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S& Global Platts Crude & Refined Products Market
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A PE Firm Creates a Data-Rich CRM System to Uncover Business-Building Ideas
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A professional services firm transformed their data analysis process using Generative AI, and we’re excited to share their success story with you.
Faced with the challenge of enhancing client growth strategies, the firm sought a solution to:
- Summarize thousands of documents into easily digestible formats.
- Extract specific information to focus on particular industries or issues, like supply chain management or climate change views.
- Gauge company sentiment on various topics.
- Cluster findings to understand industry or company group perspectives.
- They subscribed to S&P's Machine Readable Filings dataset. This resource provided them with aggregated, parsed information delivered efficiently through Snowflake’s cloud-based platform.
- Eliminated manual processes by providing filings in a machine-readable format.
- Created data-maximizing prompts to ensure comprehensive analysis.
- Relied on a full history of data for accurate and thorough insights.
- Streamlined access to data with a cloud-based solution, freeing up time for higher-value activities.
- The result was a more efficient discovery of actionable insights and a significant boost in productivity.
The partners at a U.S.-based PE firm recognized the need to improve their CRM usage to support business growth. Although they had a CRM system in place, most staff members tracked their pipelines privately, leading to a lack of centralized visibility on deal activity, missed opportunities, and unshared ideas.
To address this, the firm worked with S&P Global Market Intelligence. Using Kensho Link, an advanced machine learning tool, they were able to clean and map their CRM data to S&P Global’s unique company identifiers, and integrate real-time, comprehensive data. This solution enriched their CRM with market insights, M&A activity, and company profiles, enabling the firm to share data seamlessly, track opportunities effectively, and improve decision-making across the team.
Click here to read the full case study >
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