Welcoem to posts!!
in the future - u will be able to do some more stuff here,,,!! like pat catgirl- i mean um yeah... for now u can only see others's posts :c
We don’t have a technology problem,
We have a planning problem.
I recently spoke with an engineering leader at a large enterprise.
“11 months!” He said.
“0 Salesforce + AI use cases identified.”
“ and our sales leadership promised AI at an SKO.”
Agents. Copilots. Other AI solutions.
Suffer from the same planning problem that a lot of us have after we spend a fortune buying a shiny gym equipment.
We buy into the vision of who we want to become, instead of figure out what is sustainable for us.
I’ve seen that the only customers who are achieving any success with AI, are the ones that are focusing on a simple plan.
Low Risk,
High $$$ Value,
& Internally Focused.
Because anything else seems too complex, risky, and a gamble with the untested waters of AI.
Is this a good way for Salesforce + AI wins?
Check out GPTfy.ai to bring AI for
Salesforce that fits your Enterprise Architecture.
Not the other way around.
#whymakeitcomplex #keepaisimple #salesforceaiusecases #realaiwins #gptfy
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RFP review process...
Where hope goes to die, and experts go to burn out.
3 traditional approaches:
- Playing darts blindfolded
- Searching for gold with a plastic spoon
- Treating all 500 questions like they're equally important
You're still manually reading every word
Of every response
On every page
Meanwhile, your competitors are applying AI
For the first cut of due diligence
Before they start reviewing it
So we tried something different
We applied AI with GPTfy to the review phase
Creating a smart triage system in Salesforce
That automated the RFP gruntwork
While still keeping us
Humans in the loop :)
Here's how it works:
- AI reviews & answers routine questions
- It scores any other answers for accuracy
- Assigns confidence scores to every response
- Flags questions that it may not have a good response for
On a complex enterprise RFP,
This separates wheat from chaff,
Focusing human expertise where it matters
It went from
Mundane Soul Sucking
-> More time for strategic input
Better quality proposals
Higher win probability
What I like about this...
No boiling the ocean
No more missed opportunities
Just smarter allocation of your best resources
What's your biggest RFP challenge?
And would an AI-powered triage system help?
Curious to hear your thoughts
Check out GPTfy Blogs to learn more about AI and RFP processes in Salesforce.
#AIusecases #RealROI #GPTfy #Salesforce #AppExchange #AgentForce #BusinessValue
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From Beta -> Kaput
Which AI you pick does NOT matter much...anymore.
Yesterday open AI released its new response API
And buried in that announcement is the
Deprecation of Assistant API.
Yes, Assistant API was a Beta,
But Open AI on Azure is a pretty popular
Choice for large Enterprise customers everywhere.
This is the reality of innovation with all AI vendors,
As they compete and update, they bring
Obsolescence that eventually
Dead ends your Solutions.
However, enterprise technologies don't move at this pace.
And now they need to keep up with changes,
"Innovations", and new players in this
Space - to bring what's suitable
For their businesses.
So what do you do to keep your AI capabilities current,
Or at least have a solution supported by AI vendors?
This is why a vendor-independent BYOM strategy
Is becoming strategic and business critical,
For any serious enterprise architect.
Because a well-designed AI solution,
Will insulate your business and data from,
Changes that we cannot control or even foresee.
The days of Apps that are tightly coupled
To a particular Tech stack are
Becoming less attractive.
What's attractive?
User Adoption and Change Management.
If your end users, front & back office processes
Are running on Salesforce, or whatever else,
That is worth protecting and improving.
And to do that, large customers are asking for
The ability to bring more useful AI
Capabilities without dramatically
Changing end user experience
Unless it makes it better...Significantly better!
That is why we designed 100% pure BYOM
That does NOT require Data Cloud
Or Agentforce or anything else.
So you have the freedom to bring AI
Any AI...Even Open AI ;-)
Check out @gptfyai for Salesforce
No Agentforce or Data Cloud needed,
And no lockdown to any specific AI Model or Hyperscaler
#openai #assistantapi #responseapi #salesforce #gptfy #agentforce
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Here's real world Crawl -> Walk -> Run for AI
In 2+ years, I spoke with 150+ Salesforce customers...
