Gene Marks- Forbes
There has been significant buzz about ChatGPT, the conversational AI chatbot from OpenAI. Both free and paid versions are available, and companies like Microsoft are investing billions to incorporate this technology into future versions of products such as CRM and Office. But what about now? ChatGPT can already be integrated with CRM data to deliver real-time insights, helping you manage customer data more effectively. It also enables you to query CRM data using natural language, simplifying how you handle customer queries.
While many people are experimenting with the bot’s capabilities, let’s focus on what ChatGPT can do for your business today. By bringing ChatGPT into your customer relationship management platform, you can streamline repetitive tasks, automate event processes, and even create record entries automatically. Additionally, ChatGPT can access a knowledge base, providing marketing and sales advantages in a natural language format to help you communicate more effectively with CRM customers.
Here are 27 ways you can use ChatGPT in your company to service and sell to your customers and increase employee productivity immediately. Caveats follow at the end.
1 – Programming
If you’re developing a software application, you can ask ChatGPT for code snippets or even have it write parts or all of your code. Integrating ChatGPT into your CRM environment also allows you to automate the creation of record structures or manage certain event triggers, such as when a customer relationship action event occurs. This streamlines business processes by enabling ChatGPT to work with your CRM data in real time.
2 – Blogs
Google ranks websites based on activity and engagement, and blog posts play a significant role. ChatGPT can generate multiple blog posts for your site each week in a fraction of the time it would take to write from scratch, helping improve your search rankings. You can also use ChatGPT to analyze CRM data and tailor blog posts to real-time customer insights, strengthening customer relationships with relevant content.
3 – Market Research
If you’re considering opening a store, restaurant, or launching a new product line, you can ask ChatGPT about market trends, demographics, and revenue potential. ChatGPT can integrate CRM customer insights and relevant knowledge base materials to provide a broader perspective. This use of data is ideal for refining marketing and sales strategies.
4 – Legal Forms
If you need an employment contract, independent contractor agreement, purchase agreement, bill of sale, or other standard business legal documents, you can ask ChatGPT to draft them. In a CRM context, you can save documents automatically in your system, allowing event triggers to perform automated updates whenever a new form is generated, promoting efficient business processes.
5 – Legal Questions
Need to know about zoning rules, mandated sick time, or how often equipment should be inspected? Ask ChatGPT for answers. If you store relevant customer data or legal references in your knowledge base, ChatGPT can access that information as well, creating a quick reference tool to help you handle repetitive legal tasks efficiently.
6 – Scientific Research
If you’re preparing a scientific study and need help summarizing your findings into a formal paper, ChatGPT can assist. In a CRM environment, this extends to analyzing data from multiple sources, giving you the advantage of synthesizing information more quickly.
7 – Customer Service Calls
When a customer calls with a question, your customer service representative can quickly query your internal knowledge base using ChatGPT. Alternatively, you can enable customers and visitors to ask ChatGPT directly via a query box on your website. This approach uses natural language processing to resolve customer queries in real time. Integrating ChatGPT with CRM features ensures your representatives have up-to-date CRM data readily available.
8 – Online Chat and Support
A more advanced use of ChatGPT is to have it act as a customer service agent, answering common questions conversationally. Connect it to your CRM data so it can reference purchase history, shipping details, or other customer-specific information. This delivers a seamless customer experience and helps maintain strong customer relationships.
9 – Tax Questions
Want to know if something is deductible or how a business transaction is treated for tax purposes? Ask ChatGPT for guidance. Integrating this capability into your CRM allows you to store frequently referenced responses in a knowledge base or generate alerts for certain events. It can also help analyze data for compliance purposes.
10 – HR Policies
Need a policy on employee social media use, drug use in the workplace, or harassment? Ask ChatGPT to draft one. Once created, you can integrate ChatGPT with your CRM or HR management tools to record policies, track employee acknowledgments, and maintain an organized approach to workforce management.
11 – HR Questions
Dealing with an employee dispute, nepotism, or theft? Ask ChatGPT for advice on handling workplace issues. By integrating ChatGPT solutions with your CRM or HR system, you can track these queries in real time and store relevant data for future reference.
12 – Product Descriptions
Need engaging descriptions for your products? Provide information to ChatGPT and see what it generates. Integrate this into your CRM or marketing workflows so new product descriptions automatically update your inventory and marketing materials.
