Track AI ROI. Measure Impact.
Track time savings and cost reductions across sales teams with measurable AI impact analytics.
Salesforce + AI Demo Videos
Showing 43 of 43 videos
Detect Deal Risk. 30-Second Analysis.
Identify at-risk opportunities instantly through AI sentiment analysis for faster deal recovery.
Automate Follow-ups. Zero Manual Work.
Generate contextual opportunity emails automatically through AI-powered Salesforce data analysis.
Generate Lead Emails. Automate Nurturing.
Create personalized lead follow-up emails instantly using AI-driven Salesforce lead intelligence.
Accelerate Onboarding. 70% Faster Ramp.
Accelerate new sales rep training through AI-powered account insights and opportunity context.
Assess Renewals. Predict Success.
Assess customer renewal probability through AI analysis of interaction patterns and engagement data.
Coach Deals. Optimize Win Rates.
Improve deal outcomes through AI recommendations based on top performer strategies and best practices.
Insights from Call Transcripts & Unstructured Data
Extract actionable insights from call transcripts and unstructured data using AI-powered analysis.
Pre-meeting Prep with Perplexity
Prepare for meetings with AI-powered research and insights using Perplexity integration.
Analyze Sentiment. Generate CSAT Insights.
Analyze customer sentiment automatically across case interactions for proactive service escalation.
Detect Root Causes. Accelerate Resolution.
Identify customer issue origins instantly through AI analysis of interaction history and patterns.
Automate Responses. Draft Empathetic Emails.
Generate personalized customer responses automatically through contextual AI analysis of case details.
Track Progression. Automate Updates.
Monitor case evolution automatically through AI analysis eliminating manual comment review workflows.
Route Cases. Retrieve Knowledge Instantly.
Route cases automatically through AI complexity analysis while providing instant knowledge base solutions.
KB Articles with AI in Salesforce
Generate and manage knowledge base articles automatically using AI content creation and optimization.
Analyze Patient Data. Accelerate Decisions.
Analyze patient sentiment and case summaries instantly through AI eliminating manual chart review.
Monitor Sentiment. Generate Care Alerts.
Detect negative patient sentiment automatically through AI case analysis for immediate intervention.
Automate Summaries. Streamline Documentation.
Create patient assessment overviews instantly through AI analysis eliminating individual question review.
Manage Care Plans. Automate Assignments.
Optimize care coordination through AI-powered plan analysis enabling personalized patient treatment paths.
Automate Communication. Generate Empathy.
Generate compassionate patient emails automatically through AI analysis of care context and history.
Generate 360° View. Complete Context.
Generate comprehensive patient summaries automatically through AI analysis of care plans and interactions.
Email 2 Case
Automate case creation from incoming emails using AI-powered analysis of email content and Salesforce data.
Deploy Security Architecture. Protect PII.
Deploy AI capabilities securely through GPTfy's native architecture with comprehensive data masking protocols.
Implement Privacy Compliance. Mitigate Risk.
Implement responsible AI governance through comprehensive compliance frameworks addressing hallucination and bias.
Manage Prompts. Govern Workflows.
Create custom AI prompts securely through administrative controls enabling business-specific AI workflows.
Deepseek in Salesforce
Integrate Deepseek AI models within Salesforce for advanced natural language processing capabilities.
Llama in Salesforce
Deploy Llama AI models within Salesforce for custom language model integration and processing.
GPTFY + Whatsapp Use Case
Access Salesforce data instantly through WhatsApp intelligent voice automation.
GPTfy + Telephony Use Case
Make Salesforce fully conversational with AI powered phone integration.
GPTfy + Snowflake {API data source}
Transform financial prep with automated Snowflake insights inside Salesforce.
GPTfy + Snowflake {as RAG in Salesforce}
Snowflake based RAG delivers instant AI answers within Salesforce.
GPTfy + Snowflake {as an External datasource}
Transform Snowflake data into advisor ready insights directly in Salesforce.
GPTfy + Copilot { Excel Use Case}
Generate instant sales forecasts using Salesforce data inside Microsoft Copilot.
GPTfy + Copilot {Powerpoint Use Case}
Create professional sales presentations using Salesforce data inside Microsoft Copilot.
GPTfy + Copilot {Document Use Case}
Leverage MS 365 Copilot Agent for intelligent document processing and workflow automation.
Provide 24/7 Support with Einstein Chatbot.
Provide round-the-clock customer support across languages through Einstein Chatbot AI integration.
Personalize Responses with Einstein Chatbot.
Deliver customized customer responses through Einstein Chatbot using complete account context and history.
Speak to Call Log and Create Task with GPTfy Voice.
Convert voice calls to structured tasks and call logs automatically through AI voice processing.
Update CRM with GPTfy Voice in 59 Seconds.
Convert voice notes to structured Salesforce records instantly through secure on-platform AI processing.
Expand Revenue. Discover Opportunities.
Identify upsell opportunities through AI analysis of customer documents and usage patterns.
Improve RFP with Salesforce + AI
Enhance RFP responses with AI-powered content generation and Salesforce data integration.
Navigate Documents. Enhance Guidance.
Navigate health documents intelligently through AI providing instant clinical insights and recommendations.
What is RAG
Learn about Retrieval-Augmented Generation (RAG) and how it enhances AI responses with contextual data.