{"id":155095,"date":"2023-12-12T14:10:30","date_gmt":"2023-12-12T05:10:30","guid":{"rendered":"https:\/\/support.questetra.com\/?p=155095"},"modified":"2023-12-12T14:10:32","modified_gmt":"2023-12-12T05:10:32","slug":"insidesales-20231130","status":"publish","type":"post","link":"https:\/\/support.questetra.com\/en\/templates\/insidesales-20231130\/","title":{"rendered":"Internal Sales Management, ChatGPT Collaboration Issue Forecast"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><div class=\"su-box su-box-style-default\" id=\"\" style=\"border-color:#44bbbb;border-radius:10px;max-width:none\"><div class=\"su-box-title\" style=\"background-color:#77eeee;color:#000000;border-top-left-radius:8px;border-top-right-radius:8px\">Internal Sales Management, ChatGPT Collaboration Issue Forecast 20231130<\/div><div class=\"su-box-content su-u-clearfix su-u-trim\" style=\"border-bottom-left-radius:8px;border-bottom-right-radius:8px\">This is a process for recording internal sales contact activities.\nThe contact person collects customer information and inputs information about the business, company size, etc.\nBased on the entered customer information, ChatGPT predicts the issues the customer may have.\nThe contact person can consider proposals based on the predicted issues.<\/div><\/div>\n\n\n<div class=\"su-spoiler su-spoiler-style-modern-light su-spoiler-icon-plus-square-2\" data-anchor=\"swimlane\" data-scroll-offset=\"0\" data-anchor-in-url=\"no\"><div class=\"su-spoiler-title\" tabindex=\"0\" role=\"button\"><span class=\"su-spoiler-icon\"><\/span>Worker (#of Swimlane: 4)<\/div><div class=\"su-spoiler-content su-u-clearfix su-u-trim\">\n\n\n\n<ul class=\"fa-ul wp-block-list\">\n<li><span class=\"fa-li\"><span class=\"fa-layers fa-fw\"><i class=\"fas fa-user fa-lg\" style=\"color:#333333;\"><\/i><\/span><\/span><strong>Account \/ Internal Sales<\/strong>\n<ul class=\"wp-block-list\">\n<li>Internal sales or field salesperson<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><span class=\"fa-layers fa-fw\"><i class=\"fas fa-user fa-lg\" style=\"color:#333333;\"><\/i><\/span><\/span><strong>Internal Sales<\/strong>\n<ul class=\"wp-block-list\">\n<li>Internal salesperson<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><span class=\"fa-layers fa-fw\"><i class=\"fas fa-user fa-lg\" style=\"color:#333333;\"><\/i><\/span><\/span><strong>Inside Sales Leader<\/strong>\n<ul class=\"wp-block-list\">\n<li>Internal sales leader<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><span class=\"fa-layers fa-fw\"><i class=\"fas fa-user fa-lg\" style=\"color:#333333;\"><\/i><\/span><\/span><strong>Account Sales<\/strong>\n<ul class=\"wp-block-list\">\n<li>Field sales personnel<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n<div class=\"su-spoiler su-spoiler-style-modern-light su-spoiler-icon-plus-square-2\" data-anchor=\"nodes\" data-scroll-offset=\"0\" data-anchor-in-url=\"no\"><div class=\"su-spoiler-title\" tabindex=\"0\" role=\"button\"><span class=\"su-spoiler-icon\"><\/span>Business Flow (Complexity of Workflow: 24)<\/div><div class=\"su-spoiler-content su-u-clearfix su-u-trim\">\n\n\n\n<ul class=\"fa-ul wp-block-list\">\n<li><span class=\"fa-li\"><span class=\"fa-layers fa-fw\"><i class=\"far fa-rectangle-landscape fa-lg\" style=\"color:#4a86e8;\"><\/i><span class=\"fa-layers-text\" data-fa-transform=\"shrink-8\">9<\/span><\/span><\/span><strong>0. Manual start<\/strong>\n<ul class=\"wp-block-list\">\n<li>The internal sales or field sales representative manually enters the lead&#8217;s information.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><span class=\"fa-layers fa-fw\"><i class=\"far fa-rectangle-landscape fa-lg\" style=\"color:#4a86e8;\"><\/i><span class=\"fa-layers-text\" data-fa-transform=\"shrink-8\">7<\/span><\/span><\/span><strong>1. Interviews with prospective customers<\/strong>\n<ul class=\"wp-block-list\">\n<li>The inside sales representative interviews the lead and enters the results.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><span class=\"fa-layers fa-fw\"><i class=\"far fa-rectangle-landscape fa-lg\" style=\"color:#4a86e8;\"><\/i><span class=\"fa-layers-text\" data-fa-transform=\"shrink-8\">14<\/span><\/span><\/span><strong>2. Final check<\/strong>\n<ul class=\"wp-block-list\">\n<li>The internal sales leader decides whether it is safe to close the lead.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><span class=\"fa-layers fa-fw\"><i class=\"far fa-rectangle-landscape fa-lg\" style=\"color:#4a86e8;\"><\/i><span class=\"fa-layers-text\" data-fa-transform=\"shrink-8\">17<\/span><\/span><\/span><strong>3. SAL Evaluation (Sales)<\/strong>\n<ul class=\"wp-block-list\">\n<li>Field sales representatives enter the results of the evaluation of the leads passed on.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><span class=\"fa-layers fa-fw\"><i class=\"fal fa-rectangle-landscape fa-lg\" style=\"color:#666666;\"><\/i><span class=\"fa-layers-text\" data-fa-transform=\"shrink-8\">77<\/span><\/span><\/span><strong>AI predicts issues<\/strong>\n<ul class=\"wp-block-list\">\n<li>The workflow platform asks AI (ChatGPT) to make assumptions about issues.