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KasutusjuhtumidComet
Valmistuge kliendikohtumiseks
Muutke üle tunni pikkune konto ettevalmistus kiireks kokkuvõtteks, mis uurib automaatselt uudiseid, sidusrühmi, tehingute ajalugu ja tausta, et saaksite igale kohtumisele enesekindlalt minna.
- Comet
- Otsing
- Põhjalik uuring
- Cometi otsing
- Konnektorid
- Tehnoloogia
- Nõustamine
- Tervishoid
Ülevaade
Kliendikohtumisele heakskiidetult minek eeldab viimaste ettevõtte uudiste, tehingute ajaloo, sidusrühmade tausta ja strateegiliste prioriteetide kokkukogumist. Tavaliselt kulub sellele uurimistööle tund või rohkem manuaalset tööd.
Cometi brauseriagent suudab uurida kliendikontot reaalajas, tuues välja värsked uudised, muudatused juhtkonnas, finantstulemuste tipphetked ja konkurentsialase tausta. Samuti saab see ühendatud CRM-integratsioonidest pärineda tehingute ajalugu.
Tulemuseks on lühike ja struktureeritud briifingdokument, mis on valmis enne kohtumise algust.
Põhitulem
Näpunäited
- Ühendage oma CRM tehingu tausta jaoks: Kui CRM-integratsioon on lubatud, paluge Cometil lisada täieliku vaate saamiseks ka „meie tehingute ajalugu, avatud võimalused ja hiljutised tugipiletid selle kontoga“
- Taotlege osalejapõhist tausta: Kui teate, kes kohtumisel osalevad, lisage „uurige [Nimi] ja [Nimi] LinkedIni profiile ning lisage asjakohane taust nende rollide ja prioriteetide kohta“
- Küsige soovitatud küsimusi: Lisage päringu lõppu „soovita kolm kaardistusküsimust Snowflake'i praeguste strateegiliste prioriteetide põhjal“, et jõuda kohtumisele teravama päevakorraga