GPTfy’s Business Dashboard: A Bird’s Eye View of Your ROI
Show how AI benefits your business and will help you understand the return on your investment from GPTfy with clear, visual data such as prompt usage, time saved, and more.
Sales Managers, Understand AI's Impact, Make Informed Decisions
Develop Training Strategies
Identify top performers and how they are using AI to reduce grunt work and improve their performance. Then, develop targeted training for other sales reps.
Improve CRM and AI adoption
Gamify the adoption of AI and CRM, set team goals, determine the prompts’ efficiency, and give rewards. Prepare reports for upper management demonstrating the value of AI investments in team performance.
Sales Reps, Optimize Workflow, Save Time
Improve your Performance
Analyze personal performance data to identify which AI prompts save you the most time on daily tasks such as account overview, account study, etc. Set personal goals based on individual savings metrics shown in the dashboard.
Use AI to cut down grunt work
Find the less-used prompts and flag the tech team to see how they can improve the prompt writing and help you cut the grunt work.
Sales Leaders, Prove AI's Worth, Drive Adoption
Showcase Tangible ROI
Use the dashboard to demonstrate AI’s financial impact on your business, providing clear evidence of GPTfy’s value in reducing grunt work and boosting efficiency.
Track AI Usage Across the Org
Monitor the number of AI calls made across different connections, such as OpenAI, Cohere, or Microsoft Azure. This will give you a complete view of AI’s role in your Salesforce environment.
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.