People.ai has been granted a patent for systems and methods that provide content items based on impact scores associated with actions of the content items. The patent describes accessing record objects linked to electronic activities, identifying actions to increase completion scores, determining impact scores for each action, and providing content items based on the impact scores. GlobalData’s report on People.ai gives a 360-degree view of the company including its patenting strategy. Buy the report here.
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According to GlobalData’s company profile on People.ai, Quantum machine learning was a key innovation area identified from patents. People.ai's grant share as of September 2023 was 61%. Grant share is based on the ratio of number of grants to total number of patents.
Generating content items based on impact scores of actions
A recently granted patent (Publication Number: US11720546B2) describes a method and system for optimizing customer relationship management (CRM) systems. The method involves accessing a CRM system of record and identifying opportunity record objects linked to electronic activities involving a particular entity. These opportunity record objects correspond to events that need to be completed. The method further involves determining a completion score for each opportunity record object, indicating the likelihood of event completion.
To increase the completion score, the method identifies a set of candidate actions for each opportunity record object. The impact score of each candidate action is determined based on the change it would bring to the completion score. The method then selects a candidate action with the highest impact score and provides a content item corresponding to that action for presentation to the entity's device.
The patent also includes additional features to enhance the optimization process. For example, the impact score of a candidate action can be determined by analyzing the historical change in completion scores of similar actions. Additionally, the impact score can be influenced by factors such as the timing of the action in relation to the stage of the opportunity record object and the type of recipient and action.
The system described in the patent includes one or more processors coupled to memory. These processors are configured to perform the steps outlined in the method. The system can access the opportunity record objects, identify candidate actions, determine impact scores, select actions, and provide content items based on the impact scores.
Furthermore, the patent also covers a non-transitory computer-readable storage medium that stores instructions for executing the method. This allows the method to be implemented on various computing systems.
Overall, this patent presents a method and system for optimizing CRM systems by intelligently selecting and presenting actions to increase the likelihood of event completion. By leveraging historical data and various factors, the method aims to improve the efficiency and effectiveness of CRM processes.
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GlobalData Patent Analytics tracks bibliographic data, legal events data, point in time patent ownerships, and backward and forward citations from global patenting offices. Textual analysis and official patent classifications are used to group patents into key thematic areas and link them to specific companies across the world’s largest industries.
