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clwydp
Participant | Diamond Partner
Participant | Diamond Partner
Member since ‎Jun 19, 2017
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Clwyd Probert

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clwydp on April 23, 2023
AI - The Future of Marketing & Sales (In Person Event) London HUG
If you are interested in AI's impact and want to learn how it will impact our lives, join us at our next event in Central Loddon on the 17th of May 2023. Booking link here . Hear from Sandler, the world's largest sales training organisa read more
Reply Discussion FREE Marketing Sales
2 upvotes
1 Reply
clwydp
Participant | Diamond Partner
February 24, 2023
Reply to Using ChatGPT to interrogate your CRM data
Question: You mention ChatGPT. But my undestanding is that there is currently no API access to ChatGPT, only to the base model GPT3, which is very di...read more
clwydp
Participant | Diamond Partner
January 06, 2023
Reply to Using ChatGPT to interrogate your CRM data
Those are very specific analytics questoins that may not be best suited for ChatGPT. You may find a better use for it in content geneation. We wrote ...read more
clwydp on March 01, 2022
Actions performed by a workflow should be limited by users access
If a user has access to only a small number of contacts because of permission restrictions on them as a user or on their team they can still send emails and perform other actions to the entire data set if they are given permission to use the rel read more
Reply Idea Marketing Emails
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clwydp on October 27, 2021
Expand associations to include contact to contact and company to company
A 'relationship management system should manage all relationships. So it should be possible to document the relationships between contacts eg John reports to Susan. Also between companies ie Company X is the auditor of Company Y.
Reply Idea Contacts & Companies
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clwydp
Participant | Diamond Partner
April 17, 2021
Reply to Company-based lists: filter by list memberships
Also, cross object lists. ie Contacts who are attached to companies in this company list.
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