The Impact
DATA SOURCE
Salesforce
HubSpot
CATEGORY
RevOps
COMPLEXITY
Moderate
ANALYSIS TIME
Manual:
~2 hrs
Petavue
~11 mins
This analysis is inspired by real analyses run by our users. This is a recreated version to illustrate the process on a test setup.
See the Full Analysis in Action
The Prompt
Can you match these emails to any open or closed deals in the system and give it in a table? show deal stage, owner, close date, and value if possible. also flag if the contact is linked to more than one deal (might be overlap or cross-sell).
The Petavue Workflow
01 / PLAN
Craft the Plan
02 / VERIFY
Ensure Accurate Execution
03 / PRESENT
Surface the Insights