GPTfy
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About
GPTfy brings Gen AI to your Salesforce, offering solutions for sales and support automation with enterprise-grade security and a 30-day go-live. It streamlines workflows, reduces grunt work, and focuses on what matters. Features include integrations for Einstein Chatbot, GPTfy Voice, Communities, Gmail/Outlook, File Analysis, Prompt Builder, Flow & Apex, External Objects, API Data Sources, and a Security Layer. Offers AI for Sales, Service, Financial Services, Insurance, and Health Cloud.
Platform
Keywords
Task
Features
• ai for higher ed
• ai for real estate
• ai for high-tech
• ai for insurance
• ai for financial services
• ai for health cloud
• ai for service cloud
• ai for sales cloud
FAQs
How does GPTfy safeguard against data breaches?
GPTfy employs encryption, data masking, and tools like Shield Event Monitoring to prevent unauthorized access and tightly control AI models.
How does GPTfy secure Salesforce and AI access?
GPTfy ensures PII and PHI data don’t flow from Salesforce to AI. It uses mutual TLS for communication security.
How does GPTfy comply with privacy regulations like GDPR and CCPA?
GPTfy allows configuring AI based on user, location, and consent to data processing complies with privacy laws.
How does GPTfy prevent bias and toxicity in AI?
GPTfy monitors AI-generated content, performs data audits, and configures AI responsibly to avoid issues like bias.
How long does it take to set up GPTfy?
GPTfy sets up in just 1 hour! Get up and running fast without any code changes.
How can I start a proof of concept with GPTfy?
Get in touch with our team to discuss your needs. We provide customized POC solutions to demonstrate GPTfy’s capabilities.
What skills do I need to install and configure GPTfy?
GPTfy is designed for easy non-code configuration. Some basic Salesforce admin skills are sufficient to set it up.
How can GPTfy boost sales productivity?
GPTfy automates grunt work like email generation to give sellers more time to progress deals. It tracks AI-driven ROI through saved time and closed revenue.
How does GPTfy help BDRs qualify leads faster?
GPTfy instantly engages Web2Lead and Email2Lead with personalized, AI-generated responses to boost conversion rates.
How does GPTfy assist AEs in advancing opportunities?
GPTfy can automate follow-ups, analyze sentiments, auto-generate account summaries, and craft follow-up emails to nurture leads more effectively.
How can GPTfy improve pipeline reviews?
GPTfy provides 360-degree account summaries with AI-generated insights to inform executive decisions during pipeline reviews.
How can GPTfy boost service productivity?
GPTfy automates repetitive tasks like email drafting and case routing so agents can resolve tickets faster. It tracks productivity gains through CSAT.
How can GPTfy improve customer satisfaction (CSAT)?
GPTfy summarizes cases and interactions to understand service experience. It also suggests knowledge articles to boost satisfaction.
How does GPTfy help prevent red accounts?
GPTfy analyzes sentiment across cases to proactively identify at-risk accounts. It also provides Account 360 insights to address concerns.
How does GPTfy assist with churn reduction?
GPTfy analyzes product usage telemetry to inform account managers of renewal management and churn prevention strategies.
Pricing Plans
PRO
$20.00 / per user per month• Unlimited prompts
• Prompt Builder
• Security/Trust Layer
• Data Retention
• Manage Licenses, Preferences, and Retention settings.
• Premium Support
• Outlook/Gmail Plugin
ENTERPRISE
$30.00 / per user per month• Everything in Pro, plus
• Automation Callout
• Apex Invocation
• Use GPTfy’s AI Prompt with Apex Code for specific requirements
• AI Mass Processing
• AI Mass processing automates repetitive tasks in Salesforce, like data updates. It’s customizable, making work easier, faster, and more efficient.
• API Data Sources
• Integrate additional data into Salesforce. Combine diverse information sources to unlock insights, enrich data, and uncover revenue opportunities.
• AI File Analysis
• Ask questions from Files using AI RAG/KB Integration Let AI answer based on your knowledge base articles & PDFs
UNLIMITED
$50.00 / per user per month• Everything in Enterprise, future features, and more
• Signature Support
• Communities/Experience Cloud
• Einstein Bot+ AI Integration
• Integrate Einstein Chatbot with Generative AI in a secure way.
• GPTfy Voice
• Record Notes in Salesforce with GPTfy Voice.
• Flow Automation
• Automate AI tasks using pre-made Flow templates. It simplifies processes, reduces coding, and adapts AI to unique business needs in Salesforce.
Job Opportunities
There are currently no job postings for this AI tool.
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