Account 360: Improve Onboarding and Cut Churn with AI
AI in Salesforce can help new reps start quickly and reduce churn by understanding customer needs and issues.
Sales Managers, Onboard New Reps Faster, Save Time
Sales Managers, Onboard New Reps Faster, Save Time
View All Opportunity Details in One Place
With AI in Salesforce, you can have a comprehensive view of all opportunities and accounts in an easy-to-view table to understand past interactions.
Automate Summaries for Quick Insights
Access a summarized version of opportunities, objections, key next steps, and more to provide your reps with relevant information before speaking with prospects.
Sales Reps, Stay Informed, Act Quickly
Get Instant Access to Important Account Information
Save time by getting all the relevant details of your accounts and opportunities with AI in one click to make an informed decision instead of going through multiple records to make informed decisions.
Navigate Effortlessly Between Records
Quickly access details about specific opportunities and cases by using AI-generated tables, saving you time and effort
Sales Leaders, Evaluate Relationships, Drive Renewals
Sales Leaders, Evaluate Relationships, Drive Renewals
See the Full Picture with Account 360
Identify potential issues and opportunities to improve the churn rate and customer relationships and develop strategies to enhance the overall customer experience.
Identify Customer Sentiment and Next Steps
Make data-driven decisions to optimize the sales process and improve overall customer satisfaction with the help of AI analysis on history and gain insights.
Ready to Accelerate Your Tech Business?
Book 45 mins. Discuss your use cases.100% Salesforce Native, Enterprise-Grade Security
Unlike other AI solutions that send your customer and product data to external systems, GPTfy runs in your Salesforce Org, maintaining the highest levels of security and protecting your intellectual property.