Find Hidden Sales Opportunities with White Space Analysis
Easily pull insights from financial reports, contracts, and other key documents. GPTfy helps your team quickly understand customer needs, making it easier to personalize conversations, respond faster, and close more deals.
Sales Reps, Close Deals Faster with Real-Time Insights
Instant Summaries for Every Deal
AI extracts key points from financial reports, RFPs, and contracts, giving you all the information you need to make an informed pitch in seconds. No need to go through pages of documents—just focus on selling.
Align Your Pitch
AI helps you align the right products and services with what the customer really needs. Tailor your conversations based on real-time data, making your pitch more relevant and increasing your chances of closing the deal.
Sales Managers, Share Insights, Automate Coaching
Get Key Customer Insights
Use AI to analyze customer reports, financial statements, and contracts. Get clear insights into customer needs and pain points without spending hours reading through documents. AI empowers you to guide your team with better data and advice.
Automate Insights
Save time by automating the collection of important customer information. Instead of manually researching each account, AI gives your team instant access to the key facts, helping them stay ahead at every opportunity.
Sales Leaders, Grow Revenue, Improve Team Performance
Spot New Opportunities
Use AI to uncover trends, opportunities, and customer challenges. By analyzing documents at scale, AI can help you spot gaps in the market and suggest ways to grow revenue across accounts, allowing you to guide your team more effectively.
Speed Up Sales
Let AI take care of generating tailored proposals and strategies for each deal, making it easier for your team to move faster through the sales cycle. The quicker your reps can present a solution, the sooner they can close deals and meet revenue targets.
Check out other use cases
Use AI in Salesforce can help new reps start quickly and reduce churn by understanding customer needs and issues.
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.