Building Innovative Applications: Two Companies Share Their Data Driven Strategies
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Transcript of Building Innovative Applications: Two Companies Share Their Data Driven Strategies
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BUILDING INNOVATIVE APPLICATIONS:
Two Companies Share TheirData Driven StrategiesMODERATED BY:
Kevin MatsushitaISV Alliances, InsideView
#openAPI @InsideView
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Guest Speakers:
#openAPI
@quotafactory @CRM_integration
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I’m interested in learning how to:
• Integrate data & insights into our product• Make my sales team more effective• Leverage data to enhance our customer experience• Increase CRM adoption• Other
#openAPI
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What caused you to shift your business strategy &/or product roadmap?
#openAPI
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Maslow’s Hierarchy of Needs
#openAPI
Business
ImpactInsights,
efficiency, do more
Safety & UsabilityRight data, the right processes, automation
The BasicsTechnology access: email, phone, CRM, internet
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So How Does it Work?
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QuotaFactory Sales Acceleration Platform
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Riva Insight Exposes Related Data
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Select an Email or Appointment and see…Related Account and Contact Information
Additional CRM dataInteractions
• Opportunities• Cases• Quotes• Projects• Custom fields• Custom objects
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Related Data from Social and Public Sources…
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Riva Insight powered by InsideView (contact view)
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Q & A
#openAPI @InsideView
@quotafactory @CRM_integration
NOTE: Today’s webinar is being recorded. A follow up email with a link to the recording + slide deck will be sent to you.
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