Tiered Prospecting Framework for Secure External Data Analytics

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Solution Overview

Problem

Existing business prospecting software applications are limited by the use of proprietary data and lack comprehensive data analytics, leading to inconsistent and time-consuming manual processes, and often fail to leverage external data effectively.

Innovation Solution

A tiered software framework that integrates third-party data analysis, providing a centralized platform for managing leads, automating outreach, and generating detailed marketing audit reports, while allowing access to advanced data visualization and sharing actionable insights across different tiers of users.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If proprietary data is used in existing business prospecting software, then data security and control are improved, but data comprehensiveness and analytics capability deteriorate

Engineering Contradiction:
Improvedata securityVSAvoiddata comprehensiveness
Core Design Contradiction:
ReliabilityVSQuantity of substance

Solution Approach 1:

The system segments data into multiple tiers with different access levels. Tier 1 contains basic prospecting data accessible to all users, while Tier 2 contains advanced analytics data accessible only to authorized personnel. This segmentation allows the organization to maintain security controls while making comprehensive data available to those who need it, resolving the contradiction between data security and data comprehensiveness.

Inventive Principle:
Principle #1Segmentation

2Reliability

If manual prospecting processes are used, then data privacy control is improved, but productivity and consistency deteriorate

Engineering Contradiction:
Improvedata privacy controlVSAvoidprospecting efficiency
Core Design Contradiction:
ReliabilityVSProductivity

Solution Approach 1:

The system implements automated data handling where the prospecting platform automatically collects, processes, and analyzes data according to predefined privacy rules and access controls. This self-service automation maintains strict privacy control through systematic enforcement of policies while dramatically improving productivity by eliminating manual processes and ensuring consistent application of privacy standards across all prospecting activities.

Inventive Principle:
Principle #25Self-service

3Measurement precision

If comprehensive data analysis is implemented, then lead identification accuracy is improved, but system complexity and implementation time worsen

Engineering Contradiction:
Improvelead identification accuracyVSAvoidsystem complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The system performs preliminary data preparation and organization before comprehensive analysis. Data is pre-cleaned, standardized, and structured in Tier 1 before being analyzed in Tier 2. This preliminary action simplifies the subsequent analysis process by ensuring data is ready for processing, reducing the complexity of implementing comprehensive analysis while maintaining high lead identification accuracy.

Inventive Principle:
Principle #10Preliminary action

4Adaptability or versatility

If advanced analytics features are provided to all users, then user capability is improved, but system resource consumption and cost worsen

Engineering Contradiction:
Improveuser capabilityVSAvoidsystem resource consumption
Core Design Contradiction:
Adaptability or versatilityVSUse of energy by moving object

Solution Approach 1:

The system applies local quality by providing different data access capabilities to different user groups based on their specific needs and roles. Tier 1 provides basic prospecting data to all users, while Tier 2 provides advanced analytics data only to users with appropriate authorization and processing capabilities. This localized approach ensures users have the capability they need while optimizing system resource consumption by not providing unnecessary advanced features to all users.

Inventive Principle:
Principle #3Local quality

Data Source

PatentUS20260037998A1Systems and methods for facilitating business prospecting in a tiered software framework
Publication Date: 2026.02.05 HIGHLEVEL INC
  • US20260037998A1 patent drawing
  • US20260037998A1 patent drawing
  • US20260037998A1 patent drawing

AI summary

A method for facilitating business prospecting in a tiered software framework includes generating a map in a first window of a user interface; responsive to a user selecting a portion of the map, searching external networks for prospects located in the selected portion of the map, collecting data about the prospects from third-party databases, and analyzing the collected data to generate analysis results; transforming the analysis results into a first report comprising an array of rows corresponding to the prospects; causing the prospects to be displayed with location indicators on the map; causing the first report to be displayed adjacent to the map, with the prospects displayed as selectable rows; responsive to the user selecting one of the prospects in the first report, transforming the analysis results associated with the selected prospect into a second report; and displaying the second report in a second window.