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><span class=\"fa-layers fa-fw\"><i class=\"fal fa-rectangle-landscape fa-lg\" style=\"color:#666666;\"><\/i><span class=\"fa-layers-text\" data-fa-transform=\"shrink-8\">73<\/span><\/span><\/span><strong>x1. Obtained from other apps (lead management)<\/strong>\n<ul class=\"wp-block-list\">\n<li>The workflow platform retrieves data from previous lead management processes (to determine whether a lead has been contacted in the past).<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><span class=\"fa-layers fa-fw\"><i class=\"fal fa-rectangle-landscape fa-lg\" style=\"color:#666666;\"><\/i><span class=\"fa-layers-text\" data-fa-transform=\"shrink-8\">76<\/span><\/span><\/span><strong>x2. Set as having past contact<\/strong>\n<ul class=\"wp-block-list\">\n<li>The workflow platform is flagged as having past contact.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><span class=\"fa-layers fa-fw\"><i class=\"fal fa-rectangle-landscape fa-lg\" style=\"color:#666666;\"><\/i><span class=\"fa-layers-text\" data-fa-transform=\"shrink-8\">29<\/span><\/span><\/span><strong>x3-1. Subject and SAL processing result set<\/strong>\n<ul class=\"wp-block-list\">\n<li>The workflow platform sets the subject and SAL processing results.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><span class=\"fa-layers fa-fw\"><i class=\"fal fa-rectangle-landscape fa-lg\" style=\"color:#666666;\"><\/i><span class=\"fa-layers-text\" data-fa-transform=\"shrink-8\">18<\/span><\/span><\/span><strong>x3-2. Subject and SAL processing result set<\/strong>\n<ul class=\"wp-block-list\">\n<li>The workflow platform sets the subject and SAL processing results.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><span class=\"fa-layers fa-fw\"><i class=\"fal fa-rectangle-landscape fa-lg\" style=\"color:#666666;\"><\/i><span class=\"fa-layers-text\" data-fa-transform=\"shrink-8\">28<\/span><\/span><\/span><strong>x3-3. Subject and SAL processing result set<\/strong>\n<ul class=\"wp-block-list\">\n<li>The workflow platform sets the subject and SAL processing results.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n<div class=\"su-spoiler su-spoiler-style-modern-light su-spoiler-icon-plus-square-2\" data-anchor=\"nodes\" data-scroll-offset=\"0\" data-anchor-in-url=\"no\"><div class=\"su-spoiler-title\" tabindex=\"0\" role=\"button\"><span class=\"su-spoiler-icon\"><\/span>Business Process Variables (#of Data Item: 49)<\/div><div class=\"su-spoiler-content su-u-clearfix su-u-trim\">\n\n\n\n<ul class=\"fa-ul wp-block-list\">\n<li><span class=\"fa-li\"><i class=\"fal fa-list-alt fa-lg\" style=\"color:#AEB404;\" title=\"Select (Radio Button)\"><\/i><\/span><strong>Lead Type<\/strong> <span style=\"font-style:italic; color:#009900\">q_lead_kind<\/span> <code>11<\/code><span style=\"color:#990000;\">*<\/span>\n<ul class=\"wp-block-list\">\n<li>Stores the type of lead.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box single line)\"><\/i><\/span><strong>Email Address<\/strong> <span style=\"font-style:italic; color:#009900\">q_email<\/span> <code>0<\/code><span style=\"color:#990000;\">*<\/span>\n<ul class=\"wp-block-list\">\n<li>Stores the email address of the lead.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box single line)\"><\/i><\/span><strong>Company Name<\/strong> <span style=\"font-style:italic; color:#009900\">q_corp_name<\/span> <code>1<\/code><span style=\"color:#990000;\">*<\/span>\n<ul class=\"wp-block-list\">\n<li>Stores the lead&#8217;s company name.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box multiple lines)\"><\/i><\/span><strong>Business details, company information, etc. (to inquire about potential issues to ChatGPT)<\/strong> <span style=\"font-style:italic; color:#009900\">q_ChatGPT_info<\/span> <code>10<\/code>\n<ul class=\"wp-block-list\">\n<li>Stores information about the lead&#8217;s company. (used for recording as internal sales and for queries to ChatGPT).<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box multiple lines)\"><\/i><\/span><strong>Issues expected from the business content (according to ChatGPT)<\/strong> <span style=\"font-style:italic; color:#009900\">q_ChatGPT_completion<\/span> <code>27<\/code>\n<ul class=\"wp-block-list\">\n<li>Stores the issues that ChatGPT envisages the lead company will have to deal with.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box single line)\"><\/i><\/span><strong>Handler&#8217;s Name<\/strong> <span style=\"font-style:italic; color:#009900\">q_person_name<\/span> <code>2<\/code>\n<ul class=\"wp-block-list\">\n<li>Stores the name of the person in charge of the lead.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box single line)\"><\/i><\/span><strong>Telephone Number<\/strong> <span style=\"font-style:italic; color:#009900\">q_tel_no<\/span> <code>3<\/code>\n<ul class=\"wp-block-list\">\n<li>Stores the lead&#8217;s phone number.