AI for Sales Cloud
Slash grunt work and empower sales reps with intelligent automation and AI-powered insights.
- AI-Powered Lead Qualification
- Smart Opportunity Scoring
- Automated Email Sequences
Add AI to Every Cloud
All
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AI for Service Cloud
Streamline support and reduce rep overwhelm with intelligent case management and automated responses.
- AI-Powered Case Routing
- Smart Knowledge Base
- Real-Time Sentiment Analysis
AI for Salesforce CPQ
Reimagine CPQ with AI. Stop margin leaks, cut admin burden, and close more deals faster with intelligent quoting.
- Margin Protection & Optimization
- Automated Quote Generation
- Streamlined CPQ Processes
Frequently Asked Questions
GPTfy natively supports Sales Cloud, Service Cloud, and Health Cloud. The CPQ solution works with Salesforce CPQ. All solutions install through a single managed package from AppExchange and share the same security layer, prompt builder, and admin controls.
Most teams are live within 60 minutes. GPTfy installs as a managed package, and pre-built prompts for common Sales and Service workflows are included. No custom development or data migration is required.
Yes. GPTfy is a single platform that works across Clouds. Sales reps and service agents access AI through the same Salesforce interface, and admins manage everything from one control panel. Each team sees only the features and prompts relevant to their role.
GPTfy complements Einstein by adding generative AI capabilities that Einstein does not provide natively. GPTfy supports any LLM (OpenAI, Claude, Gemini, Llama, Deepseek) through its BYOM feature, while Einstein is limited to Salesforce's own models. Both can run side by side.
Customers typically see 72% improvement in sales productivity, 47% reduction in service resolution time, and significant time savings on administrative tasks like email writing, meeting prep, and case summarization. The ROI Dashboard feature tracks these metrics automatically.
No. GPTfy works with standard Salesforce editions starting from Professional and does not require Data Cloud, Shield, or any other add-on platform. It installs as a single managed package from AppExchange and connects to your existing AI provider through Named Credentials.