Getting all your leads into some kind of CRM system is crucial if you want to make as many sales to those leads as possible. It's best if this happens automatically - rather than having someone type them in. But this can be tricky, especially if you get leads from more than one source.
A client of mine in the motor trade gets thousands of leads every month from:-
None of these sources add leads directly to their CRM system, instead they deliver them by email.
Until now, I've relied on Zapier's email parser to extract contact information like first name, last name, email address and phone number from the lead delivery email and put it into the CRM.
Here's how it works:-
We've handled about 100 000 leads this way. It has generally worked ok - but there have been some frustrations:-
It turns out that ChatGPT (an AI-based language processing tool) is really good at extracting data from emails. It took a little tweaking to get the instructions right, but after that the AI scored 100% on a test of 1 000 lead delivery emails in various formats.
Here's the non-technical explanation of how it works:-
I was so excited about this technology that I just had to write about it. I hope it's as interesting to you as it is to me.
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Over the last few years I've done deep work with a handful of clients to increase the number of sales they made from their Google and Facebook leads. I've put what I've learned into a 9-lesson email course.
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