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Dynamics 365 Customer Insights Part 4 - Microsoft Business Application Ep.22
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Aug 6, 2025
Join this live session with Mahender Pal and Venkata Subbarao for the next episode of Microsoft Business Application on July 19 at 10:00 PM (IST). In this session, we will be giving a walkthrough on the Dynamics 365 Customer Insights Part 4. When we enable the Copilot features, agents can do the following actions in the Copilot in Dynamics 365 CRM Sales: • Manage leads and scoring in Customer Insights - Journeys • Generate leads. • Create sales activities from lead signals. • Create scoring models. 📺 CSharp TV - Dev Streaming Destination http://csharp.tv 🌎 C# Corner - Community of Software and Data Developers https://www.c-sharpcorner.com #CSharpTV #csharpcorner #Dynamics365 #Copilot #sales
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[Music]
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[Music]
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greetings everyone welcome again to the
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greetings everyone welcome again to the
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greetings everyone welcome again to the MVP
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MVP
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MVP so so here we talk about that uh
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so so here we talk about that uh
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so so here we talk about that uh Microsoft Dynamic 365 and Power Platform
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Microsoft Dynamic 365 and Power Platform
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Microsoft Dynamic 365 and Power Platform so you know that from last uh you know
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so you know that from last uh you know
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so you know that from last uh you know couple of sessions we have been uh
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couple of sessions we have been uh
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couple of sessions we have been uh discussing about that uh customer inside
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discussing about that uh customer inside
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discussing about that uh customer inside journey and uh we are continuing on that
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journey and uh we are continuing on that
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journey and uh we are continuing on that today we are going to introduce some
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today we are going to introduce some
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today we are going to introduce some more topics you know from the same
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more topics you know from the same
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more topics you know from the same app so let's uh see that what is that uh
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app so let's uh see that what is that uh
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app so let's uh see that what is that uh you know high level agenda that we are
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you know high level agenda that we are
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you know high level agenda that we are going to discuss today so we'll start
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going to discuss today so we'll start
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going to discuss today so we'll start with the basic introduction about the
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with the basic introduction about the
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with the basic introduction about the topics that we are going to cover and
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topics that we are going to cover and
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topics that we are going to cover and then we will see that how we can
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then we will see that how we can
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then we will see that how we can generate leads when we are you know uh
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generate leads when we are you know uh
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generate leads when we are you know uh doing all the marketing activities that
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doing all the marketing activities that
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doing all the marketing activities that you know we have been learning from that
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you know we have been learning from that
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you know we have been learning from that customer inside journey and we will see
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customer inside journey and we will see
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customer inside journey and we will see that how we can create activity when we
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that how we can create activity when we
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that how we can create activity when we get some kind of signal or some messages
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get some kind of signal or some messages
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get some kind of signal or some messages you know some kind of uh information
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you know some kind of uh information
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you know some kind of uh information that you know customer is interested in
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that you know customer is interested in
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that you know customer is interested in that product or services that we you
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that product or services that we you
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that product or services that we you know trying to convey to that our
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know trying to convey to that our
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know trying to convey to that our customer and then we will see that you
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customer and then we will see that you
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customer and then we will see that you know how we can have the scoring model
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know how we can have the scoring model
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know how we can have the scoring model where we can give some kind of vitage to
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where we can give some kind of vitage to
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where we can give some kind of vitage to the you know customer interest and we
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the you know customer interest and we
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the you know customer interest and we can identify okay this this got some
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can identify okay this this got some
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can identify okay this this got some more scoring and this got some less
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more scoring and this got some less
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more scoring and this got some less scoring and based on the scoring how we
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scoring and based on the scoring how we
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scoring and based on the scoring how we can you know identify that okay this is
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can you know identify that okay this is
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can you know identify that okay this is going to be a potential business for us
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going to be a potential business for us
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going to be a potential business for us or this is going to be potential
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or this is going to be potential
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or this is going to be potential customer for us okay and then we will
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customer for us okay and then we will
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customer for us okay and then we will see that how we can create our new score
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see that how we can create our new score
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see that how we can create our new score model and review the score model and
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model and review the score model and
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model and review the score model and then we will see demo for all of these
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then we will see demo for all of these
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then we will see demo for all of these topics yeah so that's the high level
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topics yeah so that's the high level
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topics yeah so that's the high level agenda for us here so before going to
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agenda for us here so before going to
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agenda for us here so before going to that you know uh topics let's have a
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that you know uh topics let's have a
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that you know uh topics let's have a quick introduction about ourself myself
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quick introduction about ourself myself
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quick introduction about ourself myself mahinder and I have my friend with me we
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mahinder and I have my friend with me we
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mahinder and I have my friend with me we both are Microsoft MVPs and we have been
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both are Microsoft MVPs and we have been
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both are Microsoft MVPs and we have been working in this space like it's more
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working in this space like it's more
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working in this space like it's more than uh you know uh 13 14 years now and
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than uh you know uh 13 14 years now and
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than uh you know uh 13 14 years now and we both are she sharp corner MVPs as
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we both are she sharp corner MVPs as
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we both are she sharp corner MVPs as well so here uh and one recently we both
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well so here uh and one recently we both
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well so here uh and one recently we both are you know renewed for Microsoft
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MVPs yeah so that's a quick introduction
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MVPs yeah so that's a quick introduction
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MVPs yeah so that's a quick introduction so let's jump into our topic
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yeah
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yeah
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yeah so we basically you know discussing
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so we basically you know discussing
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so we basically you know discussing about that customer inside journey and
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about that customer inside journey and
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about that customer inside journey and we saw that you know what are the
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we saw that you know what are the
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we saw that you know what are the different type of uh you know tools what
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different type of uh you know tools what
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different type of uh you know tools what are the different type of component we
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are the different type of component we
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are the different type of component we can use from this app and how we can you
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can use from this app and how we can you
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can use from this app and how we can you know design our journey and we can
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know design our journey and we can
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know design our journey and we can create segment and you know from that
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create segment and you know from that
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create segment and you know from that segments how we can capture you know
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segments how we can capture you know
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segments how we can capture you know customers or we can put different type
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customers or we can put different type
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customers or we can put different type of condition it's a behavioral condition
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of condition it's a behavioral condition
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of condition it's a behavioral condition or you know the using attribute of that
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or you know the using attribute of that
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or you know the using attribute of that dentity all all these we saw into that
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dentity all all these we saw into that
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dentity all all these we saw into that you know uh so far while we discuss all
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you know uh so far while we discuss all
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you know uh so far while we discuss all these topics so what what is basically
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these topics so what what is basically
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these topics so what what is basically the outcome of doing all these
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the outcome of doing all these
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the outcome of doing all these activity so main purpose of do all the
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activity so main purpose of do all the
