5 Ways to use ChatGPT with Altify for High Value Insights

6 minute read

While AI has been evolving for years, ChatGPT has recently burst onto the technology scene, and it’s taking the world by storm.  Everyone is figuring out what it is, how to use it and what it can and can’t do. Regardless, leveraging the power of ChatGPT alongside established sales platforms like Altify unlocks new opportunities to drive revenue growth and build stronger customer relationships.

In the ever-evolving landscape of sales and customer success, staying ahead of the competition requires the adoption of innovative tools and methodologies. Enter Altify and ChatGPT, two powerful technologies that, when combined, offer a synergistic approach to revolutionizing sales processes and enhancing customer engagement. In this article, we will delve into the realm of how Altify and ChatGPT can empower sellers and customer success teams by streamlining research on personas and industries, optimizing discovery and qualification, mastering sales methodologies, harnessing competitive intelligence, and facilitating effective summarization of calls and actions.

How Altify currently uses AI

Before diving into how Altify and ChatGPT work together, it’s important to note that he Altify team is no stranger to AI capabilities. In fact, Altify Max is available today as an Augmented Intelligence Platform for sales. Infused with 30+ years sales of knowledge, Max is the catalyst for dramatic sales acceleration. Through real-time coaching and notifications, sellers and managers can use Altify Max to be become more proficient and engaged while increasing sales productivity and results.

What is ChatGPT?

To put it simply, ChatGPT is a natural language processing tool driven by AI technology that allows you to have human-like conversations with a chatbot.  The language model can answer questions and assist you with many common tasks. Due to recent advancements, it seems inevitable that evolution of AI technology will likely bring further developments in natural language processing and understanding.  As these technologies continue to mature, and businesses adopt them into their day-to-day processes, we can expect even greater collaboration between sellers, customer success teams, and AI-powered tools, creating a seamless and highly personalized customer experience.

What ChatGPT can and can’t do

While using ChatGPT with Altify presents exciting possibilities, organizations must consider important factors such as data privacy, security, and ethical usage. Additionally, ChatGPT’s data training is limited to 2021, and as such doesn’t have access to real-time data, or the internet.  While it can give great information, the human element of validating that info, critical thinking and meaningful conversation is still essential for sellers.

How can sellers and customer service use ChatGPT with Altify Insights?

In today’s highly competitive business landscape, the success of a company heavily relies on two key functions: sales and customer success. As businesses strive to provide exceptional customer experiences, they are increasingly turning to innovative technologies to enhance their interactions with customers.

ChatGPT offers revenue teams a powerful tool to augment their sales efforts. By acting as a virtual assistant, ChatGPT can provide instant access to industry trends, information on sales methodologies and competitive intelligence, and streamline gathering actions and next steps after meaningful conversations. Working hand-in-hand with Altify Insights, you can elevate team collaboration and build customer intimacy by understanding who the key players are and how you can help them solve their business challenges.

This enables Sellers & CSMs to engage with customers in a more personalized and effective manner, addressing their specific goals and delivering value-added solutions. The use of ChatGPT with Altify empowers all customer facing teams to navigate the sales and customer lifecycles with confidence in several ways:

Research personas & industries

At the heart of successful sales lies a deep understanding of target personas and industries. Altify enables sellers to gather critical market insights and comprehend customer profiles, ensuring a more personalized approach.

By leveraging Altify’s capabilities, sellers can uncover valuable information that enhances their ability to connect with customers, address pain points, and present tailored solutions. When combining ChatGPT into the research element of using Altify Insights, revenue teams can save time by accessing the vast data available publicly about what the major trends and pain points are across their customers’ industries.

This research-driven approach empowers sellers with a comprehensive understanding of their target market, facilitating more meaningful and productive interactions.

Discovery & qualification questions

Efficient discovery and qualification processes are essential for identifying the most promising leads and converting them into loyal customers. With ChatGPT, sellers can engage in dynamic and intelligent conversations, guided by its language processing capabilities. By asking pertinent questions and understanding customer needs, sellers can effectively qualify prospects and uncover their key pain points. The integration of ChatGPT’s conversational prowess with Altify’s comprehensive qualification framework equips sellers with the tools necessary to navigate the sales funnel with precision and seize opportunities at the right time.

Methodology basics

Sales methodologies provide a structured framework for approaching sales engagements. Altify acts as the guiding force, imparting knowledge and expertise to revenue teams by emphasizing proven methodologies and best practices.  Customer facing teams can benefit from Altify’s comprehensive training and coaching resources, acquiring the skills necessary to excel in various sales scenarios.  Combined with Chat GPT’s linguistic capabilities, sellers can craft persuasive narratives that align with their chosen methodologies, empowering them to build trust and credibility with their prospects.

Competitive intelligence

Gaining the upper hand in a competitive marketplace and obtaining  a thorough understanding of competitors’ strengths and weaknesses is crucial. ChatGPT’s analytical capabilities, coupled with Altify’s competitive intelligence tools, provide sellers with a comprehensive view of the competitive landscape. This knowledge arms sellers with the insights necessary to differentiate their offerings, address objections effectively, and position themselves as industry leaders. By harnessing the power of both Altify and ChatGPT, sellers gain a strategic advantage, enabling them to outmaneuver competitors and secure valuable business opportunities.

Summarize calls & actions

Efficiently summarizing and documenting key call details and action items is vital for maintaining effective communication and collaboration within sales teams. ChatGPT simplifies this process by automatically generating concise summaries of calls and actions, reducing manual effort and increasing productivity. Doing a test & Improve in Altify?  Having a discovery call with a customer? Turn on the transcript technology within your web calling software and allow ChatGPT to summarize key actions for you!  With ChatGPT’s assistance, sellers and customer success teams can focus their time and energy on building relationships and nurturing customer satisfaction. Doing so sets businesses up for longterm growth.

Where are we heading with AI & ChatGPT?

Altify is a 100% Salesforce native application, and as a Salesforce Partner we will have early access to generative AI features and capabilities Salesforce introduces. With Einstein GPT, for example, you will be able to harness the combined power of generative AI, Salesforce and Altify and embark on an entirely new journey of delivering value across your revenue team and to your customers.

Altify and ChatGPT form a formidable alliance that empowers sellers and customer success teams to excel in today’s dynamic business environment. Through Altify’s comprehensive insights and methodology-driven approach, combined with ChatGPT’s conversational and analytical capabilities, sales professionals can navigate the complexities of the sales process with confidence and finesse.


*Upland Software, Inc. is not affiliated with, sponsored by, endorsed by or otherwise supported by OpenAI.

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