Salesforce

Connect AI visibility to revenue in Salesforce

Teoraspace helps enterprise sales teams track AI-driven pipeline in Salesforce. Attribute deals to AI sources, prove ROI, and build data-driven AI visibility strategies.

Overview

Teoraspace helps enterprise sales teams track AI-driven pipeline in Salesforce. Attribute deals to AI sources, prove ROI, and build data-driven AI visibility strategies.

Integration Benefits

1

Full visibility into AI-driven sales funnel

2

Revenue attribution for AI channels

3

Works with existing Salesforce workflows

4

Executive-ready reporting

5

Data-driven optimization insights

Setup Steps

1

Audit current Salesforce lead tracking setup

2

Design AI attribution data model (fields, sources)

3

Configure custom fields and picklist values

4

Set up lead source automation and workflows

5

Create custom reports for AI attribution

6

Build executive dashboards

7

Train sales and marketing teams

8

Establish ongoing reporting cadence

Key Features

Lead Source Configuration

Set up custom lead sources and fields to track AI referrals (ChatGPT, Perplexity, etc.).

Pipeline Attribution

Connect AI citations to opportunities and closed revenue in your sales pipeline.

Custom Field Setup

Create AI-specific fields on Leads, Contacts, and Opportunities for detailed tracking.

Report & Dashboard Build

Build Salesforce reports and dashboards showing AI-driven revenue and ROI.

Need Help Setting Up Salesforce for AI Visibility?

Get expert guidance on integrating AI visibility tracking with your existing tools.