Systems and methods for matching and delivering account-level data from multiple customer-facing platforms based on contact-level touchpoints

US11328308B1 · kind B1 · utility

Assignee

• Juniper Networks, Inc. · US

Inventors

• Brian Cooper · Bedford, US
• Thomas P. McCarthy · Roseville, US
• Shalini Ruppa Subramanian · San Ramon, US
• Krishnakumar Angia Ramamoorthy · San Jose, US
• Michael E. Marcellin · Ashburn, US
• Min Guo · Fremont, US
• Nancy G. Weintraub · Los Altos, US
• Spandan Shivannaiah · Mumbai, IN
• Srinivas Attili · Sterling, US

Key dates

• Filing date: May 31, 2017
• Grant date: May 10, 2022
• Expiry date: May 7, 2039

Classification

• Technology area (CPC G): Physics
• CPC primary: G06Q30/0601
• WIPO field: IT methods for management
• WIPO sector: Electrical engineering

Abstract

The disclosed method may include (1) deploying a virtual-tracking technology across a plurality of customer-facing platforms, (2) detecting, via one customer-facing platform, a first touchpoint between a browser of a contact related to a buyer-side business and a seller-side business, (3) generating, by way of the virtual-tracking technology, a cookie that is linked to the buyer-side business, (4) dropping the cookie into the browser of the contact during the first touchpoint, (5) detecting, via another customer-facing platform, a second touchpoint between the browser of the contact and the seller-side business based at least in part on the cookie, and then (6) tracing a customer journey that (A) represents the interactions between the buyer-side business and the seller-side business via the contact and (B) accounts for the first touchpoint and the second touchpoint. Various other systems, methods, and computer-readable media are also disclosed.