Lattice Buyer Insights Overview

Lattice Buyer Insights application enables you to programmatically activate audiences in your CRM system and run hyper-targeted sales outreach campaigns. It delivers prescriptive recommendations for your target accounts to your sales team and enables them to have highly contextual conversations based on the AI-driven insights identified by Lattice platform.

The application is a Salesforce.com certified managed package with a set of custom objects and VisualForce pages, and a workflow engine to manage the custom object life-cycle. Lattice Buyer Insights is also Lightning compatible, which means the application can be used in the latest Salesforce web and mobile platforms.

Lattice is a Salesforce.com gold partner with over 20,000 sales rep using the application every day.

Key capabilities:

• Engaging sales rep experience:  UI driven configuration options to show Lattice recommendations at the right place in the sales reps’ daily workflows.
• Built-in rationale, preparation, and actions: Enables reps to quickly learn about the rationale behind the predictive recommendations, prepare for customer conversations and take actions.
• Life-cycle management and closed-loop reporting: Enables admins and managers to track and manage rep activities and the resulting pipeline.

Please read the application overview to learn more about the features.

Best Practices

We recommend testing and validating the application in your sandbox environment before installing it in production.  

To help facilitate the Sandbox testing, the application has built-in test data. At the time of configuration, you can choose to add test data. You can always remove it later once the testing is complete. Both adding and removing the testing data is as simple as point-and-click in the Lattice Admin tab.