The Impact
DATA SOURCE
Salesforce
HubSpot
CATEGORY
Sales
COMPLEXITY
Moderate
ANALYSIS TIME
Manual:
~1.5 hrs
Petavue
~9 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 pull all accounts tied to the campaign and check which ones haven’t had any follow up activity in the last 10 days? add owner + segment too.
The Petavue Workflow
01 / PLAN
Craft the Plan
02 / VERIFY
Ensure Accurate Execution
03 / PRESENT
Surface the Insights