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Lietojuma gadījumiComet
Sagatavojieties tikšanai ar klientu
Pārvērtiet stundu garu konta sagatavošanu tūlītējā instruktāžā, automātiski izpētot ziņas, ieinteresētās puses, darījumu vēsturi un kontekstu, lai jūs dotos uz katru tikšanos sagatavojušies.
- Comet
- Meklēšana
- Padziļināta izpēte
- Comet meklēšana
- Savienotāji
- Tehnoloģijas
- Konsultēšana
- Veselības aprūpe
Pārskats
Ierašanās uz tikšanos ar klientu labā sagatavotībā prasa apkopot jaunākās ziņas par uzņēmumu, darījumu vēsturi, ieinteresēto pušu kontekstu un stratēģiskajām prioritātēm. Šī ir izpēte, kas parasti aizņem stundu vai vairāk manuāla darba.
Comet pārlūkprogrammas aģents var izpētīt klientu reāllaikā, apkopojot jaunākās ziņas, izmaiņas vadībā, peļņas spilgtākos momentus un konkurētspējas kontekstu. Tas var arī iegūt darījumu vēsturi no savienotajām CRM integrācijām.
Rezultāts ir kodolīgs, strukturēts instruktāžas dokuments, kas sagatavots pirms tikšanās sākuma.
Galvenais rezultāts
Padomi
- Savienojiet savu CRM, lai iegūtu darījuma kontekstu: Iespējojot CRM integrāciju, lūdziet Comet "iekļaut arī mūsu darījumu vēsturi, atvērtās iespējas un visus nesenos atbalsta pieteikumus ar šo klientu", lai iegūtu pilnībā integrētu skatu
- Pieprasiet dalībniekiem specifisku kontekstu: Ja zināt, kas piedalīsies sanāksmē, pievienojiet "izpētīt [Vārds] un [Vārds] LinkedIn profilus un iekļaut atbilstošu pamatinformāciju par viņu lomām un prioritātēm"
- Jautājiet ieteiktos jautājumus: Uzaicinājuma beigās pievienojiet "ieteikt trīs izpētes jautājumus, pamatojoties uz Snowflake pašreizējajām stratēģiskajām prioritātēm", lai ierastos uz sanāksmi ar precīzāku darba kārtību