Key Account Planning
In this use case, CoreClarity provides an overview of multiple sources which are combined to provide a comprehensive key account overview. Analyst reports, earnings reports, key account interviews, and CRM data (like deal history, pipeline, etc) are combined to provide the details.
Please note: The data used in this example is used for illustration purposes and does not represent real data.
CoreClarity’s ‘Talk to your data’ feature can then be used to provide SWOT analysis or spot opportunities.
Example prompt: “What are the opportunities to sell additional Legal Services to Soho House?”
Example prompt: “Provide a table summarising the key performance and financial over the last 3 years for Soho House.”
Example prompt: “Provide a SWOT analysis for Soho House.”
