Sales Data Hygiene & Product Roadmap Intelligence

QUERY:

From the latest [PRODUCT] opportunities, find [NUMBER] opportunities that are new business and have no use case object associated.

Goal: Identify sales opportunities lacking structured use case documentation to prioritize data collection efforts and ensure complete customer requirement capture.

QUERY:

Read email messages from activities, other descriptions in the opportunities object, and cases to identify the use cases of [NUMBER] opportunities. Use cases should have [DATA POINT 1], [DATA POINT 2], [DATA POINT 3], ...

Goal: Extract structured use case information from unstructured communications to fill gaps in customer requirement documentation and enable better sales support.

QUERY:

Write back the [SPECIFIC_OPPORTUNITY] use case information to the use case object associated with [PRODUCT].

Goal: Populate the CRM with extracted use case data to ensure all team members have access to complete customer requirement information for future reference.

QUERY:

What should I learn or know from this use case information as a product manager?

Goal: Analyze collected use case patterns to identify market trends, popular integration scenarios, and product development priorities that align with customer demand.