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box single line)\"><\/i><\/span><strong>Department Title<\/strong> <span style=\"font-style:italic; color:#009900\">q_div_name<\/span> <code>4<\/code>\n<ul class=\"wp-block-list\">\n<li>Stores the lead&#8217;s department title.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box single line)\"><\/i><\/span><strong>Workflow Platform ID<\/strong> <span style=\"font-style:italic; color:#009900\">q_wf_platform_id<\/span> <code>6<\/code>\n<ul class=\"wp-block-list\">\n<li>Stores the workflow platform ID of the trial that the lead applied for.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-clock fa-lg\" style=\"color:#5FB404;\" title=\"Datetime\"><\/i><\/span><strong>Trial Start Date and Time<\/strong> <span style=\"font-style:italic; color:#009900\">q_trial_start_datetime<\/span> <code>28<\/code>\n<ul class=\"wp-block-list\">\n<li>Stores the start date and time of the trial that the lead applied for.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-clock fa-lg\" style=\"color:#5FB404;\" title=\"Datetime\"><\/i><\/span><strong>Trial End Date and Time<\/strong> <span style=\"font-style:italic; color:#009900\">q_trial_end_datetime<\/span> <code>29<\/code>\n<ul class=\"wp-block-list\">\n<li>Stores the end date and time of the trial that the lead applied for.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-list-alt fa-lg\" style=\"color:#AEB404;\" title=\"Select (Check Box)\"><\/i><\/span><strong>Consultation (Motivation for lead)<\/strong> <span style=\"font-style:italic; color:#009900\">q_motivation<\/span> <code>48<\/code>\n<ul class=\"wp-block-list\">\n<li>Stores the lead&#8217;s consultation matters (motivation).<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box multiple lines)\"><\/i><\/span><strong>Customer Messages<\/strong> <span style=\"font-style:italic; color:#009900\">q_message<\/span> <code>5<\/code>\n<ul class=\"wp-block-list\">\n<li>Stores the message when a lead applies for a trial.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-info fa-lg\" style=\"color:#5F04B4;\" title=\"Guide Panel\"><\/i><\/span> <strong>\u25c6 BANTCH Information Conformity Conditions \/ Motivation Score<\/strong> <span style=\"font-style:italic; color:#009900\"><\/span> <code>21<\/code> <\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-list-alt fa-lg\" style=\"color:#AEB404;\" title=\"Select (Radio Button)\"><\/i><\/span><strong>Budget<\/strong> <span style=\"font-style:italic; color:#009900\">q_fit_gap_bagdet<\/span> <code>30<\/code><span style=\"color:#990000;\">*<\/span>\n<ul class=\"wp-block-list\">\n<li>Stores the results of hearings regarding the budget.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box multiple lines)\"><\/i><\/span> <strong>Budget Details<\/strong> <span style=\"font-style:italic; color:#009900\">q_bantch_condition_badget<\/span> <code>12<\/code> <\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-info fa-lg\" style=\"color:#5F04B4;\" title=\"Guide Panel\"><\/i><\/span> <strong>Spacer (1\/4)<\/strong> <span style=\"font-style:italic; color:#009900\"><\/span> <code>36<\/code> <\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-list-alt fa-lg\" style=\"color:#AEB404;\" title=\"Select (Radio Button)\"><\/i><\/span><strong>Authority (Decision-maker\/Position)<\/strong> <span style=\"font-style:italic; color:#009900\">q_fit_gap_authority<\/span> <code>31<\/code><span style=\"color:#990000;\">*<\/span>\n<ul class=\"wp-block-list\">\n<li>Stores the hearing results regarding the approver.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box multiple lines)\"><\/i><\/span> <strong>Authority (Decision maker\/Position) Details<\/strong> <span style=\"font-style:italic; color:#009900\">q_bantch_condition_Authority<\/span> <code>22<\/code> <\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-info fa-lg\" style=\"color:#5F04B4;\" title=\"Guide Panel\"><\/i><\/span> <strong>Spacer (1\/4)<\/strong> <span style=\"font-style:italic; color:#009900\"><\/span> <code>37<\/code> <\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-list-alt fa-lg\" style=\"color:#AEB404;\" title=\"Select (Radio Button)\"><\/i><\/span><strong>Needs<\/strong> <span style=\"font-style:italic; color:#009900\">q_fit_gap_needs<\/span> <code>32<\/code><span style=\"color:#990000;\">*<\/span>\n<ul class=\"wp-block-list\">\n<li>Stores the results of interviews regarding needs.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box multiple lines)\"><\/i><\/span> <strong>Need Details<\/strong> <span style=\"font-style:italic; color:#009900\">q_bantch_condition_needs<\/span> <code>23<\/code> <\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-info fa-lg\" style=\"color:#5F04B4;\" title=\"Guide Panel\"><\/i><\/span> <strong>Spacer (1\/4)<\/strong> <span style=\"font-style:italic; color:#009900\"><\/span> <code>38<\/code> <\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-list-alt fa-lg\" style=\"color:#AEB404;\" title=\"Select (Radio Button)\"><\/i><\/span><strong>Timing (Period of consideration)<\/strong> <span style=\"font-style:italic; color:#009900\">q_fit_gap_timing<\/span> <code>33<\/code><span style=\"color:#990000;\">*<\/span>\n<ul class=\"wp-block-list\">\n<li>Stores the results of hearings regarding consideration timing.