AI-Powered Account Intelligence for Reps
Transform new rep onboarding from thirty minutes to thirty seconds
Instant Account Mastery for Reps
Instant Account Mastery for Reps
From Overwhelmed to Informed Quickly
New reps inherit dozens of accounts requiring individual clicks through each opportunity record.
Complete Account Intelligence in Seconds
AI processes all opportunities, cases, and activities into organized actionable summaries instantly.
Streamlined Onboarding for Sales Managers
Eliminate Traditional Onboarding Time Bottlenecks
Sales managers struggle with new reps navigating individual opportunity records manually.
Enterprise AI Integration with Security
Multiple AI models available with PII masking and customizable prompt templates.
Revenue Protection During Account Transitions
Revenue Protection During Account Transitions
Prevent Deal Loss During Handovers
Account transitions risk lost deals as reps struggle understanding complex customer histories.
Immediate Action Ready Account Intelligence
New reps start working leads immediately with comprehensive summaries and clickable insights.
Ready 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.