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activity so main purpose of do all the marketing activities is that basically
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marketing activities is that basically
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marketing activities is that basically we want to get some more business from
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we want to get some more business from
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we want to get some more business from the market right we want to get some
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the market right we want to get some
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the market right we want to get some more business from the new customer or
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more business from the new customer or
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more business from the new customer or we want to get some new customers or we
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we want to get some new customers or we
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we want to get some new customers or we want to get more business from the
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want to get more business from the
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want to get more business from the existing customers right so whenever we
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existing customers right so whenever we
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existing customers right so whenever we we are launching some new service or we
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we are launching some new service or we
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we are launching some new service or we are launching some new product we do
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are launching some new product we do
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are launching some new product we do these kind of activities or you know
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these kind of activities or you know
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these kind of activities or you know some some of the activi we do regularly
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some some of the activi we do regularly
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some some of the activi we do regularly when we want to you know get some uh new
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when we want to you know get some uh new
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when we want to you know get some uh new customer from the market and we want to
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customer from the market and we want to
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customer from the market and we want to you know keep on this uh you know
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you know keep on this uh you know
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you know keep on this uh you know process right so this process basically
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process right so this process basically
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process right so this process basically help us to gain that
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help us to gain that
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help us to gain that basic data that which basically you know
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basic data that which basically you know
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basic data that which basically you know comes from the customer so whenever we
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comes from the customer so whenever we
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comes from the customer so whenever we are Distributing these activities or
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are Distributing these activities or
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are Distributing these activities or these you know marketing material to the
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these you know marketing material to the
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these you know marketing material to the customer or you know we are having some
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customer or you know we are having some
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customer or you know we are having some kind of portal or our landing pages
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kind of portal or our landing pages
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kind of portal or our landing pages where customer you know uh going there
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where customer you know uh going there
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where customer you know uh going there and they are filling their information
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and they are filling their information
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and they are filling their information and when they submit some kind of
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and when they submit some kind of
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and when they submit some kind of information and we got all this
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information and we got all this
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information and we got all this information in term of the lead okay or
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information in term of the lead okay or
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information in term of the lead okay or in term of that we got them as
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in term of that we got them as
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in term of that we got them as activities and then we convert them into
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activities and then we convert them into
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activities and then we convert them into lead right and then from the lead we
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lead right and then from the lead we
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lead right and then from the lead we start our sales process that we
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start our sales process that we
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start our sales process that we discussed you know earlier in the sales
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discussed you know earlier in the sales
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discussed you know earlier in the sales app so if we are you know with us you
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app so if we are you know with us you
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app so if we are you know with us you know from starting so we discussed the
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know from starting so we discussed the
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know from starting so we discussed the sales app earlier and we saw that how
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sales app earlier and we saw that how
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sales app earlier and we saw that how basically we get uh you know leads into
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basically we get uh you know leads into
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basically we get uh you know leads into Dynamics 365 sales app and then how we
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Dynamics 365 sales app and then how we
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Dynamics 365 sales app and then how we convert that lead and you know on the
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convert that lead and you know on the
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convert that lead and you know on the different different stage
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different different stage
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different different stage and then we end it to the invoicing
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and then we end it to the invoicing
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and then we end it to the invoicing where you know we create a lead and then
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where you know we create a lead and then
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where you know we create a lead and then we uh you know create an opportunity
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we uh you know create an opportunity
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we uh you know create an opportunity from the opportunity we move to that
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from the opportunity we move to that
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from the opportunity we move to that order State and from order to
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order State and from order to
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order State and from order to opportunity we create code and then
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opportunity we create code and then
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opportunity we create code and then order then invoice right so then the
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order then invoice right so then the
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order then invoice right so then the same thing is here when we get that lead
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same thing is here when we get that lead
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same thing is here when we get that lead and then again this you know sales
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and then again this you know sales
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and then again this you know sales process start and we start doing that
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process start and we start doing that
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process start and we start doing that complete all sales activities because we
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complete all sales activities because we
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complete all sales activities because we want to convert that lead into the
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want to convert that lead into the
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want to convert that lead into the opportunity we want to get the business
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opportunity we want to get the business
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opportunity we want to get the business from the lead right so today we are
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from the lead right so today we are
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from the lead right so today we are going to discuss some of the component
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going to discuss some of the component
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going to discuss some of the component that is part of the customer inside
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that is part of the customer inside
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that is part of the customer inside journey and we will see that how we can
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journey and we will see that how we can
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journey and we will see that how we can create leads when from these uh you know
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create leads when from these uh you know
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create leads when from these uh you know when we are doing these kind of
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when we are doing these kind of
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when we are doing these kind of activities from this
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okay so so just like uh you know we can
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okay so so just like uh you know we can
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okay so so just like uh you know we can uh create Le into the sales app all this
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uh create Le into the sales app all this
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uh create Le into the sales app all this uh you know object or all the table that
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uh you know object or all the table that
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uh you know object or all the table that you see on the sales app that is also
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you see on the sales app that is also
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you see on the sales app that is also part of the customer inside Journey
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part of the customer inside Journey
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part of the customer inside Journey because this is basically the same
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because this is basically the same
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because this is basically the same ecosystem right we just have the
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ecosystem right we just have the
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ecosystem right we just have the different different app but behind the
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different different app but behind the
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different different app but behind the scene the complete data model is shared
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scene the complete data model is shared
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scene the complete data model is shared by all the first party apps so whether
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by all the first party apps so whether
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by all the first party apps so whether it's a sales app customer service app
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it's a sales app customer service app
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it's a sales app customer service app field service app or the customer inside
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field service app or the customer inside
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field service app or the customer inside Journey so all all the first party apps
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Journey so all all the first party apps
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Journey so all all the first party apps basically share the same kind of data
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basically share the same kind of data
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basically share the same kind of data mode right so when we are getting uh you
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mode right so when we are getting uh you
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mode right so when we are getting uh you know generating segment and we are you