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box multiple lines)\"><\/i><\/span> <strong>Timing (Period of consideration) Details<\/strong> <span style=\"font-style:italic; color:#009900\">q_bantch_condition_timing<\/span> <code>24<\/code> <\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-info fa-lg\" style=\"color:#5F04B4;\" title=\"Guide Panel\"><\/i><\/span> <strong>Spacer (1\/4)<\/strong> <span style=\"font-style:italic; color:#009900\"><\/span> <code>39<\/code> <\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-list-alt fa-lg\" style=\"color:#AEB404;\" title=\"Select (Radio Button)\"><\/i><\/span><strong>Competitor<\/strong> <span style=\"font-style:italic; color:#009900\">q_fit_gap_competitor<\/span> <code>34<\/code>\n<ul class=\"wp-block-list\">\n<li>Stores the results of hearings regarding conflicts.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box multiple lines)\"><\/i><\/span> <strong>Competitor Details<\/strong> <span style=\"font-style:italic; color:#009900\">q_bantch_condition_competitor<\/span> <code>25<\/code> <\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-info fa-lg\" style=\"color:#5F04B4;\" title=\"Guide Panel\"><\/i><\/span> <strong>Spacer (1\/4)<\/strong> <span style=\"font-style:italic; color:#009900\"><\/span> <code>40<\/code> <\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-list-alt fa-lg\" style=\"color:#AEB404;\" title=\"Select (Radio Button)\"><\/i><\/span> <strong>Human Resources<\/strong> <span style=\"font-style:italic; color:#009900\">q_fit_gap_human_resources<\/span> <code>35<\/code> <\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box multiple lines)\"><\/i><\/span> <strong>Human resources Details<\/strong> <span style=\"font-style:italic; color:#009900\">q_bantch_condition_human_resources<\/span> <code>26<\/code> <\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-info fa-lg\" style=\"color:#5F04B4;\" title=\"Guide Panel\"><\/i><\/span> <strong>Spacer (1\/4)<\/strong> <span style=\"font-style:italic; color:#009900\"><\/span> <code>41<\/code> <\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box multiple lines)\"><\/i><\/span><strong>Product Description Result<\/strong> <span style=\"font-style:italic; color:#009900\">q_result_of_service_introduction<\/span> <code>42<\/code>\n<ul class=\"wp-block-list\">\n<li>Stores the results of the product description (when, to whom, what was explained and what was understood).<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-list-alt fa-lg\" style=\"color:#AEB404;\" title=\"Select (Check Box)\"><\/i><\/span><strong>Motivation Score<\/strong> <span style=\"font-style:italic; color:#009900\">q_motivation_score<\/span> <code>13<\/code>\n<ul class=\"wp-block-list\">\n<li>Stores information obtained from customer behaviour and interview results on lead motivation.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-percent fa-lg\" style=\"color:#B45F04;\" title=\"Numeric\"><\/i><\/span><strong>SAL Points<\/strong> <span style=\"font-style:italic; color:#009900\">q_SAL_point<\/span> <code>8<\/code><span style=\"color:#990000;\">*<\/span>\n<ul class=\"wp-block-list\">\n<li>Stores the results of point calculations from the lead&#8217;s motivation score.<\/li>\n\n\n\n<li> <span style=\"color:#9DCCE0;\">0<\/span><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-list-alt fa-lg\" style=\"color:#AEB404;\" title=\"Select (Check Box)\"><\/i><\/span><strong>SAL Conformity Conditions<\/strong> <span style=\"font-style:italic; color:#009900\">q_SAL_conditions<\/span> <code>54<\/code><span style=\"color:#990000;\">*<\/span>\n<ul class=\"wp-block-list\">\n<li>Stores the results of checking whether the lead is suitable for the SAL.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-info fa-lg\" style=\"color:#5F04B4;\" title=\"Guide Panel\"><\/i><\/span> <strong>\u25c6 Marketing Department: Evaluation<\/strong> <span style=\"font-style:italic; color:#009900\"><\/span> <code>15<\/code> <\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-list-alt fa-lg\" style=\"color:#AEB404;\" title=\"Select (Radio Button)\"><\/i><\/span><strong>Validity (Marketing)<\/strong> <span style=\"font-style:italic; color:#009900\">q_validity_marketing<\/span> <code>17<\/code><span style=\"color:#990000;\">*<\/span>\n<ul class=\"wp-block-list\">\n<li>As a marketing department (internal sales department), it stores whether the decision to terminate was reasonable.