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Kasus penggunaanComet
Bersiap untuk pertemuan dengan pelanggan
Ubah persiapan akun yang memakan waktu lebih dari satu jam menjadi pengarahan instan, dengan meriset berita, pemangku kepentingan, riwayat transaksi, dan konteks secara otomatis agar Anda selalu siap menghadapi setiap pertemuan.
- Comet
- Pencarian
- Penelitian mendalam
- Pencarian Comet
- Konektor
- Teknologi
- Konsultasi
- Kesehatan
Ringkasan
Datang ke pertemuan dengan pelanggan dengan persiapan matang memerlukan pengumpulan berita perusahaan terbaru, riwayat transaksi, konteks pemangku kepentingan, dan prioritas strategis. Riset ini biasanya memakan waktu satu jam atau lebih pekerjaan manual.
Agen peramban Comet dapat meriset akun secara real time, menampilkan berita terbaru, perubahan eksekutif, sorotan pendapatan, dan konteks kompetitif. Agen ini juga dapat menarik riwayat transaksi dari integrasi CRM yang terhubung.
Hasilnya adalah dokumen pengarahan yang ringkas dan terstruktur yang siap sebelum pertemuan dimulai.
Hasil utama
Tips
- Hubungkan CRM Anda untuk konteks transaksi: Dengan integrasi CRM yang diaktifkan, mintalah Comet untuk 'sertakan juga riwayat transaksi kami, peluang terbuka, dan tiket dukungan terbaru dengan akun ini' untuk tampilan yang terintegrasi penuh
- Minta konteks khusus peserta: Jika Anda tahu siapa saja yang akan hadir dalam pertemuan, tambahkan 'riset profil LinkedIn [Nama] dan [Nama] serta sertakan latar belakang yang relevan tentang peran dan prioritas mereka'
- Minta saran pertanyaan: Di akhir perintah, tambahkan 'rekomendasikan tiga pertanyaan penemuan berdasarkan prioritas strategis saat ini dari Snowflake' untuk hadir dalam pertemuan dengan agenda yang lebih tajam