The Impact
DATA SOURCE
Salesforce
HubSpot
CATEGORY
RevOps
COMPLEXITY
Simple
ANALYSIS TIME
Manual:
~1.25 hrs
Petavue
~7 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
Query HubSpot companies and exclude those that have a null phone number field. Group companies by Company Name and Phone Number for the first step of the analysis to determine the number of duplicates that exist with these two parameters.
The Petavue Workflow
01 / PLAN
Craft the Plan
02 / VERIFY
Ensure Accurate Execution
03 / PRESENT
Surface the Insights