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box multiple lines)\"><\/i><\/span> <strong>Validity Comment (Marketing)<\/strong> <span style=\"font-style:italic; color:#009900\">q_validity_comment_marketing<\/span> <code>19<\/code> <\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-info fa-lg\" style=\"color:#5F04B4;\" title=\"Guide Panel\"><\/i><\/span> <strong>Spacer (1\/4)<\/strong> <span style=\"font-style:italic; color:#009900\"><\/span> <code>45<\/code> <\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-info fa-lg\" style=\"color:#5F04B4;\" title=\"Guide Panel\"><\/i><\/span> <strong>\u25c6 Sales Department: Evaluation<\/strong> <span style=\"font-style:italic; color:#009900\"><\/span> <code>16<\/code> <\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-list-alt fa-lg\" style=\"color:#AEB404;\" title=\"Select (Radio Button)\"><\/i><\/span><strong>Validity (Sales)<\/strong> <span style=\"font-style:italic; color:#009900\">q_validity_sales<\/span> <code>18<\/code><span style=\"color:#990000;\">*<\/span>\n<ul class=\"wp-block-list\">\n<li>Stores whether the decision to give the lead to the sales department was reasonable or not.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box multiple lines)\"><\/i><\/span> <strong>Validity Comment (Sales)<\/strong> <span style=\"font-style:italic; color:#009900\">q_validity_comment_sales<\/span> <code>20<\/code> <\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-info fa-lg\" style=\"color:#5F04B4;\" title=\"Guide Panel\"><\/i><\/span> <strong>\u25c6 System Usage Information<\/strong> <span style=\"font-style:italic; color:#009900\"><\/span> <code>9<\/code> <\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-list-alt fa-lg\" style=\"color:#AEB404;\" title=\"Select (Radio Button)\"><\/i><\/span><strong>SAL Processing Results<\/strong> <span style=\"font-style:italic; color:#009900\">q_SAL_result<\/span> <code>47<\/code>\n<ul class=\"wp-block-list\">\n<li>Stores the results of how the lead was processed.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-list-alt fa-lg\" style=\"color:#AEB404;\" title=\"Select (Radio Button)\"><\/i><\/span><strong>Sales Contacted<\/strong> <span style=\"font-style:italic; color:#009900\">q_sales_touch<\/span> <code>7<\/code>\n<ul class=\"wp-block-list\">\n<li>Stores whether a sales contact has already been made in the past.<\/li>\n\n\n\n<li> <span style=\"color:#9DCCE0;\">false<\/span><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-comments fa-lg\" style=\"color:#045FB4;\" title=\"Discussion\"><\/i><\/span><strong>Communication Record<\/strong> <span style=\"font-style:italic; color:#009900\">q_communication<\/span> <code>14<\/code>\n<ul class=\"wp-block-list\">\n<li>Stores notes and comments.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box multiple lines)\"><\/i><\/span><strong>Historical Contact Data CSV<\/strong> <span style=\"font-style:italic; color:#009900\">q_csv<\/span> <code>57<\/code>\n<ul class=\"wp-block-list\">\n<li>Stores data csv obtained from past lead management processes (to determine if a lead has been contacted in the past).<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-percent fa-lg\" style=\"color:#B45F04;\" title=\"Numeric\"><\/i><\/span><strong>Past Contact Data Count<\/strong> <span style=\"font-style:italic; color:#009900\">q_count<\/span> <code>58<\/code>\n<ul class=\"wp-block-list\">\n<li>Stores data retrieved from past lead management processes (to determine if a lead has been contacted in the past).<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n\n<p class=\"has-text-align-right has-small-font-size wp-block-paragraph\"><i class=\"fal fa-graduation-cap\"><\/i> <span style=\"font-style:italic; color:#009900\">Field Name<\/span>, <code>num<\/code>, <span style=\"color:#9DCCE0;\">Initial Value<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><i class=\"fal fa-cloud-download-alt\"><\/i> Download<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/drive.google.com\/uc?id=1jV0C6Ty9R9x62Tz8t3UwaOPRtpXWFgDG&amp;export=download\" target=\"_blank\" rel=\"noreferrer noopener\">insidesales-20231130-en.qar<\/a>\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/drive.google.com\/uc?id=1MYBQwA-F3a3A0lEx6_loyyllCiJXazif&amp;export=download\" target=\"_blank\" rel=\"noreferrer noopener\">insidesales-20231130-en.xml.csv<\/a> (for Importing Data Item Definitions)<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<p class=\"has-text-align-right has-small-font-size wp-block-paragraph\"><i class=\"fal fa-info-circle\"><\/i> This archive contains the BPMN icons that are not available in the Basic edition.<\/p>\n\n\n<div class=\"su-divider su-divider-style-dashed\" style=\"margin:30px 0;border-width:8px;border-color:#009900\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\"><i class=\"fal fa-lightbulb-exclamation\"><\/i> Notes<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>In the settings for the ChatGPT linkage part, the model deliberately selects &#8216;gpt-3.5-turbo&#8217; (&#8216;gpt-4&#8217; is likely to result in a time-out, and &#8216;gpt-3.5-turbo&#8217; is judged to be fine in terms of content).<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><i class=\"fal fa-images\"><\/i> Capture<\/h3>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"961\" height=\"630\" data-attachment-id=\"155098\" data-permalink=\"https:\/\/support.questetra.com\/en\/templates\/insidesales-20231130\/attachment\/insidesales-20231130-capture-en\/\" data-orig-file=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/12\/insidesales-20231130-capture-en.jpg?fit=1990%2C1305&amp;ssl=1\" data-orig-size=\"1990,1305\" data-comments-opened=\"0\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}\" data-image-title=\"insidesales-20231130-capture-en\" data-image-description=\"\" data-image-caption=\"\" data-large-file=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/12\/insidesales-20231130-capture-en.jpg?fit=961%2C630&amp;ssl=1\" src=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/12\/insidesales-20231130-capture-en-961x630.jpg?resize=961%2C630&#038;ssl=1\" alt=\"\" class=\"wp-image-155098\" srcset=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/12\/insidesales-20231130-capture-en.jpg?resize=961%2C630&amp;ssl=1 961w, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/12\/insidesales-20231130-capture-en.jpg?resize=480%2C315&amp;ssl=1 480w, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/12\/insidesales-20231130-capture-en.jpg?resize=768%2C504&amp;ssl=1 768w, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/12\/insidesales-20231130-capture-en.jpg?resize=1536%2C1007&amp;ssl=1 1536w, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/12\/insidesales-20231130-capture-en.jpg?w=1990&amp;ssl=1 1990w\" sizes=\"auto, (max-width: 961px) 100vw, 961px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img data-recalc-dims=\"1\" decoding=\"async\" src=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/12\/insidesales-20231130-capture2-en.png?ssl=1\" alt=\"\"\/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><i class=\"fal fa-balance-scale\"><\/i> See also<\/h3>\n\n\n\n<figure class=\"wp-block-embed is-type-wp-embed is-provider-questetra-support wp-block-embed-questetra-support\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"wp-embedded-content\" data-secret=\"RpQD8VZQvc\"><a href=\"http:\/\/support.questetra.com\/en\/bpmn-icons\/service-task-openai-chatgpt-chat\/\">OpenAI ChatGPT: Chat<\/a><\/blockquote><iframe loading=\"lazy\" class=\"wp-embedded-content\" sandbox=\"allow-scripts\" security=\"restricted\" style=\"position: absolute; clip: rect(1px, 1px, 1px, 1px);\" title=\"&#8220;OpenAI ChatGPT: Chat&#8221; &#8212; Questetra Support\" src=\"http:\/\/support.questetra.com\/bpmn-icons\/service-task-openai-chatgpt-chat\/embed\/#?secret=lKuKfu0zge#?secret=RpQD8VZQvc\" data-secret=\"RpQD8VZQvc\" width=\"500\" height=\"282\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed is-type-wp-embed is-provider-questetra-support wp-block-embed-questetra-support\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"wp-embedded-content\" data-secret=\"lin3ZXJtM5\"><a href=\"http:\/\/support.questetra.com\/en\/templates\/insidesales-20230328\/\">Internal Sales Management Process<\/a><\/blockquote><iframe loading=\"lazy\" class=\"wp-embedded-content\" sandbox=\"allow-scripts\" security=\"restricted\" style=\"position: absolute; clip: rect(1px, 1px, 1px, 1px);\" title=\"&#8220;Internal Sales Management Process&#8221; &#8212; Questetra Support\" src=\"http:\/\/support.questetra.com\/templates\/insidesales-20230328\/embed\/#?secret=OXja2ddM38#?secret=lin3ZXJtM5\" data-secret=\"lin3ZXJtM5\" width=\"500\" height=\"282\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\"><\/iframe>\n<\/div><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>This is a process for recording internal sales contact activities.<br \/>\nThe contact person collects customer information and inputs information about the business, company size, etc.<br \/>\nBased on the entered customer information, ChatGPT predicts the issues the customer may have.<br \/>\nThe contact person can consider proposals based on the predicted issues.<\/p>\n","protected":false},"author":9,"featured_media":155103,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_coblocks_attr":"","_coblocks_dimensions":"","_coblocks_responsive_height":"","_coblocks_accordion_ie_support":"","_uag_custom_page_level_css":"","advanced_seo_description":"","jetpack_seo_html_title":"","jetpack_seo_noindex":false,"jetpack_seo_schema_type":"","_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_wpcom_ai_launchpad_first_post":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"{title}\n\n{excerpt}\n\n{url}","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false,"jetpack_post_was_ever_published":false},"categories":[156],"tags":[321,3429],"class_list":["post-155095","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-templates","tag-information-control","tag-openai-api"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/12\/Website-Images-Diagrams-2023-1.png?fit=960%2C540&ssl=1","uagb_featured_image_src":{"full":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/12\/Website-Images-Diagrams-2023-1.png?fit=960%2C540&ssl=1",960,540,false],"thumbnail":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/12\/Website-Images-Diagrams-2023-1.png?resize=440%2C440&ssl=1",440,440,true],"medium":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/12\/Website-Images-Diagrams-2023-1.png?fit=560%2C315&ssl=1",560,315,true],"medium_large":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/12\/Website-Images-Diagrams-2023-1.png?fit=768%2C432&ssl=1",768,432,true],"large":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/12\/Website-Images-Diagrams-2023-1.png?fit=960%2C540&ssl=1",960,540,true],"1536x1536":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/12\/Website-Images-Diagrams-2023-1.png?fit=960%2C540&ssl=1",960,540,true],"2048x2048":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/12\/Website-Images-Diagrams-2023-1.png?fit=960%2C540&ssl=1",960,540,true],"newspack-article-block-landscape-large":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/12\/Website-Images-Diagrams-2023-1.png?resize=960%2C540&ssl=1",960,540,true],"newspack-article-block-portrait-large":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/12\/Website-Images-Diagrams-2023-1.png?resize=900%2C540&ssl=1",900,540,true],"newspack-article-block-square-large":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/12\/Website-Images-Diagrams-2023-1.png?resize=960%2C540&ssl=1",960,540,true],"newspack-article-block-landscape-medium":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/12\/Website-Images-Diagrams-2023-1.png?resize=800%2C540&ssl=1",800,540,true],"newspack-article-block-portrait-medium":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/12\/Website-Images-Diagrams-2023-1.png?resize=600%2C540&ssl=1",600,540,true],"newspack-article-block-square-medium":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/12\/Website-Images-Diagrams-2023-1.png?resize=800%2C540&ssl=1",800,540,true],"newspack-article-block-landscape-intermediate":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/12\/Website-Images-Diagrams-2023-1.png?resize=600%2C450&ssl=1",600,450,true],"newspack-article-block-portrait-intermediate":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/12\/Website-Images-Diagrams-2023-1.png?resize=450%2C540&ssl=1",450,540,true],"newspack-article-block-square-intermediate":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/12\/Website-Images-Diagrams-2023-1.png?resize=600%2C540&ssl=1",600,540,true],"newspack-article-block-landscape-small":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/12\/Website-Images-Diagrams-2023-1.png?resize=400%2C300&ssl=1",400,300,true],"newspack-article-block-portrait-small":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/12\/Website-Images-Diagrams-2023-1.png?resize=300%2C400&ssl=1",300,400,true],"newspack-article-block-square-small":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/12\/Website-Images-Diagrams-2023-1.png?resize=400%2C400&ssl=1",400,400,true],"newspack-article-block-landscape-tiny":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/12\/Website-Images-Diagrams-2023-1.png?resize=200%2C150&ssl=1",200,150,true],"newspack-article-block-portrait-tiny":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/12\/Website-Images-Diagrams-2023-1.png?resize=150%2C200&ssl=1",150,200,true],"newspack-article-block-square-tiny":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/12\/Website-Images-Diagrams-2023-1.png?resize=200%2C200&ssl=1",200,200,true],"newspack-article-block-uncropped":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/12\/Website-Images-Diagrams-2023-1.png?fit=960%2C540&ssl=1",960,540,true]},"uagb_author_info":{"display_name":"Tsuyoshi Kusaka","author_link":"https:\/\/support.questetra.com\/en\/author\/kusaka0211\/"},"uagb_comment_info":0,"uagb_excerpt":"This is a process for recording internal sales contact activities. The contact person collects customer information and inputs information about the business, company size, etc. Based on the entered customer information, ChatGPT predicts the issues the customer may have. The contact person can consider proposals based on the predicted issues.","jetpack_sharing_enabled":true,"jetpack_shortlink":"https:\/\/wp.me\/p9DiIh-Elx","jetpack_likes_enabled":true,"jetpack-related-posts":[{"id":75437,"url":"https:\/\/support.questetra.com\/en\/templates\/catalogue-request-correspondence-flow-20160530\/","url_meta":{"origin":155095,"position":0},"title":"Catalogue Request Correspondence Flow","author":"Hirotaka NISHI","date":"2020-12-22","format":false,"excerpt":"Accepts information request via the Web form, and registers customer information after sending the catalogue. After checking the contents of the web form entry at the Step of [Confirmation \/ Judgement], a Cover Sheet PDF is automatically generated. Also, the customer information is registered in the database (kintone) after the\u2026","rel":"","context":"In &quot;Workflow Apps&quot;","block_context":{"text":"Workflow Apps","link":"https:\/\/support.questetra.com\/en\/category\/templates\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/03\/eye-catch-catalogue-request-correspondence-flow-20160530-209-en.png?fit=1200%2C675&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/03\/eye-catch-catalogue-request-correspondence-flow-20160530-209-en.png?fit=1200%2C675&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/03\/eye-catch-catalogue-request-correspondence-flow-20160530-209-en.png?fit=1200%2C675&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/03\/eye-catch-catalogue-request-correspondence-flow-20160530-209-en.png?fit=1200%2C675&ssl=1&resize=700%2C400 2x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/03\/eye-catch-catalogue-request-correspondence-flow-20160530-209-en.png?fit=1200%2C675&ssl=1&resize=1050%2C600 3x"},"classes":[]},{"id":144384,"url":"https:\/\/support.questetra.com\/en\/templates\/insidesales-20230328\/","url_meta":{"origin":155095,"position":1},"title":"Internal Sales Management Process","author":"Peter Glover","date":"2023-04-04","format":false,"excerpt":"This process is used to record internal sales contact activities. The person in charge makes contact with the lead and enters information such as the introduction schedule according to the screen. 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The sales representative registers the schedule in advance and enters the results after the meeting is conducted. After inputting the results, the AI (ChatGPT) creates a summary of the meeting results, which is\u2026","rel":"","context":"In &quot;Workflow Apps&quot;","block_context":{"text":"Workflow Apps","link":"https:\/\/support.questetra.com\/en\/category\/templates\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/02\/eyecatch-meeting-report-20231003-en.png?fit=960%2C540&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/02\/eyecatch-meeting-report-20231003-en.png?fit=960%2C540&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/02\/eyecatch-meeting-report-20231003-en.png?fit=960%2C540&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/02\/eyecatch-meeting-report-20231003-en.png?fit=960%2C540&ssl=1&resize=700%2C400 2x"},"classes":[]},{"id":156895,"url":"https:\/\/support.questetra.com\/en\/templates\/inquiry-handling-process-by-ai-judgement-20231122\/","url_meta":{"origin":155095,"position":4},"title":"Inquiry Management Process &#8211; AI Decision","author":"furuzo","date":"2024-01-18","format":false,"excerpt":"This process manages everything from receiving enquiries to answering them. Based on the content of the enquiry, the AI decides which department will advise on the response, which is then automatically requested. The contact person responds based on the advice.","rel":"","context":"In &quot;Workflow Apps&quot;","block_context":{"text":"Workflow Apps","link":"https:\/\/support.questetra.com\/en\/category\/templates\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/01\/eyecatch-inquiry-handling-process-by-ai-judgement-20231122-en.png?fit=960%2C540&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/01\/eyecatch-inquiry-handling-process-by-ai-judgement-20231122-en.png?fit=960%2C540&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/01\/eyecatch-inquiry-handling-process-by-ai-judgement-20231122-en.png?fit=960%2C540&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/01\/eyecatch-inquiry-handling-process-by-ai-judgement-20231122-en.png?fit=960%2C540&ssl=1&resize=700%2C400 2x"},"classes":[]},{"id":153297,"url":"https:\/\/support.questetra.com\/en\/templates\/inquiry-response-20231019\/","url_meta":{"origin":155095,"position":5},"title":"Inquiry Management Process, ChatGPT Integration\u00a0","author":"Tsuyoshi Kusaka","date":"2023-10-23","format":false,"excerpt":"This is a process that centrally manages everything from receiving inquiries to sending responses. After receiving the web form, AI will check the received content. If the call is determined to be a sales call rather than an inquiry, the caller will be assigned a different task from normal response.","rel":"","context":"In &quot;Workflow Apps&quot;","block_context":{"text":"Workflow Apps","link":"https:\/\/support.questetra.com\/en\/category\/templates\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/10\/eyecatch-inquiry-response-20231019-en.png?fit=960%2C540&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/10\/eyecatch-inquiry-response-20231019-en.png?fit=960%2C540&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/10\/eyecatch-inquiry-response-20231019-en.png?fit=960%2C540&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2023\/10\/eyecatch-inquiry-response-20231019-en.png?fit=960%2C540&ssl=1&resize=700%2C400 2x"},"classes":[]}],"amp_enabled":true,"_links":{"self":[{"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/posts\/155095","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/comments?post=155095"}],"version-history":[{"count":5,"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/posts\/155095\/revisions"}],"predecessor-version":[{"id":155108,"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/posts\/155095\/revisions\/155108"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/media\/155103"}],"wp:attachment":[{"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/media?parent=155095"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/categories?post=155095"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/tags?post=155095"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}