Solution

By Cloud

AI for Sales Cloud

Slashe grunt work, empower sales reps

AI for Service Cloud

Streamlines support, reducing rep overwhelm

AI for Health Cloud

Enhance productivity, reduce manual tasks

By Industry

AI for Financial Services

Improve Client Experience and Sales

AI for Insurance

Empower Agents and assure Peace of Mind.

AI for High-tech

Boost sales and enhance the high-tech user journey

AI for Real Estate

Drive Sales and improve the real estate experience

AI for Higher Ed

Improve the admissions lifecycle for alumni with AI

Salesforce + AI

Keep AI Safe and Secure in Your Salesforce Enterprise: A Practical Guide

Guide to implement AI securely in your Salesforce

Read More »
Features

Einstein Chatbot + AI

Augment your chatbot’s capabilities with Gen AI

GPTfy Voice

Think. Speak. Done. In 59 Seconds.

Communities Integration

Enhance your Experience Cloud with Gen AI

Gmail/Outlook integration

Utilize Gen AI within your email plugin

File Analysis

Uncover valuable information from your documents

Prompt Builder

Customize prompts to control AI behavior

Flow & Apex integration

Automate AI processes and reduce coding efforts

External Object Integration

Connect external objects to your Salesforce org

API Data Sources

Enrich Salesforce data with external integrations

Security Layer

Ensure data privacy with GPTfy’s robust security

BYOM

Seamlessly integrate AI models into your infrastructure

RAG

Extract insights from files and PDFs
Go-Live

IT + Admin

Implementation, updates, and support made easy

Security + Privacy

Secure and compliant AI for Salesforce

FAQs

Check out FAQs on AI and Salesforce.

GPTfy vs Other Cloud

Discover why GPTfy is the better choice

About Us

E-meet our team behind GPTfy
Resources

Demo Videos

Check out real use cases in action

Use Cases

Find out the real use cases of Salesforce + AI

Guides

Everything you need to know about Salesforce + AI.

Blogs

Stay updated with our blogs on Salesforce + AI

Knowledge Base

Access technical docs for setup and integration

Webinars

Check out the webinar recordings on AI and Salesforce
Why GPTfy
Pricing

How Salesforce + AI Can Drive Real Business Value in Your Enterprise

This is part 1 of a detailed series on the Salesforce + AI Roadmap and consideration, how we should think about it, what business use cases you can solve with AI, what about security, privacy, and more.

What?

A simple guide that shows how AI can improve your business when used with Salesforce. We’ll look at real customer service, sales, and document handling examples that save time and money.

Who?

For teams wanting to use AI to solve real problems in service, sales, and document handling with clear results to show.

Why?

To move past the AI hype and create projects that deliver real value.

-> Save money. Work faster. Make customers happier.

What can you do with it?

Make customer service better and faster with AI
Help sales teams close more deals
Process documents like claims and bills automatically

3 Big Ways AI Can Help Your Business

1. Better Customer Service

In service and support, AI can help by summarizing claims and cases, checking how customers feel, routing cases to the right people, and suggesting knowledge base articles to help your team. It can even work with chatbots to help customers right from your app.

Understand Customer Issues Faster

Let AI read and summarize long customer conversations
Know if customers are happy or upset automatically
Spot the main problems quickly
Track how customer mood changes over time
Step in early when customers seem unhappy

Send Cases to the Right People

AI finds the best agent for each problem
Shows similar past cases that were solved
Sets case priority automatically
Knows which cases need experts
Gets customers help faster

Make Knowledge More Useful

AI finds the best agent for each problem
Shows similar past cases that were solved
Sets case priority automatically
Knows which cases need experts
Gets customers help faster

Smart Customer Support

AI chatbot helps customers 24/7
It gives help based on what customers are doing
Connects to human agents smoothly when needed
Makes support personal for each customer
Spots problems before customers complain

2. Boost Sales Results

For sales teams, AI can help them understand relationships better, spot sales chances, and work better with partners through healthcare.gov and other channels.

Help B2B Sales Teams

Understand customer relationships better
Get insights about competitors
Score deals by chance of winning
Suggest what to do next
Write meeting notes automatically

Improve B2C Sales

Predict what customers might buy
Suggest the right products
Find chances to sell more
Understand customer journeys
Make messages personal

Support Sales Partners

Predict what customers might buy
Suggest the right products
Find chances to sell more
Understand customer journeys
Make messages personal

Bring Any AI Models to Your Salesforce

Handle questions securely with AI. Works with Pro, Enterprise & Unlimited - your data never leaves Salesforce.

Get GPTfy Read More here

3. Handle Documents Smarter

AI can help you go through the PDFs to get the answers to the customer query, compare PDFs from insurance, find key insights, and more.

Read Documents Automatically

Pull important info from claims and bills
Find differences between documents
Spot possible rule breaks
Find missing information
Turn paper documents into digital data

Compare Documents

Match doctor bills with insurance papers
Find billing patterns
Track document changes
Make summary reports
Save time on paperwork

Work Faster

Cut document review time by more than half
Make fewer mistakes
Handle papers faster
Need fewer people to process documents
Handle more work without adding staff

Making the Business Case

You have to find those use cases that can show the value, aka help your Salesforce end users, and give a decent ROI on it, which justifies the investment in AI for your Salesforce.

Show the Value & Numbers That Matter

How much faster work gets done
How many problems get fixed the first time
How much time is saved on paperwork
How much more work each person can do
How many fewer escalations are needed

Calculate Salesforce + AI ROI here.

Other Benefits

Happier customers
Happier employees
Better rule following
Less risk
More consistent work

How to bring AI into your Salesforce Plan Step-by-Step

The best approach is phased implementation. Start with very specific, low-risk, less invasive features that show clear value.

1. Start Simple

Begin with basic summaries
Add mood checking
Start basic document reading

2. Add More Features

Make routing smarter
Read more types of documents
Add knowledge suggestions

3. Advanced Tools and Features

Add AI chat
Add deeper analysis
Add prediction tools

Conclusion

AI in Salesforce can make your business work better and faster.

Start with simple projects that show quick results, like having AI read documents or summarize cases.

Then, build on what works and do more. The key is to begin with clear goals that save time or money and grow from there.

Next Steps:

Look where your teams spend too much time or need to correct things.
Start using AI there first. Things like case summaries or document reading can show quick wins.
Check out other Salesforce + AI Use Cases
Watch the Salesforce + AI Use Cases Demo
Check out GPTfy Blog for parts on Salesforce + AI Roadmap and Consideration

Saurabh Gupta

Saurabh is an Enterprise Architect and seasoned entrepreneur spearheading a Salesforce security and AI startup, with inventive contributions recognized by a patent.