Real World Impact
/
Data Audit & Data Management
The Impact
DATA SOURCE
Salesforce
HubSpot
CATEGORY
RevOps
COMPLEXITY
Advanced
ANALYSIS TIME
Manual:
~2.5 hrs
Petavue
~15.5 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
Show me where company name (minus additions like "Co.", "Inc.", "Corp." or similar common add-ons) largely matches and the record was created on the same day. I would need to see the address and phone information for these records to ensure they are truly a match. Domain is not an option here since we are dealing with brands that have franchises that use the same parent domain.
The Petavue Workflow
01 / PLAN

Craft the Plan

02 / VERIFY

Ensure Accurate Execution

03 / PRESENT

Surface the Insights