Generative AI has been inescapable recently. From written content tools like ChatGPT, to image creation like DALL·E and even video creation models like Runway - AI is everywhere. And now, HubSpot has also thrown its hat into the mix with ChatSpot AI.
Whether or not you’ve already played with some of the tools above or if this is your first foray into AI, ChatSpot has a lot of potential. For sales teams in particular, ChatSpot has unique functions that simplify and optimize routine tasks.
This article will discuss what ChatSpot is, what it does and how sales teams can use it to do some really cool stuff.
What is ChatSpot?
HubSpot describes ChatSpot as “ChatGPT + the power of HubSpot CRM.” It’s similar to ChatGPT because it also uses GPT-4 as it’s language model, but it’s more focused on automating tasks and data-pulling from within HubSpot.
You might be wondering: Do I have to have a HubSpot account to use ChatSpot? No, but we strongly recommend it.
ChatSpot integrates with your HubSpot account and many available ChatSpot prompts are based around HubSpot actions, so having at least a free HubSpot CRM account is helpful. That said, we also tested the tool without connecting it to a HubSpot account and were able to use many of ChatSpot AI’s generative functions. However, the tool isn’t going to be able to connect with any non-HubSpot CRM. In other words, a lot of task-based functionality isn’t going to work without a HubSpot account.
What Does ChatSpot Do?
What makes ChatSpot unique from other AI tools is that it combines AI content creation with automated service, through a chat interface. The tool connects to your HubSpot and Google Docs accounts to pull real-time data in the form of questions and export those answers to Google Docs to use as needed.
This means that ChatSpot can do virtually any non-content tasks you can do in your HubSpot portal. In other words, it can’t design and send an email for you - but it could generate text for you to use in an email.
The possibilities are impressive - but it can be overwhelming to know where to start.
20 Cool Things Sales Teams Can Do with ChatSpot AI
ChatSpot has features every team can use, but in this article, we’ll focus on the functions your sales team can use. We found these by asking ChatSpot what it could do, trying our own prompts and through trial-and-error.
(Psst - we also did something similar with ChatGPT and Google’s BARD - check out the blog on our website.)
View KPIs and Stats Quickly
When you’re looking for bite-sized data like KPIs or other metrics, typing a question into ChatSpot is much easier than digging through your dashboards and reports.
You can ask ChatSpot to pull numbers and contact data on the fly, with prompts like:
- How many leads did I generate in the last month?
- Compare leads added this month to date to prior month
- Give me a breakdown of my leads last quarter by source
- List contacts from company [Company Name]
- List all tickets assigned to me
- How many leads to date from all sources
Sales teams are most likely to be interested in leads, but the prompts above can be used for contacts or clients as well.
Find and Research Companies
Save yourself time by using ChatSpot to start the research process. The tool can be used to shorthand some initial scouting tasks, with prompts like:
- Find [Industry] companies in [Location]
- Show me [B2B/B2C] companies similar to [Company Name]
- Show me companies in [Location] that use [Tool/Software]
- Find [Industry] companies with [More/Less] than 50 employees
The possibilities don’t end at discovery - you can also use the prompt “Research [Company Name]” to get a snapshot of the industry, location, size and services of a specific company. From there, ChatSpot will let you add the company to your HubSpot and pull an SEM (online advertising) Summary.
Add and Sort New Contacts
One of the most exciting features of ChatSpot is how it simplifies record-keeping. It might not sound exciting on the surface, but it’s a massive time saver. Instead of needing to log into HubSpot, navigate to your contact records and manually enter in a new contact, you can do all that right from ChatSpot, with prompts like:
- Add contact [Contact Name], [Contact Email] with a note: met at conference
- Create company record for [Company Name]
- Remind me to follow up with [Contact Name] next Thursday
- Add note to [Contact Name]: Will be at conference in May
This feature is extremely useful for capturing contact data no matter where you are - and fast.
Create Content Templates
Since ChatSpot is also built on GPT-4, it can generate content like ChatGPT can. For sales teams, you can use this to give yourself a jumping-off point for content like:
- Give me a cold calling phone script for [Company Name]
- Draft an email to [Contact Name] about [Service]
- Give me an email script to upsell to a current client
- Create a proposal template for [Service] for [Company Name]
- Help me with ideas for a presentation about [topic]
Full disclosure: you’re going to want to tighten up and personalize the templates that ChatSpot gives you. However, for sales teams that dread writing content - this is a great quick-start.
ChatSpot is still new enough that we haven’t fully uncovered all the possibilities, and it’s in early beta and will continue to improve. However, even now the tool has incredible potential and real-time uses. For sales teams, ChatSpot lets you pull information quickly, do simple research, add new contacts from anywhere and generate content templates. All of these functions save time, improve efficiency - and most importantly, make you look really, really good to your boss and prospects.
This is a guest post from Dave Meyer. Dave Meyer is the President of BizzyWeb, a Minneapolis-based digital marketing and web design agency that helps companies get the high-quality leads they need to grow and thrive. Dave can also be found weekly on Dial it In - the business podcast he co-hosts with Trygve Olsen of BizzyWeb.