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No Data Cloud / Agentforce Required
Available on AppExchange

Find Hidden Sales Opportunities with White Space Analysis

Easily pull insights from financial reports, contracts, and other key documents. GPTfy helps your team quickly understand customer needs, making it easier to personalize conversations, respond faster, and close more deals.

Sales Reps, Close Deals Faster with Real-Time Insights

Operations ROI demonstration

Instant Summaries for Every Deal

AI extracts key points from financial reports, RFPs, and contracts, giving you all the information you need to make an informed pitch in seconds. No need to go through pages of documents—just focus on selling.

Align Your Pitch

AI helps you align the right products and services with what the customer really needs. Tailor your conversations based on real-time data, making your pitch more relevant and increasing your chances of closing the deal.

Sales Managers, Share Insights, Automate Coaching

Get Key Customer Insights

Use AI to analyze customer reports, financial statements, and contracts. Get clear insights into customer needs and pain points without spending hours reading through documents. AI empowers you to guide your team with better data and advice.

Automate Insights

Save time by automating the collection of important customer information. Instead of manually researching each account, AI gives your team instant access to the key facts, helping them stay ahead at every opportunity.

usecase section

Sales Leaders, Grow Revenue, Improve Team Performance

Operations ROI demonstration

Spot New Opportunities

Use AI to uncover trends, opportunities, and customer challenges. By analyzing documents at scale, AI can help you spot gaps in the market and suggest ways to grow revenue across accounts, allowing you to guide your team more effectively.

Speed Up Sales

Let AI take care of generating tailored proposals and strategies for each deal, making it easier for your team to move faster through the sales cycle. The quicker your reps can present a solution, the sooner they can close deals and meet revenue targets.

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.