How to Improve the Data Parrot AI
Data Parrot does a lot of work automatically to create high quality analysis of your deals.
You can see some examples of the AI analysis for Open Deals here and Won/Lost Deals here.
There are a few things the team can do to help make the AI even better, and the good news is that it's good CRM practice to do these things anyways!
1. Ensure your emails are synced
HubSpot generally makes it quite easy to sync your emails to HubSpot. Here are some quick tips:
- Ensure you have connected your email account to HubSpot. Learn more here (opens in a new tab).
- Validate the email extension is logged in and working. In your email account, you can validate this by clicking the extension icon and ensuring you are logged in.
2. Ensure your meeting transcriptions are enabled
Meeting transcription tools are a great way to capture what happened in the Zoom/Teams/Google Meet/etc. meeting. There are many different tools available, and most will have a HubSpot integration.
Meeting transcriptions help the Data Parrot AI further understand the deal, plus they help you catch up on what happened in the meeting and ensure you don't miss key details as well.
Data Parrot doesn't endorse any particular meeting app, but we do recommend to consider how the HubSpot integration works.
- Is the integration automated, or does it need manual intervention?
- How does it log the meeting transcription in HubSpot? Some tools log the meeting transcription as a note on the deal, while others log it as a meeting.
- Does the entire transcript get logged, or just the key points? Ensure as much of the meeting as possible is logged.
- Is the transcription app "trusted" by your customers?
- How accurate is the transcription? There are some older apps that are not as accurate as newer ones.
- What is the pricing model? Often transcription apps offer free tiers but quickly escalate in price.
3. Ensure your contacts and companies are being associated to your deals
HubSpot makes it very easy to associate contacts and companies to deals. Often you will haver more than one person from the customer involved in your deal - by ensuring they are in HubSpot, and associated to the deal, the AI can better understand the deal.
By associating all contacts (and companies) to the deal, you not only help the AI understand the deal, but this also helps your team gain wider visibility into the deal without needing to personally follow up with you.
With all relevants contacts associated to the deal and the email integration enabled, emails will automatically be associated to the deal which helps enrich the deal timeline history.
Pro Tip: If you associate a contact to a deal after the fact, HubSpot can automatically associate recent engagements to the deal!