The Impact
DATA SOURCE
Salesforce
HubSpot
CATEGORY
Sales
COMPLEXITY
Moderate
ANALYSIS TIME
Manual:
~1.75 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
For these companies , can you pull the latest logged call (who made it, when) + any notes? drop it in a table. if there’s been no call in 30+ days, flag it.
The Petavue Workflow
01 / PLAN
Craft the Plan
02 / VERIFY
Ensure Accurate Execution
03 / PRESENT
Surface the Insights