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Generative AI and Salesforce CRM

· 4 min read
GPTfy Team
GPTfy Team
GPTfy Product Team

Introduction​

Generative AI is here and will explode and become part of every industry and revolutionize them. We will see things we have never seen before.

Similarly, sales will heavily depend on generative AIs such as ChatGPT, Writesonic, and others to close more deals and grow the business.

97% of sales professionals believe AI will give more time to selling.

We all know even though sales generate revenue, only 28% of their time is spent on selling. Instead, they spend time doing manual work such as handling case reports, data entry, tool management, and more.

What is Salesforce CRM?​

Salesforce is the number one ranked CRM (customer relationship management) for managing sales and service activities.

It automates the sales, marketing, and service processes, which helps generate more revenue and increase brand loyalty.

What is ChatGPT?​

ChatGPT is a large language model trained by OpenAI based on the generative pre-trained transformer, which is the full form of GPT.

It is prepared to answer like humans, and it can do a lot of tasks, such as writing paragraphs, answering questions, doing creative writing, summarising, translating, and more.

How can Generative AI Help Sales?​

Generative AI is a boon in a way, and it has the potential to revamp the sales industry, how it operates, its success rate, and more. Let’s see how it is going to help sales.

Goodbye to the Administrative Work​

Sales professionals spend a lot of time in administrative work such as:

  • Manual data entry of customer information and sales data into the CRM.
  • Maintaining records of sales transactions, orders, and customer interactions.
  • Generating reports on sales performance, revenue, and other key metrics.
  • Processing customer orders, tracking inventory levels, and ensuring timely delivery.
  • Assisting with tasks such as preparing presentations, proposals, and quotes.
  • Responding to customer queries and resolving issues related to orders.
  • Documenting sales-related documents such as contracts, invoices, and purchase orders.

Generative AI such as ChatGPT will reduce the administrative load by:

  • Automating data entry in the CRM using historical data.
  • Maintaining records with automatic data categorization and verification.
  • Updating customer data, records, orders, inventory, invoices, and delivery.
  • Drafting content, creating images, charts, and tables for presentations and proposals.

Enhance Customer Interaction​

Understanding customer sentiment is crucial.

1 in 3 customers will leave after just one bad experience.

AI can:

  • Analyze feedback from CRM, Google Reviews, website, and social platforms.
  • Determine general sentiment and provide insights into customer satisfaction.
  • Help generate personalized marketing campaigns.

Training Sales Reps​

Sales Manager spends 25–40% of their time training reps, about 200 hours per month.

AI can:

  • Provide personalized communication and build stronger relationships.
  • Offer insights into trends and opportunities.
  • Predict future performance using historical data.

What is GPTfy?​

GPTfy is the new kid on the block for Salesforce users. It runs in Salesforce and integrates with OpenAI.

You don’t have to move your data out of the SFDC environment. It works within your org and gives results in a single click.

How Will GPTfy Help You Increase Sales in Salesforce?​

Transfer of Account​

GPTfy can:

  • Summarize case history and customer sentiments.
  • Add contextual info to emails, like hobbies, for personalized communication.

Understand the History of the Account​

GPTfy enables reps to:

  • Instantly summarize and understand account sentiment.
  • View 360-degree insights into new accounts.

Customer Retention​

GPTfy helps during Q4 renewals by:

  • Identifying customer dissatisfaction.
  • Helping reps ensure renewals aren’t at risk.

Challenges of ChatGPT and Why Choose GPTfy?​

Security​

Using public tools like ChatGPT may violate privacy regulations. GPTfy solves this by:

  • Being Salesforce-native.
  • Masking PII data before sending prompts.
  • Ensuring compliant and secure AI use.

Prompt Training​

Most users are not prompt experts. GPTfy solves this by:

  • Preloading expert prompts crafted by developers.
  • Eliminating the need for users to learn prompt engineering.

Inconsistency and Inaccuracy​

AI isn’t perfect, but GPTfy minimizes risks by verifying and refining output for reliability.

Conclusion​

Generative AI is designed to handle the grunt work, enabling sales pros to focus on selling.

If you’re a smart Sales Pro using Salesforce and want to use AI to reach your goals and do more meaningful work, try GPTfy.

Join the waitlist, get your hands on the pilot, and see the magic.