Integrate with Salesforce

Layer unsupervised AI onto your Salesforce data to automatically surface conversion blockers, emotional friction points, and churn signals at scale without manual effort.

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Why integrate Clootrack with Salesforce?

Salesforce is a dynamic engine for managing customer relationships—organizing pipelines, tracking interactions, and aligning teams around shared revenue goals. It excels at capturing structured and unstructured inputs alike, from call notes to activity logs.

Clootrack builds on this foundation by unlocking an advanced intelligence layer. With AI-led analysis of qualitative CRM data, Clootrack helps you surface hidden patterns, sentiment shifts, and friction themes buried in your customer interactions.

Use this integration to uncover:

The real reasons behind ‘closed-lost’ outcomes across regions or reps.
Themes in buyer objections, competitor mentions, or pricing concerns.
Friction patterns by deal stage, cohort, or vertical.
Sentiment signals that indicate which deals are stalling or slipping.

What Clootrack adds to your Salesforce data

Capability

Value

Theme detection

Auto-cluster thousands of sales notes into recurring themes like objections, urgency triggers, and decision barriers.

Revenue gap & risk indicators

Identify early-stage signals that correlate with deal stagnation, disqualification, or churn.

Sentiment trend monitoring

Track evolving sentiment trends in real time across regions and segments.

Ad-hoc exploration with Genie

Extract actionable insights instantly with Clootrack Genie, our multi-agent reasoning engine.

Customizable visualization

Deliver leadership-ready, structured reporting effortlessly.

Unified VoC intelligence

Combine Salesforce data with survey, chat, review, and support logs for a 360° customer view.

Applications across CX, product, and strategy

☑️ Decode win/loss at scale

Move beyond anecdotal reviews, quantify what drives conversions, delays, and drop-offs.

☑️ Pinpoint friction across the funnel

Visualize where buyer hesitation spikes and what’s driving it by stage, region, or vertical.

☑️ Strengthen sales enablement

Feed recurring objections and feedback themes into onboarding, coaching, and GTM alignment.

☑️ Reduce churn with post-sale sentiment tracking

Spot disengagement patterns from post-close CRM notes and take proactive action.

Measurable business impact

5x more insights from Salesforce objects (standard and custom) with zero manual tagging.
Unified GTM feedback loop across sales, product, and CX.
Granular feedback theme identification with 98% accuracy.
Faster identification of growth and risk signals.

1. Clootrack data manager

2. Data connector Salesforce

3. Secure API connection with data manager

4. Setting up a secure dataset configuration

5. Ingesting data to Clootrack data manager

6. Selecting source for feedback analysis