Deal Coach: Win More Deals Together

Use AI to help your sales team make better decisions and close more deals. It learns from your top performers, gives real-time advice on each opportunity, and ensures that your team follows your best practices.

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Sales Managers, Improve Coaching, Keep It Consistent

Share Winning Strategies Fast

Use AI to find out what makes your top salespeople successful. Then, share those tips with your team, helping everyone learn from the best.

Make Coaching Easier

Let AI take care of the routine coaching tasks. It applies your sales process to each rep’s deals, saving you time and making sure everyone follows the right steps.

Sales Reps, Succeed Faster, Close More Deals

Get Tips for Each Deal in Real-Time

Receive AI advice at every step of your deal. Make smart choices quickly and with confidence.

Use Strategies That Fit the Industry

Adjust your approach with AI guidance that matches each customer’s industry. Make sure your pitch fits what they need and understand.

Sales Leaders, Increase Revenue, Improve Performance

Reach the Right People

AI checks if you’re talking to the right decision-makers in each deal. Connect with key people to close big sales.

Handle Concerns Automatically

Let AI find and address customer worries early. Keep deals on track by managing risks and follow-ups efficiently.

Check out other use cases

Easily pull insights from financial reports, contracts, and other key documents.

Use AI to check your sales activities and spot risks quickly to better manage your team.

Use AI to understand and sort emails quickly, making it easier and faster to help your customers.

Frequently asked questions

What is GPTfy?

GPTfy is the Salesforce-native, enterprise-grade solution that accelerates your Salesforce integration with ChatGPT.

How does GPTfy work?

GPTfy anonymizes and securely sends relevant Salesforce data to ChatGPT and other AI services for processing. It brings back the results right inside Salesforce. This lets your Sales, Customer Success, Marketing, and other Salesforce users benefit from AI-based automation.

How much time does it take to implement GPTfy?

GPTfy comes with drop-in integration and takes less than an hour to set up. The integration may require more time depending on the AI selected and your requirements. Contact us to understand your needs and provide a better estimate.

Is GPTfy GDPR, CCPA, CPRA, and HIPAA compliant?

GPTfy processes data on the Salesforce platform before sending it to the AI server. For Salesforce’s compliance with various regulations, please refer to https://compliance.salesforce.com/en.

AI-related regulatory requirements depend on your integration and security choices. Please contact us so that we can help address this better.

How can I get started with GPTfy?

Schedule a meeting with us to get started with ChatGPT integration in Salesforce. During the meeting, we will understand your needs and get you started.