Accelerate Onboarding. 70% Faster Ramp.
Accelerate new sales rep training through AI-powered account insights and opportunity context.
View detailsSalesforce + AI Demo Videos
See what you can do for your Salesforce users in under 3 minutes.
Automate Follow-ups. Zero Manual Work.
Generate contextual opportunity emails automatically through AI-powered Salesforce data analysis.
View detailsTrack AI ROI. Measure Impact.
Track time savings and cost reductions across sales teams with measurable AI impact analytics.
View detailsInsights from Call Transcripts & Unstructured Data
Extract actionable insights from call transcripts and unstructured data using AI-powered analysis.
View detailsAnalyze Sentiment. Generate CSAT Insights.
Analyze customer sentiment automatically across case interactions for proactive service escalation.
View detailsCoach Deals. Optimize Win Rates.
Improve deal outcomes through AI recommendations based on top performer strategies.
View detailsDetect Deal Risk. 30-Second Analysis.
Identify at-risk opportunities instantly through AI sentiment analysis for faster deal recovery.
View detailsGenerate Lead Emails. Automate Nurturing.
Create personalized lead follow-up emails instantly using AI-driven Salesforce lead intelligence.
View detailsPre-meeting Prep with Perplexity
Prepare for meetings with AI-powered research and insights using Perplexity integration.
View detailsAssess Renewals. Predict Success.
Assess customer renewal probability through AI analysis of interaction patterns and engagement data.
View detailsManage Care Plans. Automate Assignments.
Optimize care coordination through AI-powered plan analysis enabling personalized patient treatment paths.
View detailsTrack Progression. Automate Updates.
Monitor case evolution automatically through AI analysis eliminating manual comment review workflows.
View detailsAutomate Responses. Draft Empathetic Emails.
Generate personalized customer responses automatically through contextual AI analysis of case details.
View detailsRoute Cases. Retrieve Knowledge Instantly.
Route cases automatically through AI complexity analysis while providing instant knowledge base solutions.
View detailsKB Articles with AI in Salesforce
Generate and manage knowledge base articles automatically using AI content creation and optimization.
View detailsAutomate Summaries. Streamline Documentation.
Create patient assessment overviews instantly through AI analysis.
View detailsAutomate Communication. Generate Empathy.
Generate compassionate patient emails automatically through AI analysis of care context and history.
View detailsAnalyze Patient Data. Accelerate Decisions.
Analyze patient sentiment and case summaries instantly through AI eliminating manual chart review.
View detailsMonitor Sentiment. Generate Care Alerts.
Detect negative patient sentiment automatically through AI case analysis for immediate intervention.
View detailsDetect Root Causes. Accelerate Resolution.
Identify customer issue origins instantly through AI analysis of interaction history and patterns.
View detailsGenerate 360 View. Complete Context.
Generate comprehensive patient summaries automatically through AI analysis of care plans and interactions.
View detailsImplement Privacy Compliance. Mitigate Risk.
Implement responsible AI governance through comprehensive compliance frameworks.
View detailsManage Prompts. Govern Workflows.
Create custom AI prompts securely through administrative controls.
View detailsDeploy Security Architecture. Protect PII.
Deploy AI capabilities securely through GPTfy's native architecture with comprehensive data masking protocols.
View detailsGPTfy + Snowflake (API Data Source)
Transform financial prep with automated Snowflake insights inside Salesforce.
View detailsGPTfy + Telephony Use Case
Make Salesforce fully conversational with AI powered phone integration.
View detailsGPTfy + WhatsApp Use Case
Access Salesforce data instantly through WhatsApp intelligent voice automation.
View detailsGPTfy + Copilot (Document Use Case)
Use MS 365 Copilot Agent for intelligent document processing.
View detailsGPTfy + Copilot (Excel Use Case)
Generate instant sales forecasts using Salesforce data inside Microsoft Copilot.
View detailsGPTfy + Copilot (PowerPoint Use Case)
Create professional sales presentations using Salesforce data inside Microsoft Copilot.
View detailsProvide 24/7 Support with Einstein Chatbot.
Provide round-the-clock customer support across languages through Einstein Chatbot AI integration.
View detailsPersonalize Responses with Einstein Chatbot.
Deliver customized customer responses through Einstein Chatbot.
View detailsGPTfy + Snowflake (External Datasource)
Transform Snowflake data into advisor ready insights directly in Salesforce.
View detailsGPTfy + Snowflake (RAG in Salesforce)
Snowflake based RAG delivers instant AI answers within Salesforce.
View detailsSpeak to Call Log and Create Task with GPTfy Voice.
Convert voice calls to structured tasks and call logs automatically.
View detailsUpdate CRM with GPTfy Voice in 59 Seconds.
Convert voice notes to structured Salesforce records instantly.
View detailsExpand Revenue. Discover Opportunities.
Identify upsell opportunities through AI analysis of customer documents.
View detailsNavigate Documents. Enhance Guidance.
Navigate health documents intelligently through AI providing instant clinical insights.
View detailsImprove RFP with Salesforce + AI
Enhance RFP responses with AI-powered content generation.
View detailsWhat is RAG
Learn about Retrieval-Augmented Generation (RAG) and how it enhances AI responses.
View detailsCommercial Loan Compliance Checker
Automate compliance verification for commercial loan applications through AI-driven document analysis and regulatory checks within Salesforce.
View detailsCommercial Loan Document Intelligence
Extract and analyze key data points from commercial loan documents automatically using AI-powered document intelligence within Salesforce.
