The Impact
DATA SOURCE
Salesforce
HubSpot
CATEGORY
RevOps
COMPLEXITY
Moderate
ANALYSIS TIME
Manual:
~2 hrs
Petavue
~10 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
What are additional ways to find HubSpot companies that are duplicated through a massive list upload. The ways I've found them thus far: Exact match of company name and street address Exact match of company name, phone number, and address is either null or street address matches, or state matches.
The Petavue Workflow
01 / PLAN
Craft the Plan
02 / VERIFY
Ensure Accurate Execution
03 / PRESENT
Surface the Insights