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know generating segment and we are you
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know generating segment and we are you know sending email we are generating
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know sending email we are generating
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know sending email we are generating content into customer journey and we are
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content into customer journey and we are
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content into customer journey and we are sending that to our customers right so
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sending that to our customers right so
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sending that to our customers right so we want to see that like when they you
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we want to see that like when they you
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we want to see that like when they you know accessing those information whether
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know accessing those information whether
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know accessing those information whether they are reading that whether they are
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they are reading that whether they are
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they are reading that whether they are opening that email or in that email if
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opening that email or in that email if
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opening that email or in that email if we have some you know added some kind of
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we have some you know added some kind of
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we have some you know added some kind of uh link where they can click and they
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uh link where they can click and they
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uh link where they can click and they can you know uh navigate to that landing
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can you know uh navigate to that landing
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can you know uh navigate to that landing page where they can you know browse that
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page where they can you know browse that
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page where they can you know browse that page or maybe they put some kind of
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page or maybe they put some kind of
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page or maybe they put some kind of information so we basically in the the
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information so we basically in the the
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information so we basically in the the tool that we have in customer inside we
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tool that we have in customer inside we
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tool that we have in customer inside we get that you know feedback or we get
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get that you know feedback or we get
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get that you know feedback or we get that kind of response where we identify
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that kind of response where we identify
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that kind of response where we identify that okay you know this we got this
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that okay you know this we got this
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that okay you know this we got this response from the form it means that
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response from the form it means that
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response from the form it means that customer went to the form and they are
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customer went to the form and they are
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customer went to the form and they are interested and they want to you know buy
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interested and they want to you know buy
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interested and they want to you know buy or maybe want to review at least our
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or maybe want to review at least our
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or maybe want to review at least our product or new services that we are
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product or new services that we are
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product or new services that we are going to basically we are we have just
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going to basically we are we have just
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going to basically we are we have just launched right so using that set of
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launched right so using that set of
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launched right so using that set of information we create lead here and in
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information we create lead here and in
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information we create lead here and in the same that you can see here on the uh
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the same that you can see here on the uh
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the same that you can see here on the uh you know lead screen we capture that
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you know lead screen we capture that
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you know lead screen we capture that basic details of the customers and then
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basic details of the customers and then
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basic details of the customers and then we have options here basically where we
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we have options here basically where we
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we have options here basically where we you know identify that this customer is
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you know identify that this customer is
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you know identify that this customer is a new customer or this is a existing
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a new customer or this is a existing
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a new customer or this is a existing customer so if it's a existing customer
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customer so if it's a existing customer
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customer so if it's a existing customer then we attach this lead to that
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then we attach this lead to that
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then we attach this lead to that existing customer means we already uh
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existing customer means we already uh
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existing customer means we already uh have you know done some business to that
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have you know done some business to that
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have you know done some business to that customer and now we are getting some new
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customer and now we are getting some new
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customer and now we are getting some new opportunities because we just launched
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opportunities because we just launched
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opportunities because we just launched some new product or new services and
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some new product or new services and
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some new product or new services and they are interested in that right so we
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they are interested in that right so we
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they are interested in that right so we can get that kind of thing and we can
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can get that kind of thing and we can
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can get that kind of thing and we can create lead and again just like we had
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create lead and again just like we had
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create lead and again just like we had the options you know sales app here as
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the options you know sales app here as
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the options you know sales app here as well we have multiple options we can
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well we have multiple options we can
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well we have multiple options we can create lead m manually we can convert
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create lead m manually we can convert
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create lead m manually we can convert that activity into lead if we are
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that activity into lead if we are
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that activity into lead if we are getting some kind of you know uh uh CSV
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getting some kind of you know uh uh CSV
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getting some kind of you know uh uh CSV file or some data file from some sources
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file or some data file from some sources
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file or some data file from some sources we can also import that you know all or
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we can also import that you know all or
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we can also import that you know all or whether from it a landing page we can
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whether from it a landing page we can
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whether from it a landing page we can get that response and we can have some
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get that response and we can have some
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get that response and we can have some kind of automation that landing page
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kind of automation that landing page
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kind of automation that landing page response can be automatically converted
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response can be automatically converted
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response can be automatically converted into the lead okay so these are
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into the lead okay so these are
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into the lead okay so these are different different option where we we
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different different option where we we
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different different option where we we can utilize to capture that you know uh
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can utilize to capture that you know uh
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can utilize to capture that you know uh the product or uh you know service
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the product or uh you know service
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the product or uh you know service interest from the customer and can
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interest from the customer and can
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interest from the customer and can create the lead and then further we
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create the lead and then further we
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create the lead and then further we start working on that lead and you know
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start working on that lead and you know
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start working on that lead and you know sales Executives or sales person they we
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sales Executives or sales person they we
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sales Executives or sales person they we assign these lead to those you know
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assign these lead to those you know
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assign these lead to those you know particular staff or teams depending on
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particular staff or teams depending on
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particular staff or teams depending on that what type of you know lead it is uh
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that what type of you know lead it is uh
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that what type of you know lead it is uh you know depending on that score and how
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you know depending on that score and how
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you know depending on that score and how you know all this information that is
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you know all this information that is
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you know all this information that is present and they start working on that
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present and they start working on that
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present and they start working on that and they contact to the customer and get
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and they contact to the customer and get
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and they contact to the customer and get some more information and then they you
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some more information and then they you
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some more information and then they you know work on that and proceed to the
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know work on that and proceed to the
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know work on that and proceed to the next stage okay so that's we have the
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next stage okay so that's we have the
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next stage okay so that's we have the different ways to capturing the lead you
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different ways to capturing the lead you
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different ways to capturing the lead you know in uh inside that customer inside
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Journey now we have uh here sorry I'm
10:19
Journey now we have uh here sorry I'm
10:19
