Kate Petrone

Sr. Account Executive @

[Close @close]

🚨 NEW: Introducing Close's plugin for ChatGPT

By connecting your CRM to ChatGPT, you can leverage GPT-4 to handle a wide range of tasks on your behalf!

Check out the demo video to see how it works and here are three examples on how Close's ChatGPT plugin can help you save time:

🔎 Build lists of leads and contacts

Use natural language to build a list of leads or contacts based on their attributes (location, status, custom fields) and latest activity data (meeting history, email interactions, phone calls, and notes from the team).

✍️ Summarization

Ask ChatGPT to summarize you and your team's relationship with a given lead or contact. Then you can generate an email draft, call agenda, or suggest next steps based on that context.

📊 Reporting w/ Advanced Data Analysis

This works separately from the plugin, but you can export reports from Close and upload them to ChatGPT for further analysis.

For example, export an "Activity Overview" report from Close to CSV, upload it to ChatGPT, and then use the prompt "run Call/Email/Meeting/SMS Analysis, visualize data" to receive some interesting results!

The plugin is now available in beta for all Close customers and ChatGPT Plus subscribers. You need a ChatGPT Plus subscription to access the Plugin store.

[Kate Petrone @kate_petrone]

@realsidjain @close @Woodpeckerapp Hey Sid! Our integration with Sendspark allows you to record/send videos directly through Close, embed them into any Email, and automatically personalize videos for each viewer: https://t.co/dKJFHXIqG3

Is this along the lines of what you're looking for?

[Kate Petrone @kate_petrone]

@ybelyayeva @potterlab @close Hi Yuliya! You can check out a 10-minute demo of Close here: https://t.co/YyatUzvpHU

Questions? Please reach out to us: [email protected] 😎

[Kate Petrone @kate_petrone]

@Jasielinvests, I'm not able to send you a DM but if you'd like to book some time with a member on our Sales team at Close, you can do so here: https://t.co/AN32MlEvVs

[Kate Petrone @kate_petrone]

@HobiMichalec @Jasielinvests @close Thanks so much for the kind words, @HobiMichalec ! 🙌🙌🙌

@Jasielinvests, we'd love to connect with you to help you determine if Close is the right fit. Sending you a DM 😎

[Kate Petrone @kate_petrone]

@Jack_Oliver4 @close Hey Jack! Sending you a DM 🙂

[Close @close]

The results are in... 🥁

🎉 Close has been named a LEADER in the CRM category of G2's Winter Report 🎉

We couldn't be more thrilled, and want to give a HUGE thank you to our customers and fans! Thanks for inspiring us every day to keep building the best CRM for sales 🙌

[Close @close]

⭐️ Sales tip ⭐

Be ready for questions on discovery calls: Then you can focus more on what the prospect is telling you with those questions.

You'll learn more about a prospect by the questions they ask you rather than by the answers they give to your questions.
#sales

[Close @close]

⭐️ Daily Sales Tip ⭐️

There are always new fads in #sales management. But the popular sales models and tools that are touted by sales ‘gurus’ today will be labeled ‘out of date’ next week.

The point—don’t get lost in the noise. Focus on the fundamentals that make sales work.

[Kate Petrone @kate_petrone]

@clivaneprevilon @close @clivaneprevilon Hi Clivane! We can help with your data migration into Close to make sure we get your Notes and non-Lead data points in there :-) Go ahead and email us at [email protected] with the details and a team member will be in touch with next steps.