Title
Switch all transaction and deal mentions to hire pipeline
Clean or mask PII refrence
Answer:
An integration is not necessary for a Wrench.ai pilot. Just using CSV exports, we can give you three levels of detail that add value and unlock more functionality for you. Read on to learn more about the different levels of results, and to determine which one aligns with your primary business objective. Each phase below builds towards the next phase, should you need to scale your insights.
Requested Attributes / Fields For Pilot / Proof of Concept
Phase 1: Delivers "good" details
This is a low-cost, low-appetite client approach, and is especially useful if you are dealing with a messy or incomplete data set, and you’re unsure it will generate the insights you need.
Level 1 enables Personas, Interests, Persuasion Angles, Archetypes, innovation adoption, demographic, and light firmographic appends.
Client / Prospect Contact info (at least one, but the more the better)
Product / Company Descriptions: Detail of 1-3 main products/services you want us to predict score against. We can also assume this is a general offering to the parent company, using the material the public will already see on the site. If you have preferred or more technically detailed descriptions in whitepapers or case studies, those are preferred.
Phase 2: “Better” Follow on for Custom data and secondary business goals
Level 2: Enables much higher accuracy, lower costs, and unlocks client-specific validation that will drive more lift, and adds additional product options: Lead scoring, lifetime customer value, churn risk, up to 108 campaign recommendations, 8 different product recommendations, and more...
ID creation date / Signed up
ID, Transaction ID, Date, $, QTY
Product SKUs, Category, Brand
Tags: (Persona, other)
Deal
Level 3 “Best”: Rep and B2B fields for further product and content customization
Level 3: Enables even higher accuracy and personalized copy and 1:1 per rep recommendations (for personalized "high-touch" marketing, sales, and support organizations.
Unlocks more products: Match-maker (A.I. Rep assignments), HR and Job Screening, B2B prospecting insights and B2B data appends.
Agent / Rep
Messaging Exchanges
Sales Transactions
Best Practices to Minimize Waste and Maximize R.O.I.
Before you Begin
Your plan meters usage based on the ability to find usable data. In the event there is no usable data, your model may not return scores, but won’t be billed for those contacts either.
The system has code that recognizes and resolves most duplicate contact information. Duplicates don’t count more than once against your total subscription. If people are using different names on different platforms, the system may not recognize the contact as a single person, so upload as many contact fields at a time as possible.
As contact information ages, we will naturally get a lower hit rate on older contacts that have shut off old contact information. If we don’t find that data, you won’t be charged.
BEST PRACTICES
Include data from the last two years
Include Current pipeline prospects, customers, and prospects even from lost deals/ opportunities
Filter irrelevant contacts:
Schema
See upload schema for level one:
Related Content
Still Need Help?
For a Wrench.ai pilot using CSV exports, three levels of data detail are available: Phase 1 provides basic contact information and product descriptions; Phase 2 adds transaction details and enables higher accuracy for lead scoring and recommendations; Phase 3 offers personalized marketing insights and B2B data. Best practices include using recent data, filtering irrelevant contacts, and ensuring comprehensive contact information to maximize ROI.