What’s going on guys? Today, I’m going to show you something that’s really awesome. We’re going to talk about Chat GBT’s new integration with Close.io, also known as Closed CRM or close.com. This integration is especially useful for sales managers or CEOs of companies. Your sales reps can also benefit from using this integration.
To get started, you’ll need to have a paid subscription with Chat GBT. Once you’re on GPT4, go to the plugins section and search for Close. Install the Close plugin and you’re good to go.
With this integration, you can do some really powerful things. For example, you can ask Chat GBT to build a list of all the leads with the status ‘potential’ that have not been contacted in over 30 days. It will crawl your Close.io CRM and provide you with the list. This saves you a lot of time and helps you prioritize your leads.
Another use case is to ask Chat GBT to summarize the interactions between a customer and your company. It will provide you with details such as the last update, recent activities, lead status changes, calls made, and notes. This can be very helpful when dealing with disputes or performance reviews.
You can also use Chat GBT to analyze the performance of your sales reps. Ask it to provide a summary of a sales rep’s activities in the last few months, including the number of leads contacted, emails sent, and meetings scheduled. This gives you a clear understanding of their performance.
One of the great features of this integration is the ability to generate custom reports and PDFs. You can ask Chat GBT to provide a detailed performance review for a sales rep and then use another plugin to convert it into a downloadable PDF. This makes it easy to share performance reviews with your team.
Overall, the integration between Chat GBT and Close.io is a game-changer for sales teams. It allows you to automate tasks, access valuable data, and improve overall efficiency. Whether you’re a sales manager or a sales rep, this integration can help you streamline your workflow and achieve better results.
If you’re interested in trying out this integration, make sure to sign up for Close.io using my affiliate link in the description. And if you have any questions or need assistance, feel free to leave a comment below. Don’t forget to like and subscribe for more content like this. Thanks for watching!
