Salesforce Integration for PropTech
Learn how to use Salesforce for proptech AI visibility tracking and optimization. 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.
PropTech Use Cases
Create comprehensive PropTech content for AI citation
Optimize PropTech content for AI comprehension
Build PropTech topical authority for AI visibility
PropTech AI Visibility Challenges
PropTech companies face unique challenges that Salesforce integration helps address:
Property data not optimized for AI discovery
Real estate workflows complex for LLMs to understand
Competitors cited in property tech searches
Market-specific features lost in AI summaries
PropTech Tips for Salesforce
Configure Salesforce for PropTech-specific tracking
Create PropTech segments and reports in Salesforce
Monitor PropTech buyer journey touchpoints
Create custom properties for AI platform attribution
Build workflows to tag and score AI-referred leads
Salesforce Benefits
Full visibility into AI-driven sales funnel
Revenue attribution for AI channels
Works with existing Salesforce workflows
Executive-ready reporting
Data-driven optimization insights
Setup Steps
Audit current Salesforce lead tracking setup
Design AI attribution data model (fields, sources)
Configure custom fields and picklist values
Set up lead source automation and workflows
Create custom reports for AI attribution
Build executive dashboards
Train sales and marketing teams
Establish ongoing reporting cadence