Your Salesforce. Your Models. Your Control.
Bring AI for Salesforce that fits your Enterprise Architecture.
Not the other way around.
Results You Can't Ignore.
Unlock Insights, Drive Productivity, Powered by GPTfy.
Before GPTfy:
- Complex Case Management
- Productivity Bottlenecks
- Manual Processes
- Missed Opportunities
- Administrative Overload
GPTfy
After GPTfy:
- Actionable Insights
- Maximized ROI
- Optimized Workflows
- Increased Efficiency
- Faster Decision-Making
AI That Solves Real Problems
Sales Enablement
72% reduction in Admin Work
Generate emails and log activities automatically with voice commands.
Support Automation
55% lower case resolution time
Analyze cases and draft responses through intelligent automation.
Compliance & Security
100% regulatory compliance
Maintain regulatory compliance while using advanced AI capabilities.
Industry Solutions That Deliver
Financial Services, Grow Share of Wallet
Enhance advisory & retail services while maintaining regulatory compliance through secure AI implementation.
FINRA-ready communication analysis. Compliance built in.
Healthcare, Optimize Patient Outcomes
Improve care coordination and streamline documentation with HIPAA-compliant AI assistance.
PHI-Protected interaction. Patient data stays secure.
Insurance, Accelerate Policy Performance
Improve Policy Sales, Claims processing time and enhance adjuster productivity through intelligent automation.
Policy analysis automation. Claims handled faster.
More productivity. Less grunt work.
Sales Leaders, Accelerate Pipeline
Transform sales interactions into actionable insights using AI-powered analytics and automation.
Voice-to-CRM capability. Update records without typing.
AI-powered email drafting. Personalized follow-ups in seconds.
Deal Coach AI. Win rates that speak volumes.
Service Leaders, Grow CSAT Scores
Reduce response times and improve customer satisfaction with intelligent service automation.
AI Case Summarization. Complete context at a glance.
Automated Response Generation. Consistent quality every time.
Knowledge Base AI. Answers found, not searched.
Technical Directors, Secure Your Org
Implement enterprise-grade AI without compromising security through native architecture.
Multi-layered PII Protection. Compliance without compromise.
BYOM Capability. Use your secured AI infrastructure.
No Data Cloud required. Simple implementation path.
Key Technologies that Transform Your Salesforce Experience.
Prompt Builder
Create powerful AI prompts with no-code tools for consistent results.
Knowledge Resources to Help You Implement AI Successfully.
Video Library
40+ Implementation Videos
Step-by-step guides for AI implementation in Salesforce
Built for Salesforce. Designed for You.
Bring AI to your Salesforce Org with an Enterprise solution that fits your architecture. Go-live in weeks, not months.
See your use cases in action, Book 45 mins.100% Salesforce Native. AppExchange Security Approved.
Unlike other AI solutions that send your sensitive data to 3rd Party AI systems without masking, GPTfy runs in your Salesforce Org and uses your company's secured AI infrastructure. Get multi-layered PII protection, and comply with GDPR, FINRA, HIPAA & others.