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A plain English guide on using GPTfy to create a Deal Coach framework directly inside Salesforce
Salesforce admins, sales ops leaders, sales managers, and anyone who’s had it with inconsistent sales execution.
Enable your sales team with real-time, contextual deal guidance 🎯
-> Increase win rates, optimize revenue, and drive growth! 📈
Coach at Scale: Provide tailored, AI-driven guidance to every rep on every deal
Bake in Best Practices: Leverage sales stage rules, industry-specific guidance, and role-based rules.
Analyze Deal Health: Proactively surface risks and next steps to keep deals on track.
Are inconsistent sales processes and missed quotas keeping you up at night?
It’s time to take control with Deal Coach.
Here’s the deal: Traditional sales coaching methods like 1:1 mentoring and generic sales processes aren’t cutting it anymore.
You need a way to:
One-size-fits-all sales advice? No thanks.
Selling to tech-savvy customers? Deal Coach recommends:
For less technical industries, it suggests:
Additionally, Deal Coach lets you adjust your messaging, value proposition, or sales tactics to align with the unique business culture, communication style, and buyer preferences in different regions, such as the US vs. Europe or Asia.
Trying to close a huge deal by talking to entry-level employees? Yeah, good luck with that. 😅
Deal Coach ensures you’re engaging with the right decision-makers.
It applies role-based rules to recommend the right engagement level for operational managers, middle management, or senior execs:
Compatible with Pro, Enterprise & Unlimited editions. Save on licensing costs.
Objections can kill deals, but they’re often buried in meeting notes or emails.
Some sales truths are universal. Deal Coach reinforces the fundamentals; it analyzes your company’s unstructured data.
By proactively identifying and addressing concerns, reps can keep deals on track and moving forward.
Additionally, GPTfy also supports:
Content grounding ensures that AI responses are complete, appropriately toned, and correctly formatted.
With a “Deal Coach” in GPTfy, you basically come close to cloning your top salesperson, ensuring that your sales teams benefit from the collective wisdom of your top performer(s).
This is how:
Don’t be the sales leader stuck explaining another missed quota.
Schedule a demo today and see how Deal Coach can transform your sales process.
Saurabh is an Enterprise Architect and seasoned entrepreneur spearheading a Salesforce security and AI startup, with inventive contributions recognized by a patent.
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