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On CRM: 27 Ways To Use ChatGPT In Your Business Right Now

by Editor
February 18, 2023
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On CRM: 27 Ways To Use ChatGPT In Your Business Right Now
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BRAZIL – 2023/01/30: In this photo illustration, the ChatGPT (OpenAI) logo is displayed on a … [+] smartphone screen. (Photo Illustration by Rafael Henrique/SOPA Images/LightRocket via Getty Images)

SOPA Images/LightRocket via Getty Images

You’ve heard a lot of noise about ChatGPT, the conversational AI chatbot from OpenAI. There’s a free and paid version of the application and companies like Microsoft are investing billions to use the technology in future versions of its products – both CRM and Office. But that’s the future. What about now?

Sure, there are plenty of people having fun with what the bot can do. But let’s get serious: what functions can ChatGPT do for your business today?

Here are 27 ways you can use ChatGPT in your company to service and sell to your customers and get more productivity from your employees…immediately. Caveats at the end.

1 – Programming

If you’re developing a software application you can ask ChatGPT to offer snippets of code or even write parts or all of your program, depending on the complexity. The same can happen if you ask ChatGPT to debug existing code.

2 – Blogs

To get found, Google likes to rank websites based on its activities and engagement, among other factors, and blog posts are a big part of that. ChatGPT can generate multiple blog posts for your site every week in a fraction of the time it takes to write something from scratch and this will improve your search rankings.

3 – Market Research

If you’re opening up a store or restaurant or thinking of a new product line you can ask ChatGPT questions about the market, demographics, and revenue potential.

4 – Legal Forms

If you need an employment contract, an independent contractor agreement, a purchase agreement, a simple bill of sale or any such typical business legal document just ask ChatGPT to draft one for you.

5 – Legal Questions

What are the zoning rules in your area? Is sick time mandated? How often should your scales be checked by the city? Ask ChatGPT and it’ll give you the answer.

6 – Scientific Research

If you’re preparing a scientific study and need help summarizing your findings into a formal paper for review, ask ChatGPT for some help.

7 – Customer Service Calls

When a customer calls in with a question a customer service rep can more easily and quickly query your internal knowledgebase using ChatGPT. Or better yet encourage your customers and visitors to simply ask ChatGPT themselves with a query box on your website.

8 – Online Chat and Support

Similar to leveraging your database, a more advanced use of ChatGPT would be to use it in place of a customer service agent to answer common questions in a conversational manner.

9 – Tax Questions

Want to know if something’s deductible? Or what the tax treatment is of a business transaction? Ask ChatGPT and it’ll give you some advice.

10 – HR Policies

Need a policy on employee use of social media? Drug use in the workplace? Sexual harassment? Ask ChatGPT to draft one for you.

11 – HR Questions

Have a sticky situation? An employee dispute? Nepotism? Theft? Many of these issues happen in a workplace. If something happens, ask ChatGPT about the best way to handle these concerns and you’ll get advice.

12 – Product Descriptions

Need to come up with a jazzy way to describe the products you’re selling? Give some of the info to ChatGPT and see what it comes up with.

13 – Real Estate Descriptions

Same as above, except you can use ChatGPT to work its magic on making that dilapidated property your brokerage is trying to sell look like a real bargain!

14 – Sales Pitch

Want to reach out to a prospect? Want to remind a customer about an open quote? Searching for something relevant to say? Ask ChatGPT to suggest a good sales pitch message that you can send.

15 – Newsletter

Ask ChatGPT to prepare your monthly newsletter based on new additions to your website or other information you give it.

16 – Internal Memos

Have ChatGPT look at your monthly financial statements, sales pipeline or open orders and then write your monthly memo to your team based on that information.

17 – Quotes

Speaking of quotes, integrate ChatGPT with your inventory management and ERP system and ask it to generate a quote based on current (or customer specific) pricing.

18 – Brochures

Need a great new brochure that visitors can download? Give ChatGPT your product and company info and ask it to write one.

19 – Math

For complex math or engineering problems, ditch the calculator and ask ChatGPT in plain English and it’ll give you its answer in plain English.

20 – Translation

Or maybe not English. Doing business with an Asian or European customer? Upload any document written in their language and ask ChatGPT to translate it.

21 – Multi-Language Content

Need a sales brochure specific for French customers? Or an email to a potential partner in Japan? I’m assuming your French isn’t great and your Japanese is no better. But don’t worry. ChatGPT will do that with any English document you provide to it.

22 – Meeting Prep

Heading into a meeting and you’ve never met the prospect before? Ask ChatGPT to do some stalking and find out everything possible about that person from any public source available.

23 – Meeting Management

Once Microsoft releases its version of Teams that leverages ChatGPT in June, Office 365 users will be able to generate automatic meeting notes, recommend tasks and help create meeting templates for Teams users.

