IP Library Granted Patent US 11,095,773
Granted Patent B2
US 11,095,773 · App. 16/555,935 · Granted Aug 17, 2021

Coaching in an automated communication link establishment and management system

Inventors: Chad Burmeister (Los Gatos, CA); Hitesh Shah (Los Gatos, CA); Christopher W. Beall (Los Gatos, CA)
Assignee: ConnectAndSell, Inc.
H04M3/5175G06Q10/06393H04M3/5158H04M2203/552H04M2203/555H04M2203/558
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Quick Facts
Patent No.
US 11,095,773
App. No.
16/555,935
Granted
Aug 17, 2021
Kind
B2
Abstract

A contextual lead generation in an automated communication link establishment and management system may store information related to sales calls. The system may identify strengths and weaknesses of a sales representative. The system may provide training content to the sales representative in real time base on the identified strengths and weaknesses.

Claims (31)

1. A 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;

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

the communication link establishment and management system being configured to automatically assign an agent to an outbound calling attempt of the plurality of outbound calling attempts in response to the outbound calling attempt being answered, and connect the agent to a call resulting from the outbound calling attempt;

the communication link establishment and management system being configured to determine, during the call and in response to the outbound calling attempt being answered, that the call is connected with the target associated with the outbound calling attempt, and in response, automatically bypassing the agent and transferring the call to the user, wherein the user and the agent are different;

the communication link establishment and management system being programmed to score a completed call in the plurality of outbound calling attempts for the user;

the communication link establishment and management system being programmed to identify a weakness of the user based on the score; and

the communication link establishment and management system being programmed to provide video training content in response to the user being idle between the completed call and a subsequent call, wherein the video training content is provided within the communication link establishment and management system to the user in real time based on the weakness.

2. The system of claim 1 , wherein the communication link establishment and management system is configured to end the video training content in response to initiation of the subsequent call.

3. The system of claim 1 , wherein the communication link establishment and management system is configured to determine that the score is lower than a benchmark.

4. The system of claim 3 , wherein the communication link establishment and management system is configured to select the video training content based on the score and the benchmark.

5. The system of claim 1 , wherein the communication link establishment and management system is configured to detect a language being spoken by a voice answering the call and assign the agent to the call based on agent language information associated with the agent that matches the detected language.

6. The system of claim 1 , wherein the communication link establishment and management system is configured to automatically release the agent from the call in response to transferring the call to the user.

7. The system of claim 1 , wherein the communication link establishment and management system is configured to detect that the call has been answered by the target by recognizing a target voice of the target.

8. The system of claim 1 , wherein the communication link establishment and management system is configured to detect that the call has been connected to a voicemail system, and in response, automatically leave a prerecorded voicemail message.

9. A method, comprising:

initiating, by a processor, a plurality of outbound calling attempts to establish communication with a plurality of targets;

automatically assigning, by the processor, an agent to an outbound calling attempt of the plurality of outbound calling attempts in response to the outbound calling attempt being answered;

connecting, by the processor, the agent to a call resulting from the outbound calling attempt;

determining, by the processor, and during the call and in response to the outbound calling attempt being answered, the call being connected with a target of the plurality of targets associated with the outbound calling attempt;

automatically transferring, by the processor, the call to a user, bypassing the agent, in response to the determining the call being connected with the target, wherein the user and the agent are different;

scoring, by the processor, a completed call of the plurality of outbound calling attempts for the user;

identifying, by the processor, a weakness of the user based on the scoring the completed call; and

providing, by the processor, video training content in real time based on the weakness.

10. The method of claim 9 , further comprising stopping, by the processor, the video training content in response to initiation of a subsequent call.

11. The method of claim 9 , further comprising determining, by the processor, that the score of the completed call is lower than a benchmark.

12. The method of claim 11 , further comprising selecting, by the processor, the video training content based on the score and the benchmark.

13. The method of claim 9 , further comprising detecting, by the processor, a language being spoken by a voice answering the call, wherein the automatically assigning the agent to the outbound calling attempt comprises assigning, by the processor, the agent based on agent language information associated with the agent that matches the detected language.

14. The method of claim 9 , further comprising automatically releasing, by the processor, the agent from the call in response to the transferring the call to the user.

15. The method of claim 9 , wherein the determining that the call has been connected with the target occurs by recognizing, by the processor, a target voice of the target.

16. The method of claim 9 , further comprising detecting, by the processor, that the call has been connected to a voicemail system, and in response, automatically leaving, by the processor, a prerecorded voicemail message.

Assignments (4)
SECURITY INTEREST Recorded Oct 1, 2022
From: CONNECTANDSELL, INC.
To: HERITAGE BANK OF COMMERCE
Reel/Frame 061279/0333 →
SECURITY INTEREST Recorded Jun 28, 2021
From: CONNECTANDSELL, INC.
To: HERITAGE BANK OF COMMERCE
Reel/Frame 056685/0982 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Aug 30, 2019
From: BURMEISTER, CHAD
To: CONNECTANDSELL, INC.
Reel/Frame 050222/0238 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Aug 30, 2019
From: SHAH, HITESH; BEALL, CHRISTOPHER W.
To: CONNECTANDSELL, INC.
Reel/Frame 050222/0366 →
Continuity (8)
Continuation 14857546 · Sep 17, 2015
Continuation In Part 14161339 · Jan 22, 2014
Continuation In Part 13894126 · May 14, 2013
Continuation In Part 13412715 · Mar 6, 2012
Provisional Application 62051947 · Sep 17, 2014
Provisional Application 61756295 · Jan 24, 2013
Provisional Application 61646486 · May 14, 2012
Related Publication 20190387101A1 · Dec 19, 2019