ABM (Account Based Messaging)
eMCF (Electronic Marketing Contact Form)
ERM (Including Competitor)
Client Churn Risk – Predict the likelihood of client leaving
Lifetime Value – Predict the total purchase amount by the customer so that you can prioritize and better connect with your customers.
Title Classification – Predict the job levels and functions of a contract based on their title, industry, country, and other factors so that you can classify web-to-lead fields into a clean segments.
RFP Automation with Ovidian etc.
Assets Under Management – Forecast the asset acquisition for a brokerage.
Claim RPA (Robotic Process Automation)
Client Lifetime Value – Predict which client will drive the highest lifetime revenue
Damage Severity – Predict the initial assessment of damage severalty for a claim.
In Salesforce, there is currently no easy way for a sales or marketing person to be able to see what marketing lists a Customer, Contact or Lead is subscribed to. As a result, your sales and marketing folks could be blindly marketing and selling to a customer the wrong products and mess up the opportunity to accurately cross sell and upsell new products.
SalesHub will create a panel in your Salesforce Account/Contact/Lead record to give you full insight into what lists an Account/Contact/Lead is subscribed to so that your sales and marketing folks can accurately target, and sell to your existing customers. It also allows you to quickly add them to an existing list right from within the Account, Contact or Lead Record.