#8-references
Thread
Are there any great AI prompts or softwares you have been using (outside of the softwares you're already using) to improve/support your reference program? Share which ones and how you're using them in the comments!
One I would like to use is summarize the questions used in customer reference calls. But I dont have access 😞
With the info, I could more easily create content that will answer questions and potentially find trends that make it easier to connect people and even the sales team with the right content.
I use Gong AI if we have a target company for a refernce and ask them abotu the topics the prospect wants to speak about and who is the best person from the group based on history etc
I have a few new things I've been trying for customer references + customer proof in general:
• We have some Gong recordings of reference calls and I will upload the transcript into our company's internal/secure chatbot/GPT to pull out the reference questions asked by the prospect and summarize their main concerns and responses to the reference customer's responses. This helps me (1) promote more relevant content with our Sales team to share with prospects based on actual prospect data/calls (2) create new content that answers some FAQs and (3) see where there are gaps in how we are marketing new solutions/products and prospect understanding of those solutions.
• Recently I used our internal chat bot to scan every single case study we have publicly available and pull customer proof points and quotes from the case studies. I then uploaded these proofpoints into a master "Customer Proof Library" that Sales and other GTM teams will be able to use and find referenceable customer quotes and stats easily. A lot of times, our Sales team just needs a quote or testimonial or story rather than a live reference call, so I am hoping that this helps lessen the live call burden on our customers moving forward.
• And what I'm most excited about is a custom bot that I built this week (still using our internal chatbot, so everything is secure) that has the Customer Proof Library uploaded in its knowledge bank. GTM teams will be able to use this custom bot to ask for specific proof points or customer testimonials and receive suggested customer evidence almost instantly! Again, hopefully this will make customer proof more accessible and lessen the number of live reference calls we need to do (especially with prospects early in the sales cycle!)
Like seriously next level, Grace!
Thank you @Jeanne Talbot 😅 I'm a team of one right now, so I am trying to make a lot of things self-service for GTM teams and AI is a huge helper!
@Grace Corey team of one over here too and love these ideas! would love to talk about the custom chat bot you built! we have two GPT accounts, one is a walled garden and one more connected so no customer data, i'm using them a lot and have built assistants for my writing/basic tasks but haven't explored a bot yet - did you build from a templated one or on your own?
@Janet
@Amanda Peacock Happy to connect and chat more anytime! The proof bot was built from scratch in our internal GPT system and has very specific prompting/instructions + the customer proof library/spreadsheet uploaded in it's knowledge base. It was a lot of trial + error on the prompting + instructions side to ensure minimal hallucinations and cite where each proof point is coming from (by sharing the case study URLs in responses).
I would love to chat @Grace Corey!! Will dm you!