And here is what I have learned.
Most organizations still have
Basic deficiencies that they want to address.
Like generating Account 360 that includes
Perspective from Emails, activities,
And meeting notes
Logged in to their Salesforce.
Or the ability to do sentimental analysis on cases,
Running a deal coach on opportunities,
And analyzing a PDF attachment.
So while this conversation of AI Agents is enticing,
It overlooks the need for User adoption,
Building organizational AI skills,
And other boring stuff that
Goes with production
Level Tech deploys.
3 stages of evolution that I see for
Salesforce Orgs that are going
Live with AI are...
1. Build AI foundation
Internal user focused, for straightforward
AI use cases such as summarization, analysis,
Basic automation & unstructured data processing.
2. Co-Pilots and Chabots*
Customer and partner focused,
Aligned to productivity, support, & collaboration,
To automate processes & analyze more data with AI.
*Phase 1 for more service-focused AI deploys
3. Agents & Advanced automation
Rise in cross-enterprise innovation, driven
By Data, Process Automation & AI investments,
That let agents solve simple -> complex problems alike.
For large Enterprises with legacy Data,
Apps & Processes...
This ability to bring the entire organization along from a
Change Management, Operational Optimization,
Secure & Stable AI capabilities perspective,
Is fairly valuable and often mandatory.
Otherwise, we are asking for bullet trains,
For tracks on which we run
Steam engines today.
That’s why we focus on
Getting Salesforce customers
Through phase 1 & 2 with GPTfy
So, are we jumping the gun,
In this frenzy to be all Agentic?
Curious to hear what you think?
Or the ability to do sentimental analysis on cases.
#ai #agentic #babysteps #phasedapproach #gptfy #salesforce #agentforce
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A BPR mindset + Audacity to question the status quo
And 3 considerations…
- Who-What can become more effective?
- Who-What can be more efficient?
- What can be eliminated?
But change like that is not just hard, it’s often near impossible because it requires a serious change management & user adoption mindset.
And for this to be meaningful, it needs to align with business strategy and operational excellence.
It’s not hard,
But requires a focus
That ignores the hype/FOMO
And boils AI capabilities down to a “back to basics” approach of business fundamentals.
At least, that’s what I see GPTfy’s successful customers doing.
#bpr #businesstransformation #gptfy #agentforce #innovation #salesforce
Thanks to Nitin Aggarwal for his thought-provoking post. Follow him!
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Need external data in your Salesforce AI workflows?
GPTfy's API Data Source lets you bring web & API data directly into your AI processing.
Connect services like Explorium to enrich your Salesforce records automatically.
Learn how to set up your first API Data Source integration: loom.ly/68jEuhk.
#salesforce #apidatasources #aidata #gptfy
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Can AI and Salesforce make your student's experience better?
See how AI can help part of the student lifecycle from enrollment to alum.
Read more about AI for higher ed and use cases here: loom.ly/ykQXZOs.
#salesforce #ai #aiforhighered #aiforsalesforce #aiusecases
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How can you get AI to respond to your tone and style in Salesforce?
By Few Shot Learning,
By giving a few examples of your tone and style
Have you tried a few shot learning in your prompts?
#salesforce #ai #promptengineering #fewshotlearning
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AI in Salesforce is not doing justice if your users have to manually run AI prompts for 1000s of records to find an overview.
With GPTfy's AI mass processing, you can save users time by scheduling and running prompts in batches.
Read more here: loom.ly/Z5qPZYk.
PS: Learn how AI can solve complex business use cases in Salesforce with Saurabh and Rahul on 14th Aug.
Register here: loom.ly/Rw_NMWw.
#gptfy #ai #salesforce #aimassprocessing
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71% of IT Leaders believe that Gen AI will bring more security risks.
How can you use Gen AI securely in Salesforce?
1. Secure your CRM and Business Data.
2. Strengthen your AI infrastructure.
3. Adhere to best practices.
Read this article to ensure your Salesforce + AI is holistically secure: loom.ly/H04drow
#salesforce #ai #gptft #aisecurity #secureai
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Bring Gen AI capabilities to your Salesforce org with GPTfy.