Examples of query and modify CRM
Looking to add a CRM to CalendarHero? For a full review of supported CRM functionality please visit:
The article below lists examples of our BETA CRM "Query & Modify" feature.
A user can update their advanced CRM settings related to "Query & Modify" from https://app.calendarhero.com/settings/crm
Setting the Default Provider: The default CRM provider will set the listed provider as the default for information and deal updates (e.g. if you told your assistant “add activity about United Oil” this will be added to the CRM listed as the default)
Log activity after the meeting is over: From the settings page, each CRM user can specify if they want to be prompted to log activity in their CRM after each meeting. This prompt is done in chat, so only useful if you have enabled a chat platform like Slack.
[BETA] How to Query and Modify CRM data via Chat
This functionality is available via our chat platform integration and requires Salesforce or Hubspot integration.
This BETA feature is turned off on all new CalendarHero accounts by default but can be enabled for individual users from the User Applications settings ( https://app.calendarhero.com/skills/list) or by the Team Plan administrator from the Organization Application settings (https://app.calendarhero.com/org/apps/list).
BETA NOTE: As this is the first version of the CRM the phrases a user can use to request or update the CRM data are somewhat limited. Below is a handy guide on how best to ask your assistant to perform a CRM related task.
Log activity / note
The CRM feature includes the ability to log a short note on demand or after the meeting is over. This is a quick way for sales reps to log an activity (i.e discovery call) to multiple contacts and multiple deals at the same time. Logging activity can be done manually or it will prompt you at the end of your meeting with a client.
User settings for how to log activity after meetings are set here: https://app.calendarhero.com/settings/crm
To manually request to log activity say "Log pilot kick-off with <company name>" OR "Log discovery call with <contact name>". Your assistant will find the matching records and ask you to confirm. On confirmation, the information will then be added as a NOTE on the related records.
It allows users to find a list of deals. Narrow down the results by including specific criteria in a single query.
|Ask to find deals and follow the steps to specify criteria:||Ask to find deals and provide criteria in a single query:|
| “Find deals”
“Find united oil deals”
"Find Coke Deal"
| “Find united oil deals closing next week”
“Find united oil opportunities in the prospecting stage”
“Find deals in pilot stage”
When a user asks a general “Find Deals” or “Show Deals” all matching deals are displayed in a list.
When searching for a specific deal make sure to include the word "deal" in the query. (e.g. Say "Find Rogers deal" and not "Find Rogers). If more then one matching deal is available, your assistant will ask you to select the correct deal.
The deal list will include the deal name, stage, closing date and a URL to view more information. The URL links to the CRM (a user would need a login to view the related info directly in the CRM). Currently, the order of the list in whatever order the CRM provider returns them.
It allows users to quickly create a new deal.
|Ask to create a deal and follow steps to provide deal details:||Ask to create a deal and provide deal details in a single query:|
|“Create a new deal”,“Create an opp”“Add a deal”“Add a Coke deal”||“Add a coke deal for paul closing March 22”|
For a general “create a new deal” requests your assistant will prompt for:
- who the opportunity is for
- the account (deal) name
- the closing date
Who is the opportunity for?
- The reply must be the client contact name / email
- If you enter a non-contact then the flow will fail.
If some information is missing our intelligent system will try to infer some of it from contacts, in the real. For example, if you don't provide a deal name, it will find that contact in CRM and will use their company as the name of that deal.
When creating a new deal, users can add details, by spelling out a deal name, contacts in that deal, amount, stage, closing date, and an account it is associated with.
Once the deal / new opportunity is created CalendarHero provides a URL. A user can easily click the URL to view the deal details / additional information in the CRM.
Modify the deal’s closing date, stage, etc. This feature allows users to quickly modify the deal’s stage, amount, closing date, contacts, etc.
|Ask to modify a deal and follow the instructions:||Ask to modify a deal and provide details in a single query:|
| “Modify a deal”
“Change an opportunity”
|“Change united oil opportunity closing date to next Tuesday”|
If you need further assistance, please contact us.