Journey now we have uh here sorry I'm not sure what's happening here this uh
10:21
not sure what's happening here this uh
10:21
not sure what's happening here this uh the font is small here so what is
10:24
the font is small here so what is
10:24
the font is small here so what is happening that when we get uh you know
10:27
happening that when we get uh you know
10:27
happening that when we get uh you know uh we create our different type of
10:30
uh we create our different type of
10:30
uh we create our different type of segments and we create different uh
10:32
segments and we create different uh
10:32
segments and we create different uh journey and you know we have different
10:35
journey and you know we have different
10:35
journey and you know we have different type of you know ways to create that
10:37
type of you know ways to create that
10:37
type of you know ways to create that Journey right we can use segment based
10:39
Journey right we can use segment based
10:39
Journey right we can use segment based or we can use the trigger based right so
10:41
or we can use the trigger based right so
10:41
or we can use the trigger based right so this is example of a trigger based
10:44
this is example of a trigger based
10:44
this is example of a trigger based Journey where we are basically saying
10:46
Journey where we are basically saying
10:46
Journey where we are basically saying that if we have a marketing form or
10:48
that if we have a marketing form or
10:49
that if we have a marketing form or maybe what I'm saying like we have a
10:51
maybe what I'm saying like we have a
10:51
maybe what I'm saying like we have a landing page where they are filling the
10:53
landing page where they are filling the
10:53
landing page where they are filling the data when they are submitting it so
10:55
data when they are submitting it so
10:55
data when they are submitting it so that's basically trigger for us right
10:58
that's basically trigger for us right
10:58
that's basically trigger for us right that trigger when they will do that and
11:01
that trigger when they will do that and
11:01
that trigger when they will do that and we will be notified that okay some
11:04
we will be notified that okay some
11:04
we will be notified that okay some response is submitted or you know
11:06
response is submitted or you know
11:06
response is submitted or you know somebody filled this uh form which is
11:09
somebody filled this uh form which is
11:09
somebody filled this uh form which is available on our portal or our you know
11:12
available on our portal or our you know
11:12
available on our portal or our you know website and when we will get that
11:15
website and when we will get that
11:15
website and when we will get that response we we want to utilize that uh
11:19
response we we want to utilize that uh
11:19
response we we want to utilize that uh you know response and we want to utilize
11:21
you know response and we want to utilize
11:21
you know response and we want to utilize our tools our objects to capture that
11:24
our tools our objects to capture that
11:24
our tools our objects to capture that information store there so that we can
11:27
information store there so that we can
11:27
information store there so that we can convert into the actual opportunity
11:29
convert into the actual opportunity
11:29
convert into the actual opportunity right actual business so while you know
11:32
right actual business so while you know
11:32
right actual business so while you know designing our journey here we have
11:35
designing our journey here we have
11:35
designing our journey here we have different ways that we can put uh you
11:37
different ways that we can put uh you
11:37
different ways that we can put uh you know add that uh you know uh triggers we
11:40
know add that uh you know uh triggers we
11:40
know add that uh you know uh triggers we can add that action so for example when
11:42
can add that action so for example when
11:42
can add that action so for example when we are saying that someone fill that
11:45
we are saying that someone fill that
11:45
we are saying that someone fill that marketing form and we got that response
11:48
marketing form and we got that response
11:48
marketing form and we got that response we want to create a phone call activity
11:50
we want to create a phone call activity
11:50
we want to create a phone call activity to contact the customer okay so as soon
11:54
to contact the customer okay so as soon
11:54
to contact the customer okay so as soon as we get that response and we want to
11:56
as we get that response and we want to
11:56
as we get that response and we want to you know call to the customer and we
11:57
you know call to the customer and we
11:57
you know call to the customer and we want to know that okay we want to tell
12:00
want to know that okay we want to tell
12:00
want to know that okay we want to tell some more information about product or
12:02
some more information about product or
12:02
some more information about product or services that we are doing uh you know
12:05
services that we are doing uh you know
12:05
services that we are doing uh you know marketing for and we want to know about
12:07
marketing for and we want to know about
12:07
marketing for and we want to know about their you know feedback on that and we
12:10
their you know feedback on that and we
12:10
their you know feedback on that and we want to say like you know basically we
12:12
want to say like you know basically we
12:12
want to say like you know basically we want to get some information from that
12:14
want to get some information from that
12:14
want to get some information from that so that all that information we can fill
12:17
so that all that information we can fill
12:17
so that all that information we can fill on the lead right that that information
12:20
on the lead right that that information
12:20
on the lead right that that information is going to help us to fulfill their
12:22
is going to help us to fulfill their
12:22
is going to help us to fulfill their requirement so when we will convert that
12:24
requirement so when we will convert that
12:24
requirement so when we will convert that lead into opportunity we will know that
12:26
lead into opportunity we will know that
12:26
lead into opportunity we will know that what kind of product or Services what
12:28
what kind of product or Services what
12:28
what kind of product or Services what will the quantity all all this
12:30
will the quantity all all this
12:30
will the quantity all all this information can be helpful what we put
12:33
information can be helpful what we put
12:33
information can be helpful what we put on the lead right so these are the
12:36
on the lead right so these are the
12:36
on the lead right so these are the different action we can perform this is
12:38
different action we can perform this is
12:38
different action we can perform this is a simple here but we can have different
12:41
a simple here but we can have different
12:41
a simple here but we can have different kind of flow here you know we can design
12:43
kind of flow here you know we can design
12:43
kind of flow here you know we can design that different uh data flow like when we
12:45
that different uh data flow like when we
12:45
that different uh data flow like when we want to this or we want to this we can
12:47
want to this or we want to this we can
12:47
want to this or we want to this we can put the condition based on that we can
12:50
put the condition based on that we can
12:50
put the condition based on that we can completely you know
12:52
completely you know
12:52
completely you know identify that signals right which we are
12:56
identify that signals right which we are
12:56
identify that signals right which we are getting from their interest and utilize
13:00
getting from their interest and utilize
13:00
getting from their interest and utilize those signals into creating the lead
13:04
those signals into creating the lead
13:04
those signals into creating the lead right so that's that's the way that we
13:06
right so that's that's the way that we
13:06
right so that's that's the way that we use here capturing that signal from the
13:10
use here capturing that signal from the
13:10
use here capturing that signal from the sales activities and convert them into
13:13
sales activities and convert them into
13:13
sales activities and convert them into the
13:16
lead okay so
13:19
lead okay so
13:19
lead okay so now we when we have that lead right so
13:23
now we when we have that lead right so
13:23
now we when we have that lead right so in the lead basically we have some kind
13:25
in the lead basically we have some kind
13:25
in the lead basically we have some kind of uh you know attributes basically
13:28
of uh you know attributes basically
13:28
of uh you know attributes basically which which you know help us that this
13:30
which which you know help us that this
13:30
which which you know help us that this is a you know normal lead or this is a h
13:34
is a you know normal lead or this is a h
13:34
is a you know normal lead or this is a h lead means they are very much interested
13:36
lead means they are very much interested
13:36
lead means they are very much interested into our product and services and
13:38
into our product and services and
13:38
into our product and services and definitely there are percentage that
13:40
definitely there are percentage that
13:40
definitely there are percentage that more percentage that we are going to
13:42
more percentage that we are going to
13:42
more percentage that we are going to convert this lead into opportunity and
13:44
convert this lead into opportunity and
13:44
convert this lead into opportunity and sometime we customer they just want to
13:47
sometime we customer they just want to
13:47
sometime we customer they just want to know no that you know they just want to
13:49
know no that you know they just want to
13:49
know no that you know they just want to get that information but they they are
13:51
get that information but they they are
13:51
get that information but they they are not you know actually want to buy or you
13:55
not you know actually want to buy or you
13:55
not you know actually want to buy or you know invest money on that service at
13:58
know invest money on that service at
13:58
know invest money on that service at that moment maybe after some time maybe
14:00
that moment maybe after some time maybe
14:00
that moment maybe after some time maybe 1 month 2 month 3 month 4 month they
14:02
1 month 2 month 3 month 4 month they
14:02
1 month 2 month 3 month 4 month they will be doing after that time so in that
14:05
will be doing after that time so in that
14:05
will be doing after that time so in that case we put some kind of less score to
14:07
case we put some kind of less score to
14:07
case we put some kind of less score to the lead that this lead we will be
14:10
the lead that this lead we will be
14:10
the lead that this lead we will be converting into the opportunity but it
14:11
converting into the opportunity but it
14:11
converting into the opportunity but it will take time right so there is a
14:14
will take time right so there is a
14:14
will take time right so there is a basically score mechanism here which
14:16
basically score mechanism here which
14:16
basically score mechanism here which help us to identify which are the hot
14:18
help us to identify which are the hot
14:18
help us to identify which are the hot lead which are the medium lead so those
14:21
lead which are the medium lead so those
14:21
lead which are the medium lead so those kind of thing can be done on the uh
14:23
kind of thing can be done on the uh
14:23
kind of thing can be done on the uh scoring model here so by default this
14:26
scoring model here so by default this
14:26
scoring model here so by default this feature is not enabled we need to enable
14:28
feature is not enabled we need to enable
14:28
feature is not enabled we need to enable this feature so we can go to that you
14:30
this feature so we can go to that you
14:30
this feature so we can go to that you know settings and there are you know
14:32
know settings and there are you know
14:32
know settings and there are you know switch on the features where we can go
14:34
switch on the features where we can go
14:34
switch on the features where we can go ahead and we can you know turn on this
14:36
ahead and we can you know turn on this
14:36
ahead and we can you know turn on this feature for the scoring model and when
14:39
feature for the scoring model and when
14:39
feature for the scoring model and when we will do that uh you know enable this
14:41
we will do that uh you know enable this
14:41
we will do that uh you know enable this feature and save it after that we will
14:43
feature and save it after that we will
14:43
feature and save it after that we will see this scoring model here under that
14:46
see this scoring model here under that
14:46
see this scoring model here under that lead management right so this is
14:49
lead management right so this is
14:49
lead management right so this is basically that existing scoring model
14:52
basically that existing scoring model
14:52
basically that existing scoring model that is available on the uh this uh
14:55
that is available on the uh this uh
14:55
that is available on the uh this uh customer inside Journey so this is
14:57
customer inside Journey so this is
14:57
customer inside Journey so this is already built uh by by Microsoft and
14:59
already built uh by by Microsoft and
14:59
already built uh by by Microsoft and this basically kind of you know
15:02
this basically kind of you know
15:02
this basically kind of you know behavioral score model that is created
15:04
behavioral score model that is created
15:04
behavioral score model that is created for the lead so we can see here that
15:07
for the lead so we can see here that
15:07
for the lead so we can see here that when this condition will be fulfilled we
15:09
when this condition will be fulfilled we
15:09
when this condition will be fulfilled we will give five point to that lead or we
15:12
will give five point to that lead or we
15:12
will give five point to that lead or we will increase the five point if this
15:14
will increase the five point if this
15:14
will increase the five point if this condition will be fulfilled we will get
15:16
condition will be fulfilled we will get
15:16
condition will be fulfilled we will get 10 you know 10 points so these are
15:18
10 you know 10 points so these are
15:19
10 you know 10 points so these are basically the pointing uh mechanism here
15:22
basically the pointing uh mechanism here
15:22
basically the pointing uh mechanism here based on that response based on that
15:25
based on that response based on that
15:25
based on that response based on that interest of the lead we basically give
15:28
interest of the lead we basically give
15:28
interest of the lead we basically give them point point and then through that
15:30
them point point and then through that
15:30
them point point and then through that point we identify that how you know how
15:33
point we identify that how you know how
15:33
point we identify that how you know how much it is possible that we are
15:35
much it is possible that we are
15:35
much it is possible that we are definitely going to get business from
15:37
definitely going to get business from
15:37
definitely going to get business from this lead okay so this is that uh you
15:42
this lead okay so this is that uh you
15:42
this lead okay so this is that uh you know scoring model that's available out
15:44
know scoring model that's available out
15:44
know scoring model that's available out of the box uh for us so these are
15:47
of the box uh for us so these are
15:47
of the box uh for us so these are basically report that they have created
15:48
basically report that they have created
15:48
basically report that they have created and they have designed right and you can