View detailsCase Deflection through Experience Cloud
Reduce support case volume by empowering customers with AI-driven self-service answers through Salesforce Experience Cloud.
View detailsCase Triage in Seconds, Not Hours
Watch how GPTfy automatically triages a high-severity GDPR breach, scores priority, routes to legal and compliance, and sends escalation notifications — before any agent reads the queue.
View detailsAI Case Deflection at the Point of Submission
GPTfy searches your product-specific knowledge base at the moment of case submission and surfaces a resolution instantly — closing resolved cases automatically before they reach the queue.
View detailsFrom Resolved to Closed in One Click
GPTfy reads the full case history and auto-populates root cause reason, root cause analysis, and case summary — eliminating the manual paperwork between resolved and closed.
View detailsThe Full Account Picture. Unified.
Surface live Dynamics 365 orders, invoices, and financials inside Salesforce — no system switching for agents or account managers.
View detailsChurn Signals. Seen Before Renewal.
Flag at-risk accounts by combining Salesforce sentiment signals with Dynamics 365 payment and order patterns before renewal conversations start.
View detailsCatch Backorders Before Escalations.
Identify open backorders from Dynamics 365 inside Salesforce cases before customers call, so agents resolve proactively.
View detailsRefund Status Without The Runaround.
Pull Dynamics 365 credit memo status into Salesforce cases so agents answer refund questions on the first call.
View detailsProposals With Better Financial Timing.
Check Dynamics 365 payment history and credit standing inside Salesforce before sending proposals to financially healthy accounts first.
View detailsInvoice Answers Without The Chase.
Retrieve Dynamics 365 invoice details inside Salesforce cases so agents resolve disputes without transferring customers to finance.
View detailsOrder Answers. Without The Chase.
Pull live Dynamics 365 order status into Salesforce cases so agents answer WISMO questions instantly without leaving the CRM.
View detailsCross-Sell With Better Account Context.
Surface Dynamics 365 purchase history inside Salesforce opportunities to identify cross-sell timing based on what accounts actually buy.
View detailsQBR Prep. Done in Seconds.
Pull Dynamics 365 spend, order volume, and invoice history into Salesforce so account managers walk into QBRs with the full picture.
View detailsRenewal Risk. Visible Before the Call.
Combine Salesforce engagement data with Dynamics 365 financials to score renewal health before the conversation starts.
View detailsRevenue Gaps. Found Before Close.
Match Salesforce closed-won opportunities with Dynamics 365 invoices to surface reconciliation gaps before month-end.
View detailsStakeholder Context. Before Every Call.
Generate account stakeholder briefs combining Salesforce contact history with Dynamics 365 order and invoice signals in one click.
View detailsWISMO. Resolved on First Contact.
Bring Dynamics 365 shipment and order data into Salesforce cases so agents answer "where is my order" questions instantly.
View detailsYoY Spend Trends. Inside Salesforce.
Pull year-over-year Dynamics 365 spend data into Salesforce so account managers spot growth opportunities and decline signals before calls.
View detailsDelivery Dates Reps Can Actually Trust.
Pull live Dynamics 365 delivery timelines into Salesforce so reps and agents answer fulfilment questions without calling the warehouse.
View detailsWant to see this with your own data?
Book a 45-minute session and we will walk through any of these use cases using your Salesforce org.
Book a DemoFrequently Asked Questions
GPTfy has 15+ Sales Cloud demo videos covering: Account 360 (AI-generated account briefs for faster rep ramp-up), Deal Coach (AI recommendations to improve win rates), Pre-Meeting Preparation (AI briefs with account context and talking points), Sales Email Generation (turn 10-minute emails into 10-second AI drafts), Voice Notes (hands-free CRM updates from the field), Call Transcripts and Insights, White Space Analysis from financial documents, and AI-Augmented RFP responses. Filter by 'Sales Cloud' in the sidebar to see them all.
GPTfy has 10+ Service Cloud demos including: Case Summarization (AI reads case history and customer sentiment in seconds), Root Cause Analysis (diagnose complex support issues automatically), Intelligent Case Routing (AI assigns cases to the right agent based on skills and context), Email-to-Case Automation (AI classifies and routes inbound emails), Knowledge Article Management (automatically generate KB articles from resolved cases), and Case Resolution with intelligent recommendations. Filter by 'Service Cloud' to browse the full library.
Yes. GPTfy's Health Cloud demos show how AI works inside Salesforce for healthcare and life sciences teams - including patient intake automation, referral management, care coordination summaries, and HIPAA-compliant AI interactions. These demos are relevant for healthcare providers, insurance carriers, and life sciences organizations running Salesforce Health Cloud.
Yes. Click the bookmark icon on any video card to save it, then use the Copy Links button that appears in the tray at the bottom of the page. This generates a formatted list of video titles and URLs you can paste directly into Slack, email, or Microsoft Teams. You can bookmark multiple demos and share them all at once.
The demos use realistic sample data inside live Salesforce environments - actual orgs, not mockups. You see real Salesforce UI with AI outputs generated in real time. During a personalized session, we connect to your own Salesforce org so you can see results using your accounts, cases, and records.
Click Book a Demo to schedule a 45-minute personalized session. Our team will connect to your Salesforce org and walk through any scenario - Account 360, Case Summarization, Email Generation, or whatever is most relevant to your team. We typically configure and show GPTfy live in the first session.
Last updated: February 2026