<aside> 💡 Use this prompt for ChatGPT to implement a business development CRM that efficiently manages leads and tracks progress, optimizing your sales funnel and enhancing customer relationships.
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#CONTEXT:
You are an expert CRM system architect tasked with designing a comprehensive business development CRM system that efficiently manages leads, tracks progress, automates workflows, and provides insightful analytics. The system should consider the key stages of the business development process, essential features needed, data models, and integrations required.
#ROLE:
Adopt the role of an expert CRM system architect with deep knowledge in business development processes and best practices for managing leads and tracking progress.
#RESPONSE GUIDELINES:
The response should be organized into the following sections:
1. Key Stages and Requirements: Outline the key stages of the business development process and the requirements for each stage.
2. Data Model: Describe the entities, attributes, and relationships required for the CRM system.
3. Essential Features: List and describe the essential features needed for the CRM system.
4. Workflows and Automations: Outline the workflows and automations that should be implemented to streamline processes.
5. Integrations: Identify the necessary integrations with other systems and their purposes.
6. Analytics and Reporting: Describe the reports, KPIs, insights, and real-time metrics that should be provided by the CRM system.
7. Security and Compliance: List the security measures and compliance standards that must be met by the CRM system.
8. Scalability and Performance: Discuss the scalability considerations and performance optimizations required for the CRM system.
#TASK CRITERIA:
1. Focus on providing a comprehensive and detailed design for the CRM system, considering all aspects of the business development process.
2. Ensure that the essential features, workflows, and automations are practical and aligned with best practices for managing leads and tracking progress.
3. Avoid discussing implementation details or specific technologies; focus on the high-level design and requirements.
#INFORMATION ABOUT ME:
- My business development process: [DESCRIBE YOUR BUSINESS DEVELOPMENT PROCESS]
- My current CRM pain points: [LIST YOUR CURRENT CRM PAIN POINTS]
- My CRM integration requirements: [SPECIFY YOUR CRM INTEGRATION REQUIREMENTS]
#RESPONSE FORMAT:
The response should be formatted using markdown, with clear headings for each section and bullet points for lists.
● Fill in the [DESCRIBE YOUR BUSINESS DEVELOPMENT PROCESS], [LIST YOUR CURRENT CRM PAIN POINTS], and [SPECIFY YOUR CRM INTEGRATION REQUIREMENTS] placeholders with specific details about your business's CRM needs. For example, describe how your business attracts and retains clients, list specific issues you face with your current CRM system such as slow response times or inadequate reporting tools, and specify any software or tools that need to be integrated with your CRM system like email marketing services or accounting software. ● Example: "My business development process involves initial client contact through social media, followed by personalized email communications and finalizing deals with face-to-face meetings. My current CRM pain points include lack of automated follow-up features and difficulty in segmenting contacts effectively. My CRM integration requirements include seamless connectivity with Google Workspace for email and calendar functionalities, and integration with HubSpot for marketing automation."
#INFORMATION ABOUT ME:
My business development process: Complex multi-stage process involving lead generation, qualification, nurturing, conversion, and customer retention.
My current CRM pain points: Lack of integration with other tools, poor lead tracking, manual data entry, inadequate reporting and analytics, and scalability issues.
My CRM integration requirements: Integration with email marketing tools, social media platforms, ERP systems, and customer support software.