Salesforce + ChatGPT- Do More with Less

In the last few months, we met a lot of sales and service folks. And what we heard from them shocked and saddened us.

In today's business landscape, sales and service professionals, and all of us, face a daunting challenge.

Layoffs have resulted in bigger territories and overwhelming workloads, leaving individuals strapped for resources.

As a result, employees run around, deal with more customers, attend more meetings, and struggle to find time for themselves.

Work permeates every aspect of our life. We have less time for ourselves and lesser focus, and quality is falling everywhere.

And organizations have thrown more tools at us. Keep copying & pasting. Everyone is frustrated with how hard it's to do real work.

Bottom line: We are burnt out in sales and support and marketing, HR, operations, and just about everywhere.

The Question

How can we do more with less?
How do we ensure that our folks are empowered to get things done?
How do we get out of sitting through meeting after meeting, manually typing notes, and reading 25 emails for 1 response?

GPTfy: Automate Sales and Service Grunt Work

GPTfy lets you automate sales and service grunt work by integrating Salesforce and ChatGPT.

• Sales reps avoid the grunt work of manual notes. GPTfy generates a draft summary in the context of the Account 360 and related Salesforce records.
• Deal follow-up emails take a lot of Sales rep time. GPTfy provides email drafts based on opportunities, related activities, products, and other Salesforce data.
• Reduce escalations with case sentiment analysis at every interaction. GPTfy kick-starts support processes for special handling, reducing grunt work for case summaries.
• Ready-to-use prompts for Sales & Support users. Assign role & profile-specific prompts in a few clicks using Prompt Builder.

Enterprise-Grade Privacy and Security

Your PII, PHI & other sensitive Salesforce data only belongs to your organization. GPTfy anonymizes it through the Security Trust Layer so ChatGPT/OpenAI & others cannot see or store confidential information.

Easy Setup, Enterprise Results

Tired of solutions that take forever?
Me too! With GPTfy, you get a 60-minute 'Click, not code' setup that's still Enterprise-grade.

Let your people do what they do best by eliminating their grunt work in Salesforce... Before your competition does!

Ready to help your team do more with less? Book a demo to see how GPTfy can automate sales and service tasks while keeping your data secure.