Sync Email to Salesforce. Full Context, No Manual Logging.

Hello. And I have a question. So how many emails do you think that your sales team receives on a, on any day? 50. A hundred, and how many do you think make it to the CRM? I would say 30% on a very good day. And this results in a lot of, uh, you know, misinformation or I say incomplete information inside your CRM, and that affects your forecast. And you know the context. The problem is your sales reps are having the real conversation on their email threads with their client right on Gmail or Outlook. That's where the real conversation is happening, and the CRM Salesforce basically demands them to stop all that. You know, completely jump ecosystem switch context and log every email and, uh, which is a bottleneck. And that is not a training problem at this point. It is a workflow problem because all of this should be happening automatically using AI. You know, your rep shouldn't be stopping all the work that he's doing and, uh, you know, just to log emails. And that's exactly what, uh, you know, we at GPTfy set out to solve. As our GPTfy, we created something we call workspace sync, right? And it has, uh, various features in it, as you can see. So we have an email sync, calendar sync and task sync, and uh, a scheduler. And we will cover everything. And, let's start with some basic information. Let me lay some groundwork before I jump into the demo, right? Okay. I have, this is a normal account inside my org. It's called United Oil and Gas Corp. And one of the contacts in it, uh, are we green over here? I have put my personal email ID over here. Right. And, uh, just so you know, because that will be relevant later, I'm gonna send an email and we'll see email sync in action. So what does Workspace Sync do? As I was saying earlier, it automates. That particular bottleneck of your sales rep manually logging emails and, you know, just completely replace it with AI. So as you can see, you can see Outlook and Gmail. GPTfy allows integration with both. For this demo, I am gonna showcase through my Gmail. So I have connected my, uh, you know, each email account over here and I can basically using email sync I can access all of my inbox right here. Inside my Salesforce natively. And this is not like a plugin or a like an extra thing. This comes in, built with our package. And, uh, let's see it in action, shall we? So I'm here inside my personal email account and I have drafted this email and I'm sending it to, you know, uh, myself. And this is the email ID of the contact, which I have put in, in United Oil and Gas. So let's send this email. Sent. Alright, I'm gonna refresh this again and, uh, all right, here it is, the email that we sent. And as you can see, when I selected that particular email, it shows like, you know, one email it selected and I can import that selected particular email and. Quick match. See, this was a particular contact that we, added my personal email ID to, and it has automatically, you know, picked that up. This, this is a particular account that it, this particular contact is associated with. And, uh, you know, you can pick and choose the opportunity over there, which you want to, this particular email to get logged into. Right. But, and I'm showing you this manually just for the demo's sake. All of this process, and I'm just gonna hit import, right? We can see over here in the United Oil and Gas, that particular email would've been logged under this particular account. And the whole idea over here is, you get the email or the sales rep gets, you know, you can see, we can see the email over here. The idea is that the sales rep gets the whole context. Oh, you know, whole conversation your CRM has. The whole idea about what conversations are happening between your sales rep and your customer, right? And using GPTfy and you, you know, go for like an account 360, the AI process. The AI gets the data, which has the complete context and it can give you actual real insights, which are correct and relevant, right? And I showed this completely manually, I understand. But this whole process, which I showed can be run completely automatically. So we have something, we call Autosync and which allows the, uh, end user to just, uh, you know, set a time, uh, like I know how, how often they want their emails or, you know, to be synced. So when I go into AI settings over here. I think, we allow, we have allowed the user to basically, you know, they can choose to exclude marketing emails, exclude internal domains, because you don't want internal communications to be synced up, you know, under an account or something. So the user has complete ac, you know, complete control of what emails they want to be synced, and they will be synced automatically and regularly, and they can choose. And have full control on it. You can see over here, right? I just frequency daily and like in every eight hours it's gonna sync everything. And this solves that workflow problem that I was mentioning earlier, right? Your sales rep doesn't necessarily need to stop all of its work jump, you know, ecosystem switch context, and then log every email. Using GPTfy, you can actually leverage AI to do all of that for you automatically saving your sales reps, a lot of time increasing efficiency and allowing your CRM to have a complete context of what's actually happening in, in conversations between your sales rep and your customer. If you would like to see this or any other particular use cases in action, do book a demo with us and we would love to have a conversation with you. Thank you so much.