Account 360: Improve Onboarding and Cut Churn with AI
AI in Salesforce can help new reps start quickly and reduce churn by understanding customer needs and issues.
Sales Managers, Onboard New Reps Faster, Save Time
View All Opportunity Details in One Place
With AI in Salesforce, you can have a comprehensive view of all opportunities and accounts in an easy-to-view table to understand past interactions.
Automate Summaries for Quick Insights
Access a summarized version of opportunities, objections, key next steps, and more to provide your reps with relevant information before speaking with prospects.
Sales Reps, Stay Informed, Act Quickly
Get Instant Access to Important Account Information
Save time by getting all the relevant details of your accounts and opportunities with AI in one click to make an informed decision instead of going through multiple records to make informed decisions.
Navigate Effortlessly Between Records
Quickly access details about specific opportunities and cases by using AI-generated tables, saving you time and effort
Sales Leaders, Evaluate Relationships, Drive Renewals
See the Full Picture with Account 360
Identify potential issues and opportunities to improve the churn rate and customer relationships and develop strategies to enhance the overall customer experience.
Identify Customer Sentiment and Next Steps
Make data-driven decisions to optimize the sales process and improve overall customer satisfaction with the help of AI analysis on history and gain insights.
Check out other use cases
Easily pull insights from financial reports, contracts, and other key documents.
Use AI to help your sales team make better decisions and close more deals.
Use AI to understand and sort emails quickly, making it easier and faster to help your customers.
Frequently asked questions
GPTfy is the Salesforce-native, enterprise-grade solution that accelerates your Salesforce integration with ChatGPT.
GPTfy anonymizes and securely sends relevant Salesforce data to ChatGPT and other AI services for processing. It brings back the results right inside Salesforce. This lets your Sales, Customer Success, Marketing, and other Salesforce users benefit from AI-based automation.
GPTfy comes with drop-in integration and takes less than an hour to set up. The integration may require more time depending on the AI selected and your requirements. Contact us to understand your needs and provide a better estimate.
GPTfy processes data on the Salesforce platform before sending it to the AI server. For Salesforce’s compliance with various regulations, please refer to https://compliance.salesforce.com/en.
AI-related regulatory requirements depend on your integration and security choices. Please contact us so that we can help address this better.
Schedule a meeting with us to get started with ChatGPT integration in Salesforce. During the meeting, we will understand your needs and get you started.