Ortoo, a leader in Salesforce productivity tools, has launched Smart Actions, a revolutionary Salesforce-native app now available on the Salesforce AppExchange. This cutting-edge solution allows businesses to seamlessly integrate AI automation into their Salesforce workflows, boosting efficiency and simplifying complex processes with just a click.
Smart Actions empowers businesses to deploy AI and GPT-powered automations across sales, service, and support functions within Salesforce, without the significant costs typically linked to advanced AI technologies. By integrating directly within Salesforce, Smart Actions makes it simpler than ever for companies to automate manual tasks, personalise communications, and optimise 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 analyse, 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 Applications
- Automate Email Personalisation: Sales reps can effortlessly generate high-quality, personalised emails, allowing them to focus on more value-added tasks.
- Ensure Consistency: Automated workflows ensure a consistent and professional standard across all communications.
- Affordable AI Capabilities: Provides powerful AI-driven solutions without the need for substantial upfront investment.
- Improve Response Times: Speeds up follow-up processes, enhancing the likelihood of conversion and improving overall sales results.
To highlight the impact of Smart Actions, consider the following real-world examples:
- Technology Firm: A tech company utilises Smart Actions to generate personalised responses to product inquiries. Sales reps click a button in Salesforce, and the app immediately 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 personalised follow-up emails after customer purchases. The app analyses the customer’s purchase history and generates emails with product recommendations, enriching the customer’s shopping experience and encouraging repeat business.
- Financial Services Company: A financial services firm uses Smart Actions to craft personalised investment advice emails based on the prospect’s financial profile. With a single click, sales reps can send tailored advice that builds trust and aids in converting prospects into clients.
- Healthcare Provider: A healthcare provider employs Smart Actions to send personalised appointment reminders and service information. The app generates emails tailored to the patient’s needs, enhancing engagement and satisfaction.
Get Started with Smart Actions Now
Smart Actions is available today on the Salesforce AppExchange. Businesses can start using the app for free, with premium features available in an upgraded version. For more details or to schedule a demo, visit Ortoo or contact the Ortoo sales team at sales@ortooapps.com.