15:51
and they have designed right and you can
15:51
and they have designed right and you can see here that we have different you know
15:53
see here that we have different you know
15:53
see here that we have different you know options here so when when this is
15:55
options here so when when this is
15:55
options here so when when this is basically actually live and we are using
15:58
basically actually live and we are using
15:58
basically actually live and we are using this in uh you know you can see here
16:00
this in uh you know you can see here
16:00
this in uh you know you can see here this is a go live button so when we have
16:04
this is a go live button so when we have
16:04
this is a go live button so when we have uh these uh scoring model by default
16:06
uh these uh scoring model by default
16:06
uh these uh scoring model by default they are in the draft stage and we want
16:09
they are in the draft stage and we want
16:09
they are in the draft stage and we want to when we want to utilize this we
16:12
to when we want to utilize this we
16:12
to when we want to utilize this we basically click on go live and then
16:14
basically click on go live and then
16:14
basically click on go live and then after that it basically activate it and
16:17
after that it basically activate it and
16:17
after that it basically activate it and then it's basically act on the responses
16:20
then it's basically act on the responses
16:20
then it's basically act on the responses that we get from the lead right so now
16:25
that we get from the lead right so now
16:25
that we get from the lead right so now let let's take an example here that this
16:27
let let's take an example here that this
16:27
let let's take an example here that this is this is that existing one what we
16:29
is this is that existing one what we
16:29
is this is that existing one what we have
16:30
have
16:30
have here but if you want to create our own
16:34
here but if you want to create our own
16:34
here but if you want to create our own right so we can create our own new
16:37
right so we can create our own new
16:37
right so we can create our own new scoring model and we can go ahead there
16:39
scoring model and we can go ahead there
16:39
scoring model and we can go ahead there is a new button there we can click on
16:41
is a new button there we can click on
16:41
is a new button there we can click on that and based on our requirement we can
16:44
that and based on our requirement we can
16:44
that and based on our requirement we can you know see here we have these two type
16:46
you know see here we have these two type
16:46
you know see here we have these two type of you know options that is available so
16:49
of you know options that is available so
16:49
of you know options that is available so we have this you know attributes that is
16:51
we have this you know attributes that is
16:51
we have this you know attributes that is available here which basically you know
16:53
available here which basically you know
16:53
available here which basically you know we can pick up from any entity and we
16:55
we can pick up from any entity and we
16:55
we can pick up from any entity and we can say that just like for example we
16:57
can say that just like for example we
16:57
can say that just like for example we are saying that here if the city is delh
17:00
are saying that here if the city is delh
17:00
are saying that here if the city is delh it means that maybe some some services
17:03
it means that maybe some some services
17:03
it means that maybe some some services or some product we want to launch into
17:06
or some product we want to launch into
17:06
or some product we want to launch into Delhi area only okay so northern region
17:09
Delhi area only okay so northern region
17:09
Delhi area only okay so northern region only in specifically in the Delhi only
17:12
only in specifically in the Delhi only
17:12
only in specifically in the Delhi only maybe there are some kind of you know
17:14
maybe there are some kind of you know
17:14
maybe there are some kind of you know specific product that is basically
17:15
specific product that is basically
17:16
specific product that is basically suited for Delhi right so we are
17:18
suited for Delhi right so we are
17:18
suited for Delhi right so we are basically selecting that if the city is
17:21
basically selecting that if the city is
17:21
basically selecting that if the city is this then we want to give them 10 points
17:23
this then we want to give them 10 points
17:23
this then we want to give them 10 points means we will get this you know lead
17:26
means we will get this you know lead
17:26
means we will get this you know lead will have more score and then we will
17:28
will have more score and then we will
17:28
will have more score and then we will identify okay these are the lead that we
17:30
identify okay these are the lead that we
17:30
identify okay these are the lead that we need to Target for the Delhi region
17:32
need to Target for the Delhi region
17:32
need to Target for the Delhi region right so
17:34
right so
17:34
right so similarly if we have like basically if
17:37
similarly if we have like basically if
17:37
similarly if we have like basically if the you know email link is clicked okay
17:40
the you know email link is clicked okay
17:40
the you know email link is clicked okay so this is basically here we have the
17:43
so this is basically here we have the
17:43
so this is basically here we have the behavioral one when somebody behaves
17:46
behavioral one when somebody behaves
17:46
behavioral one when somebody behaves like they act on that okay they open
17:50
like they act on that okay they open
17:50
like they act on that okay they open that email or we have included you know
17:53
that email or we have included you know
17:53
that email or we have included you know in our marketing material we have
17:55
in our marketing material we have
17:55
in our marketing material we have included some link for our portal or
17:58
included some link for our portal or
17:58
included some link for our portal or website when user click on that we know
18:01
website when user click on that we know
18:01
website when user click on that we know that okay someone clicked on that okay
18:03
that okay someone clicked on that okay
18:03
that okay someone clicked on that okay and we can you can see here that we can
18:05
and we can you can see here that we can
18:05
and we can you can see here that we can also Define the timing that when
18:07
also Define the timing that when
18:07
also Define the timing that when somebody will click on Within These date
18:10
somebody will click on Within These date
18:10
somebody will click on Within These date we want to get it and we want to give
18:12
we want to get it and we want to give
18:12
we want to get it and we want to give them this kind of score and depending on
18:15
them this kind of score and depending on
18:15
them this kind of score and depending on the day we can say that okay when this
18:17
the day we can say that okay when this
18:17
the day we can say that okay when this is 20 days 10 days 5 days one days then
18:21
is 20 days 10 days 5 days one days then
18:21
is 20 days 10 days 5 days one days then based on that we can Define our scoring
18:25
based on that we can Define our scoring
18:25
based on that we can Define our scoring model here so accordingly day wise we
18:28
model here so accordingly day wise we
18:28
model here so accordingly day wise we can also select that uh models here
18:31
can also select that uh models here
18:31
can also select that uh models here right uh the pointing model we can
18:32
right uh the pointing model we can
18:33
right uh the pointing model we can Define according to our requirement so
18:35
Define according to our requirement so
18:35
Define according to our requirement so when this is done we can you know by
18:39
when this is done we can you know by
18:39
when this is done we can you know by default it's in the draft stage when
18:41
default it's in the draft stage when
18:41
default it's in the draft stage when this is done we can make it live and
18:43
this is done we can make it live and
18:43
this is done we can make it live and when it will be live then it will start
18:46
when it will be live then it will start
18:46
when it will be live then it will start acting on the responses that we are
18:48
acting on the responses that we are
18:48
acting on the responses that we are getting from our
18:50
getting from our
18:50
getting from our customer so here you can see that this
18:53
customer so here you can see that this
18:53
customer so here you can see that this is basically example uh this uh what we
18:57
is basically example uh this uh what we
18:57
is basically example uh this uh what we have out of the box so you can see here
19:00
have out of the box so you can see here
19:00
have out of the box so you can see here we have the inside tab here so when this
19:02
we have the inside tab here so when this
19:02
we have the inside tab here so when this is live right now this is in the draft
19:04
is live right now this is in the draft
19:04
is live right now this is in the draft stage but when this is actually live in
19:07
stage but when this is actually live in
19:07
stage but when this is actually live in the inside we can see that okay how much
19:10
the inside we can see that okay how much
19:10
the inside we can see that okay how much you know score it's getting based on
19:13
you know score it's getting based on
19:13
you know score it's getting based on that response so we can see like you
19:14
that response so we can see like you
19:14
that response so we can see like you know how much leads we have and what is
19:17
know how much leads we have and what is
19:17
know how much leads we have and what is the total score of that which having
19:20
the total score of that which having
19:20
the total score of that which having more uh you know score which is having
19:22
more uh you know score which is having
19:22
more uh you know score which is having uh which lead having less score which
19:25
uh which lead having less score which
19:25
uh which lead having less score which area maybe you know we have the region
19:27
area maybe you know we have the region
19:27
area maybe you know we have the region wise area maybe we have different you
19:29
wise area maybe we have different you
19:29
wise area maybe we have different you know territory that we have defined we
19:31
know territory that we have defined we
19:32
know territory that we have defined we different zones that we have defined So
19:34
different zones that we have defined So
19:34
different zones that we have defined So based on this uh conditions we can
19:36
based on this uh conditions we can
19:36
based on this uh conditions we can Define different different areas and we
19:38
Define different different areas and we
19:39
Define different different areas and we can see that different different score
19:41
can see that different different score
19:41
can see that different different score that what's happening and how much score
19:43
that what's happening and how much score
19:43
that what's happening and how much score we are getting and then based on that
19:45
we are getting and then based on that
19:45
we are getting and then based on that our sales persons can start working on
19:48
our sales persons can start working on
19:48
our sales persons can start working on those lead and it can convert those lead
19:51
those lead and it can convert those lead
19:51
those lead and it can convert those lead into opportunity and finally opportunity
19:54
into opportunity and finally opportunity
19:54
into opportunity and finally opportunity is going to get some Vance for us right
19:57
is going to get some Vance for us right
19:57
is going to get some Vance for us right so we will get some you know
19:59
so we will get some you know
19:59
so we will get some you know that this this uh is basically you know
20:02
that this this uh is basically you know
20:02
that this this uh is basically you know high potential customer that definitely
20:04
high potential customer that definitely
20:04
high potential customer that definitely we have more possibility that we are
20:06
we have more possibility that we are
20:06
we have more possibility that we are going to get from business from these
20:09
going to get from business from these
20:09
going to get from business from these customers and some of them are not that
20:11
customers and some of them are not that
20:11
customers and some of them are not that much you know high potential customers
20:14
much you know high potential customers
20:14
much you know high potential customers means we have some kind of possibility
20:16
means we have some kind of possibility
20:16
means we have some kind of possibility but we are not going to get business
20:18
but we are not going to get business
20:18
but we are not going to get business immediately right so all these scoring
20:21
immediately right so all these scoring
20:21
immediately right so all these scoring model basically help us on uh to
20:23
model basically help us on uh to
20:23
model basically help us on uh to identify that kind of leads and you know
20:26
identify that kind of leads and you know
20:26
identify that kind of leads and you know work on those leads and converting into
20:28
work on those leads and converting into
20:29
work on those leads and converting into that business right so that's what the
20:32
that business right so that's what the
20:32
that business right so that's what the topics that I wanted to cover here you
20:36
topics that I wanted to cover here you
20:36
topics that I wanted to cover here you know now I will pass mic to my friend V
20:39
know now I will pass mic to my friend V
20:39
know now I will pass mic to my friend V and he will show demo on on these object
20:41
and he will show demo on on these object
20:41
and he will show demo on on these object and how we can use and design these
20:43
and how we can use and design these
20:43
and how we can use and design these object on customer
20:45
object on customer
20:45
object on customer inside yeah thanks
20:48
inside yeah thanks
20:49
inside yeah thanks mahinder yeah thanks mahinder for your
20:52
mahinder yeah thanks mahinder for your
20:52
mahinder yeah thanks mahinder for your nice explanation so let me share my
20:54
nice explanation so let me share my
20:55
nice explanation so let me share my screen hi everyone before uh that hi
20:57
screen hi everyone before uh that hi
20:57
screen hi everyone before uh that hi everyone welcome to this show again let
20:59
everyone welcome to this show again let
21:00
everyone welcome to this show again let me share my
21:01
me share my
21:01
me share my [Music]
21:05
screen
21:09
[Music]
21:12
okay
21:16
okay okay hope you can see my screen
21:20
okay okay hope you can see my screen
21:20
okay okay hope you can see my screen right not
21:23
right not
21:23
right not yet yeah I think it's loading now yeah
21:27
yet yeah I think it's loading now yeah
21:27
yet yeah I think it's loading now yeah we can see it y
21:32
okay
21:34
okay
21:34
okay okay right
21:41
uh okay
21:43
uh okay
21:43
uh okay so if You observe right uh we are in the
21:46
so if You observe right uh we are in the
21:46
so if You observe right uh we are in the customer insights part of this
21:48
customer insights part of this
21:48
customer insights part of this particular journey and um yeah we are at
21:53
particular journey and um yeah we are at
21:53
particular journey and um yeah we are at this particular leads
22:00
so in our earlier sessions in the last
22:02
so in our earlier sessions in the last
22:02
so in our earlier sessions in the last three sessions we have gone through
22:04
three sessions we have gone through
22:04
three sessions we have gone through about Journeys analytics triggers and
22:07
about Journeys analytics triggers and
22:07
