Create CPQ Quotes from Slack. Stay in the Flow.

Hello everyone. Welcome to this demo. In this demo, we are gonna showcase how GPTfy enables you to create quotes, interact with your CPQ, but not from Salesforce, but Slack here right now I have, what you see on the screen is I'm inside my Salesforce CPQ on an account called Edge Communications, right? And we have, under the related objects, we have opportunities, contacts, and quotes. Right. And here I have a few products that are added, right, because you can see all the, all the various products that I have in my Salesforce CPQ. Now let's switch ecosystems here. Here I'm in Slack on a regular, normal channel. I'm just gonna add mention the GPTfy agent Bot right here in my chat. And I'm gonna ask him a simple thing. I just want him to create a quote for the Edge Communications account, and I'm just gonna send that text. Yeah. A new quote for Edge Communications account is ready to be created, but I need you to specify a price book. So it did. So it was a very open-ended question. Open-ended task from my side. I did not give it any specifications beforehand. So GPTfy bot is intelligent, so it did go to my Salesforce itself. It realized I don't have all the information that I need to do this, so it came back to me with a question to select a price book to finalize the quote creation. I'm just gonna use the standard price book. See with Standard Price, a new quote has been created, and I haven't left Slack right now. Just to verify this, let's jump to my Salesforce. We have a new quote. We have it's, we can see that it is a new quote. The sales rep is assigned the account edge communications like I asked it for, but there's still no quote lines there because we haven't added any products. Right? Let's go back to Slack and see if we can do that from here. Successfully created. Now this is a new quote that was created and these are the products that I wanted to add to that specific quote. I'm just gonna write down the products that I need, the number of products that I need in that quote. And I'm just gonna send now what is happening in the background with the help of GPTfy. It took this information, the commands, the products that I sent it to, that I wrote down in Slack. It went back to my Salesforce CPQ. It successfully created quote lines for these products in that quote. Let's verify this before moving forward, right? This is a quote we saw zero quote lines. We can see that there are new quote lines that have been created, and these were the exact products that I asked you to add in this particular quote. These products are pretty straightforward, not complex at all, right? They're not bundled products. What basically, I'm trying to say, but what if I need to add a bundled product? Now I have this particular product, which is a bundled product. Now, when I send this text to my GPTfy bot in Slack, I'm not specifying what specifications I actually need. So what it should do is come back to me to ask for the specific configurations that I want for this particular product. And here it is, configure the Maximum Security Shield 3.0 for the quote. Right? I'm just gonna open configurator. And the, you can see that these are all the optional, additional customizable product features that there are within that product. Right storage for recovery, I need both. I don't need this one. I need this one. I need both. That is correct. And what are the options that I have? Access retention. I want to keep that. I want data visibility production as well. So you can see, I can configure the products that I need to add in my quote right from my Slack. I'm gonna just confirm these changes. It's gonna give me a selection summary and it's gonna give me a confirmation. It tells me these things which I selected have been added to the quote. So storage for recovery should be there. Multi-Cloud Restore. Safeguard both of them. And. Data visibility and production. I need these specifications, right? Let's verify this information. We have 10 plus things, right? These were the, all, these were the total products that we added. These three we had, we chose to add all these configured products in this quote. I'm just gonna open this in Salesforce. That particular quote line, I have all these various products and these are exactly what I chose, and the best part was I was not even in Salesforce. All of this happened with the help of GPTfy from my Slack environment.