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Revolutionise Sales Enablement with conversational AI and Embedded Help & Training for Salesforce

AI sales enablement supercharged

In today’s competitive business landscape, equipping your sales team with the right knowledge and resources is paramount for success. Sales enablement has emerged as a crucial aspect of modern sales strategies, and with fast paced advancements in conversational AI and technology, you can now take your sales team’s training and support to the next level. 

In this blog post, we will explore how using OpenAI’s integration (aka ChatGPT) to create help and training content for sales reps, and embedding these “nuggets” within Salesforce using Improved Help, can streamline your sales enablement efforts and drive better results.

What is Improved Help?

Before we delve into the exciting integration with OpenAI, let’s first understand what Improved Help is and what this new release brings to the table.

Improved Help is a 100% native Salesforce app designed to enhance your sales and support processes. It provides very context-sensitive, on-demand training and support content right within the Salesforce interface. This means that when your sales reps are working on leads, opportunities, or customer support cases (or any other object for that matter), they can access relevant, to their role,  training materials and resources with just a few clicks.

Seamless OpenAI Integration

The latest release of Improved Help (v1.54.1) brings ChatGPT style capabilities, the powerful AI conversational language model, directly into the Improved Help environment. This allows you to create content in situ to help you get started quickly, meaning you can generate training materials, help content, or knowledge articles without leaving Salesforce and more importantly not having to learn or know anything about ChatGPT.

Simply write a little summary of what you want to help Users with and we’ll do all the rest… Here you can see we wanted to explain why a Sales methodology is so important…The large highlighted text was our idea/prompt…The rest was automatically generated by OpenAI…Now all an author needs to do is review/tweak things where required and click publish.

The Challenges of Sales Enablement

Sales enablement involves providing your sales team with the tools, resources, and knowledge they need to excel in their roles. Sales reps often face several challenges:

Information Overload: The ever-expanding product knowledge and sales strategies can overwhelm sales representatives, making it challenging to find relevant information quickly.

Inconsistent Training: Training materials are often scattered across different platforms, even specialised Sales Enablement tools can lead to inconsistent learning experiences.

Need for Real-Time Support: Sales reps frequently need immediate answers to customer queries or objections, which can be difficult to provide without up-to-date resources.

Conversational AI: Your Sales Enablement Ally

ChatGPT, can transform your sales enablement strategy. Here’s how it can help:

Rapid Content Creation: ChatGPT can generate training and help content at an unprecedented speed. No need to start from a clean sheet of paper anymore. Whether you need product descriptions, sales pitches, or objection handling guides, ChatGPT can produce high-quality content efficiently, in an easy to read format.

Personalised Training: ChatGPT can tailor content to specific roles, addressing their knowledge gaps and learning styles. It can also be customised to generate content that aligns perfectly with your organisation’s style and tone. 

24/7 Support: ChatGPT can serve as a virtual assistant, providing answers to sales reps’ questions round the clock. This ensures that reps are never left in the dark when dealing with customers.

Consistency: ChatGPT helps you with consistent messaging and training across the sales team, reducing confusion and miscommunication.

Embedding ChatGPT Content in Salesforce with Improved Help

Now that you’ve created a treasure trove of training content with ChatGPT, it’s time to make it easily accessible to your sales team. This is where Improved Help comes into play. Improved Help is a Salesforce app that enables you to deliver context-sensitive, on-demand training and support content right within the Salesforce interface, no matter if your users access Salesforce from a browser or Salesforce Mobile.

Here’s how you can integrate ChatGPT-generated content with Improved Help:

Seamless Integration: Improved Help seamlessly integrates with Salesforce, ensuring your sales reps have access to the right information, in the right place, at the right time.

Nugget Creation: Use ChatGPT to generate training ‘nuggets’ or bite-sized pieces of information that are highly relevant to a specific sales task, such as handling objections or presenting a new product feature.

Tagging and Categorisation: Organise your ChatGPT-generated nuggets and existing content into categories and tag them to align with your sales processes, making it easy for reps to find the information they need, when they need it.

Search and Suggest: Improved Help enhances the Salesforce Einstein (AI) global search functionality, suggesting relevant training nuggets as reps interact with leads and opportunities (or any other record). This proactive support ensures reps always have the right information at their fingertips.

Sentiment, Feedback and Analytics: Gather feedback from your sales team to continuously improve your nuggets and training materials, utilising our packaged reports and dashboards. Analyse usage data to understand what content is most valuable and optimise accordingly. Use this well structured data to feed your Chatbot(s) AI models.

The Benefits of ChatGPT and Improved Help

By leveraging ChatGPT for content creation and Improved Help for content delivery, your sales enablement strategy gains several benefits:

Enhanced Productivity: Sales reps spend less time searching for information and more time selling, ultimately improving their productivity and well-being.

Consistent Messaging: Ensure that your entire sales team conveys the same message to customers, creating a unified brand image.Stop them holding onto old content because it took them so long to find it! 

Faster Onboarding: New hires can quickly get up to speed with comprehensive, on-demand training materials, with easy access to their very own in-app coach.

Improved Customer Experience: Access to accurate information allows sales reps to address customer concerns more effectively.

Data-Driven Decision-Making: Analytics from Improved Help can guide content improvements, tailoring your training resources to what works best.

“Using ChatGPT for content creation and Improved Help for surfacing this content at the point of need is a game-changer for Sales Enablement. With this powerful combination, you can provide your sales team with the knowledge, training, and support they need to succeed, all while streamlining your sales processes and ensuring a consistent, high-quality customer experience.”

Simon Thompson | CEO | Improved Apps

Check out one of our most popular guides here: Sales Enablement Supercharged with AI, which includes practical tips and over 20 useful prompts.

Embrace the future of sales enablement with conversational AI and Improved Help, and watch your sales team thrive. When they thrive, they will win more deals and win more deals faster, driving more revenue business outcome and lower turnover of staff.

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