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Simple CRM's use of AI, particularly OpenAI's ChatGPT, is primarily for data analysis. It allows users to analyze sales data in CSV format. Compared to other technologies in the field of customer data management, this is quite unique as it provides an interactive and user-friendly way to analyze data. However, it's important to note that the effectiveness of AI in data analysis depends on the quality and comprehensiveness of the data provided. Other technologies might offer more advanced features like predictive analytics, customer segmentation, and automated marketing campaigns.
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90% of the challenges related to any data analysis is not doing the analysis itself. Rather, it is collecting the data you need to do the analysis. By this point, you've added our simple CRM to your small business and have been able to import your customer data, leads, and deals. Head over to the "Deals" tab, or the tabs prefixed with "AI", select all the data – including the column names – and copy the data onto your clipboard. Go to OpenAI's chat tool (in this case, ChatGPT) and type the following prompt: "I am going to give you some sales as CSV data, and I need you to analyze it for me". Feel free to write that in your native language – like Spanish or German – if you want the response to be returned in your language.
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Have you ever wondered how much revenue your small business loses because its customer data is not organized? What about how to use AI to help increas...
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