Find the right profiles in your CRM from a customer brief

What was done

According to the testimony published by France Num, Valtus has developed in a few months a tool that reads the need expressed in a brief or specification and proposes profiles of its base, without touching the CRM code. The firm has also opened an internal generative AI space to its teams, with libraries of shared rapids. The first results are considered encouraging but perfectable: the quality of the suggestions depends directly on the quality of the cards entered in the CRM.

Before you start

Tool cited by the source: Customized IA. Gather the information the prompt asks for. Strip confidential data that is not needed and check your tool’s access terms. Features and plans can change.

The method, in three steps.

1. 01

   Gather the context

   Gather the information described in the prompt.

2. 02

   Adapt the prompt

   Copy the prompt below, replace the bracketed items, then paste it into the AI assistant you use. The cited tool (Customized IA) is not necessarily available to the public..

3. 03

   Reread before using

   Reread the result, correct it if needed and keep the final decision. Caveats are detailed below.

Your starting point.

Replace the bracketed items, then adapt the proposal to your situation. This prompt is written by the iadujour desk It is not a quotation from the source.

Here's a customer brief:
Here is an anonymous export of profiles (skills, sectors, availability):

1. Reformulates the requirement in 5-7 verifiable criteria, separating mandate and desirable.
2. Class the 10 closures profiles. For each: criteria met, criteria missing, point to be checked in maintenance.
3. List the sheets too incomplete to conclude.

Do not invent any skills absent from the records. You propose, I decide.

What deserves your attention