📌 What You Need:
- ChatGPT (Free or Plus — Plus recommended for longer pitch drafts)
- A CRM system (Zoho CRM, Salesforce, HubSpot — all popular in India)
- Email/SMS marketing tools (e.g., Mailmodo, WhatsApp Business API, Sendinblue)
🎯 1. Lead Qualification
Goal: Prioritize leads based on likelihood to convert.
Prompt Example:
“Create a lead scoring model for a B2B SaaS company targeting Indian SMEs.”
ChatGPT Suggests:
- Score by industry fit (IT, Retail, Education)
- Engagement (email opens, demo requests)
- Company size and budget tier
- Bonus: Geographical priority (e.g., Tier-1 vs. Tier-2 cities)
📊 Output:
A sample scoring matrix or formula to plug into Zoho CRM or Excel.
📝 2. Proposal Writing
Goal: Generate compelling, customized sales proposals.
Prompt Example:
“Write a sales proposal for an AI-based HR software for a Mumbai-based mid-size company.”
Output:
- Executive summary
- Client pain points
- Your solution and features
- Pricing + ROI estimate
- Closing call-to-action
📎 Bonus:
“Generate this in bullet-point format for a presentation deck.”
📈 3. CRM Data Analysis
Goal: Interpret sales data and conversion metrics.
Prompt Example:
“Analyze my sales funnel: 5,000 leads → 600 demos → 90 proposals → 35 sales. What are my conversion rates, and how can I improve?”
ChatGPT Delivers:
- Stage-wise conversion %
- Drop-off analysis
- Suggestions: lead nurturing, demo quality, pricing alignment
📉 Bonus:
“Generate a summary for my manager in plain English.”
🧑🤝🧑 4. Customer Segmentation
Goal: Group prospects by behavior, needs, or location.
Prompt Example:
“Segment retail clients for a payment gateway product across India.”
ChatGPT Responds With:
- By business size (kirana store vs. chain retailer)
- By geography (Metro vs. Tier-3 cities)
- By sales behavior (early adopters vs. price-sensitive)
🧠 You can also request:
“Create ideal customer personas for each segment.”
📧 5. Email Campaigns
Goal: Write tailored sequences that convert.
Prompt Example:
“Create a 3-step email campaign for re-engaging cold leads in India’s education sector.”
ChatGPT Provides:
- Email 1: Re-introduction + benefit hook
- Email 2: Case study + CTA
- Email 3: Final nudge + discount offer
📬 Bonus:
“Add subject lines with <50 characters optimized for Gmail.”
❓ 6. Objection Handling
Goal: Prepare responses to common buyer hesitations.
Prompt Example:
“What’s the best way to respond when an Indian SME says, ‘Your product is too expensive’?”
ChatGPT Suggests:
- Empathy + Value reframing
- ROI example specific to SME (e.g., “Saves ₹10,000/month in manual effort”)
- Offer: monthly plan, pilot trial, or bundled add-ons
🗣️ Bonus:
“Create 5 objection-handling scripts for price, timing, trust, feature gaps, and competition.”
🥇 7. Competitive Positioning
Goal: Frame your product’s advantage vs. rivals.
Prompt Example:
“Position our logistics SaaS product against Delhivery and Shiprocket for mid-sized businesses.”
ChatGPT Gives:
- Unique differentiators (e.g., integrations, pricing, support)
- Value matrix
- Messaging for pitch decks or client calls
🎯 Follow-up:
“Generate 3 one-liner USPs that are bold and easy to remember.”
🧑🏫 8. Sales Training
Goal: Build repeatable training content and scenarios.
Prompt Example:
“Create a role-play scenario for selling a cybersecurity tool to a skeptical IT manager.”
ChatGPT Delivers:
- Role setup
- Common objections
- Expected responses
- Learning goal
🧾 Ask also:
“Design a quiz for junior SDRs to test their product knowledge.”
🧩 Additional Use Cases for India-Specific Sales Context
🗣️ 9. WhatsApp Sales Scripts
“Create a short pitch for a real estate agent using WhatsApp to book site visits.”
📞 10. Cold Calling Aids
“Write a 20-second opening script for cold calling restaurant owners in Bengaluru.”
🏢 11. Government Tenders / RFP Responses
“Help me write a response to a Smart City RFP for a surveillance system.”
🧭 Summary Cheatsheet
| Task | ChatGPT Helps With |
|---|---|
| 🎯 Lead Qualification | Score leads based on Indian market criteria |
| 📝 Proposal Writing | Craft client-ready proposals and slides |
| 📈 CRM Data Analysis | Interpret funnel data and suggest improvements |
| 🧑🤝🧑 Customer Segmentation | Define personas across geographies and industries |
| 📧 Email Campaigns | Write multi-step outreach with regional tone |
| ❓ Objection Handling | Handle typical price/feature/budget objections |
| 🥇 Competitive Positioning | Differentiate vs. Indian and global rivals |
| 🧑🏫 Sales Training | Create scenarios, quizzes, and onboarding docs |
| 🗣️ WhatsApp Scripts | Draft short, effective regional pitches |
| 📞 Cold Calling Aids | Generate quick, impactful talk tracks |