about Journeys analytics triggers and segments and contexts related things so
22:10
segments and contexts related things so
22:10
segments and contexts related things so now we are going to see about this
22:12
now we are going to see about this
22:12
now we are going to see about this particular leads how we are uh going to
22:16
particular leads how we are uh going to
22:16
particular leads how we are uh going to um generate these particular
22:22
leads so we are going to click on this
22:24
leads so we are going to click on this
22:25
leads so we are going to click on this particular lead so there are multiple
22:27
particular lead so there are multiple
22:27
particular lead so there are multiple ways of uh creating these particular
22:29
ways of uh creating these particular
22:29
ways of uh creating these particular leads one is creating the lead manually
22:32
leads one is creating the lead manually
22:32
leads one is creating the lead manually and another one is import the leads from
22:34
and another one is import the leads from
22:34
and another one is import the leads from the file and also there are other ways
22:37
the file and also there are other ways
22:37
the file and also there are other ways like uh you can allow the customers to
22:39
like uh you can allow the customers to
22:39
like uh you can allow the customers to submit the marketing form okay and uh so
22:43
submit the marketing form okay and uh so
22:43
submit the marketing form okay and uh so what we are going to do here is uh we
22:45
what we are going to do here is uh we
22:45
what we are going to do here is uh we are going to uh create a topic this is
22:48
are going to uh create a topic this is
22:48
are going to uh create a topic this is the lead like U
22:51
the lead like U
22:51
the lead like U um
22:55
laptop inquiry
23:04
you m is the
23:06
you m is the
23:06
you m is the person and this company is my
23:17
company
23:24
okay mro okay so this is how we you can
23:29
okay mro okay so this is how we you can
23:29
okay mro okay so this is how we you can uh create one particular lead so it was
23:32
uh create one particular lead so it was
23:32
uh create one particular lead so it was saying the lead has no contact or
23:33
saying the lead has no contact or
23:33
saying the lead has no contact or account asent the lead counts is lead
23:36
account asent the lead counts is lead
23:36
account asent the lead counts is lead scores in outbound and marketing
23:39
scores in outbound and marketing
23:39
scores in outbound and marketing available so what we are going to do it
23:42
available so what we are going to do it
23:42
available so what we are going to do it here is the contact is not uh present
23:45
here is the contact is not uh present
23:45
here is the contact is not uh present and if You observe right the
23:48
and if You observe right the
23:48
and if You observe right the insights let us uh see go one by one
23:51
insights let us uh see go one by one
23:51
insights let us uh see go one by one here like we have this go one lead has
23:55
here like we have this go one lead has
23:55
here like we have this go one lead has been created and it is the summary like
23:58
been created and it is the summary like
23:58
been created and it is the summary like this is the person that we are having it
24:02
this is the person that we are having it
24:02
this is the person that we are having it and
24:03
and
24:03
and uh insights okay for this particular
24:07
uh insights okay for this particular
24:07
uh insights okay for this particular lead how many insights that are present
24:09
lead how many insights that are present
24:09
lead how many insights that are present and how about the lead scores that are
24:12
and how about the lead scores that are
24:12
and how about the lead scores that are present and uh those uh related ones and
24:15
present and uh those uh related ones and
24:15
present and uh those uh related ones and Linkedin lead info and the details of
24:17
Linkedin lead info and the details of
24:17
Linkedin lead info and the details of this like what is the marketing campaign
24:20
this like what is the marketing campaign
24:20
this like what is the marketing campaign that we are going to use and the
24:22
that we are going to use and the
24:22
that we are going to use and the communication the way that you are going
24:24
communication the way that you are going
24:24
communication the way that you are going to use this particular uh one and there
24:28
to use this particular uh one and there
24:28
to use this particular uh one and there we have the other related entities as
24:30
we have the other related entities as
24:30
we have the other related entities as well this is the how we can see about
24:33
well this is the how we can see about
24:33
well this is the how we can see about this particular marketing list there is
24:35
this particular marketing list there is
24:35
this particular marketing list there is the second way of uh uh creating this
24:39
the second way of uh uh creating this
24:39
the second way of uh uh creating this particular lead is you'll go to that is
24:43
particular lead is you'll go to that is
24:43
particular lead is you'll go to that is um you can import the leads from file
24:46
um you can import the leads from file
24:46
um you can import the leads from file how you are going to do is uh you can go
24:48
how you are going to do is uh you can go
24:48
how you are going to do is uh you can go to the settings in this settings you go
24:50
to the settings in this settings you go
24:50
to the settings in this settings you go to the data management in this data
24:52
to the data management in this data
24:52
to the data management in this data management click on this templates for
24:54
management click on this templates for
24:54
management click on this templates for data import and here you select lead
24:58
data import and here you select lead
24:58
data import and here you select lead then you click on download So once you
25:01
then you click on download So once you
25:01
then you click on download So once you do that uh so and Lead gets uh saved
25:05
do that uh so and Lead gets uh saved
25:05
do that uh so and Lead gets uh saved okay this is nothing but a template now
25:08
okay this is nothing but a template now
25:08
okay this is nothing but a template now what I'm going to do here I'm going to
25:11
what I'm going to do here I'm going to
25:11
what I'm going to do here I'm going to fill some kind of details here so don't
25:14
fill some kind of details here so don't
25:14
fill some kind of details here so don't change any other things just uh keep on
25:17
change any other things just uh keep on
25:17
change any other things just uh keep on uh doing the things like uh okay
25:22
uh doing the things like uh okay
25:22
uh doing the things like uh okay um desktop
25:24
um desktop
25:24
um desktop related
25:26
related
25:26
related Mr James
25:30
are CEO Company is James
25:36
are CEO Company is James
25:36
are CEO Company is James Co ww. james.com
25:41
James atof
25:49
gmail.com okay so I'm not going to do
25:51
gmail.com okay so I'm not going to do
25:51
gmail.com okay so I'm not going to do any other uh details like uh the city
25:55
any other uh details like uh the city
25:55
any other uh details like uh the city state Province NY
26:00
and United
26:06
States
26:08
States
26:08
States desktop
26:10
desktop
26:10
desktop order
26:12
order
26:12
order related uh lead source is we will have
26:15
related uh lead source is we will have
26:15
related uh lead source is we will have the different lead source that are
26:16
the different lead source that are
26:16
the different lead source that are present how I will get it is the
26:20
web and uh the rating is uh I'm giving
26:24
web and uh the rating is uh I'm giving
26:24
web and uh the rating is uh I'm giving just I'm saying that okay this person uh
26:27
just I'm saying that okay this person uh
26:27
just I'm saying that okay this person uh requires the
26:28
requires the
26:28
requires the desktop uh very much uh faster so he has
26:32
desktop uh very much uh faster so he has
26:32
desktop uh very much uh faster so he has more urgency that's why I'll say that it
26:35
more urgency that's why I'll say that it
26:35
more urgency that's why I'll say that it is an hot and the industry I will say
26:37
is an hot and the industry I will say
26:37
is an hot and the industry I will say that is
26:39
that is
26:39
that is Consulting currencies
26:44
USD okay so like that uh let me do
26:49
USD okay so like that uh let me do
26:49
USD okay so like that uh let me do another one it is uh mobile related
27:04
John
27:06
John
27:06
John CF uh senior
27:10
manager
27:24
smco so like that I'll be going to keep
27:27
smco so like that I'll be going to keep
27:27
smco so like that I'll be going to keep this uh
27:29
this uh
27:29
this uh details and
27:31
details and
27:31
details and then I can specify the related details
27:35
then I can specify the related details
27:35
then I can specify the related details like the
27:37
like the
27:37
like the NJ and I'll be using the United States
27:40
NJ and I'll be using the United States
27:40
NJ and I'll be using the United States and it is the the mobile
27:42
and it is the the mobile
27:43
and it is the the mobile related and it is web and also this is a
27:46
related and it is web and also this is a
27:46
related and it is web and also this is a kind of WM okay and it is also I can
27:50
kind of WM okay and it is also I can
27:50
kind of WM okay and it is also I can select this uh something Business
27:52
select this uh something Business
27:52
select this uh something Business Services
27:56
USD so my leads okay my spreadsheet is
28:00
USD so my leads okay my spreadsheet is
28:00
USD so my leads okay my spreadsheet is ready with all the reads just I'm going
28:02
ready with all the reads just I'm going
28:03
ready with all the reads just I'm going to save
28:04
to save
28:04
to save this uh just I'm going to see this one
28:07
this uh just I'm going to see this one
28:07
this uh just I'm going to see this one now what I'm going to do I'm going to
28:09
now what I'm going to do I'm going to
28:09
now what I'm going to do I'm going to click on this import and uh click on
28:11
click on this import and uh click on
28:12
click on this import and uh click on this uh import
28:15
data and in this import data just uh I
28:19
data and in this import data just uh I
28:19
data and in this import data just uh I am going
28:22
to upload this and I'm going to
28:26
to upload this and I'm going to
28:26
to upload this and I'm going to next this this is how you
28:29
next this this is how you
28:29
next this this is how you can perform any of the import of this uh
28:33
can perform any of the import of this uh
28:33
can perform any of the import of this uh particular
28:35
particular
28:35
particular data okay do so this is finished if you
28:38
data okay do so this is finished if you
28:38
data okay do so this is finished if you see this one just refresh this
28:41
see this one just refresh this
28:41
see this one just refresh this one it is
28:43
one it is
28:43
one it is passsing if everything is fine then I
28:47
passsing if everything is fine then I
28:47
passsing if everything is fine then I should see the status reason as
28:50
should see the status reason as
28:50
should see the status reason as success or completed
29:03
okay it is transforming
29:10
now so now if you come and uh see here
29:14
now so now if you come and uh see here
29:14
now so now if you come and uh see here All
29:17
Leads I have only one mic and go this is
29:21
Leads I have only one mic and go this is
29:21
Leads I have only one mic and go this is completed uh okay there was some issue
29:24
completed uh okay there was some issue
29:24
completed uh okay there was some issue that's why I see this particular error
29:26
that's why I see this particular error
29:26
that's why I see this particular error so this is how you are going to to uh do
29:29
so this is how you are going to to uh do
29:29
so this is how you are going to to uh do these uh respective ones leads okay so
29:33
these uh respective ones leads okay so
29:33
these uh respective ones leads okay so now what we are going to see here was
29:35
now what we are going to see here was
29:35
now what we are going to see here was the create uh how we are going to create
29:38
the create uh how we are going to create
29:38
the create uh how we are going to create any particular uh sales uh activities
29:42
any particular uh sales uh activities
29:42
any particular uh sales uh activities for it okay so
29:45
for it okay so
29:45
for it okay so now me see let me see this
29:47
now me see let me see this
29:47
now me see let me see this [Music]
29:50
[Music]
29:50
[Music] one just let me open
29:54
one just let me open
29:54
one just let me open it oops okay
30:10
okay just let us see this uh one like
30:13
okay just let us see this uh one like
30:13
okay just let us see this uh one like the lead management and the scoring
30:14
the lead management and the scoring
30:14
the lead management and the scoring models that are present uh
30:19
models that are present uh
30:19
models that are present uh okay I'll open
30:21
okay I'll open
30:21
okay I'll open this and then just open this one as well
30:33
okay so this is how you are going to uh
30:36
okay so this is how you are going to uh
30:36
okay so this is how you are going to uh create any particular uh lead okay by
30:40
create any particular uh lead okay by
30:40
create any particular uh lead okay by directly going into this uh leads and we
30:43
directly going into this uh leads and we
30:43
directly going into this uh leads and we have the consent Center where you can
30:46
have the consent Center where you can
30:46
have the consent Center where you can provide your respective consent that is
30:49
provide your respective consent that is
30:49
provide your respective consent that is uh present for you
30:58
so let us see it
31:01
so let us see it
31:01
so let us see it here just open
31:11
it all
31:31
If You observe the details that we have
31:34
If You observe the details that we have
31:34
If You observe the details that we have these are the other lead scores that are
31:36
these are the other lead scores that are
31:36
these are the other lead scores that are present time spins and also the daily
31:39
present time spins and also the daily
31:39
present time spins and also the daily related things that are present here so
31:42
related things that are present here so
31:42
related things that are present here so let us go one by one
31:53
here okay it is going to here
32:06
we will get the other options like here
32:08
we will get the other options like here
32:08
we will get the other options like here the process sequences disqualify qualify
32:11
the process sequences disqualify qualify
32:11
the process sequences disqualify qualify all these details that we will get it so
32:13
all these details that we will get it so
32:14
all these details that we will get it so the lead signals like we did uh see
32:17
the lead signals like we did uh see
32:17
the lead signals like we did uh see right in the part whenever we are
32:18
right in the part whenever we are
32:18
right in the part whenever we are working on these particular triggers we
32:20
working on these particular triggers we
32:20
working on these particular triggers we see that respect to
32:24
details okay
32:30
the same way you will see that uh
32:32
the same way you will see that uh
32:32
the same way you will see that uh triggers as well okay so now we'll go
32:35
triggers as well okay so now we'll go
32:35
triggers as well okay so now we'll go for this particular scoring
32:38
for this particular scoring
32:38
for this particular scoring model in this particular scoring model
32:40
model in this particular scoring model
32:40
model in this particular scoring model right how you are going to give here so
32:43
right how you are going to give here so
