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
Use AI in Salesforce to help new reps start quickly and reduce churn by understanding customer needs and issues.
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Sales Email Generation
Let AI analyze your sales activities to spot risks quickly, create opportunities, and lead follow-up email first drafts.
Learn MoreSentiment Journey
Use AI to check your sales activities and spot risks quickly to better manage your team.
Learn MoreWhite Space Analysis
Easily pull insights from financial reports, contracts, and other key documents.
Learn MoreROI Dashboard
Show how AI benefits your business and will help you understand the return on your investment.
Learn MoreEmail to Case and Routing
Use AI to understand and sort emails quickly, making it easier and faster to help your customers.
Learn MoreCase Resolution
Use AI to find smart solutions, helping your team fix customer problems quickly and easily.
Learn MoreFile Analysis
Use AI to find smart solutions, helping your team fix customer problems quickly and easily.
Learn MoreCase Summarization
Use AI in Salesforce to quickly understand your customers' situations and moods, making your next call more efficient and positive.
Learn MoreRoot Cause Analysis
Use AI to quickly understand and solve customer issues, making your service team more efficient and effective.
Learn MoreReady to Accelerate Your Tech Business?
Book 45 mins. Discuss your use cases.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.