LONDON, UK. August 15th, 2024 – Ortoo, a leader in Salesforce productivity solutions, announces the launch of Smart Actions, an innovative Salesforce-native app now available on the Salesforce AppExchange. This groundbreaking tool allows businesses to seamlessly integrate AI automation into their Salesforce workflows, driving efficiency and simplifying complex processes with just a click.
Smart Actions enables businesses to deploy AI and GPT-powered automations across sales, service, and support processes within Salesforce, without the high costs typically associated with advanced AI tools. By integrating directly into Salesforce, Smart Actions makes it easier than ever for companies to automate manual tasks, personalize communications, and optimize their workflows.
“With Smart Actions, we’re making AI automation accessible to businesses of all sizes,” said Amy Grenham, Head of Marketing at Ortoo. “For anyone who’s built a custom GPT using OpenAI, creating a Smart Action is a very similar process. You simply use Ortoo’s prompt builder to set the context, specify the Salesforce fields to analyze, and direct where the output should go. This makes it incredibly easy to deploy AI-driven processes and transform how you operate within Salesforce.”
Key Features and Real-World Impact
- Automate Email Personalization: Sales reps can generate high-quality, personalized emails with just a click, freeing up time for more valuable tasks.
- Ensure Consistency: Automated processes maintain a uniform, professional image across all communications.
- Affordable AI Solutions: Offers powerful AI capabilities without the need for a large upfront investment.
- Enhance Response Times: Speed up follow-up processes, increasing the likelihood of conversion and improving sales outcomes.
To illustrate the impact of Smart Actions, consider these real-world scenarios:
- Technology Firm: A tech company uses Smart Actions to generate personalized responses to product inquiries. Sales reps click a button in Salesforce, and the app instantly creates emails tailored to the prospect’s specific questions, ensuring timely and relevant communication that keeps the prospect engaged.
- E-commerce Business: An online retailer leverages Smart Actions to send personalized follow-up emails after customer purchases. The app analyzes the customer’s purchase history and generates emails with product recommendations, enhancing the customer’s shopping experience and encouraging repeat business.
- Financial Services Company: A financial services firm uses Smart Actions to craft personalized investment advice emails based on the prospect’s financial profile. With just a click, sales reps can send tailored advice that builds trust and helps convert prospects into clients.
- Healthcare Provider: A healthcare provider employs Smart Actions to send personalized appointment reminders and service information. The app generates emails customized to the patient’s needs, improving engagement and satisfaction.
Get Started with Smart Actions Today
Smart Actions is available now on the Salesforce AppExchange. Businesses can start using the app for free, with additional features available through a premium version. For more information or to schedule a demo, visit Ortoo or contact the Ortoo sales team at sales@ortooapps.com.
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