13 – Real Estate Descriptions
Similarly, use ChatGPT to create compelling descriptions for properties your brokerage is selling. By combining CRM customer data, ChatGPT can personalize information based on a prospect’s preferences, improving relationship management and building stronger customer connections.
14 – Sales Pitch
Need to reach out to a prospect or remind a customer about an open quote? Ask ChatGPT to suggest a sales pitch message. Integrating ChatGPT with your CRM allows you to merge natural language suggestions with customer records, event triggers, or targeted marketing data to maximize your outreach.
15 – Newsletter
Ask ChatGPT to prepare your monthly newsletter based on website updates or other information you provide. By integrating ChatGPT CRM functions, the tool can compile your latest customer data, highlight product updates, and support marketing campaigns. This is an efficient way to keep your CRM customer base informed.
16 – Internal Memos
Have ChatGPT review your monthly financial statements, sales pipeline, or open orders, and then write a memo to your team. Using real-time CRM data ensures your memos are accurate and up to date, reducing repetitive tasks for your team.
17 – Quotes
Integrate ChatGPT with your inventory management and ERP system to generate quotes based on current or customer-specific pricing. When combined with CRM data, ChatGPT can automatically apply customer-specific discounts or credit terms. This integration helps your team update records in real time, boosting sales efficiency.
18 – Brochures
Need a new brochure for visitors to download? Provide ChatGPT with your product and company information and request a draft. Enhancing ChatGPT with a knowledge base inside your CRM ensures details are current. Then, using a connector or event trigger, you can distribute it to your marketing channels.
19 – Math
For complex math or engineering problems, ask ChatGPT in plain English and receive clear answers. This is helpful for data analysis stored in your CRM or for analyzing production costs in your ERP. Combined with natural language processing, this becomes a valuable tool for generating custom quotes.
20 – Translation
Doing business with international customers? Upload any document written in another language and ask ChatGPT to translate it. Leveraging this technology helps you maintain stronger customer relationships across multiple regions and ensures your CRM data supports global sales needs.
21 – Multi-Language Content
Need a sales brochure for French customers or an email for a partner in Japan? ChatGPT can translate any English document you provide. Upload the translated materials into your CRM to efficiently track outreach by region.
22 – Meeting Prep
Heading into a meeting with a new prospect? Ask ChatGPT to gather background information from public sources. Integrating this data with your CRM provides full context for the customer relationship, and you can store this information directly in your CRM.
23 – Meeting Management
When Microsoft releases Teams with ChatGPT integration, Office 365 users will be able to generate automatic meeting notes, recommend tasks, and create meeting templates. Linking these notes to your CRM data can accelerate collaboration among marketing, sales, and internal teams, making meetings more productive.
24 – Office Management
With future versions of Office, you’ll be able to ask ChatGPT to create spreadsheets and PowerPoint documents based on information you provide. Linking this data to your CRM customer database produces up-to-date sales pipeline visuals. Integrating ChatGPT CRM features reduces repetitive tasks and keeps documents in sync with real-time data.
25 – Training
Need new training materials for your products? Provide ChatGPT with product information and request training content. Connect this to your knowledge base or CRM to automatically update resources. This streamlines training and makes it easier to share best practices with your sales and marketing teams.
26 – Job Listings and Descriptions
Ask ChatGPT to write job ads or full job descriptions for open positions. By placing job listings in your CRM or an integrated HR module, you can create references that feed into your marketing and sales planning, such as assessing how new hires may impact capacity and future business processes.
27 – Business Advice
Considering leasing or buying property, evaluating ROI on equipment, or refinancing a working capital line? Ask ChatGPT for operational insights. By tapping into CRM data, ChatGPT can interpret historical finances and real-time statistics to help with major decisions and integrate that feedback into your CRM.
Before implementing ChatGPT, remember there are important caveats. The tool has limitations in accuracy and may introduce bias. Many use cases require a developer to integrate ChatGPT’s open-source code with other systems and databases, such as connectors for platforms like HubSpot or SugarCRM. When used appropriately, ChatGPT is a tool for assisting, not replacing, people. It can increase productivity, but humans will still need to review, edit, update, and finalize its work.
Even in its early stages, ChatGPT is available now and can help your business operate more efficiently. From integrating ChatGPT CRM tools to handling advanced natural language tasks, the potential is substantial. With the right connector solution and a solid CRM foundation, you can optimize customer data, manage relationships, and streamline repetitive tasks to achieve significant results.
