Your Sales Playbook. Every Deal.

So I'm on an opportunity and on this opportunity, there is a bunch of contacts. There is a bunch of activities here — meetings that were held, what was discussed, and other interactions. So I have a bunch of things like these on this opportunity, a very typical opportunity. And I'm going to show you an AI prompt that you can actually use and incorporate a lot of the kind of logic that we talked about. So this is very interesting and actually something that's really never been done before. Prior to AI, everything else was a lot of guesswork. So I run this and what you will see is when this prompt executes, GPTfy is taking all of this data — the opportunity data, the related activities, all of the contact opportunity contact roles — and sending it to AI. And what AI is doing is evaluating that data against the rules. It's saying you haven't scheduled a meeting with a decision maker based on the stage of the opportunity. There are some objections that somebody has raised, and it's saying you need to address these objections, and it's giving you the reasoning behind that advice. So it's a really interesting way for companies to distill all of the selling guidance that they want to incorporate and actually deliver it. So I'm going to take a few minutes and show you under the hood what's happening. I'll click on this thing and show you what we call a security audit record. And basically what you're seeing now is that I'm going against, in this case, Google AI. We can go against any AI — if you prefer Gemini, Azure, Bedrock, AWS, whatever. So this is my prompt, a very plain English prompt with some field names embedded in it. This is stage name from opportunity, for example. And so basically in this prompt, I have the same guidance. I'm saying, look, if this opportunity is in prospecting, evaluate the size and whatever. Look at this and this is the action item. If they haven't done it, ask them for it. So it's got all of this guidance baked in and it's plain English. The beauty of this is that you can actually have business analysts and sales operations people and all the specialists in this space — in your industry, in your customers' organization, if you're in consulting, or for your employer — you can bring the best sales thinking and write as much of these rules as you want. Because AI is significantly getting more capable of addressing a lot of this information. This is called token context size. So you can have as big of a context as you want, and you can write a lot of these things if you want. You can write like 70 pages of guidance into a prompt. But the idea is that you are now able to put in a lot of this information. You may also give some examples of like, hey, if this happens, these are some examples of how you want the feedback to be given to the end user. So you've got all of this information in the prompt, and then we are extracting this information from Salesforce in a structured format, sending it to AI, AI evaluates it, comes back with a bunch of recommendations. And essentially you can then extract this — GPTfy is showing this right on this view — and we can update it, filter there, you can run flows, do whatever you like. So that is really a very interesting way to accelerate sales by bringing the best practices from inside your company, from third party consultants. Use whatever framework you want to use, and it's a great way to move things forward.