32:43
right how you are going to give here so first thing is uh we have to go to the
32:46
first thing is uh we have to go to the
32:46
first thing is uh we have to go to the settings and in this particular setting
32:48
settings and in this particular setting
32:48
settings and in this particular setting uh the scoring model should be uh
32:51
uh the scoring model should be uh
32:51
uh the scoring model should be uh enabled then only you can uh see for it
32:54
enabled then only you can uh see for it
32:54
enabled then only you can uh see for it so now what we are going to do for me my
32:57
so now what we are going to do for me my
32:57
so now what we are going to do for me my administrator has provided me the axis
33:00
administrator has provided me the axis
33:00
administrator has provided me the axis then uh I'm going to create one
33:04
particular scoring
33:07
particular scoring
33:07
particular scoring model so that means based upon uh the
33:10
model so that means based upon uh the
33:10
model so that means based upon uh the details that I have received uh so I
33:14
details that I have received uh so I
33:14
details that I have received uh so I going to uh provide that respective uh
33:23
information it will take some
33:26
information it will take some
33:26
information it will take some time for
34:18
Let me refresh this one
34:28
okay let me give this uh scoring model I
34:31
okay let me give this uh scoring model I
34:31
okay let me give this uh scoring model I can give my scoring model that is
34:43
uh so I can add one condition saying
34:47
uh so I can add one condition saying
34:47
uh so I can add one condition saying that uh I have different attributes that
34:49
that uh I have different attributes that
34:49
that uh I have different attributes that are
34:53
present let us see what are all the
34:56
present let us see what are all the
34:56
present let us see what are all the different things that are present so we
34:58
different things that are present so we
34:58
different things that are present so we do have the different kinds of Entry
35:00
do have the different kinds of Entry
35:00
do have the different kinds of Entry there are 198 attributes that are
35:03
there are 198 attributes that are
35:03
there are 198 attributes that are present so you'll see that the country
35:07
present so you'll see that the country
35:07
present so you'll see that the country region is uh this one is United
35:15
States and I'm going to click on this
35:18
States and I'm going to click on this
35:18
States and I'm going to click on this particular create click on
35:21
particular create click on
35:21
particular create click on it so once this is uh done my particular
35:25
it so once this is uh done my particular
35:25
it so once this is uh done my particular score model scoring model is present If
35:28
score model scoring model is present If
35:28
score model scoring model is present If You observe right these are all the
35:29
You observe right these are all the
35:29
You observe right these are all the different attributes that are present
35:31
different attributes that are present
35:31
different attributes that are present like in the previous uh few few seconds
35:34
like in the previous uh few few seconds
35:34
like in the previous uh few few seconds back I showed the different attributes
35:36
back I showed the different attributes
35:36
back I showed the different attributes that are present for creating this
35:38
that are present for creating this
35:38
that are present for creating this scoring model right those lead 198
35:40
scoring model right those lead 198
35:40
scoring model right those lead 198 attributes that I can get it the same
35:43
attributes that I can get it the same
35:43
attributes that I can get it the same way I will get the related table related
35:45
way I will get the related table related
35:45
way I will get the related table related details as well now going to the m
35:47
details as well now going to the m
35:47
details as well now going to the m Behavior related things I have different
35:50
Behavior related things I have different
35:50
Behavior related things I have different kinds of Behavioral uh things that are
35:53
kinds of Behavioral uh things that are
35:53
kinds of Behavioral uh things that are present so what I'm going to do here is
35:57
present so what I'm going to do here is
35:57
present so what I'm going to do here is um
35:59
um
35:59
um when a
36:00
when a
36:00
when a behavior okay before that one right just
36:02
behavior okay before that one right just
36:02
behavior okay before that one right just you can click on this let us explore
36:05
you can click on this let us explore
36:05
you can click on this let us explore this one this is lead gring and this is
36:07
this one this is lead gring and this is
36:07
this one this is lead gring and this is the settings this is the add condition
36:10
the settings this is the add condition
36:10
the settings this is the add condition and the parent
36:13
contact okay so now let's go to here
36:18
contact okay so now let's go to here
36:18
contact okay so now let's go to here click on
36:19
click on
36:19
click on behavioral marketing
36:22
behavioral marketing
36:22
behavioral marketing triggers uh I'll keep this one as a
36:24
triggers uh I'll keep this one as a
36:24
triggers uh I'll keep this one as a standard
36:30
okay so here when a behavioral one when
36:34
okay so here when a behavioral one when
36:34
okay so here when a behavioral one when I so what it is saying right this is an
36:37
I so what it is saying right this is an
36:37
I so what it is saying right this is an add email delivered was triggered at
36:40
add email delivered was triggered at
36:40
add email delivered was triggered at least once in a last 18 day last 28 days
36:43
least once in a last 18 day last 28 days
36:43
least once in a last 18 day last 28 days this was the one that I can uh uh I have
36:47
this was the one that I can uh uh I have
36:47
this was the one that I can uh uh I have kept that one so people with this
36:49
kept that one so people with this
36:49
kept that one so people with this specific attribute so I can uh specify
36:52
specific attribute so I can uh specify
36:52
specific attribute so I can uh specify that related details as
36:55
that related details as
36:55
that related details as well and create a new group if you
36:57
well and create a new group if you
36:57
well and create a new group if you wanted to okay so in this particular
37:01
wanted to okay so in this particular
37:01
wanted to okay so in this particular group we are going to see any of the
37:04
group we are going to see any of the
37:04
group we are going to see any of the attribute
37:07
here just click on this add add item to
37:12
here just click on this add add item to
37:12
here just click on this add add item to the existing group that is true so
37:15
the existing group that is true so
37:15
the existing group that is true so address to country
37:17
address to country
37:17
address to country is I can
37:25
give okay so like that I can give this
37:28
give okay so like that I can give this
37:28
give okay so like that I can give this uh one
37:34
condition and also if you wanted to give
37:37
condition and also if you wanted to give
37:37
condition and also if you wanted to give another uh one here like I'll give the
37:40
another uh one here like I'll give the
37:40
another uh one here like I'll give the text messages
37:46
delivered so L see give the
37:55
details see this one contains data I can
37:59
details see this one contains data I can
37:59
details see this one contains data I can keep this
38:00
keep this
38:00
keep this one and I can also edit this one trigger
38:04
one and I can also edit this one trigger
38:04
one and I can also edit this one trigger leads have triggered email delivered at
38:06
leads have triggered email delivered at
38:06
leads have triggered email delivered at least one time and time window is this
38:08
least one time and time window is this
38:08
least one time and time window is this one summary um this is that uh I can
38:12
one summary um this is that uh I can
38:12
one summary um this is that uh I can give it now I can save this
38:21
one now I'm going to publish this one
38:29
okay so if You observe right as I'm
38:31
okay so if You observe right as I'm
38:31
okay so if You observe right as I'm using this uh particular uh trial
38:34
using this uh particular uh trial
38:34
using this uh particular uh trial environment this future is not been
38:36
environment this future is not been
38:36
environment this future is not been enabled like the leading uh scoring
38:38
enabled like the leading uh scoring
38:38
enabled like the leading uh scoring model like uh if I am trying to publish
38:41
model like uh if I am trying to publish
38:41
model like uh if I am trying to publish right you would see this one because the
38:43
right you would see this one because the
38:43
right you would see this one because the one that I'm using it is an uh trial
38:45
one that I'm using it is an uh trial
38:45
one that I'm using it is an uh trial instance where you will not get this one
38:49
instance where you will not get this one
38:49
instance where you will not get this one this future is currently not avable for
38:51
this future is currently not avable for
38:51
this future is currently not avable for the trial organizations so if You
38:54
the trial organizations so if You
38:54
the trial organizations so if You observe this is the first point and uh
38:56
observe this is the first point and uh
38:56
observe this is the first point and uh you can say this as a second point you
38:59
you can say this as a second point you
38:59
you can say this as a second point you can use these two points if at all email
39:01
can use these two points if at all email
39:01
can use these two points if at all email delivered then the leading scoring model
39:04
delivered then the leading scoring model
39:04
delivered then the leading scoring model you can give it as one point and in the
39:06
you can give it as one point and in the
39:06
you can give it as one point and in the same way uh whenever the text message
39:08
same way uh whenever the text message
39:08
same way uh whenever the text message has been delivered if it has the details
39:11
has been delivered if it has the details
39:11
has been delivered if it has the details that means it has the data then I'm
39:13
that means it has the data then I'm
39:13
that means it has the data then I'm going to give this uh couple of points
39:15
going to give this uh couple of points
39:15
going to give this uh couple of points and if the address County okay if the
39:18
and if the address County okay if the
39:18
and if the address County okay if the county is uh
39:21
county is uh
39:21
county is uh okay I want I don't want this one so I
39:24
okay I want I don't want this one so I
39:24
okay I want I don't want this one so I can remove that one as well so now I I
39:27
can remove that one as well so now I I
39:27
can remove that one as well so now I I just I can click on this particular save
39:30
just I can click on this particular save
39:30
just I can click on this particular save once in order to publish this one right
39:32
once in order to publish this one right
39:32
once in order to publish this one right we need a kind of license for
39:41
it so this is how you can uh provide any
39:45
it so this is how you can uh provide any
39:45
it so this is how you can uh provide any particular model
39:52
details let us see about other
39:55
details let us see about other
39:55
details let us see about other behavioral things that are present like
39:57
behavioral things that are present like
39:57
behavioral things that are present like the test phrases and all we have the
39:59
the test phrases and all we have the
39:59
the test phrases and all we have the text messages like bounced constant
40:01
text messages like bounced constant
40:01
text messages like bounced constant consent not given delivered link
40:03
consent not given delivered link
40:03
consent not given delivered link clinked other ones and push notification
40:06
clinked other ones and push notification
40:06
clinked other ones and push notification bounce link click not send open send
40:09
bounce link click not send open send
40:09
bounce link click not send open send marketing form it is the submitted or
40:11
marketing form it is the submitted or
40:11
marketing form it is the submitted or the visited as well and coming to the
40:16
email email the blocked bounced and
40:19
email email the blocked bounced and
40:19
email email the blocked bounced and ConEd details are present now what we
40:22
ConEd details are present now what we
40:22
ConEd details are present now what we are going to do right let's say that the
40:25
are going to do right let's say that the
40:25
are going to do right let's say that the marketing uh was Standard Market
40:27
marketing uh was Standard Market
40:27
marketing uh was Standard Market marketing trigger I will use it as an
40:29
marketing trigger I will use it as an
40:29
marketing trigger I will use it as an trigger saying that marketing form was
40:32
trigger saying that marketing form was
40:32
trigger saying that marketing form was submitted so I can see that one at least
40:38
uh I'll keep this one as last 20
40:50
days so if you able to uh publish this
40:54
days so if you able to uh publish this
40:54
days so if you able to uh publish this one right then what we are going to do
40:56
one right then what we are going to do
40:56
one right then what we are going to do here we can can uh go to
41:06
this you can go to this uh one okay so
41:10
this you can go to this uh one okay so
41:10
this you can go to this uh one okay so once you select this one and the publish
41:12
once you select this one and the publish
41:12
once you select this one and the publish will happens then you can go to this uh
41:15
will happens then you can go to this uh
41:15
will happens then you can go to this uh insights Tab and then get all the
41:19
insights Tab and then get all the
41:19
insights Tab and then get all the related uh details that are present like
41:22
related uh details that are present like
41:22
related uh details that are present like okay how much uh leading score that is
41:25
okay how much uh leading score that is
41:25
okay how much uh leading score that is present and all okay let's try it out
41:27
present and all okay let's try it out
41:27
present and all okay let's try it out even though it is not present let us go
41:30
even though it is not present let us go
41:30
even though it is not present let us go and see it in the scoring model let us
41:33
and see it in the scoring model let us
41:33
and see it in the scoring model let us open this
41:40
one I don't have the active lead
41:43
one I don't have the active lead
41:43
one I don't have the active lead qualification models so let us uh if I
41:46
qualification models so let us uh if I
41:46
qualification models so let us uh if I click on this one a new qualification
41:49
click on this one a new qualification
41:49
click on this one a new qualification model related details that you will be
41:51
model related details that you will be
41:51
model related details that you will be getting it so here I'm going to add that
41:54
getting it so here I'm going to add that
41:54
getting it so here I'm going to add that uh secured model the reason why I don't
41:57
uh secured model the reason why I don't
41:57
uh secured model the reason why I don't see it right my secure uh scoring model
42:01
see it right my secure uh scoring model
42:01
see it right my secure uh scoring model uh my scoring model uh my scoring model
42:04
uh my scoring model uh my scoring model
42:04
uh my scoring model uh my scoring model was still not in
42:08
um activ so I'm going to create here
42:12
um activ so I'm going to create here
42:12
