AI isnโt just hype for tech giantsโitโs a game changer for B2B sales reps too. If youโve never used AI tools before, donโt worry. With the right approach, you can save time โฑ๏ธ and improve your results ๐ without needing any technical expertise. And, with free tools, even start-ups can be more effective and efficient in no time.
Letโs start with something simple: ๐ฐ๐ฟ๐ฒ๐ฎ๐๐ถ๐ป๐ด ๐ฐ๐ผ๐ป๐ฐ๐ถ๐๐ฒ, ๐๐๐ฟ๐๐ฐ๐๐๐ฟ๐ฒ๐ฑ ๐๐ฅ๐ ๐ฟ๐ฒ๐ฝ๐ผ๐ฟ๐๐ after a call.
๐ง๐ต๐ฒ ๐ฃ๐ฟ๐ผ๐ฏ๐น๐ฒ๐บ
After every call, you need to update your CRM system with notes about the clientโs ๐ฐ๐ต๐ฎ๐น๐น๐ฒ๐ป๐ด๐ฒ๐, ๐ด๐ผ๐ฎ๐น๐, ๐ฎ๐ป๐ฑ ๐ป๐ฒ๐ ๐ ๐๐๐ฒ๐ฝ๐. Doing this manually can be time-consuming, and the quality of your notes might vary.
๐ง๐ต๐ฒ ๐ฆ๐ผ๐น๐๐๐ถ๐ผ๐ป
Free-to-use AI tools like ๐๐ต๐ฎ๐๐๐ฃ๐ง or ๐ฃ๐ฒ๐ฟ๐ฝ๐น๐ฒ๐ ๐ถ๐๐ can summarize your key points into a clear and concise report for your CRM:
๐ฆ๐๐ฒ๐ฝ ๐ญ: ๐ฃ๐ฟ๐ฒ๐ฝ๐ฎ๐ฟ๐ฒ ๐ฌ๐ผ๐๐ฟ ๐ฃ๐ฟ๐ผ๐บ๐ฝ๐
Summarize the main points of your call into the Prompt field. For example:
โ๐ ๐ซ๐ถ๐ด๐ต ๐ฉ๐ข๐ฅ ๐ข ๐ค๐ฐ๐ฏ๐ท๐ฆ๐ณ๐ด๐ข๐ต๐ช๐ฐ๐ฏ ๐ธ๐ช๐ต๐ฉ ๐๐ข๐ณ๐ฌ๐ถ๐ด ๐๐ค๐ฉ๐ข๐ณ๐ต๐ช๐ฏ๐จ, ๐๐ฆ๐ข๐ฅ ๐ฐ๐ง ๐๐ข๐ช๐ฏ๐ต๐ฆ๐ฏ๐ข๐ฏ๐ค๐ฆ ๐ข๐ต ๐ข ๐ฎ๐ข๐ฏ๐ถ๐ง๐ข๐ค๐ต๐ถ๐ณ๐ช๐ฏ๐จ ๐ค๐ฐ๐ฎ๐ฑ๐ข๐ฏ๐บ. ๐๐ช๐ด ๐ฌ๐ฆ๐บ ๐ค๐ฉ๐ข๐ญ๐ญ๐ฆ๐ฏ๐จ๐ฆ ๐ช๐ด ๐ถ๐ฏ๐ฑ๐ณ๐ฆ๐ฅ๐ช๐ค๐ต๐ข๐ฃ๐ญ๐ฆ ๐ด๐ฑ๐ข๐ณ๐ฆ ๐ฑ๐ข๐ณ๐ต๐ด ๐ฅ๐ฆ๐ญ๐ช๐ท๐ฆ๐ณ๐บ. ๐๐ฆ ๐ธ๐ข๐ฏ๐ต๐ด ๐ต๐ฐ ๐ณ๐ฆ๐ฅ๐ถ๐ค๐ฆ ๐ฅ๐ฐ๐ธ๐ฏ๐ต๐ช๐ฎ๐ฆ ๐ฃ๐บ ๐ช๐ฎ๐ฑ๐ณ๐ฐ๐ท๐ช๐ฏ๐จ ๐ช๐ฏ๐ท๐ฆ๐ฏ๐ต๐ฐ๐ณ๐บ ๐ฎ๐ข๐ฏ๐ข๐จ๐ฆ๐ฎ๐ฆ๐ฏ๐ต ๐ฑ๐ณ๐ฐ๐ค๐ฆ๐ด๐ด๐ฆ๐ด. ๐๐ถ๐ณ๐ณ๐ฆ๐ฏ๐ต๐ญ๐บ, ๐ต๐ฉ๐ฆ๐บ ๐ถ๐ด๐ฆ ๐๐น๐ค๐ฆ๐ญ ๐ฃ๐ถ๐ต ๐ข๐ณ๐ฆ ๐ฐ๐ฑ๐ฆ๐ฏ ๐ต๐ฐ ๐ฆ๐น๐ฑ๐ญ๐ฐ๐ณ๐ช๐ฏ๐จ ๐ข๐ถ๐ต๐ฐ๐ฎ๐ข๐ต๐ช๐ฐ๐ฏ ๐ด๐ฐ๐ญ๐ถ๐ต๐ช๐ฐ๐ฏ๐ด. ๐๐ณ๐ช๐ต๐ฆ ๐ข ๐๐๐ ๐ด๐ถ๐ฎ๐ฎ๐ข๐ณ๐บ ๐ช๐ฏ๐ค๐ญ๐ถ๐ฅ๐ช๐ฏ๐จ ๐ฌ๐ฆ๐บ ๐ฑ๐ข๐ช๐ฏ ๐ฑ๐ฐ๐ช๐ฏ๐ต๐ด, ๐จ๐ฐ๐ข๐ญ๐ด, ๐ข๐ฏ๐ฅ ๐ฏ๐ฆ๐น๐ต ๐ด๐ต๐ฆ๐ฑ๐ด.โ
