IP Library Granted Patent US 11,392,964
Granted Patent B2
US 11,392,964 · App. 16/528,246 · Granted Jul 19, 2022

Predictive analytics for leads generation and engagement recommendations

Inventors: Hua Gao (Sunnyvale, CA); Vincent Yang (Redwood City, CA); Yi Jin (Redwood City, CA); Amit Rai (Danville, CA)
Assignee: ZOOMINFO APOLLO LLC
G06Q30/0201G06F16/951G06Q10/0637G06Q30/0204G06Q30/0631G06Q30/0641
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Quick Facts
Patent No.
US 11,392,964
App. No.
16/528,246
Granted
Jul 19, 2022
Kind
B2
Abstract

An automated predictive analytics system disclosed herein provides for generating sales leads with lead engagement recommendations. In one implementation, the system determines similarities between fitness, engagement, and intent characteristics of a plurality of target clients and fitness, engagement, and intent characteristics of an entity's existing clients. Subsequently, the system generates recommendations for engagement with the plurality of target clients, wherein components of the recommendations for engagement are based on determined similarities between the fitness, engagement, and intent characteristics of the plurality of target clients and the fitness, engagement, and intent characteristics of the entity's existing clients. The system presents the plurality of leads with the recommendations of engagement to using a graphical user interface (GUI) at the application layer of the system.

Claims (43)

1. A computer-implemented method, wherein one or more computing devices comprising storage and a processor are programmed to perform steps comprising:

generating recommendations for engagement with the plurality of target clients, wherein components of the recommendations for engagement are based on determined similarities between (a) a fitness, engagement, and intent characteristics of a plurality of target clients and (b) a fitness, engagement, and intent characteristics of an entity's existing clients;

categorizing a plurality of web pages, hyperlinks, and link structures located over the Internet using a trained classifier that uses features from content and code on web pages;

crawling, by a computer, the plurality of web pages, hyperlinks, and link structures based on the categorization of the plurality of web pages, hyperlinks, and link structures to collect third party unstructured text information; and

generating a feature matrix for the target client and comparing one or more value of the feature matrix of the target client with one or more values of a feature matrix for the entity's existing clients to generate the recommendations of engagement.

2. The computer-implemented method of claim 1 , further comprising:

analyzing the third party unstructured text information to generate the fitness characteristics of the plurality of target clients.

3. The computer-implemented method of claim 2 , wherein crawling the plurality of web pages, hyperlinks, and link structures further comprises:

traversing a target client website to collect target client unstructured text information;

categorizing the target company website pages into one or more categories; and

analyzing the target client unstructured text information per each of the one or more categories; and

extracting target company fitness information.

4. The computer-implemented method of claim 3 , further comprising adjusting parameters of the crawling based on automated machine learning of the target client unstructured text information.

5. The computer-implemented method of claim 4 , further comprising presenting a plurality of leads with the recommendations of engagement.

6. The computer-implemented method of claim 5 , further comprising: determining predictive values of one more feature of the features matrix; determining a regularization function based on the feature matrix;

adjusting feature weights based on the regularization function; and

applying the adjusted regularization function to an objective function to generate a new objective function.

7. The computer-implemented method of claim 6 , further comprising optimizing the new objective function.

8. The computer-implemented method of claim 1 , further comprising traversing, using one or more application programming interfaces, a plurality of the entity's internal data sources to generate the fitness characteristics of the entity's existing clients.

9. The computer-implemented method of claim 8 , further comprising:

determining various engagement characteristics of the plurality of the entity's existing clients based on analysis of data collected by the application programming interfaces.

10. The computer-implemented method of claim 1 , wherein presenting the plurality of leads with the recommendations of engagement further comprises presenting the plurality of leads with the recommendations of engagement using a graphical user interface (GUI) at an application layer of a leads management system.

11. The computer-implemented method of claim 10 , wherein the recommendations of engagement of the target client is an observed purchasing pattern of the target client determined based on analysis of the publicly available unstructured text related to the target client.

12. The computer-implemented method of claim 1 , wherein the intent characteristic of the target client is based on a publicly available browsing behavior of one or more employees of the target client.

13. A physical article of manufacture including one or more devices encoding computer-executable instructions for executing on a computer system a computer process, the computer process comprising:

generating recommendations for engagement with a plurality of target clients, wherein components of the recommendations for engagement are based on determined similarities between (a) a fitness, engagement, and intent characteristics of the plurality of target clients and (b) a fitness, engagement, and intent characteristics of an entity's existing clients;

generating a feature matrix for the target client and comparing one or more value of the feature matrix of the target client with one or more values of a feature matrix for the entity's existing clients to generate the recommendations of engagement;

categorizing a plurality of web pages, hyperlinks, and link structures located over the Internet using a trained classifier that uses features from content and code on web pages;

crawling, by a computer, the plurality of web pages, hyperlinks, and link structures based on the categorization of the plurality of web pages, hyperlinks, and link structures to collect third party unstructured text information.

14. The physical article of manufacture of claim 13 , wherein the computer process further comprising analyzing the third party unstructured text information to generate the fitness characteristics of the plurality of target clients.

15. The physical article of manufacture of claim 13 , wherein the computer process further comprising:

traversing a target client website to collect target client unstructured text information;

categorizing target client website pages into one or more categories; and

analyzing the target client unstructured text information per each of the one or more categories; and

extracting target client fitness information.

16. The physical article of manufacture of claim 13 , wherein the computer process further comprising adjusting parameters of the crawling based on automated machine learning of the target client unstructured text information.

17. The physical article of manufacture of claim 13 , wherein the computer process further comprising presenting the plurality of leads with the recommendations of engagement.

18. The physical article of manufacture of claim 13 , wherein the computer process further comprising:

determining predictive values of one more feature of the feature matrix;

determining a regularization function based on the feature matrix; and

adjusting feature weights based on the regularization function.

19. The physical article of manufacture of claim 18 , wherein the computer process further comprising applying the adjusted regularization function to an objective function to generate a new objective function.

20. The physical article of manufacture of claim 18 , wherein the computer process further comprising optimizing the new objective function.

Assignments (5)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Feb 25, 2025
From: ZOOMINFO APOLLO LLC
To: ZOOMINFO TECHNOLOGIES LLC
Reel/Frame 070323/0300 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Apr 8, 2021
From: EVERSTRING INNOVATION TECHNOLOGY
To: ZOOMINFO APOLLO LLC
Reel/Frame 055869/0475 →
SECURITY INTEREST Recorded Dec 31, 2020
From: CLICKAGY LLC; EVERSTRING TECHNOLOGY, LLC
To: MORGAN STANLEY SENIOR FUNDING, INC., AS COLLATERAL AGENT
Reel/Frame 054785/0882 →
RELEASE OF SECURITY INTEREST Recorded Dec 28, 2020
From: WESTERN ALLIANCE BANK
To: EVERSTRING TECHNOLOGY LIMITED (NOW KNOWN AS EVERSTRING TECHNOLOGY, LLC)
Reel/Frame 054757/0438 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jul 31, 2019
From: GAO, HUA; YANG, VINCENT; JIN, YI; RAI, AMIT
To: EVERSTRING INNOVATION TECHNOLOGY
Reel/Frame 049922/0655 →
Continuity (3)
Continuation 15040942 · Feb 10, 2016
Provisional Application 62114068 · Feb 10, 2015
Related Publication 20190378149A1 · Dec 12, 2019
Cited By (2)
US 12,205,372 US 12,499,114