CRM data · Data connection

Salesforce

Give acquisition decisions a view of what happens after the lead.

Connect Salesforce evidence to MotiveMap so acquisition questions can include qualification, opportunities, customers, and revenue. Bring the business outcome into the conversation.

Ask MotiveAI

What the connection makes possible

Bring your business context to every decision.

Advertising conversions tell part of the story. CRM evidence helps reveal which activity produces customers the business values and where the customer journey needs attention.

Evidence that informs the work

01Accessible lead, contact, account, and opportunity records
02Lifecycle stages, qualification, sales progression, and closed outcomes
03Relevant revenue, customer status, and business fields within granted access

Start with your question

You know what you want to find out.
Just ask.

From understanding to work

Make customer evidence useful across acquisition.

Connect outcomes

Relate acquisition activity to CRM records where identifiers and data quality permit.

Understand customer value

Compare qualification, progression, and revenue across relevant audiences and sources.

Inform the next decision

Use customer outcome evidence to guide channel analysis, audience understanding, and prospect selection.

Connected intelligence

What this connection knows
helps the rest of the system.

Search, LinkedIn Ads, OpenAI Ads, analytics, and outbound become more useful when compared with the same customer outcome evidence. Matching requires appropriate identifiers and permitted access.

Explore the five intelligence systems

Your accounts. Your controls.

Choose the access.
Choose the authority.

Data access and action permissions are configured for the accounts and tools you connect. You can require human review and approval, or allow supported autonomous work within defined boundaries.

Brand guidelines, business rules, and configured compliance requirements inform the work. Exact data coverage, read and write capabilities, and availability are confirmed for your connection during setup.

See governed action

Start with Salesforce

Customer acquisition intelligence.
Just Ask.

Start free with included usage and capabilities. Explore the access and connections that fit your business.