24 – Office Management

Once Microsoft releases a future version of Office, you’ll be able to ask ChatGPT to create spreadsheets and PowerPoint documents for you based on information you provide to the bot.

25 – Training

Need a new set of training materials for your products? Give ChatGPT the information about the product and ask it to prepare.

26 – Job Listing, Job Description

Ask ChatGPT to write the perfect ad for the next job listing you make. Or a full-out job description for each position.

27 – Business Advice

Should you lease or buy that property? Is the ROI on that new piece of equipment worth it? Does it make sense to refinance your working capital line? Ask ChatGPT and you may get a few helpful answers to these and other operational questions.

Let’s remember that before you jump into ChatGPT there are lots of caveats. It has accuracy and bias problems. Many of these cases are not out of the box and would require a developer to integrate ChatGPT’s open source code with other systems and databases. When used the right way it’s a tool for helping, not replacing people. It will increase productivity but humans are going to still be needed to review, edit, update and finalize any of its work.

That said, and even in its relative infancy, ChatGPT is available and can help your business do things faster right now.

Read More
CRM is the cornerstone of any successful business. ChatGPT, a cloud-based customer relationship management software, provides companies with the tools they need to build better relationships with customers and prospects. Here are 27 ways businesses can use ChatGPT for their CRM strategies.

1. Automate customer service tasks: ChatGPT offers an automated customer service system which allows businesses to respond quickly to customer inquiries and requests. This frees up time for team members and makes sure customers get timely responses.

2. Integrate with other business apps: ChatGPT integrates with other business applications such as Salesforce, Slack and MailChimp, allowing businesses to centralize customer data across multiple platforms.

3. Create targeted campaigns: Create targeted campaigns based on customer segments and nurture them through ChatGPT. Use targeted campaigns to keep your customers engaged and encourage them to keep coming back.

4. Optimize sales pipelines: Optimize your sales pipelines and automate the sales process with AI-powered insights from ChatGPT. This lets you focus on what you do best while still being able to close deals faster.

5. Track customer data: Track customer data such as contact information, purchase history, and their interactions with your website. Understanding your customers’ behavior helps you make informed decisions and create better customer experiences.

6. Create a customer self-service portal: Create a self-service portal that gives customers access to all the information they need, from product demo’s to support documents. This saves time and effort for both your team and customers.

7. Automate follow-up emails: Automate follow-up emails to remind customers about upcoming events, product upgrades, and any other relevant news.

8. Use A/B testing to optimize campaigns: Use A/B testing to optimize campaigns and determine what message resonates best with customers.

9. Implement segmented customer lists: Implement segmentation based on customer behaviors, interests, and demographics. This allows you to send more relevant and personalized messages.

10. Offer personalized support: Offer customers personalized support by creating a customer profile in ChatGPT. This allows you to track customer interactions and provide timely support.

11. Integrate with social media platforms: Integrate ChatGPT with popular social media platforms such as Twitter and Facebook. This allows businesses to create conversations with customers and engage them in meaningful ways.

12. Send automated notifications: Automate notifications such as order confirmations, shipping updates, and promotional offers. This keeps customers informed and creates a better customer experience.

13. Personalize offers: Use ChatGPT’s segmentation capabilities to personalize offers based on customer segments and needs.

14. Monitor customer feedback: Monitor customer feedback and use it to improve your products and services.

15. Track customer interests: Track customer interests and preferences to gain insight about target customers.

16. Identify customer loyalty: Identify loyal customers and reward them for their loyalty.

17. Leverage customer data for insights: Leverage customer data for insights to better understand customer behaviors and preferences.

18. Create automated triggers and responses: Create automated triggers and responses based on customer behaviors and interests.

19. Use AI to support customer interactions: Use AI-powered customer support to provide 24/7 customer support.

20. Automate business processes: Automate business processes with ChatGPT’s workflow capabilities.

21. Educate customers with webinars and tutorials: Educate customers with webinars and tutorials to help them make better decisions.

22. Integrate chatbots: Integrate chatbots to handle FAQ’s, customer service queries and other customer inquiries.

23. Offer personalized recommendations: Offer personalized recommendations based on customer behavior on your website.

24. Track customer sentiment: Track customer sentiment to gain an understanding of how customers feel about your brand.

25. Analyze customer journey: Analyze customer journey to better understand their needs and how to improve their experience.

26. Use predictive analytics: Use predictive analytics to forecast customer needs and provide them with more personalized services.

27. Monitor customer attrition: Monitor customer attrition to identify customers who are likely to leave and take steps to retain them.

ChatGPT is a powerful CRM tool that helps businesses build better relationships with customers and prospects. This list of 27 ways to use ChatGPT should help businesses maximize their CRM software for greater success.

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