Objective:
Guide users on how to utilize Drum's Composer AI features to simplify the process of adding sales opportunities to their Drum account by forwarding sales inquiry emails.
Key Steps:
Access the opportunities page and click on the option that says "Copy AI sales inbox address to clipboard."
Forward sales inquiry emails to the copied link to convert the inquiry into a Drum opportunity within seconds.
Provide additional context in the forwarded email such as budget, opportunity template selection, and assignment preferences.
Drum Composer will automatically create a new opportunity, allocate contacts, generate a proposal, and associate the email with the opportunity.
Review the created opportunity in your Drum account to ensure accuracy.
Make any necessary adjustments or corrections to the information generated by Drum Composer.
Cautionary Notes:
Ensure that the AI feature is enabled in your Drum account before attempting to use the Composer AI for creating sales opportunities. Drum Composer is available for all user accounts during the early access period.
Double-check the details provided in the forwarded email to avoid any inaccuracies in the generated opportunity.
Review and verify all information in the created opportunity to maintain data accuracy.
Tips for Efficiency:
Add the AI sales inbox address as a contact in your email for easy access.
Provide clear and concise context in the forwarded email to assist Drum Composer in generating accurate opportunities.
Utilize the conversational capabilities of Drum Composer to streamline communication.
Take advantage of the free early access period to test and provide feedback on the Composer AI feature.
By following these steps, users can effectively leverage Drum's Composer AI features to streamline the process of adding sales opportunities to their Drum account, ultimately enhancing productivity and accuracy in managing sales inquiries.