame 037860/0381 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Feb 5, 2015
From: BEALL, CHRISTOPHER W.; GODLEY, MARK; WILMSEN, JAMES MICHAEL
To: CONNECTANDSELL, INC.
Reel/Frame 034899/0390 →