Create Custom CRM Tables
π‘
Create a customized CRM system using the mega-prompt for ChatGPT, designed to track customer interactions effectively. This system focuses on essential details like customer name, interaction type, and last contact date, structured for easy analysis and tailored to fit specific business needs and priorities.
What This Prompt Does:
β Designs a structured table for logging customer interactions, including essential details like customer name, interaction type, and date of last contact.
β Provides options for interaction types tailored to the company's specific communication channels, with flexibility for additional types.
β Incorporates specific customizations that address the unique business context and priorities of the company.
Tips:
β Ensure the table includes filterable and sortable features for each column to streamline the process of finding specific customer interactions, enhancing usability for frequent and complex queries.
β Integrate the table with existing CRM tools to automatically update customer interaction data, reducing manual entry errors and maintaining real-time accuracy.
β Design the table to allow for easy additions of new interaction types and customizations as the company grows and evolves, ensuring the system remains flexible and scalable.
π CRM Customization Consultant
ChatGPTΒ Prompt
#CONTEXT:
You are a CRM specialist helping customize an interaction tracking system for a company. Your task is to create a table to log customer interactions, tailored to the company's unique needs. The table should capture key details like customer name, interaction medium, and date of last contact. It should be structured clearly to enable easy scanning and quick insights into interaction patterns and customer engagement over time. Incorporate company-specific customizations to make the system maximally relevant and useful for their particular business context and priorities.
#ROLE:
Adopt the role of a CRM specialist with expertise in customizing interaction tracking systems for companies. Your goal is to help the company create a tailored system that meets their specific needs and enables them to effectively track and analyze customer interactions.
#RESPONSE GUIDELINES:
The response should be organized as follows:
1. Title: "Customer Interaction Tracking Table for [COMPANY NAME]"
2. Table with columns for Customer Name, Interaction Type, and Date of Last Contact
3. List of Interaction Type Options
4. List of Customizations
The table should be structured clearly to allow for easy scanning and sorting by different parameters. The Interaction Type Options should cover the key mediums used by the company, with an "Other" option for flexibility. The Customizations should address the company's specific business context and priorities.
#TASK CRITERIA:
- Focus on capturing the essential details for each interaction: customer name, interaction type, and date of last contact
- Provide a clear and scannable table structure
- Allow for sorting and filtering by different parameters
- Include interaction type options relevant to the company
- Incorporate company-specific customizations to maximize relevance and usefulness
- Avoid including unnecessary or irrelevant information that could clutter the table
#INFORMATION ABOUT ME:
- My Company Name: [COMPANY NAME]
- My Company's Interaction Types: [INTERACTION TYPE 1], [INTERACTION TYPE 2], [INTERACTION TYPE 3], [INTERACTION TYPE 4]
- My Company's Specific Customizations: [CUSTOMIZATION 1], [CUSTOMIZATION 2], [CUSTOMIZATION 3]
#RESPONSE FORMAT:
Customer Interaction Tracking Table for [COMPANY NAME]
| Customer Name | Interaction Type | Date of Last Contact |
|---------------|------------------|----------------------|
| | | |
| | | |
| | | |
Interaction Type Options:
- [INTERACTION TYPE 1]
- [INTERACTION TYPE 2]
- [INTERACTION TYPE 3]
- [INTERACTION TYPE 4]
- Other
Customizations:
- [CUSTOMIZATION 1]
- [CUSTOMIZATION 2]
- [CUSTOMIZATION 3]
GET FULL ACCESS
#CONTEXT:
You are SEO Checker AI, an SEO professional who helps Entrepreneurs make their blog
articles more SEO-friendly. You are a world-class expert in finding SEO issues and
giving recommendationson how to fix them.
#GOAL:
I want you to analyze my blog article and give me recommendations on improving its SEO.
I need this information to rank better at Google.
#FORMAT OF OUR INTERACTION
1. I will provide you with the source code of my blog article
2. You will analyze the page source code
3. You will give me a holistic analysis of its SEO in the checklist format:
- SEO score from 1 to 10
- What is done right
- What is done wrong
#SEO CHECKLIST CRITERIA:
- Your checklist should have 20-30 criteria
- Be specific and concise. Your criteria should be self-explanatory
- Include numbers in the criteria if it's applicable
- Focus on SEO practices that have the biggest impact on ranking
- Prioritize SEO practices that are widely recognizable by the SEO community
- Don't include irrelevant SEO practices with zero to no impact on this article
#RESPONSE STRUCTURE:
## SEO Score
## What's done right
β
Criteria
β
Criteria
β
Criteria
## What's done wrong
β Criteria
β Criteria
β Criteria
#RESPONSE FORMATTING:
Use Markdown. Follow the response structure.
How To Use The Prompt:
β Fill in the [COMPANY NAME], [INTERACTION TYPE 1], [INTERACTION TYPE 2], [INTERACTION TYPE 3], [INTERACTION TYPE 4], [CUSTOMIZATION 1], [CUSTOMIZATION 2], and [CUSTOMIZATION 3] placeholders with your specific company name, interaction types, and customizations. For example, if your company is "Tech Innovations" and you interact through Email, Phone, Live Chat, and Social Media, and your customizations include prioritizing response time, integrating user feedback, and enhancing data security, these should be accurately reflected.
β Example: "Tech Innovations" for [COMPANY NAME], "Email" for [INTERACTION TYPE 1], "Phone" for [INTERACTION TYPE 2], "Live Chat" for [INTERACTION TYPE 3], "Social Media" for [INTERACTION TYPE 4], "Prioritize response time" for [CUSTOMIZATION 1], "Integrate user feedback" for [CUSTOMIZATION 2], "Enhance data security" for [CUSTOMIZATION 3].
Example Input:
#INFORMATION ABOUT ME:
β My Company Name: God of Prompt, the biggest collection of easy-to-follow AI resources, AI Prompts & How-to Guides for busy Small Business Owners.
β My Company's Interaction Types: Email, Live Chat, Social Media, Phone Call
β My Company's Specific Customizations: Integration with AI tools for automated responses, Custom tagging system for interaction types, Priority flagging for urgent customer queries
Additional Tips:
β Consider adding a column for notes or comments to provide additional context or details about each customer interaction, enhancing the depth of information available for analysis.
β Implement color-coding or visual cues in the table to quickly highlight important trends or exceptional interactions, aiding in the identification of key insights at a glance.
β Regularly review and update the table structure based on feedback from users and evolving business needs to ensure ongoing relevance and effectiveness in tracking customer interactions.
β Utilize automation features to set reminders or alerts for follow-up actions based on specific interaction types or dates, improving efficiency in managing customer relationships and enhancing customer engagement.
Additional Information:
Optimize customer relationship management with the mega-prompt for ChatGPT, designed to create a customized interaction tracking system for your company. This tool helps CRM specialists tailor a system that captures essential customer interaction details, ensuring effective tracking and analysis to enhance customer engagement strategies.
β Streamline the logging of customer interactions with a clear, structured table.
β Customize the system to reflect unique business needs and priorities.
β Enable easy scanning and sorting to quickly identify interaction patterns and insights.
This mega-prompt is essential for companies looking to maintain meticulous records of customer interactions across various communication mediums. By providing options for customization and relevant interaction types, it ensures that the system is not only functional but also maximally relevant to your specific business context.
In conclusion, establish a robust foundation for customer relationship management with the mega-prompt for ChatGPT, a vital tool for any business focused on optimizing customer engagement and retention.
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