Supercharge Microsoft Ecosystem with GPTfy
GPTfy Microsoft Solutions Integration
Copilot is powerful, but disconnected from Salesforce; it can't deliver real customer insights. GPTfy solves that gap. Our Salesforce AI Agents integrate directly into Microsoft Copilot.
With GPTfy, every Microsoft app becomes Salesforce-aware: Excel for real-time forecasting, PowerPoint for instant account decks, and Word for automated proposals. One platform. One trust layer. No compromises.
Explore Microsoft Copilot SolutionForecast Pipeline in Excel
Technical Directors know the cost of fragile processes. Today, business teams rely on exporting Salesforce data into Excel — leading to wasted IT effort, broken governance, and inconsistent numbers. GPTfy integrates Salesforce directly into Copilot, transforming Excel into a real-time forecasting hub.
Pain Points Solved:
Draft Proposals in Word
For Sales Leaders, proposal generation is a bottleneck. Teams waste days formatting documents, introducing compliance risks, and slowing down the sales cycle. GPTfy brings Salesforce data directly into Word via Copilot, producing accurate, compliant, and tailored proposals in seconds.
Pain Points Solved:
Create Pitch Decks in PowerPoint
For Service Leaders, preparing QBRs and customer account reviews is slow and inconsistent. Data lives in Salesforce, slides live in PowerPoint, and leadership time is lost pulling it all together. GPTfy empowers Copilot to generate complete account decks instantly, with Salesforce insights included.
Pain Points Solved:
Complete Microsoft Office Suite Access
Your $5/user/month investment includes our Microsoft Copilot agent across Excel, PowerPoint, Word, Outlook, and Teams.
Frequently Asked Questions
GPTfy provides seamless Salesforce data access within Microsoft Office applications through our secured Microsoft Copilot agent, available from Microsoft AppSource. Access customer information directly in Excel, PowerPoint, Word, Outlook, and Teams without context switching.
Yes, our integration is secured because it's a Microsoft-approved Copilot agent with direct certification from Microsoft AppSource. Your data stays within the Microsoft-Salesforce ecosystem with enterprise-grade security and complete audit trails.
Implementation typically takes hours, not weeks. Organization administrators can deploy our Microsoft Copilot agent directly from AppSource through guided setup with your existing Microsoft authentication, giving you access to all Office applications.
Supercharge Your Microsoft Workflow in Minutes
Book a 30-minute demo and we'll show you how to connect Salesforce with your entire Microsoft ecosystem.
100% Microsoft Certified, Enterprise-Grade Security
Unlike other solutions that send your data to external systems, our Microsoft solutions operate within your existing Microsoft-Salesforce ecosystem, maintaining the highest levels of security through AppSource certification.