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Salesforce + AI Use Cases

Want to know what the real use cases are for sales and service users? Scroll down to read more.

Account 360

Account 360

Use AI in Salesforce to help new reps start quickly and reduce churn.

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White Space Analysis

White Space Analysis

Easily pull insights from financial reports, contracts, and other key documents.

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ROI Dashboard

ROI Dashboard

Show how AI benefits your business and understand the return on your investment.

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Deal Coach

Deal Coach

Use AI to help your sales team make better decisions and close more deals.

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Root Cause Analysis

Root Cause Analysis

Use AI to quickly understand and solve issues, making your team more efficient and effective.

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Customer Retention & Renewals

Customer Retention & Renewals

Transform scattered Salesforce data into unified renewal insights instantly.

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Opportunity Sentiment Journey

Opportunity Sentiment Journey

Use AI to check your sales activities and spot risks quickly to better manage your team.

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Case Summarization

Case Summarization

Use AI in Salesforce to quickly understand your customers' situations and moods.

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Case Resolution

Case Resolution

Use AI to find smart solutions, helping your team fix customer problems quickly and easily.

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Intelligent Case Routing

Intelligent Case Routing

Eliminate manual case routing and deliver faster, more accurate support

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Email to Case

Email to Case

Use AI to understand and sort emails quickly, making it easier and faster.

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Sales Email Generation

Sales Email Generation

Transform 10-minute email writing into 10-second AI-generated emails

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Sales Follow-up Email Automation

Sales Follow-up Email Automation

Let AI analyze your sales activities to spot risks quickly and lead follow-up email first drafts.

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Personalised Automated Email

Personalised Automated Email

Use AI to understand and sort emails quickly, making it easier and faster.

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File Analysis

File Analysis

Use AI to find smart solutions, helping your team fix customer problems quickly and easily.

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GPTfy Voice

GPTfy Voice

Convert hours of admin work into automated seconds using voice

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Ready to Accelerate Your Tech Business?

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100% Salesforce Native, Enterprise-Grade Security

Unlike other AI solutions that send your customer and product data to external systems, GPTfy runs in your Salesforce Org, maintaining the highest levels of security and protecting your intellectual property.