๐ฆ๐๐ฒ๐ฝ ๐ฎ: ๐ฅ๐ฒ๐๐ถ๐ฒ๐ ๐๐ต๐ฒ ๐๐โ๐ ๐ข๐๐๐ฝ๐๐
Hereโs what the tool might generate:
๐๐ฅ๐ ๐ฅ๐ฒ๐ฝ๐ผ๐ฟ๐ ๐๐
๐ฎ๐บ๐ฝ๐น๐ฒ:
โข ๐๐ผ๐ป๐๐ฎ๐ฐ๐ ๐ก๐ฎ๐บ๐ฒ: Markus Scharting
โข ๐ง๐ถ๐๐น๐ฒ: Head of Maintenance
โข ๐๐ผ๐บ๐ฝ๐ฎ๐ป๐: [Company Name]
โข ๐๐ฒ๐ ๐๐ต๐ฎ๐น๐น๐ฒ๐ป๐ด๐ฒ๐:
โข Unpredictable spare parts delivery causing downtime.
โข Reliance on manual tracking tools like Excel.
โข ๐๐ผ๐ฎ๐น๐:
โข Reduce equipment downtime.
โข Implement improved inventory management systems.
โข ๐ก๐ฒ๐
๐ ๐ฆ๐๐ฒ๐ฝ๐:
โข Send proposal for predictive analytics solution.
โข Schedule follow-up meeting to discuss implementation options.
๐ฆ๐๐ฒ๐ฝ ๐ฏ: ๐๐ผ๐ฝ๐ ๐ฎ๐ป๐ฑ ๐ฃ๐ฎ๐๐๐ฒ ๐ถ๐ป๐๐ผ ๐ฌ๐ผ๐๐ฟ ๐๐ฅ๐
With minimal editing, your report is ready for your CRM system, ensuring all relevant details are captured and actionable.
๐ช๐ต๐ ๐ง๐ต๐ถ๐ ๐ช๐ผ๐ฟ๐ธ๐ ๐ณ๐ผ๐ฟ ๐๐ฎ๐ ๐ฆ๐ฎ๐น๐ฒ๐ ๐ฅ๐ฒ๐ฝ๐
โข ๐ฆ๐ฎ๐๐ฒ๐ ๐ง๐ถ๐บ๐ฒ: A structured report like this might take 15 minutes manuallyโAI can do it in seconds โก.
โข ๐ฆ๐๐ฎ๐ป๐ฑ๐ฎ๐ฟ๐ฑ๐ถ๐๐ฒ๐ฑ ๐ก๐ผ๐๐ฒ๐: Ensures consistent quality in CRM updates ๐.
โข ๐๐ฐ๐ฐ๐ฒ๐๐๐ถ๐ฏ๐น๐ฒ ๐๐ผ ๐๐น๐น: ChatGPT and Perplexity are free to use and easy to integrate into your workflow ๐.
๐ฃ๐ฟ๐ผ ๐ง๐ถ๐ฝ: Be clear and specific when describing the conversation to get the best results.
๐ง๐ฎ๐ธ๐ฒ ๐๐ฐ๐๐ถ๐ผ๐ป
Use a tool like ChatGPT or Perplexity to generate your next CRM report, and let me know how it works for you!
Post on LinkedIn
