Smart Suggestions

Korefocus custom workflows for Smart Suggestions​

Few examples

Non-exhaustive list. Each workflow can be adapted to your needs. 

Follow-up activities

When an email requiring an answer is left unanswered for a period of time, I receive a follow-up suggestion including a summary and expected answer (add "Pre-cooked content - message generation" for a draft reply, edit and send from the same platform).  

1 custom worklow can cover up to 3 Follow-up types (e.g. email awaiting reply, contact re-engagement...) from 1 Application (e.g. emails, CRM, Task Manager...).

Pipeline re-activation

When a Deal is stuck for too long in the pipeline, I receive a suggestion for next actions (e.g. call client, send updated proposal), with a rationale and summary of the situation. 

1 custom workflow can cover up to 2 Objects (e.g. Deal, Task, Project, Invoice...) from 1 Application (e.g. CRM, Project Management, Accounting...).

Matchmaking

For a sell-side opportunity, I can ask for buyers suggestions, with a rationale.

For a project I am leading, I can ask for similar Projects suggestions I could learn from, with a rationale.

For an investment opportunity, I can ask for similar Companies suggestions I could benchmark, with a rationale.

1 custom workflow can cover up to 3 matching Objects in one source (e.g. Company, Person, Project in my CRM).

Extend scope of search with Connected Knowledge (e.g. open search in Data Lake...).

Deep-dive analysis

From a document (e.g. a Performance Report), I receive suggestions for analytical deep-dives, e.g. relevant breakdowns, elaboration on implications, strengthening rationale, explaining apparent inconsistencies, challenge questionable trends....

1 custom workflow can cover up to 3 Input types under the same format (e.g. performance report, business plan and strategic note, all on PPT).

Suggested objections and handling

From a document I submit, possible objections are raised and objection handling is suggested using Company Knowledge.

1 custom workflow can cover up to 3 Input types (e.g. Budget request, Pricing, Investment) using 1 Source for context (e.g. articles Knowledge Base, business proposals in CRM...).

Extend context with Connected Knowledge (e.g. open search in Data Lake...).

Consistency check

Before I share an important document, I submit it for internal consistency check (e.g. conflicting information between different pages) and external consistency check (e.g. other documents shared previously with the same stakeholder) and receive suggestions for double-check.

1 custom workflow can cover up to 5 types of documents (e.g. "Financial Report", "Business Plan", "Pricing", "Project Review", "Database reconciliation"...) under the same format (e.g. Database extracts, .pdf/.ppt, .xls...).

Project Management enhancement

From a Project Management document I submit, I receive suggestions of additional tasks, milestones, blind spots and attention points, based on similar past projects. 

1 custom workflow can cover up to 3 project templates.

Engagement planning / call plan

As a Regional Sales Manager, my team of Sales Representatives regularly submit a call plan to visit customers. I can ask for suggestions, e.g. to reduce frequency of visits on some, re-activate churning customers...

1 custom workflow covers 1 Call Plan structure.

This is a non-exhaustive list. Each workflow can be adapted to your needs. 

Your idea of workflow is not yet in the list? Let us know and we will confirm feasibility!

Defining your own list of workflows will be on the agenda of our first workshop:

• You can pick from our library of custom workflows. This is a non-exhaustive list and each workflow can be adapted to your needs. 
• You can propose your own ideas. 

A specific workflow is critical for you? You foresee any complication? Let us know and we will confirm the feasibility! 

See it in action: