Internal Sales Management, ChatGPT Collaboration Issue Forecast 20231130
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.
Worker (#of Swimlane: 4)
- Account / Internal Sales
- Internal sales or field salesperson
- Internal Sales
- Internal salesperson
- Inside Sales Leader
- Internal sales leader
- Account Sales
- Field sales personnel
Business Flow (Complexity of Workflow: 24)
- 90. Manual start
- The internal sales or field sales representative manually enters the lead’s information.
- 71. Interviews with prospective customers
- The inside sales representative interviews the lead and enters the results.
- 142. Final check
- The internal sales leader decides whether it is safe to close the lead.
- 173. SAL Evaluation (Sales)
- Field sales representatives enter the results of the evaluation of the leads passed on.
- 77AI predicts issues
- The workflow platform asks AI (ChatGPT) to make assumptions about issues.
- 73x1. Obtained from other apps (lead management)
- The workflow platform retrieves data from previous lead management processes (to determine whether a lead has been contacted in the past).
- 76x2. Set as having past contact
- The workflow platform is flagged as having past contact.
- 29x3-1. Subject and SAL processing result set
- The workflow platform sets the subject and SAL processing results.
- 18x3-2. Subject and SAL processing result set
- The workflow platform sets the subject and SAL processing results.
- 28x3-3. Subject and SAL processing result set
- The workflow platform sets the subject and SAL processing results.
Business Process Variables (#of Data Item: 49)
- Lead Type q_lead_kind
11*- Stores the type of lead.
- Email Address q_email
0*- Stores the email address of the lead.
- Company Name q_corp_name
1*- Stores the lead’s company name.
- Business details, company information, etc. (to inquire about potential issues to ChatGPT) q_ChatGPT_info
10- Stores information about the lead’s company. (used for recording as internal sales and for queries to ChatGPT).
- Issues expected from the business content (according to ChatGPT) q_ChatGPT_completion
27- Stores the issues that ChatGPT envisages the lead company will have to deal with.
- Handler’s Name q_person_name
2- Stores the name of the person in charge of the lead.
- Telephone Number q_tel_no
3- Stores the lead’s phone number.
- Department Title q_div_name
4- Stores the lead’s department title.
- Workflow Platform ID q_wf_platform_id
6- Stores the workflow platform ID of the trial that the lead applied for.
- Trial Start Date and Time q_trial_start_datetime
28- Stores the start date and time of the trial that the lead applied for.
- Trial End Date and Time q_trial_end_datetime
29- Stores the end date and time of the trial that the lead applied for.
- Consultation (Motivation for lead) q_motivation
48- Stores the lead’s consultation matters (motivation).
- Customer Messages q_message
5- Stores the message when a lead applies for a trial.
- ◆ BANTCH Information Conformity Conditions / Motivation Score
21 - Budget q_fit_gap_bagdet
30*- Stores the results of hearings regarding the budget.
- Budget Details q_bantch_condition_badget
12 - Spacer (1/4)
36 - Authority (Decision-maker/Position) q_fit_gap_authority
31*- Stores the hearing results regarding the approver.
- Authority (Decision maker/Position) Details q_bantch_condition_Authority
22 - Spacer (1/4)
37 - Needs q_fit_gap_needs
32*- Stores the results of interviews regarding needs.
- Need Details q_bantch_condition_needs
23 - Spacer (1/4)
38 - Timing (Period of consideration) q_fit_gap_timing
33*- Stores the results of hearings regarding consideration timing.
- Timing (Period of consideration) Details q_bantch_condition_timing
24 - Spacer (1/4)
39 - Competitor q_fit_gap_competitor
34- Stores the results of hearings regarding conflicts.
- Competitor Details q_bantch_condition_competitor
25 - Spacer (1/4)
40 - Human Resources q_fit_gap_human_resources
35 - Human resources Details q_bantch_condition_human_resources
26 - Spacer (1/4)
41 - Product Description Result q_result_of_service_introduction
42- Stores the results of the product description (when, to whom, what was explained and what was understood).
- Motivation Score q_motivation_score
13- Stores information obtained from customer behaviour and interview results on lead motivation.
- SAL Points q_SAL_point
8*- Stores the results of point calculations from the lead’s motivation score.
- 0
- SAL Conformity Conditions q_SAL_conditions
54*- Stores the results of checking whether the lead is suitable for the SAL.
- ◆ Marketing Department: Evaluation
15 - Validity (Marketing) q_validity_marketing
17*- As a marketing department (internal sales department), it stores whether the decision to terminate was reasonable.
- Validity Comment (Marketing) q_validity_comment_marketing
19 - Spacer (1/4)
45 - ◆ Sales Department: Evaluation
16 - Validity (Sales) q_validity_sales
18*- Stores whether the decision to give the lead to the sales department was reasonable or not.
- Validity Comment (Sales) q_validity_comment_sales
20 - ◆ System Usage Information
9 - SAL Processing Results q_SAL_result
47- Stores the results of how the lead was processed.
- Sales Contacted q_sales_touch
7- Stores whether a sales contact has already been made in the past.
- false
- Communication Record q_communication
14- Stores notes and comments.
- Historical Contact Data CSV q_csv
57- Stores data csv obtained from past lead management processes (to determine if a lead has been contacted in the past).
- Past Contact Data Count q_count
58- Stores data retrieved from past lead management processes (to determine if a lead has been contacted in the past).
Field Name, num, Initial Value
Download
- insidesales-20231130-en.qar
- insidesales-20231130-en.xml.csv (for Importing Data Item Definitions)
This archive contains the BPMN icons that are not available in the Basic edition.
Notes
- In the settings for the ChatGPT linkage part, the model deliberately selects ‘gpt-3.5-turbo’ (‘gpt-4’ is likely to result in a time-out, and ‘gpt-3.5-turbo’ is judged to be fine in terms of content).
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