ChatSpot AI helps you find and research new prospects by filtering companies by industry, location, technology, and size, then adding them directly to HubSpot CRM. Use Company Insights to see what tech stack competitors use and find similar companies to expand your list.
Let's explore how to find new sales.
Opportunities quickly and easily using chatspot. Let's say you need to find new prospects that match your ideal customer profile. Go to Templates and Prospecting and here you can discover companies by industry, location, technology, size, years in business, or what we call age in the Chat Spot interface. For this example, lets find companies that are at least 10 years old and have 250 or more employees. Depending on the prompt, Chat Spot will display a number of results. If you'd like to research any company in particular, select the Research button and if that fits to your prospecting needs, click on add to HubSpot to move it right to your CRM. No need to copy and paste, it's one click convenience. Moving on A good sales professional knows they're only as good as their notes. Luckily, Chat Spot makes this easy as well.
Go to Templates, select Add Note to Contact.
You'll just need the email of your prospect. Then type or paste your notes into the open field, hit send, and you're done. On to the next thing. Many companies use guidelines in their sales process to ensure contacts fit their ideal customer profile.
By knowing if they use a specific technology in their text stack, you can simply ask chatspot. Go to Templates, Company Insights and click on Technology used. Type in the domain of the company you wish to learn more about. Chatspot will return a report of the technology associated with that domain. Use chatspot to grow your prospect list by identifying the competitors of your existing prospects. Go to Templates, Company Insights and click on Competitors. Type in the domain of your prospect and then let chatspot work its magic. You'll have a list of companies similar to your prospect that you could easily add to your sales efforts.
There are many ways to use chatspot for prospecting success. Dig in and see how it can work for you.
