Walk In Briefed. Not Blind.

Prepare for stakeholder meetings with live Business Central order and invoice context inside Salesforce

Customer Conversations Lose Ground Without Account Truth

Customer Operations Intelligence gives stakeholder briefs the relationship and financial context CRM alone cannot provide before important meetings.

4 Hrs/Wk

Lost toggling between systems

The real risk is not the prep time. It is walking into a QBR without current order, invoice, and payment signals that shape the customer relationship.

“It enables Salesforce professionals like me to use AI of my choice in a declarative manner. Case summarization, classification, routing, personalized email response generation.”

- Sury Ramamurthy, Technical Architect, Innolake

See how GPTfy maps ERP data

91%

Of CRM data is incomplete

Salesforce may show healthy engagement while Business Central holds overdue invoices or shifting order patterns. The team misses the operating reality behind the account.

“Really nice App. It does what it claims. Pre-packaged prompts make it easy to use.”

- Shailesh Varshney, Developer, Capgemini Australia

See how GPTfy connects external data

42%

Of companies leak revenue from gaps

The account executive spends forty-five minutes toggling between Salesforce and Business Central before every executive meeting. By the time the brief is assembled, half the data is already stale.

“Liked the easy and click/no-code way to configure GPT LLMs on any Salesforce object and go-live in days.”

- Gurditta Garg, Chief SF Evangelist, Motorola

See how GPTfy automates workflows

Account Executives, Know The Full Story

Walk Into Meetings Ready

See recent orders, invoice context, and account signals in Salesforce before stakeholder meetings and executive follow-ups.

Lead With Context

GPTfy helps account executives start conversations with current ERP context instead of piecing together updates from multiple systems.

Account Managers, Surface Relationship Risk

Support QBR Preparation

Give account managers current order and invoice context in Salesforce before QBRs, renewals, and customer planning sessions.

Reduce Research Time

GPTfy surfaces the latest ERP context in Salesforce, reducing manual prep, spreadsheet checks, and last-minute internal chasing.

Revenue Leaders, Trust Meeting Readiness

Monitor Deal Confidence

See where missing ERP context weakens pipeline quality, meeting readiness, and confidence in account-level decisions.

Improve Forecast Trust

GPTfy makes stakeholder briefing a practical workflow for improving account preparation and reducing avoidable surprises in customer meetings.

Why Choose Stakeholder Brief

Stronger Account Context Before Meetings

Bring current ERP signals into stakeholder prep so teams walk in with a fuller view of customer reality, not partial CRM history.

Better Executive Conversation Quality

Give account teams current operational and financial context before customer conversations so they can lead with stronger relationship awareness.

More Trusted Account Decisions

Start with a practical workflow that improves meeting quality, account judgment, and confidence in customer-facing decisions.

Powerful Capabilities

Prompt Builder

Create stakeholder brief prompts for Account and Opportunity records without writing custom code.

Data Context Mapping

Map Salesforce fields like Account Name and Opportunity details to the prompt context that drives the ERP briefing.

AI Data Sources

Pull live Sales Order and Sales Invoice data from Dynamics 365 Business Central at runtime inside Salesforce.

Security Layer

Keep prompt execution inside Salesforce controls with auditability for the data used in each response.

Key Takeaways

GPTfy brings Customer Operations Intelligence to stakeholder preparation by combining CRM relationship context with live Dynamics 365 ERP facts
Account executives can walk into meetings with current ERP-backed context
Account managers can prep QBRs and renewals faster in one workflow
Revenue leaders gain better visibility into account readiness and risk
Data is queried at runtime instead of copied into a separate store

Frequently Asked Questions

No. GPTfy surfaces the relevant Dynamics 365 Business Central order and invoice data inside Salesforce, so teams can prepare in one place.

No. GPTfy queries Business Central at runtime through a native Salesforce connector, so the prompt uses current data available at execution time.

The prompt can summarize multiple Sales Orders and Sales Invoices, highlighting the most relevant account context, recent activity, and financial signals.

No. GPTfy is designed to surface external ERP data in Salesforce without a separate middleware project or replicated reporting layer.

GPTfy runs within Salesforce controls and uses configured credentials to access Dynamics 365 Business Central data. Teams manage access through their existing setup.

Yes. GPTfy is designed to support reviewability of the data used in prompt outputs, helping teams understand what informed each response.

See Account Truth In Stakeholder Briefs

Book a 30-minute demo to see live Dynamics 365 ERP context in Salesforce. No long implementation commitment required to explore the workflow.

Book a Demo