AI for Sales Cloud

Accelerate Your Sales Process with Secure AI

Empower your sales teams with AI tools that eliminate grunt work, provide actionable insights, and accelerate deal cycles—all with enterprise-grade security.

100% native. Zero data retention. Complete control. Your data never leaves your secure infrastructure.
HIPAA / GDPR Ready 100% Native BYOM App No Data Cloud Required No Agentforce Required

The Sales Challenge

Sales teams face significant challenges that reduce productive selling time and delay deals:

  • Manual data entry consumes up to 30% of a rep's time
  • Slow follow-up processes reduce conversion rates by up to 50%
  • Inconsistent messaging affects brand perception and deal progression
  • Limited pipeline visibility leads to forecast inaccuracy

How GPTfy Transforms Sales Cloud

For BDRs/SDRs

Turbocharge your lead engagement with AI-powered email generation, meeting summaries, and automated CRM updates after every interaction.

For AE/Sales Reps

Streamline your communication and support pipeline with personalized proposal creation, next-best-action recommendations, and sentiment analysis.

For Sales Leaders

Improve team productivity with AI-driven pipeline analysis, coaching insights, and forecast accuracy - all while maintaining data security.

Key Sales Cloud Features

Opportunity Summarization

Generate concise, accurate opportunity summaries from your notes and email exchanges, saving hours of documentation time.

Email Intelligence

Create personalized, on-brand emails that address prospect needs while maintaining your unique voice and security standards.

Meeting Insights

Automatically extract key discussion points, action items, and sentiment from meeting transcripts - all processed securely within your environment.

Proposal Generation

Create customized proposals and quotes using your organization's templates, pricing, and past successful examples.

Deal Intelligence

Identify risks and opportunities in your pipeline using pattern recognition across your historical sales data.

Competitive Analysis

Generate tailored competitive battlecards based on your win/loss history and current opportunity details.

Built for Sales Security

GPTfy's enterprise-grade security ensures your sensitive deal information remains protected:

  • Deal value masking protects pricing information from unauthorized access
  • Contact information security ensures customer details remain private
  • Competition intelligence protection safeguards your competitive strategy information
  • Compliance with industry regulations including GDPR, CCPA, and industry-specific requirements
  • Role-based access controls limit AI capabilities based on user permissions

What Our Customers Say

"I like it as it enables Salesforce professionals like me to leverage the AI of my choice(BYOM) in a declarative manner."

- Sury Ramamurthy, Technical Architect

Transform Your Sales Cloud Experience

Schedule a technical consultation to see how GPTfy can help your sales team eliminate grunt work while maintaining enterprise security.

SCHEDULE TECHNICAL CONSULTATION