How to Use ChatGPT for Sales (Prompts to Strategy)
Jake Dunlap
“AI is going to make all of our lives exponentially easier, but we have to do something about it now.”
Sales, RevOps, frontline, leadership – ChatGPT (and similar tools) are seeping into our day-to-day lives.
70%+ of sales professionals are now using the tool. The new problem is how they use it and how organizations use it.
Leadership is finally getting serious about how ChatGPT and AI are evolving the sales profession and augmenting every part of the process, but they’re already having to play catch-up.
The past couple of months, I’ve been focusing heavily on how to use ChatGPT for sales, and even within that time, ChatGPT has evolved, plugins and extensions have increased, and competitors like Bard, Bing AI, and Claude have improved in areas that ChatGPT hasn’t – although it’s still definitely my go-to for sales use cases.
To help you get up to speed, I’ve compiled some of my top sessions and recaps to bookmark. Starting with a sort of beginner’s guide to prompting for SDRs and AEs and ending with how to insert ChatGPT into every part of the sales process for leadership.
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- ChatGPT is Changing the Sales Process. Here are Some of My Best Prompts.
- Elevate Your Sales Pitch Using ChatGPT
- How ChatGPT is Changing Every Role in Sales
- Never Stop Optimizing Your Sales Process with Technology & AI (7 Steps)
- 9 Points in the Sales Process You Should Use ChatGPT
As we learn more about the capabilities of generative AI and as it gets smarter, the use cases I cover in this article will only grow.
It will be easier to see them coming and stay at the forefront if you get in on the ground floor. If you feel like you’re playing catch-up now, imagine what it will be like in six months.
ChatGPT is Changing the Sales Process. Here are Some of My Best Prompts.
AI and ChatGPT are transforming traditional sales strategies. Over a short period of time, it has become evident that ChatGPT is revolutionizing almost every industry, and Sales is no different. In this first session, I start with the basics – how to get started using ChatGPT for sales with simple but effective prompts.
The urgency with which sales professionals, both frontline and leadership, need to adapt ChatGPT and AI is immense. While this first session is just the tip of the iceberg, it’s a good place to start to understand how to accurately prompt ChatGPT and go deeper and deeper on a topic.
This session covers how to use ChatGPT for sales as a beginner:
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- How ChatGPT can get you up to speed as a seller
- How ChatGPT can help you have better conversations
- ChatGPT Prompt Cheatsheets for SDRs and AEs
Elevate Your Sales Pitch Using ChatGPT
Sales dynamics have shifted considerably in just half a year – the culprit – AI. Presently, the buzz revolves around AI’s ability to craft sales emails. While tools like Regie and Lavender are gaining traction, they only scratch the surface of AI’s potential. The true game-changer? Utilizing AI, particularly generative AI tools like ChatGPT, to augment the sales process.
In this session, I explore how ChatGPT can serve as your automated sales pitch generator, covering everything from initial prep to the final call-to-action. There are compelling reasons for this: not only will it drastically cut down your preparation time, but with thoughtful prompts, your pitches will be vastly superior.
Learn how to elevate your sales pitch by using ChatGPT as your personal pitch generator:
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- Introduction and prep
- Credibility
- Problem-solution matching
- Objections
- Call to action
How ChatGPT is Changing Every Role in Sales
Generative AI’s influence ranges from sales preparation, understanding industry trends, elevating conversation quality during meetings, post-meeting engagement, producing LinkedIn thought leadership content at scale, to coaching methodologies.
By leveraging generative AI, sales professionals are poised for unparalleled efficiency. For leaders, it’s imperative to become proficient in AI applications, especially ChatGPT, and lead the charge in integrating them within your teams. This article outlines five transformative ways to harness ChatGPT for enhancing various sales roles, from SDRs to managers, ensuring a competitive edge.
This session covers top ways to use ChatGPT in various sales roles:
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- Changing prospect research (SDRs and AEs)
- Augmenting the sales process (Management, and Leadership)
- Building a LinkedIn presence for sales (Everyone in sales)
- Having better conversations as a manager (Management)
- Coaching (Management and Leadership)
Never Stop Optimizing Your Sales Process with Technology & AI (7 Steps)
This is where it starts to really get interesting.
This guide is designed to provide a roadmap for those in sales leadership and revenue operations looking to understand how to leverage AI and technology to enhance your sales optimization processes.
A pivotal starting point is cultivating a continuous improvement mindset. Given the traditionally slow pace of B2B Sales, the shift from sporadic to regular optimization is essential for innovation. While consistent optimization may seem daunting or labor-intensive, AI and technology will help alleviate a lot of the manual labor and allow you to optimize more efficiently.
Presented here are seven tech and AI-driven steps to simplify and optimize your sales process:
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- AI-powered lead gen
- Outbound performance optimization
- Discovery (prep and self-guided discovery)
- Demos that feel personalized
- Building smarter proposals
- Closing deals
- Continuous process improvement
9 Points in the Sales Process You Should Use ChatGPT
The internet is saturated with how to use ChatGPT for sales, but for leaders, they want to know how ChatGPT and AI will move the needle for their business.
During recent meetings with sales leaders, two queries have been consistent. Firstly, the unanimous acknowledgment that their salespeople are actively using ChatGPT daily. Secondly, the revelation that few have a clear strategy for its optimal use within their teams.
Merely experimenting with ChatGPT and AI on an individual level won’t suffice. A cohesive organizational strategy is needed. By emphasizing the nine core areas discussed in this next article, businesses can anticipate a 20-30% productivity boost across Sales Development and Sales.
This session covers how to use ChatGPT in 9 core areas of the sales process:
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- Messaging – Create personalized inbound and outbound messaging in half the time.
- Preparation – From initial meetings to personalized demos.
- Follow-Up – Send follow-up emails or videos with targeted action plans built from your last call.
- Advanced, Later Stage Deal Prep – Build off initial meetings to create personalized touchpoints during sales calls.
- Building Credibility – Be the expert every time you start a conversation with your warm leads.
- Problem Solution – Prepare for any conversation by identifying common problems and their potential solutions.
- Proactive Objection Handling – Get ahead of possible objections and be ready to address them confidently.
- Customer Engagement Communication – Make every customer feel like they are the only one to help prevent churn.
- Get Up to Speed – Make the transition from buyer to customer faster and more personalized.