People.ai has been granted a patent for systems and methods that determine an engagement profile of a participant by analyzing electronic activities. The technology involves accessing CRM record objects, generating shadow systems, matching electronic activities, and storing engagement profiles based on activity levels. 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 January 2024 was 61%. Grant share is based on the ratio of number of grants to total number of patents.
Determining engagement profile of participant based on electronic activities
A recently granted patent (Publication Number: US11888949B2) outlines a method and system for managing customer relationship management (CRM) systems of record associated with various data source providers. The method involves accessing CRM record objects, generating corresponding shadow systems of record, matching electronic activities to shadow objects, determining engagement profiles of participants based on activity data, and storing associations between activities and participants. The system includes hardware processors configured to perform these functions, ensuring efficient CRM management and participant engagement tracking. Additionally, the patent covers the determination of completion scores, historical activity analysis, and the generation of production profiles based on engagement profiles, enhancing the overall CRM process.
Furthermore, the patent details the generation of engagement profiles based on field-value pairs, the identification of shadow objects associated with participants, and the recommendation of assigning new shadow objects based on completion scores. It also includes the inference of participant roles from activity data and node profiles, selecting engagement score generation policies accordingly. The system further allows for the determination of completion likelihoods, engagement profile generation policies, and production profiles for multiple shadow objects associated with a participant. Overall, the method and system described in the patent offer a comprehensive approach to CRM management, participant engagement analysis, and process completion prediction, providing valuable insights for efficient customer relationship management strategies.
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