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CRM Integration

Salesforce + Opttab

Integrate Opttab with Salesforce to bring AI visibility insights directly into your CRM. Understand how prospects interact with AI to personalize your sales approach.

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Salesforce

CRM

About Salesforce

Salesforce is the world's leading customer relationship management (CRM) platform. Founded in 1999, Salesforce pioneered cloud-based software and today serves over 150,000 companies. The platform includes Sales Cloud, Service Cloud, Marketing Cloud, and Einstein AI capabilities for intelligent automation.

Features

What You Can Do with Salesforce + Opttab

Unlock powerful AI visibility features when you connect Salesforce to Opttab.

Account-level AI visibility scoring

Lead enrichment with AI data

Opportunity insights from AI trends

Custom Salesforce reports with AI metrics

Automated alerts for key account mentions

AI visibility dashboard in Salesforce

Setup Guide

How to Connect Salesforce

Get started in minutes with our simple setup process.

Install the Opttab package in Salesforce

Connect your Opttab and Salesforce accounts

Map AI visibility data to Salesforce objects

Access AI insights directly in your CRM

Benefits

Why Use Salesforce with Opttab

Maximize your AI visibility and get more value from Salesforce.

Inform sales conversations with AI insights

Identify AI-engaged prospects

Competitive intelligence from AI data

Unified view of customer AI interactions

Ready to Connect Salesforce?

Start optimizing your AI visibility today with Opttab's Salesforce integration.

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