Help & Support

Elevate Your Agents with AgentExchange Solutions

Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Visit Salesforce Help

Give Us Feedback

PILYTIX A.I. Deal Cards

See which opportunities are great and which are a waste of time!

Overview

Installs a Lightning Web Component card that displays PILYTIX A.I. predictive scores and explainable A.I. factors natively on a Salesforce page layout without needing to toggle between tabs.

See How PILYTIX A.I. Deal Cards Works

The PILYTIX A.I. products leverage our secure zeroG Data Lakehouse platform to quickly and reliably ingest ever-changing data from your company’s various data sources.
No major lift from your company’s I.T. department is needed - they simply need to provide our team with read-only data access.
Our expert team of Data Scientists and Engineers does all the work to process your company’s data, investigate trends, and build A.I. models customized for you.
PILYTIX A.I. Deal Cards deliver stellar predictive insights that can accelerate sales cycles and increase win rates by over 300%.
PILYTIX A.I. Deal Cards unearth both the good and bad of prospective deals and help your sales representatives tailor more effective sales strategies for each prospect.
Salesforce App setup is a breeze and comes preconfigured with the ability to control who can see the score cards in Salesforce and who cannot.

PILYTIX A.I. uses predictive analytics and machine learning to boost your sales pipeline by uncovering actionable insights from your company’s entire catalog of data, not just what is in Salesforce. Our expert team of data professionals centralize data from all relevant sources into a secure data lakehouse environment and then design fully-customized A.I. models built using your own data to dynamically predict which opportunities are on track to win, which ones never will, and who your best leads are. Daily-updated model results are presented on PILYTIX Deal Cards in our customer web portal that show not only the likelihood of opportunities or leads converting but also the explainable A.I. factors that drive each prediction. This Salesforce App lets you see these PILYTIX A.I. Deal Cards natively in Salesforce. This way, whenever you click on an Salesforce record, our A.I.-powered insights will always be at your fingertips without the need to toggle tabs.