IP Library Granted Patent US 10,715,626
Granted Patent B2
US 10,715,626 · App. 14/751,401 · Granted Jul 14, 2020

Account routing to user account sets

Inventors: Arun Kumar Jagota (Sunnyvale, CA); Sancho S. Pinto (Alameda, CA); Saurin G. Shah (Belmont, CA); Stanislav Georgiev (Sunnyvale, CA)
H04L67/306G06F16/3346G06Q30/01
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Quick Facts
Patent No.
US 10,715,626
App. No.
14/751,401
Granted
Jul 14, 2020
Kind
B2
Abstract

New account routing to user account sets is described. A system creates multiple accounts profiles corresponding to multiple sets of accounts, based on multiple attributes associated with each account of the multiple sets of accounts. The system calculates multiple account scores for an account based on comparing multiple attributes associated with the account against the corresponding multiple accounts profiles, wherein the account is not in the multiple sets of accounts. The system identifies a highest account score of the multiple account scores. The system routes the account to a user associated with a set of accounts corresponding to the highest account score.

Claims (34)

1. A system for new account routing to user account sets, the apparatus comprising:

one or more processors; and

a non-transitory computer readable medium storing a plurality of instructions, which when executed, cause the one or more processors to:

create an account profile for each set of accounts of a plurality of sets of accounts which are assigned as sales responsibilities to a corresponding plurality of users, based on a plurality of firmographic attributes associated with each account of the plurality of sets of accounts, wherein the account profiles model probability distributions;

determine a plurality of account similarity scores for an unassigned account, which is pending assignment as a sales responsibility to any of the plurality of users who are assigned sales responsibilities for the plurality of sets of accounts, by comparing a plurality of firmographic attributes associated with the unassigned account against the corresponding plurality of accounts profiles;

identify a highest account similarity score of the plurality of account similarity scores; and

assign a sales responsibility for the unassigned account to a user who is assigned a sales responsibility for a set of accounts, of the plurality of sets of accounts, corresponding to the highest account similarity score.

2. The system of claim 1 , wherein creating the plurality of accounts profiles for the plurality of sets of accounts is further based on recency-weighting each account of the plurality of sets of accounts.

3. The system of claim 1 , wherein creating the plurality of accounts profiles for the plurality of sets of accounts comprises accommodating a missing firmographic attribute value in the plurality of sets of accounts.

4. The system of claim 1 , wherein creating the plurality of accounts profiles for the plurality of sets of accounts is further based on a user provided firmographic attribute preference.

5. The system of claim 1 , wherein the plurality of sets of accounts is further associated with at least one of a plurality of users and a random sampling of accounts.

6. The system of claim 1 , wherein creating the plurality of accounts profiles for the plurality of sets of accounts comprises adjusting for a firmographic attribute dependency in the plurality of sets of accounts.

7. The system of claim 1 , wherein creating the plurality of accounts profiles for the plurality of sets of accounts is further based on at least one user success attribute associated with each account of the plurality of sets of accounts.

8. A computer program product comprising computer-readable program code to be executed by one or more processors when retrieved from a non-transitory computer-readable medium, the program code including instructions to:

create, by a database system, an account profile for each set of accounts of a plurality of sets of accounts which are assigned as sales responsibilities to a corresponding plurality of users, based on a plurality of firmographic attributes associated with each account of the plurality of sets of accounts, wherein the account profiles model probability distributions;

determine, by the database system, a plurality of account similarity scores for an unassigned account, which is pending assignment as a sales responsibility to any of the plurality of users who are assigned sales responsibilities for the plurality of sets of accounts, by comparing a plurality of firmographic attributes associated with the unassigned account against the corresponding plurality of accounts profiles;

identify, by the database system, a highest account similarity score of the plurality of account similarity scores; and

assign, by the database system, a sales responsibility for the unassigned account to a user who is assigned a sales responsibility for a set of accounts, of the plurality of sets of accounts, corresponding to the highest account similarity score.

9. The computer program product of claim 8 , wherein creating the plurality of accounts profiles for the plurality of sets of accounts is further based on recency-weighting each account of the plurality of sets of accounts.

10. The computer program product of claim 8 , wherein creating the plurality of accounts profiles for the plurality of sets of accounts comprises accommodating a missing firmographic attribute value in the plurality of sets of accounts.

11. The computer program product of claim 8 , wherein creating the plurality of accounts profiles for the plurality of sets of accounts is further based on a user provided firmographic attribute preference.

12. The computer program product of claim 8 , wherein the plurality of sets of accounts is further associated with at least one of a plurality of users and a random sampling of accounts.

13. The computer program product of claim 8 , wherein creating the plurality of accounts profiles for the plurality of sets of accounts comprises adjusting for a firmographic attribute dependency in the plurality of sets of accounts.

14. The computer program product of claim 8 , wherein creating the plurality of accounts profiles for the plurality of sets of accounts is further based on at least one user success attribute associated with each account of the plurality of sets of accounts.

15. A method for new account routing to user account sets stored in a database system, the method comprising:

creating, by the database system, an account profile for each set of accounts of a plurality of sets of accounts which are assigned as sales responsibilities to a corresponding plurality of users, based on a plurality of firmographic attributes associated with each account of the plurality of sets of accounts, wherein the account profiles model probability distributions;

determining, by the database system, a plurality of account similarity scores for an unassigned account, which is pending assignment as a sales responsibility to any of the plurality of users who are assigned sales responsibilities for the plurality of sets of accounts, by comparing a plurality of firmographic attributes associated with the unassigned account against the corresponding plurality of accounts profiles;

identifying, by the database system, a highest account similarity score of the plurality of account similarity scores; and

assign, by the database system, a sales responsibility for the unassigned account to a user who is assigned a sales responsibility for a set of accounts, of the plurality of sets of accounts, corresponding to the highest account similarity score.

16. The method of claim 15 , wherein creating the plurality of accounts profiles for the plurality of sets of accounts is further based on at least one of a user provided firmographic attribute preference and recency-weighting each account of the plurality of sets of accounts.

17. The method of claim 15 , wherein creating the plurality of accounts profiles for the plurality of sets of accounts comprises accommodating a missing firmographic attribute value in the plurality of sets of accounts.

18. The method of claim 15 , wherein the plurality of sets of accounts is further associated with at least one of a plurality of users and a random sampling of accounts.

19. The method of claim 15 , wherein creating the plurality of accounts profiles for the plurality of sets of accounts comprises adjusting for a firmographic attribute dependency in the plurality of sets of accounts.

20. The method of claim 15 , wherein creating the plurality of s profiles for the plurality of sets of accounts is further based on at least one user success attribute associated with each account of the plurality of sets of accounts.

Assignments (2)
CHANGE OF NAME Recorded Oct 3, 2023
From: SALESFORCE.COM, INC.
To: SALESFORCE, INC.
Reel/Frame 065114/0983 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jun 26, 2015
From: JAGOTA, ARUN KUMAR; PINTO, SANCHO S.; SHAH, SAURIN G.; GEORGIEV, STANISLAV
To: SALESFORCE.COM, INC.
Reel/Frame 035913/0254 →
Continuity (1)
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