Sync Calendars to Salesforce. No Manual Logging.

Hello everyone. And in typically medium to large enterprises, the sales teams are having 15 to 20, maybe even more meetings weekly, and 20 or 30% on a really good day are getting logged inside Salesforce. And the issue that it causes is you just, your sales managers don't know what meetings are happening. They have no idea who showed up to the meeting, what was discussed, right? And that affects a lot of things. Your forecast gets affected. You don't know your stakeholder maps remains incomplete because sometimes, you are on a prospect call and the meeting invite you sent out to one particular employee and he has called in their manager or some other colleagues and they showed up to the meeting. But they are nowhere to be found inside your Salesforce CRM. And the problem is Salesforce actually demands sales reps to stop what they're doing and just switch context completely. Log their meetings inside their CRM, and that causes hindrance in the workflow, right? Because your sales rep, at the end of the day, they manage their meetings either from Google Calendar. Or from Microsoft Outlook, right? That's where they're managing, attending, rescheduling, adding people. All of that is being done over there in a completely different ecosystem. And your CRM just wants you to stop everything what you're doing and log it and log, create a new event record completely. And that's exactly what GPTfy set out to solve. Because in this time, AI has immense capabilities and we really need to leverage those capabilities here, and it shouldn't be so hard to really apply AI inside Salesforce. So we have something called workspace sync. It has multiple features, which on the screen. Email sync, calendar sync, task sync, right? But for this video, we'll focus on calendar sync. This is my Google calendar, and I have created a new meeting. For 10th of March, which says finalization of use cases for pilot. I've invited myself for the demo's sake and let's hope you know, head over to calendar sync. So this is what Calendar Sync looks like. It allows both Outlook and Google. And for the demo's sake, I'm using Google Calendar, but GPTfy supports Outlook integration as well. So let me click on Google. I'll fetch this week meetings and the meeting that I'm looking for is next week. It should be. See, you can see my whole calendar gets synced inside Salesforce. And this is an inherent GPTfy feature. It's not like a plugin or something. This comes with our managed package. So you see, this was the meeting that I created, finalization of use cases for pilot. I'm gonna select this and. I'm gonna say import selections, it has quickly matched you. You see it picked out here, Avi Green. That's because Avi Green has my particular, my personal email as their contact email. So it has quickly matched that particular contact for the United Oil Gas account. It did this because atmesht4@gmail.com is invited to this particular meeting. And you can also choose any particular opportunity, right? That maybe this is for this one and then I can just click sync and the calendar event gets synced to that particular contact under that particular opportunity. And you see it has also picked out that three people are attending the meeting and it will sync all the emails inside that opportunity. So you get the whole stakeholder mapping picture as well, and nobody gets left out. Maybe other people, invite other people, they show up to the meeting. All of their information also gets synced to that particular event record, and this is what that event will look like. So after I synced you will get a notification over here so you can see event imported. And as I was mentioning, all of the attendees emails get synced over here. You can see all of the attendee emails are here and it is related to this particular opportunity. Over here. Meeting Digest, you can see, so this is how it'll look like. Now, I showed this particularly manually because I wanted you to have a sense of what is happening in the background, but obviously if you are doing this manually, there's again a step of manual effort that a sales rep have to do, which is why we have something called autosync, which will do all of this for you automatically. If some new stakeholders are involved, it'll map them create a new record under that particular account that this new contact or new lead attended this particular meeting and it'll get logged. So you have all your calendar events synced inside Salesforce automatically. Okay, so the sales rep don't have to put that extra effort to come all the way to Salesforce, create a new event record, and stop everything that they're working on. That's exactly how we increase productivity efficiency. And the sales managers also get a very clear picture of what is exactly happening. To see these things in action. Or you wanna see any other our particular use cases. Do book a call with us and we would love to have a conversation and thank you so much for watching this demo.