by Maria Letizia Sgrò - June 12, 2023
Artificial Intelligence (AI) has become one of the most powerful tools for managing customer relationships. In the case of CRM, for example, it is possible to manage and analyze large amounts of customer data and have detailed information about their behavior, their needs, their searches.
Additionally, AI can automate many of the manual and repetitive tasks associated with managing leads through the Lead Management process, such as sending follow-up messages or receiving reminders and tasks.
In this article, we will see how ChatSpot helps you do all of this.
ChatSpot: What it is and its features
First, let's clarify what ChatSpot is. ChatSpot.ai is HubSpot's latest AI-powered tool that leverages ChatGPT to make it even easier to use the CRM in all its infinite potential.
ChatSpot's goal is to give its users the most flexible and simple user experience possible and to be able to solve mundane but repetitive tasks such as sending a follow-up email or searching for insights and information related to a company or contact.
Searching for information or various features within HubSpot can be done directly from ChatSpot.
How to Use ChatSpot for Lead Management Processes
We know well that some of the objectives of lead management are:
Qualify your leads and manage only the targeted ones
Automate manual actions such as sending a reminder email
Avoid bottlenecks with automatic tasks or reminders
Have clear and filterable reporting
But how can we integrate this Artificial Intelligence system with the current activities that are done in HubSpot? And, more specifically, how can we integrate them into already consolidated processes such as Lead Management?
To better manage leads, the HubSpot platform offers various features such as Pipeline to check the qualification progress, workflows to automate manual processes and avoid bottlenecks, and reports for complete tracking of the most important KPIs.
With the arrival of ChatSpot, all these activities are enhanced by offering figures france whatsapp number data 5 million such as lead managers, inbound sales, sales managers, a tool that can facilitate their daily work of research and control . All you have to do is ask.
For example, the Sales Team can do a quick search on prospects and request specific information such as industry, size, or number of employ
ChatSpot also provides a sales email based on specific inputs.
Furthermore, ChatSpot.ai not only allows you to create reports from scratch , but also to make updates and structural changes , sending the report by email when necessary in various formats (Google sheet, slide, etc.). You can also ask ChatSpot.ai to send the report when you want (monthly, daily, etc.) and save it directly on HubSpot and in the dashboard.
AI in HubSpot: The Winning Integration for Companies
As AI tools become more widely available and easier to use, businesses should leverage them to increase efficiency and productivity, leading to faster achievement of business goals.
Before ChatSpot, Hubspot CRM was already using AI in several ways to enhance their platform. By combining Chatspot and these two technologies synergistically, companies can improve customer experience, manage lead pipelines more effectively, and create relevant and engaging content for their audiences.
