用ChatGPT Work准备客户会议的五步教程
How to Prepare for Customer Meetings With ChatGPT Work | Tutorial
Before I join a customer call, ChachiPT work has proactively prepared a brief. Afterward, it turns the conversation into notes, follow-up emails, and proposed CRM updates for me to review. Previously, this would take half the day. Now, I can spend that time with my customers. Hi, I'm Alex. I work in sales at OpenAI. Before Chatbt work, every customer call created hours of prep and post call tasks. I'll show you how you can delegate a lot of that work to chatbt in five steps.
在我加入客户通话之前，ChachiPT 工作已主动准备了一份简报。之后，它会将对话转化为笔记、后续邮件，并为我提出 CRM 更新建议以供审阅。以前，这需要花费半天时间。现在，我可以把这段时间花在客户身上。你好，我是 Alex，在 OpenAI 从事销售工作。在 Chatbt 工作之前，每次客户通话都会产生数小时的准备和通话后任务。我将向您展示如何通过五个步骤将大量此类工作委托给 chatbt。
First, I go to chatbt and select work. You can also do this on the desktop app. Then, I connect the tools that hold my customer information, including calendar, Gmail, Slack, Gong, Google Drive, and Salesforce. Next, I tell Chachib what I need before each meeting, like account history, open questions, and keep people involved. If I'm on the go, I can even dictate updates to briefs, slide decks, and CRM from my phone, all with consistent formatting.
首先，我进入 chatbt 并选择工作。您也可以在桌面应用上完成此操作。然后，我连接保存客户信息的工具，包括日历、Gmail、Slack、Gong、Google Drive 和 Salesforce。接下来，我告诉 Chachib 每次会议前我需要什么，比如账户历史、未解决问题，以及保持相关人员参与。如果我在外出，我甚至可以通过手机口述更新简报、幻灯片和 CRM，所有格式保持一致。
For example, I'd ask, "Hey, Chat GPT, can you pull the account brief for our upcoming meeting since I'm on the way and I can read it?" I describe what should happen after the call, create the notes, draft the follow-up, propose system updates, and identify next steps for the rest of my team. Finally, I review and approve customerf facing messages and important changes before anything's sent. Before the meeting, Chatbt gathers the account context and builds a prep brief for everyone on the internal invite.
例如，我会问：“嘿，Chat GPT，你能为即将到来的会议拉取账户简报吗？因为我在路上，可以阅读一下。”我描述通话后应该发生什么，创建笔记，起草后续行动，提出系统更新建议，并为团队其他成员确定下一步。最后，在任何内容发送前，我会审阅并批准面向客户的消息和重要变更。会议前，Chatbt 会收集账户背景信息，并为内部邀请中的每个人构建一份准备简报。
Now you can spend less time managing the process and more time focused on your customer.
现在，您可以减少管理流程的时间，将更多时间专注于您的客户。
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