IP Library Granted Patent US 8,767,946
Granted Patent B1
US 8,767,946 · App. 14/184,260 · Granted Jul 1, 2014

Methods and systems for processing and managing communications

Inventors: Robert J. Duva (Santa Barbara, CA); Colin D. Kelley (Santa Barbara, CA); Jason S. Spievak (Santa Barbara, CA); David S. Trandal (Santa Barbara, CA)
Assignee: Invoca, Inc.
G06Q30/0202H04M3/5231
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Quick Facts
Patent No.
US 8,767,946
App. No.
14/184,260
Granted
Jul 1, 2014
Kind
B1
Abstract

An online and offline communication processing and tracking using data processing and data/voice networks is described. A phone address from a phone address number pool is automatically assigned to a first entity. A call quality rating is determined and recorded. A call from a caller directed to the phone address is received at a call bridging system coupled to at least one network, wherein the call is associated with call signaling information. Based at least in part on the call quality associated with the caller call, the caller call is assigned to a first location in a call queue. An outbound call is generated from the call bridging system and the inbound and the outbound calls are bridged. One or more parameters of the bridged call are compared to the call quality rating. An indication is recorded regarding the successful bridging of the calls in association with an entity identifier.

Claims (60)

1. A system, comprising:

a computing device;

non-transitory media storing instructions readable by the computing device, that when executed by the computing device, cause the computing device to perform operations, comprising:

assigning one or more phone addresses to one or more media elements within a marketing campaign for a good or service in response to at least a first condition,

wherein a first media element of the marketing campaign comprises a web-based landing page;

receiving a facsimile document in association with a first call initiated by a customer prospect directed to a first of the one or more assigned phone addresses assigned to the one or more media elements;

at least partly in response to receiving the facsimile document, enhancing a lead score associated with the customer prospect, wherein enhancing the lead score comprises improving the lead score to reflect a corresponding inferred likelihood that the customer prospect will be a customer for the good or service; and

decreasing or not changing a lead score associated with a second customer prospect based at least in part on not receiving a facsimile document from the second customer prospect during the marketing campaign, wherein decreasing the lead score associated with the second customer prospect comprises reducing the second customer prospect lead score to reflect a corresponding inferred likelihood that the second customer prospect will not become a customer for the good or service.

2. The system as defined in claim 1 , the system further comprising a network interface configured to be coupled to a Public Switched Telephone Network (PSTN) and an interface coupled to an Internet Protocol network.

3. The system as defined in claim 1 , wherein the marketing automation computing system is configured to perform call processing.

4. The system as defined in claim 1 , wherein the first condition comprises the customer prospect initiating a search request.

5. The system as defined in claim 1 , wherein the first condition comprises the customer prospect initiating a download via the web-based landing page.

6. The system as defined in claim 1 , wherein the customer prospect is an existing customer or a new customer.

7. The system as defined in claim 1 , the operations further comprising placing the customer prospect account into the marketing campaign.

8. The system as defined in claim 1 , the operations further comprising:

receiving call signaling information associated with the first call wherein the call signaling information includes a calling party identification of a caller; and

storing the calling party identification of the caller in association with an account of the customer prospect.

9. The system as defined in claim 1 , the operations further comprising causing the lead score of the customer prospect to be displayed.

10. The system as defined in claim 1 , the operations further comprising generating a customer prospect activity report, wherein the customer prospect activity report includes a record of the receipt of the facsimile document.

11. The system as defined in claim 1 , wherein the one or more media elements comprise a form.

12. A method of lead scoring, comprising:

assigning, by a marketing automation computing system, one or more phone addresses to one or more media elements within a marketing campaign for a good or service in response to at least a first condition,

wherein a first media element of the marketing campaign comprises a web-based landing page;

receiving, at the marketing automation computing system, a facsimile document in association with a first call initiated by a customer prospect directed to a first of the one or more assigned phone addresses assigned to the one or more media elements;

at least partly in response to receiving the facsimile document, enhancing a lead score associated with the customer prospect, wherein enhancing the lead score comprises improving the lead score to reflect a corresponding inferred likelihood that the customer prospect will be a customer for the good or service; and

decreasing or not changing a lead score associated with a second customer prospect based at least in part on not receiving a facsimile document from the second customer prospect during the marketing campaign, wherein decreasing the lead score associated with the second customer prospect comprises reducing the second customer prospect lead score to reflect a corresponding inferred likelihood that the second customer prospect will not become a customer for the good or service.

13. A system, comprising:

a computing device;

non-transitory media storing instructions readable by the computing device, that when executed by the computing device, cause the computing device to perform operations, comprising:

assigning one or more phone addresses to one or more media elements within a marketing campaign for a good or service in response to at least a first condition,

wherein a first media element of the marketing campaign comprises a web-based landing page;

receiving a facsimile document in association with a first call initiated by a customer prospect directed to a first of the one or more assigned phone addresses assigned to the one or more media elements;

at least partly in response to receiving the facsimile document, enhancing a lead score associated with the customer prospect, wherein enhancing the lead score comprises improving the lead score to reflect a corresponding inferred likelihood that the customer prospect will be a customer for the good or service; and

decreasing or not changing a lead score associated with a second customer prospect based at least in part on not receiving a facsimile document from the second customer prospect during the marketing campaign, wherein decreasing the lead score associated with the second customer prospect comprises reducing the second customer prospect lead score to reflect a corresponding inferred likelihood that the second customer prospect will not become a customer for the good or service.

