7 Ways We're Using GPT for Sales and Customer Success

The pace of innovation with GPT AI is dizzying. And we love GPT-4 for sales and customer success. It's astounding. But what makes it so much better than GPT3.5, and how to use it? In this post, we'll dive into how we use it at Meetingflow. 

First of you're probably wondering if AI wrote this. You're in luck. It's mostly human, errors and all.

Moving on to GPT-4: The New Hotness

GPT-3.5 is really great - it's super fast and pretty affordable. However, it doesn't always generate useful insights, often parrots existing content, and can be inconsistent with formatting. GPT4, on the other hand, offers better comprehension, consistency, and output formats, making it a game-changer for sales and customer-oriented tasks.

First Things First: Security via API-Based Solutions

Before we get too far, we should talk about security. No one should put business information into ChatGPT, even though it's always happening. ChatGPT is a consumer product, and all the data can be used to train OpenAI's models. You need API-based solutions like the Chat GPT API, which is secure, has SOC2 compliance, doesn't train on your data, and follows typical encryption and security standards.

GPT-4 for Sales and Customer Success - 7 Ways We love it. 

1) Outreach Mail 

The bingo-free space of GPT for sales is outreach emails. There are a ton of tools that already do this. Some are integrated into your mail client, and some are separate. Since these usually have zero proprietary data, sometimes ChatGPT for fresh outreach emails can be ok. Awesome way to save time and get inspired. Everyone is doing this. If you're not, well, ok, to each their own.  Hats off to our friends at Grammarly, as GrammarlyGo looks amazing and should naturally help with this. 

2) Pain vs. Feature vs. Benefit Breakdowns 

This is so cool! Getting your pitch together can be hard, regardless of what format you're using. One amazing technique we're using and we've seen others use is to follow this basic recipe: 

  •  Get a bunch of customer feedback organized. Say you have a survey question like "what's do you love most about our product?"
  • Then ask GPT to identify the top 5 problems someone might be trying to solve so that they would experience that love for the product. BOOM. Now you have a list of key pain points. Clearly, you should know this already, but the results can be eye-opening about what you want the priority to be or what you think it should be vs. what reflects real-world customer experience. 
  • You can follow similar patterns to get breakdowns on features and benefits as well. E.g. Ask it to summarize the top 5 benefits based on this feedback. 
  • From this, you have 3 handy lists of pains, features, and benefits that all reflect real-world customer feedback, not the pipe dreams of product marketing (no offense!). 
  • From that, you can feed all kinds of sales materials, from decks, websites, talking points, and enablement materials. 

3) Meeting Note Summaries 

Ok, this is where we get salesly. Meetingflow rocks at this. Because Meetingflow carefully organizes the notes, attendees, and action items and provides other structure, the summaries come out great.

And they're not summaries like a court reporter would do it. They check sales deal propensity, customer relationship risk, and so on. Then it makes it super easy to post these to Slack, HubSpot, Salesforce, etc.

We love this. Our users love this. It's great and drives all kinds of collaboration.

Ok, ok... some users don't like it at all. They feel the summaries are wrong. We like the phrase "helpfully wrong" here because these users often delete or correct the generated summary, and then the meeting gets a good summary which is the whole point anyway! 

4) Sales Meeting Follow-Up Email

This one is so great. You've had a great meeting. Maybe you recorded it. You've taken some notes. You've got your action items. OK, time to send the sales follow-up email. GPT4 is fantastic at this. The results are astounding. I usually have to change a few things. But not much. Meetingflow also makes this very easy as it follows a best-practice email approach and already knows the attendees, the key action items, etc. Oh, and it will send it for you or automatically load it into Gmail or Outlook. It's so easy it almost feels wrong! 

5) Sales Pipeline Analysis - GPT 4 Sales Coach

Yeah, ok, we weren't sure this was possible, but it is. GPT-4 makes for a really great sales coach. Check out our demo of GPT4 Sales Coach on this. It analyzes your pipeline, including reading the text in custom fields, and gives you helpful tips on what to focus on. Obviously, this can help you work smarter with your pipeline. But it also can help managers prep for 1-1's, or better yet, elevate 1-1s to move away from tactical analysis to strategic.  And it can save managers a boatload of time. An always-on, practical, and easy sales coach for every pipeline makes so much sense (at least to us!)

6) Account Summaries 

Ok, you're prepping to meet with your biggest customer. Or you're doing an account review. Do you really, in 2023, need to go back and read all the stuff? The notes, the transcripts, how many meetings happened? And what products were sold? Or can you have GPT go handle it for you and give you the need-to-know stuff? Feels like a dream, right? In our preliminary prototypes, this feels very possible and wouldn't have worked with 3.5 at all. The future is bright for customer success, especially in enterprise accounts. 

7) OK can't say 🙂 

We have so much fun stuff we're cooking up that I can't let #7 out of the bag yet. Stay tuned!

In Conclusion

So, that's 6 ways we're using GPT for Customer Success and Sales at Meetingflow, with the 7th coming soon. Remember, for the best results, always use API-based solutions for security and compliance.

And PS, this really was written (mostly) by a human 🙂