Forecast Pipeline in Excel.
Sales Leaders, Accelerate Forecasting
AI-Powered Sales Forecasting
Generate accurate pipeline forecasts and revenue projections in Excel using live Salesforce opportunity data through our Microsoft Copilot agent.
Real-Time Pipeline Analysis
Create comprehensive territory planning, quota tracking, and competitive analysis with current Salesforce data instantly available in Excel.
Service Leaders, Enhance Reporting
Customer Success Analytics
Create detailed customer health dashboards, case resolution reports, and CSAT analysis in Excel with real-time Salesforce data through Microsoft Copilot.
Automated Service Reports
Generate support metrics, escalation tracking, and performance dashboards with live data sync from Salesforce to Excel.
Technical Directors, Secure Your Integration
Microsoft-Approved Security
Deploy through Microsoft AppSource with enterprise-grade security validated by Microsoft, maintaining complete audit trails and compliance records.
Native Salesforce Architecture
Access Salesforce data through our certified Copilot agent with field-level security and existing authentication protocols.
Complete Microsoft Office Suite Access
Your $5/user/month investment includes our Microsoft Copilot agent across Excel, PowerPoint, Word, Outlook, and Teams.
Why Leading Organizations Choose GPTfy
70% Manual Work Reduced
Eliminate manual data exports and report generation, saving 20+ hours per analyst monthly through automated Salesforce-Excel sync.
90% Faster Report Creation
Generate complex sales forecasts and service reports using live Salesforce data with intelligent formatting through Microsoft Copilot.
100% Microsoft Certified
Deploy confidently with Microsoft AppSource certification and enterprise security standards built into our Copilot agent.
Frequently Asked Questions
GPTfy provides seamless Salesforce data access within Microsoft Excel through our secured Microsoft Copilot agent, available from Microsoft AppSource. Export customer data, generate reports, and create sales forecasts directly in Excel without manual data entry.
Yes, our integration is secured because it's a Microsoft-approved Copilot agent with direct certification from Microsoft AppSource. Your data stays within the Microsoft-Salesforce ecosystem with enterprise-grade security and complete audit trails.
Implementation typically takes hours, not weeks. Organization administrators can deploy our Microsoft Copilot agent directly from AppSource through guided setup with your existing Microsoft authentication.
Forecast Your Quarter in 29 Seconds
Book a 30-minute demo and we'll show you how to generate pipeline forecasts in Excel with live Salesforce data.