14. The system as defined in claim 13 , the system further comprising a network interface configured to be coupled to a Public Switched Telephone Network (PSTN) and an interface coupled to an Internet Protocol network.

15. The system as defined in claim 13 , wherein the marketing automation computing system is configured to perform call processing.

16. The system as defined in claim 13 , wherein the customer prospect is an existing customer or a new customer.

17. The system as defined in claim 13 , the operations further comprising:

associating an identifier with the customer prospect; and

adding the customer prospect to the marketing campaign using the identifier.

18. The system as defined in claim 13 , wherein the first condition comprises the customer prospect initiating a search request.

19. The system as defined in claim 13 , wherein the detected signature is in proximity to a signature line on a form.

20. The system as defined in claim 13 , the operations further comprising:

converting at least a portion of the received facsimile document into text; and

determining from the converted text if the received facsimile document comprises a form.

21. The system as defined in claim 13 , the operations further comprising, if the received facsimile document comprises a form, determining an identity of the form.

22. The system as defined in claim 21 , the operations further comprising storing the form identity in association with a customer prospect account.

23. The system as defined in claim 13 , wherein the first condition comprises the customer prospect initiating a download via a web-based landing page.

24. The system as defined in claim 13 , the operations further comprising:

receiving call signaling information associated with the first call wherein the call signaling information includes a calling party identification of a caller; and

storing the calling party identification of the caller in association with an account of the customer prospect.

25. The system as defined in claim 13 , the operations further comprising causing a record of the sale to the customer prospect to be displayed.

26. The system as defined in claim 13 , the operations further comprising generating a customer prospect activity report, wherein the customer prospect activity report includes a record of the sale to the customer prospect.

27. The system as defined in claim 13 , wherein the one or more media elements comprise a form.

28. A method of lead scoring, comprising:

assigning, by a marketing automation computing system, one or more phone addresses to one or more media elements within a marketing campaign for a good or service in response to at least a first condition;

receiving, at the marketing automation computing system, a facsimile document in association with a first call initiated by a customer prospect directed to a first of the one or more assigned phone addresses assigned to the one or more media elements;

detecting, by the marketing automation computing system, a signature within the received facsimile document;

based at least in part on the detection of the signature with the received facsimile, attributing by the marketing automation computing system a sale of the good or service to the customer prospect; and

decreasing or not changing a lead score associated with a second customer prospect based at least in part on not receiving a facsimile document from the second customer prospect during the marketing campaign, wherein decreasing the lead score associated with the second customer prospect comprises reducing the second customer prospect lead score to reflect a corresponding inferred likelihood that the second customer prospect will not become a customer for the good or service.

Assignments (6)
RELEASE OF SECURITY INTEREST Recorded Jan 24, 2023
From: ORIX GROWTH CAPITAL, LLC
To: INVOCA, INC.
Reel/Frame 062463/0390 →
REAFFIRMATION OF AND SUPPLEMENT TO INTELLECTUAL PROPERTY SECURITY AGREEMENT Recorded Jan 28, 2022
From: INVOCA, INC.
To: ORIX GROWTH CAPITAL, LLC
Reel/Frame 058892/0404 →
REAFFIRMATION OF AND SUPPLEMENT TO INTELLECTUAL PROPERTY SECURITY AGREEMENT Recorded Oct 21, 2021
From: INVOCA, INC.
To: ORIX GROWTH CAPITAL, LLC
Reel/Frame 057884/0947 →
SECURITY INTEREST Recorded Sep 19, 2018
From: INVOCA, INC.
To: PACIFIC WESTERN BANK
Reel/Frame 046909/0908 →
SECURITY INTEREST Recorded Sep 18, 2018
From: INVOCA, INC.
To: ORIX GROWTH CAPITAL, LLC
Reel/Frame 046903/0583 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Apr 30, 2014
From: DUVA, ROBERT J.; KELLEY, COLIN D.; SPIEVAK, JASON S.; TRANDAL, DAVID S.
To: INVOCA, INC.
Reel/Frame 032793/0984 →
Continuity (8)
Continuation In Part 14069152 · Oct 31, 2013
Continuation In Part 13828623 · Mar 14, 2013
Continuation In Part 13563493 · Jul 31, 2012
Continuation 13455845 · Apr 25, 2012
Continuation In Part 12552905 · Sep 2, 2009
Provisional Application 61095255 · Sep 8, 2008
Provisional Application 61107269 · Oct 21, 2008
Provisional Application 61161654 · Mar 19, 2009