Walk In Knowing Everything.

Sales teams need comprehensive prospect research before important meetings, but gathering financial data, company insights, and contact information requires manually hunting across LinkedIn, Google, company websites, and social media platforms. This research process takes valuable selling time and often results in incomplete or outdated information that doesn't adequately prepare reps for strategic conversations with key prospects. AI transforms prospect research by automatically gathering comprehensive company and contact intelligence directly within Salesforce, delivering deep financial analysis, competitive insights, and business context without leaving your CRM. Let me show you automated prospect research using Perplexity's Sonar Deep Research API, integrated with GPTfy. I'm looking at an Apple account with very limited information — just an opportunity for evaluating GPTfy for their Salesforce enhancements across their global org, and basic contact details. This is typical early-stage information you'd have after an initial lead or first meeting booking, with no activities logged yet and minimal context about the prospect's business situation or challenges. I'm going to run our account and contact meeting prep research prompt. Watch what happens. I'll head to the dropdown and then select account and contact meeting prep research, and then hit run GPTfy. GPTfy extracts this limited Salesforce data, applies our native trust layer for security, and then sends a comprehensive research request to the Perplexity Sonar API. Looking at the results, GPTfy returns extensive research formatted in professional HTML. This includes Apple's current revenue, employee count, industry positioning, and key product portfolio — none of which was in our Salesforce record. The financial insights section provides recent performance data and business context that would normally require manual research across multiple financial sites. The technology landscape section shows current initiatives and priorities that are directly relevant to our Salesforce enhancement opportunity. Here's where it gets powerful. GPTfy has researched our specific contact and provided background information we didn't have in Salesforce. It's also identified business challenges and conversation starters based on the prospect's current market position and opportunity context. Your sales rep now has comprehensive meeting preparation without spending time hunting for information across LinkedIn, Google, Twitter, or other research platforms. All of Perplexity's deep research capabilities are available directly within your Salesforce workflow. Let me show you how this works behind the scenes. GPTfy uses a comprehensive prompt that requests financial analysis, technology landscape insights, and business intelligence. The prompt includes CRM data grounding, so Perplexity research integrates with your actual opportunity and contact information. You can customize research prompts to focus on the specific intelligence your sales process requires — whether it's competitive analysis, financial health assessment, technology adoption patterns, or regulatory compliance status. The research guidelines can be tailored to your industry and sales methodology to ensure relevant, actionable insights for your team. You can see GPTfy automatically masks PII like email addresses before sending the data, then formats the Perplexity response into professional HTML. Perplexity also provides citations showing where the research data originated, ensuring source transparency. GPTfy supports the Perplexity Sonar Deep Research API because of our standards-based, bring-your-own-model architecture. The API follows the OpenAI convention, so integration is straightforward and reliable. GPTfy's bring-your-own-model approach means you can integrate not just Perplexity but multiple AI research providers simultaneously. You can connect to Grok, Google AI, DeepSeek, or any other research-capable model while maintaining the same Salesforce workflow and security standards. Your sales teams get comprehensive prospect intelligence automatically, instead of spending hours manually researching across multiple platforms before important meetings. Your sales managers receive consistent, thorough account preparation that improves meeting quality and conversion rates. Your sales process becomes more strategic with deep business context that enables consultative conversations rather than surface-level pitches. The result: research-powered sales excellence, driven by AI that delivers institutional-grade prospect intelligence directly within your CRM workflow.