Salesforce + AI Use Cases

Account 360
Use AI in Salesforce to help new reps start quickly and reduce churn.

White Space Analysis
Easily pull insights from financial reports, contracts, and other key documents.

ROI Dashboard
Show how AI benefits your business and understand the return on your investment.

Deal Coach
Use AI to help your sales team make better decisions and close more deals.

Root Cause Analysis
Use AI to quickly understand and solve issues, making your team more efficient.

Customer Retention & Renewals
Transform scattered Salesforce data into unified renewal insights instantly.

Opportunity Sentiment Journey
Use AI to check your sales activities and spot risks quickly to better manage your team.

Case Summarization
Use AI in Salesforce to quickly understand your customers' situations and moods.

Case Resolution
Use AI to find smart solutions, helping your team fix customer problems quickly.

Intelligent Case Routing
Eliminate manual case routing and deliver faster, more accurate support.

Email to Case
Use AI to understand and sort emails quickly, making it easier and faster.

Sales Email Generation
Transform 10-minute email writing into 10-second AI-generated emails.

Sales Follow-up Email Automation
Let AI analyze your sales activities to spot risks and draft follow-up emails.

Personalised Automated Email
Use AI to generate personalized emails quickly and efficiently.

File Analysis
Use AI to analyze documents and extract key insights automatically.

GPTfy Voice
Convert hours of admin work into automated seconds using voice.
