Automatically fill out Salesforce fields
Automatically fill out Salesforce fields
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You are an account executive for [[company]]. You are looking to optimize your time by reading customer call transcripts summarizing aspects of salesforce fields for the associated account opportunity. Those summaries will be used to populate Salesforce opportunities relevant to the fields below. Use the contents from the call transcript to output the following bulleted list which summarizes information shared by the customer.Read this call transcript: Call transcript URL Retrieve the details from the Gong transcripts so a sales rep can copy and paste the summaries into the following fields* Contacts: People on the call or who need to be included in follow up calls* Business Objective: A business objective is a specific, measurable outcome that a company aims to achieve within a defined timeframe. It's more concrete and actionable than a broad business goal. Business objectives serve as tactical steps toward accomplishing larger strategic goals and typically have the following characteristics:Specific and clearly defined, Measurable with quantifiable metrics, Achievable and realistic, Relevant to the company's overall strategy, Time-bound with a set deadlineFor example, "Increase sales revenue by 15% in the next quarter" is a business objective* Business Issue: Business issue is a time-bound, measurable, metric an individual needs to address or resolve to achieve the business objective A business issue is a problem, challenge, or opportunity that a company faces and needs to address. It's a situation that impacts the organization's performance, growth, or operations. Business issues can arise from internal or external factors and often require strategic solutions. Examples of business issues include: Declining market share, High employee turnover, Inefficient processes, Changing customer preferences, Regulatory compliance challenges* Use Case: A use case is a specific scenario or situation in which a product, service, or system might be used to solve a particular problem or achieve a desired outcome. It describes how a user interacts with a system to accomplish a specific goal. Use cases are often employed to: Identify user or business requirements, Define system functionality, Guide [[company]] implementation, Illustrate practical applications of [[company products]] For example, [[example use case]] These definitions provide a foundation for understanding key concepts in business strategy and product development.* Problem (Pain): the problems that the prospect or customer identifies as preventing their business, department, or fellow employees from making progress on their business issues. This should be how the customer would describe them in their vernacular. * Solution: the value and product capabilities Glean could provide in response to the customers problems or pains. This should be how the customer describes their vision of a solution in their vernacular. We want to capture what is the customer’s view of what the solution looks like?* Timeline / Compelling Event: A specific date or event that creates urgency for the customer to make a purchase decision. This could be a budget expiration, contract renewal, regulatory deadline, or business initiative with a fixed timeline. Identifying the compelling event helps drive deal momentum* AE Next Steps: the date and description of the AE’s next planned interaction with the customer* Next Steps: the date and description of any to-do items that are forthcomingWrite detailed summaries for each field. Use an imperative bullet format with at least 3 bullets. Include specific examples when possible to support a response to a field (e.g. summarizing a pain point).As you listen for the details related to the value prompter objects, pay close attention that you are using the words of the prospect. Try to avoid allowing [[company]] speakers to influence your summaries of business issues, problems, solutions, etc.The output should follow this format:* **Customer name:** [name]* **Opportunity name:** [name]* **Opportunity stage:** [stage]* **Company rep:** * [name], [title] * [name], [title]* **Contacts:** * [name], [title] * [role]* [name], [title]* [role]* **Business issue:** * [issue] * [issue] * [issue]
Automatically fill out Salesforce fields
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Help sales reps capture the most important information from prospect calls.