Zia Competitor Alert
Availability : Available for orgs in the Enterprise edition and above.Log in to your CRM account with administrative privileges.
Go to Setup > Zia > Competitors.
In the Competitor Alerts page, click New Alert.
In the Create Competitor Alerts page, enter the Alert Name.
In Add Competitors, enter the Competitor names (company names).
Use comma to enter multiple names.
Note. You can enter up to 50 names for an org.You can also use Zia Suggestions to identify and suggest names of competitors - based on your company's website and the company name which is configured under Settings > General > Company Details in CRM.
Select Done.
Note:
* Once the list is created, Zia can identify and notify the reps of competitor mentions. By taking cues from the prospect's emails, companies can align sales strategies and pitch the right marketing ideas.
* Zia will identify the keywords only if it is present in the body content and email subjects, not when it is used in greetings or signatures.In Send Alerts Via, do the following:
Select one or more channels: SalesSignal, Zia Notification, Cliq, or Slack.
For Zia Notification, Cliq, and Slack, select the recipients from the drop-down list.
Click Save.
Important limits:
Total number of competitor alerts - 5 alerts/org
Total number of competitors' names - 50 competitors/org
Total number of notifications via all channels- 15 notifications/alert.
Note.
You can configure up to five alerts and receive notifications on different channels based on the channels you have specified during configuration.
Zia Competitor will work only if IMAP integration is configured with public sharing access in the CRM account.
Competitor names can have alphanumeric characters along with special characters except < >. The names SHOULD NOT start or end with special characters. The competitor name can be up to 100 characters.
We currently only support the English language.
A competitor name cannot be repeated. In other words, if Zylker Tech is used in one alert you cannot use it for another alert.
If Cliq/Slack integration gets deactivated, the user and channels configured for notification will get removed.
Competitor alert notifications will be sent in the following channels:
Dear Samson,
It was a pleasure meeting your team. We're glad to hear you can offer us similar functionality to XYZ Tech, as we discussed. I also appreciate how quickly your team got back to me when addressing my concerns.
We're excited to switch to your services, as we've been disappointed in ABC Corp's customer service. Could we finish the preliminary setup within the next week?
We're looking forward to hearing from you.
Regards,
Nathan Brooks
Product Head - North America
Zia will highlight the competitor company "ABC Corp" as a positive sentiment for you because the customer is unhappy with your competitor. However, you must be cautious, because a potential competitor, "XYZ Tech" provides a similar service and there is a chance you can lose the customer to them.
The competitor alert widget is available on the customer record detail page. There are two sections in the widget:
Competitors mentioned
Recent
Competitors mentioned: You will be able to see the number of times the customer has mentioned other competitor products and also the number of customers mentioned.
For example, in the below image, you can see that the customer has talked about four competitors, where one is a different competitor and the remaining three are repeated competitors.
Yellow - Customers has neutral comments about the product
Green - Customer was not happy with the competitor product, which is a positive signal for the home product
Red - Customer has given positive comments about the competitor products which is an alarm for the home product to wake up and see what went wrong and act upon it.
The green smiley denotes the number of times the customer has spoken bad about the competitor products.
You can reply to the email from this pop-up window itself, if needed.
Workflow rules can be triggered in response to actions associated with mentions of competitors within your email communications. Learn more about configuring work rules
You can also use the Enrich Data feature from this pop-up window. Learn more about data enrichment
In the above example, you can see that we have mentioned the competitors name, followed by the channel where the names were mentioned, and finally the sentiment with which it was mentioned.
When you apply these smart filters, you arrive at a filtered list of records.
To deactivate the alert
Navigate to Setup > Zia > Competitors.
From the list of alerts, toggle off the alert that you want to deactivate.
Click Deactivate Now.
To delete an alert
Hover on the desired alert and hover the More icon.
Click Delete or Edit.
In the Delete Competitor alert popup, click Delete.
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