What?
This is a plain English guide to GPTfy, an AI tool that automates sales and service processes and improves customer experiences in Salesforce.
Who?
Salesforce Admins, Business Analysts, Architects, Product Owners, and anyone who wants to maximize their Salesforce + AI potential.
Why?
Streamline manual processes with AI. Personalize experiences for each customer.
Drive continuous improvement through automation.
What Can You Do With It?
Let’s get down to business.
You’re here because you want your Salesforce to run smoother than a freshly oiled machine, not stutter like a relic from the past.
GPTfy supports a wide variety of automation to meet the requirements of your business processes so that you can get a good ROI on your AI investments.
Let’s talk about the automation blues.
In the digital world, you’d think getting systems to talk to each other would be a piece of cake, right?
But nope, it’s more like trying to get rival football fans to share a pint.
Here are a few challenges:
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GPTfy tackles automation roadblocks head-on, empowering businesses with:
Powerful AI models and LLMs from market leaders like AWS, Azure, OpenAI, etc., can be integrated declaratively with GPTfy to bring this automation to your Salesforce users.
This is done natively/on-platform, so your users do not have to learn anything new; they just get a seamless experience.
Your Salesforce platform is not just about automating the mundane; With GPTfy, it’s equipped with AI-driven decision-making capabilities that can deliver personalized recommendations and actions.
For example, AI can make case resolution recommendations even before a Support rep looks at it, thus saving time and improving efficiency.
In the fast-paced world of customer service and sales, GPTfy ensures you stay ahead of the competition with continuous innovation.
For example, with Salesforce and GPTfy integration, your Sales users can automatically run whitespace analysis for their account before meeting a key stakeholder.
This lets them bring significantly more context of their prospect without doing the tedious gruntwork.
GPTfy's core strengths allow your business to:
GPTfy tracks the time and cost your users are saving by using AI. This lets you Accelerate digital processes, justify AI investments, and significantly reduce the time spent on routine tasks, leading to a more efficient, productive workplace.
Data-driven insights for optimized operations, helping you make informed decisions that propel your business forward.
Businesses generate and accumulate data at unprecedented rates but are rarely able to use it – especially when it is unstructured, such as emails, case comments, meeting notes, and documents/files.
What if you could automate the generation of meaningful insights from it?
You can accomplish this in two simple steps:
Consider that you want a weekly digest of customer feedback to help you improve your services. With GPTfy scheduled every Friday, you get a comprehensive report that distills customer sentiment across all touchpoints, equipping you to start the following week with actionable insights.
When it’s time to update your customers about a new product or policy change, GPTfy’s batch processing can generate personalized messages tailored to each customer segment, all with the click of a button.
In the realm of data analysis, GPTfy proves invaluable. It can sift through market trends, financial reports, and consumer data, providing you with the summary and insights needed to make informed strategic decisions.
This potent combination means that as soon as a record is created or updated, GPTfy jumps into action, instantly applying AI processing.
Imagine every new service case update triggering a tailored response, customer queries getting answered on the fly, or new content being drafted without you lifting a finger.
What It Does
GPTfy can be invoked through a Salesforce flow to apply AI processing when a record is created or changed.
This allows you to build real-time or near-real-time automation that automatically updates Service cases, answers customer questions, creates content, or analyzes data.
How It Works
Here’s the beauty of it: you don’t need to code.
All GPTfy prompts are accessible from Salesforce flows and can be invoked for your business-specific triggers.
You can simply create a flow, add an Apex action that refers to a GPTfy prompt, pass it a record ID, and have GPTfy run AI on your data securely, fully automated, and without writing any code.
Each new entry in your service case can be auto-analyzed, categorized, and even suggested for resolution without you having to scrutinize the details manually.
Customer queries can receive immediate, AI-driven responses that feel personal and thoughtful, enhancing customer satisfaction without overwhelming your support team.
When it comes to data, GPTfy can be set to sift through numbers and trends, providing insights and analytics that would otherwise require hours of human labor.
Compatible with Pro, Enterprise & Unlimited editions. Save on licensing costs.
In Salesforce, automation has always been a North Star, guiding enterprises toward greater efficiency and precision.
However, this mechanism is often limited by its inability to seamlessly interact with external systems and third-party tools, especially emerging ones such as Gen-AI, that are becoming essential for more comprehensive automation.
The complexity of tasks demanding nuanced decision-making and the relentless evolution of customer expectations – these hurdles have often made full automation with Gen-AI in Salesforce a bridge too far.
Enter GPTfy, a solution designed for standards-based integration using REST API.
The integration optimizes operations by automating the data flow between Salesforce and external systems.
For instance, market intelligence tools that gather global economic data can now directly inform your Salesforce dashboards, enabling smarter business decisions.
Imagine an AI that crafts a follow-up email based on a customer’s recent interaction with your support chatbot hosted on a different platform.
Integrating financial systems allows GPTfy to assist in predictive analysis and forecasting within Salesforce.
Financial data, often siloed in separate accounting software and PDF documents, can be summarized and updated in your Salesforce to give a holistic view of fiscal health and forecasts.
With external auditing tools integrated into your Salesforce environment, GPTfy can help maintain compliance by automatically gathering audit trails and compliance data from disparate systems, ensuring you’re always a step ahead of regulatory requirements.
In today’s fast-paced digital landscape, businesses can no longer afford to rely on outdated, manual processes that hinder efficiency and customer satisfaction.
With GPTfy’s seamless integration, customizable prompts, and a suite of AI capabilities, you now have the tools to streamline workflows, enhance customer experiences, and drive operational excellence like never before.
From automating repetitive tasks to generating personalized recommendations, GPTfy empowers you to leverage the full potential of AI-driven automation.
Take advantage of this: Book a demo today to unlock your team’s full potential.
Saurabh is an Enterprise Architect and seasoned entrepreneur spearheading a Salesforce security and AI startup, with inventive contributions recognized by a patent.
In the era of digital transformation and automation, AI applications are at the forefront of innovation.
In the era of digital transformation and automation, AI applications are at the forefront of innovation.
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