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使用高级产品推荐仪表板
为最有可能购买您产品的客户提供产品推荐。查看其预测产品购买分数表明需要您关注的客户。通过分析客户,优先考虑需要您立即关注的客户。预测基于 Salesforce 中的现有快照数据。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
为最有可能购买您产品的客户提供产品推荐。查看其预测产品购买分数表明需要您关注的客户。通过分析客户,优先考虑需要您立即关注的客户。预测基于 Salesforce 中的现有快照数据。
| 适用于:具有 Revenue Intelligence for Financial Services 许可证的 Professional、Enterprise 和 Unlimited Edition |
根据最佳客户的预测产品购买分数,查看他们的产品推荐。设置筛选器以查看为每个分支机构、客户、客户记录类型、市场细分和预测产品购买分数推荐的产品。根据相关客户数量和每个市场细分查看推荐的产品。
要查看可能购买产品的客户,请将此仪表板嵌入产品的记录页面。查看基于客户预测产品购买得分的预测数据。
要查看某个客户的推荐产品列表,请在该客户的记录页面上嵌入此仪表板。根据购买概率查看推荐产品。

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