um activ so I'm going to create here this time click on this done I'll give
42:14
this time click on this done I'll give
42:14
this time click on this done I'll give this uh score as 100 scoring points
42:17
this uh score as 100 scoring points
42:17
this uh score as 100 scoring points update lead status reason to marketing
42:19
update lead status reason to marketing
42:19
update lead status reason to marketing qualified and my leads as the sales
42:22
qualified and my leads as the sales
42:22
qualified and my leads as the sales ready so now what I'm going to do right
42:25
ready so now what I'm going to do right
42:25
ready so now what I'm going to do right just I'm going to click on Save and now
42:28
just I'm going to click on Save and now
42:28
just I'm going to click on Save and now let us try it out if I can do that okay
42:31
let us try it out if I can do that okay
42:31
let us try it out if I can do that okay just for trial organizations we don't
42:32
just for trial organizations we don't
42:32
just for trial organizations we don't have this one so this is how you can
42:35
have this one so this is how you can
42:35
have this one so this is how you can perform this uh particular uh
42:38
perform this uh particular uh
42:38
perform this uh particular uh qualification of it okay once you
42:40
qualification of it okay once you
42:40
qualification of it okay once you publish any of this particular uh score
42:44
publish any of this particular uh score
42:44
publish any of this particular uh score then uh you should be able to uh see
42:47
then uh you should be able to uh see
42:47
then uh you should be able to uh see this scoring models just we'll save and
42:50
this scoring models just we'll save and
42:50
this scoring models just we'll save and continue
43:20
so this is the channel that we can give
43:22
so this is the channel that we can give
43:22
so this is the channel that we can give it okay so going back to here the
43:24
it okay so going back to here the
43:24
it okay so going back to here the scoring model this particular uh scoring
43:27
scoring model this particular uh scoring
43:27
scoring model this particular uh scoring model if it gets published and then then
43:30
model if it gets published and then then
43:30
model if it gets published and then then then we can see that uh how the details
43:33
then we can see that uh how the details
43:33
then we can see that uh how the details that are present
43:39
here okay let us go
43:42
here okay let us go
43:42
here okay let us go here
43:45
here
43:45
here and Lead grading this is I can give on
43:49
and Lead grading this is I can give on
43:49
and Lead grading this is I can give on particular grade here this is is equal
43:55
particular grade here this is is equal
43:55
particular grade here this is is equal to you can see
43:59
80 then I can give this uh particular
44:03
80 then I can give this uh particular
44:03
80 then I can give this uh particular one so this is how one uh once you can
44:07
one so this is how one uh once you can
44:07
one so this is how one uh once you can uh provide any particular SK uh scoring
44:12
uh provide any particular SK uh scoring
44:12
uh provide any particular SK uh scoring model related you can provide this
44:15
model related you can provide this
44:15
model related you can provide this particular uh scrolling
44:17
particular uh scrolling
44:17
particular uh scrolling so different triggers that are present
44:20
so different triggers that are present
44:20
so different triggers that are present and marketing forms push notifications
44:22
and marketing forms push notifications
44:22
and marketing forms push notifications and the text messages all these details
44:24
and the text messages all these details
44:24
and the text messages all these details that uh you should be uh seeing
44:32
get okay
44:34
get okay
44:34
get okay so let us click on this uh customer
44:37
so let us click on this uh customer
44:37
so let us click on this uh customer insights
45:04
lead grading is there and my elements
45:06
lead grading is there and my elements
45:06
lead grading is there and my elements that are present with these different
45:08
that are present with these different
45:08
that are present with these different points and I have the different settings
45:10
points and I have the different settings
45:10
points and I have the different settings that are also present like parent
45:12
that are also present like parent
45:12
that are also present like parent content count parent uh contact uh
45:14
content count parent uh contact uh
45:14
content count parent uh contact uh interactions as well so now I can save
45:18
interactions as well so now I can save
45:18
interactions as well so now I can save this one and then uh I can get that
45:21
this one and then uh I can get that
45:21
this one and then uh I can get that details so let us try out here like
45:24
details so let us try out here like
45:24
details so let us try out here like going to the Analytics
45:29
if I see this one right I can if that
45:31
if I see this one right I can if that
45:31
if I see this one right I can if that particular insights has been the
45:33
particular insights has been the
45:33
particular insights has been the behavioral scoring model that is the
45:35
behavioral scoring model that is the
45:35
behavioral scoring model that is the lead scoring model gets activated right
45:38
lead scoring model gets activated right
45:38
lead scoring model gets activated right then uh it will be uh easily happed If
45:41
then uh it will be uh easily happed If
45:41
then uh it will be uh easily happed If You observe right the contact segment
45:43
You observe right the contact segment
45:43
You observe right the contact segment journey and the contact trigger Journey
45:45
journey and the contact trigger Journey
45:45
journey and the contact trigger Journey that we have uh created earlier that
45:48
that we have uh created earlier that
45:48
that we have uh created earlier that will be seen here and also the channel
45:50
will be seen here and also the channel
45:50
will be seen here and also the channel uh segment triggered the completed
45:52
uh segment triggered the completed
45:52
uh segment triggered the completed Journey details all these uh things that
45:55
Journey details all these uh things that
45:55
Journey details all these uh things that are present now if I go and back to the
45:57
are present now if I go and back to the
45:57
are present now if I go and back to the leads
46:33
see if we can give this particular lead
46:35
see if we can give this particular lead
46:35
see if we can give this particular lead scores as well the rating war and all we
46:38
scores as well the rating war and all we
46:38
scores as well the rating war and all we can also change that respective
46:44
details I can refresh this one and if
46:48
details I can refresh this one and if
46:48
details I can refresh this one and if You
46:49
You
46:49
You observe I say that is is an existing
46:51
observe I say that is is an existing
46:51
observe I say that is is an existing contact yes existing account yes and
46:55
contact yes existing account yes and
46:55
contact yes existing account yes and I'll give this as an next
46:59
stage so sales ready yes I'll see keep
47:04
stage so sales ready yes I'll see keep
47:04
stage so sales ready yes I'll see keep this
47:07
one till Prospect accepted
47:11
one till Prospect accepted
47:11
one till Prospect accepted yes now purchase time frame I can give
47:14
yes now purchase time frame I can give
47:14
yes now purchase time frame I can give it as an immediate and estimated budget
47:17
it as an immediate and estimated budget
47:17
it as an immediate and estimated budget uh those are not uh I'm not going to
47:20
uh those are not uh I'm not going to
47:20
uh those are not uh I'm not going to give this one next stage so like that uh
47:23
give this one next stage so like that uh
47:23
give this one next stage so like that uh you can finish sales accepted is yes I
47:26
you can finish sales accepted is yes I
47:26
you can finish sales accepted is yes I will keep this one as
47:35
one so now if you go and see this
47:38
one so now if you go and see this
47:38
one so now if you go and see this particular scoring model once if it is
47:40
particular scoring model once if it is
47:40
particular scoring model once if it is enabled then you will uh definitely get
47:43
enabled then you will uh definitely get
47:43
enabled then you will uh definitely get uh that uh respective insights from this
47:47
uh that uh respective insights from this
47:47
uh that uh respective insights from this uh
47:53
scores let us see about the activities
47:56
scores let us see about the activities
47:56
scores let us see about the activities so what the kind of activities that uh
47:58
so what the kind of activities that uh
47:58
so what the kind of activities that uh we we have done
48:03
that okay so there was one there was one
48:08
that okay so there was one there was one
48:08
that okay so there was one there was one particular way like uh the sales
48:11
particular way like uh the sales
48:11
particular way like uh the sales activities how it can be created and all
48:13
activities how it can be created and all
48:13
activities how it can be created and all by using uh these particular different
48:15
by using uh these particular different
48:15
by using uh these particular different channels that are present we can liage
48:17
channels that are present we can liage
48:17
channels that are present we can liage this one and we can uh create any kind
48:19
this one and we can uh create any kind
48:19
this one and we can uh create any kind of uh uh respective uh details okay like
48:23
of uh uh respective uh details okay like
48:23
of uh uh respective uh details okay like this uh you will be going to uh do that
48:29
so with that uh we can easily get this
48:32
so with that uh we can easily get this
48:32
so with that uh we can easily get this uh particular insights uh and also the
48:36
uh particular insights uh and also the
48:36
uh particular insights uh and also the scores that we are going to see in this
48:37
scores that we are going to see in this
48:37
scores that we are going to see in this particular uh uh customer Insight so the
48:40
particular uh uh customer Insight so the
48:40
particular uh uh customer Insight so the main uh if we go back to that we are
48:42
main uh if we go back to that we are
48:42
main uh if we go back to that we are going we have created these particular
48:44
going we have created these particular
48:44
going we have created these particular leads and post that we have created the
48:46
leads and post that we have created the
48:46
leads and post that we have created the scoring model and we have provided the
48:48
scoring model and we have provided the
48:48
scoring model and we have provided the qualification for that one once if you
48:50
qualification for that one once if you
48:50
qualification for that one once if you can able to provide it if you have the
48:52
can able to provide it if you have the
48:52
can able to provide it if you have the license for this one uh then you you
48:55
license for this one uh then you you
48:55
license for this one uh then you you should be able to publ this scoring
48:57
should be able to publ this scoring
48:57
should be able to publ this scoring model and uh then you can automatically
49:01
model and uh then you can automatically
49:01
model and uh then you can automatically get the details about all the related
49:05
get the details about all the related
49:05
get the details about all the related scoring details and it's the
49:22
model yep so in this way right uh one
49:26
model yep so in this way right uh one
49:26
model yep so in this way right uh one can easily create any new scoring models
49:29
can easily create any new scoring models
49:29
can easily create any new scoring models with the combination of the leads the
49:31
with the combination of the leads the
49:31
with the combination of the leads the main intention here right of this uh
49:33
main intention here right of this uh
49:33
main intention here right of this uh insights one you need to have the leads
49:36
insights one you need to have the leads
49:36
insights one you need to have the leads and uh that particular leads can be uh
49:39
and uh that particular leads can be uh
49:39
and uh that particular leads can be uh few or many and once you get that one
49:42
few or many and once you get that one
49:42
few or many and once you get that one right so based upon that you can
49:43
right so based upon that you can
49:43
right so based upon that you can generate any kind of uh scoring uh
49:46
generate any kind of uh scoring uh
49:46
generate any kind of uh scoring uh models of your choice okay yeah so
49:50
models of your choice okay yeah so
49:50
models of your choice okay yeah so Mahindra you wanted to add any of the
49:53
Mahindra you wanted to add any of the
49:53
Mahindra you wanted to add any of the other
49:54
other
49:54
other points no uh thank you
49:57
points no uh thank you
49:57
points no uh thank you for you know explaining all this topic
50:00
for you know explaining all this topic
50:00
for you know explaining all this topic and showing this demo how we can create
50:03
and showing this demo how we can create
50:03
and showing this demo how we can create lead and you know uh so this scoring
50:06
lead and you know uh so this scoring
50:06
lead and you know uh so this scoring model so that that's what we wanted to
50:09
model so that that's what we wanted to
50:09
model so that that's what we wanted to cover in uh today's session and uh we
50:12
cover in uh today's session and uh we
50:12
cover in uh today's session and uh we will bring some more uh exciting topics
50:15
will bring some more uh exciting topics
50:15
will bring some more uh exciting topics in our next session so you know keep
50:18
in our next session so you know keep
50:18
in our next session so you know keep watching uh our show and as uh we say in
50:23
watching uh our show and as uh we say in
50:23
watching uh our show and as uh we say in every episode if you have not seen our
50:25
every episode if you have not seen our
50:25
every episode if you have not seen our earlier episode
50:27
earlier episode
50:27
earlier episode all of that episodes are available on
50:29
all of that episodes are available on
50:29
all of that episodes are available on shner live on YouTube so you can go
50:32
shner live on YouTube so you can go
50:32
shner live on YouTube so you can go ahead there and you can watch
50:34
ahead there and you can watch
50:34
ahead there and you can watch our earlier session and you can share
50:37
our earlier session and you can share
50:37
our earlier session and you can share with your friends and your with your
50:39
with your friends and your with your
50:39
with your friends and your with your circle and if you have any any
50:41
circle and if you have any any
50:41
circle and if you have any any particular topic that you want us to you
50:44
particular topic that you want us to you
50:44
particular topic that you want us to you know uh make uh you know sessions then
50:47
know uh make uh you know sessions then
50:47
know uh make uh you know sessions then you know provide your feedback and we
50:49
you know provide your feedback and we
50:49
you know provide your feedback and we will uh you know walk on that and we
50:51
will uh you know walk on that and we
50:51
will uh you know walk on that and we will create topics accordingly okay
50:55
will create topics accordingly okay
50:55
will create topics accordingly okay thank you very much and uh we will soon
50:58
thank you very much and uh we will soon
50:58
thank you very much and uh we will soon be back with the new top yeah thanks
51:01
be back with the new top yeah thanks
51:01
be back with the new top yeah thanks everyone have a nice weekend
51:07
[Music]
#Customer Relationship Management (CRM)
#Management
#Sales