Extract Deal Signals from Every Call
AI analyzes call transcripts to surface sentiment shifts, competitor mentions, and objections using structured insight extraction
Every call holds insights. Nobody captures them.
Your sales team runs dozens of calls a day. The signals are there: objections, competitor mentions, buying intent. But without AI, they vanish the moment the call ends.
Disappear within 24 hours of the conversation
Reps remember the outcome but forget the details. The competitor mentioned at minute 12, the budget concern raised at minute 28, the stakeholder name dropped at minute 35. All gone before the CRM gets updated.
“GPTfy has completely changed the way I work on Salesforce. The voice control feature makes it super easy to use. Compared to Agentforce, GPTfy feels smoother and more intuitive.”
- Shantanu Ealiya, Salesforce Developer, TCS
Capture notes with Voice NotesManual call notes miss more than half of what was said
Reps multitask during calls. They type partial notes, paraphrase incorrectly, and skip anything that does not feel immediately relevant. The resulting CRM data is a lossy summary that misleads pipeline reviews.
“It enables Salesforce professionals like me to leverage AI of my choice in a declarative manner. Case summarization, classification, routing, personalized email response generation.”
- Sury Ramamurthy, Technical Architect, Innolake Corporation
Build prompts with Prompt BuilderCoach without ever hearing the actual conversation
Managers coach based on what reps report, not what happened. Without transcript data, coaching misses objection handling gaps, discovery weaknesses, and competitive positioning mistakes that repeat across the team.
“Really nice App. It does what it claims. Pre-packaged prompts make it easy to use.”
- Shailesh Varshney, Developer, Capgemini Australia
Secure this with Security LayerCall Insights Stay Hidden
Listening to every call is not scalable
Sales managers cannot listen to every call. Even with transcription tools, reading a 45-minute transcript takes 15 minutes. Multiply that by 50 calls per day across a team, and critical signals (pricing objections, competitor mentions, champion sentiment shifts) get buried in text that nobody reads.
GPTfy extracts structured insights through AI analysis
GPTfy reads call transcript text stored in Salesforce (from Gong, Chorus, or any transcription tool that writes to custom fields) and uses AI to extract structured insights: customer sentiment, key objections raised, competitor names mentioned, action items committed, and deal risk signals. Each insight links to the relevant Opportunity, Account, or Case record.
Sentiment and Risk Signals
AI identifies what matters in each call
When a prospect says 'We are also talking to Competitor X about their pricing model,' GPTfy flags the competitor mention, captures the context, and updates the Opportunity record with the competitive intelligence. When sentiment shifts from positive to hesitant during a pricing discussion, the AI flags it as a deal risk signal with the specific transcript excerpt.
Customizable analysis via Prompt Builder
Use GPTfy's no-code Prompt Builder to define what insights you want extracted: sentiment tracking, objection categorization, competitor intelligence, buying signal identification, or next-step extraction. Different teams can analyze the same transcript differently: sales focuses on deal signals, product teams focus on feature requests.
Enterprise Security for Calls
PII masking protects speaker identities
Call transcripts contain customer names, phone numbers, company details, and sometimes financial information shared verbally. GPTfy's security layer masks personally identifiable information before sending transcript text to any AI model. Speaker names are anonymized during processing and re-mapped in the structured output.
Analyze transcripts with any AI model via Named Credentials
Process call transcripts through OpenAI GPT-4o, Anthropic Claude, Google Gemini, or Azure OpenAI. GPTfy's BYOM architecture uses Salesforce Named Credentials for each provider. Your IT team controls which models analyze your conversation data.
Why Choose Call Transcripts & Insights
Instant Transcript Analysis
AI processes call transcripts the moment they land in Salesforce. Reps see structured insights (sentiment, objections, next steps) without reading a single line of transcript text.
Key Moment Extraction
Competitor mentions, pricing objections, and champion sentiment shifts surface automatically. Every deal-critical moment is tagged, timestamped, and linked to the relevant Salesforce record.
Searchable Call History
Every extracted insight feeds a searchable knowledge base across your entire team's call history. Find every time a competitor was mentioned or every pricing objection raised in seconds.
Powerful Capabilities
Auto-Transcription Integration
Works with any transcription tool that writes to Salesforce, including Gong, Chorus, Otter, and custom telephony integrations. GPTfy reads the transcript field and triggers AI analysis automatically.
Sentiment Detection
AI tracks sentiment shifts throughout the conversation, flagging moments where prospect tone moves from positive to hesitant. Each shift is linked to the specific topic that triggered it.
Action Item Extraction
Every commitment made during a call (follow-up emails, demo scheduling, stakeholder introductions) is captured as a structured action item and matched to the right Salesforce record.
CRM Field Population
Extracted insights write directly to Opportunity, Account, and Contact fields. Competitive intelligence, objection summaries, and deal risk signals update records without manual data entry.
Key Takeaways
- Extracts sentiment, objections, competitor mentions, and action items from transcripts
- Works with any transcription tool that writes to Salesforce fields (Gong, Chorus, etc.)
- Prompt Builder supports different analysis templates per team (sales vs. product)
- PII masking anonymizes speaker names before transcript text reaches the AI model
- Insights write directly to Opportunity, Account, and Contact fields automatically
Frequently Asked Questions
GPTfy analyzes existing transcripts stored in Salesforce fields. It works with any transcription tool that writes to Salesforce, including Gong, Chorus, Otter, and custom telephony integrations. GPTfy's Data Context Mapping reads the transcript text and sends it to AI for structured insight extraction.
GPTfy extracts customer sentiment, key objections, competitor mentions, buying signals, action items, deal risk indicators, and feature requests. Each insight is structured with the relevant transcript excerpt and linked to the associated Salesforce record.
Yes. The Prompt Builder supports multiple analysis templates per transcript source. Sales teams can focus on deal signals and objections while product teams extract feature requests and usability feedback, all from the same transcript data.
GPTfy's Security Layer masks speaker names, phone numbers, email addresses, and custom-defined sensitive terms before transcript text reaches any AI model. The structured output re-maps anonymized references to the correct Salesforce Contact and Account records.
GPTfy processes any transcript text stored in Salesforce fields. Once the managed package is installed and a Data Context Mapping is configured to read your transcript field, you can run insight extraction immediately. Most teams are analyzing transcripts within hours of setup, using pre-built or custom prompt templates.
Yes. GPTfy's transcript analysis runs as individual prompt executions triggered via Salesforce Flow when new transcripts land in Salesforce. Each analysis is independent, so the system scales linearly with your call volume. You can also configure which calls trigger analysis based on deal stage, account tier, or call duration.
See Call Transcript Analysis Live
30 minutes. Watch GPTfy extract sentiment, objections, and competitor intelligence from real call transcripts stored in Salesforce.
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