Otter Chat with Salesforce

Otter Chat now integrates with Salesforce! Unlock the full potential of your sales data with Otter’s AI Chat, now combining your meeting data with Salesforce data. Connect your Salesforce account to Otter.

This provides sales managers and individual sellers with a comprehensive view of their sales pipeline, ensuring no opportunity slips through the cracks. 

Key Benefits

Deal Analysis 

• Drill down into specific customer accounts with natural language queries. Get instant insights about deal status, closing probability, forecasted ARR.

Post-Meeting Coaching

• Highlight coachable moments and track team performance. Analyze pain points, feature requests, and sales methodology compliance.

Deal Forecasting

• Identify at-risk deals and pipeline bottlenecks. Get AI-powered insights about deal closing probability based on actual conversations.

Setup

For more detailed steps and an overview, follow our Otter AI Salesforce integration Guide.

Manage Salesforce Otter Chat for your Workspace (Admin)

Follow the our Salesforce integration guide for more detailed steps. Salesforce will be connected to the entire Workspace for all members. Admins can manage the Workspace Otter Chat setting for Salesforce.

Note: You must be both the Otter Workspace Admin and Salesforce Admin to complete the installation steps below.

1. Sign in to the Salesforce instance where you want to install the package.
2. Click on the URL below to install the package.
3. Select the option Install for All Users.
4. Click Install.
   
5. You can click Done once the ‘Installation Complete!’ message is shown.
   
6. Sign in to Otter.ai as an admin. Click on Apps & Integrations. Click Add next to Salesforce. Connect your Salesforce account.
   
7. Click Connect to all Otter Workspace accounts.
   

Salesforce

1. Log in to your Salesforce account where you have installed the package if not already logged in.
2. Navigate to Setup. In the Quick Find field, search for ‘Permission Sets’.
3. Click into Permissions Sets.
   
4. Find Otter Admin Permission Set.
5. Click on Manage Assignments.
   

Click Add Assignments and assign the Otter Admin permissions to the user who will be managing the Otter Salesforce connection.

Tip: We recommend assigning an admin user to the permissions.

Manage Salesforce Otter Chat setting

Now that Salesforce is connected to your Workspace, admins can manage the Otter Chat setting for Salesforce. Learn more about syncing Insights to Custom Fields and managing your Salesforce connection. 

1. On the Apps & Integrations page, click Manage.
2. Click on the Settings tab.
   
3. Manage your Salesforce enriched Otter Chat.
   • All workspace users: Members of the Workspace can use this feature.
   • Only me: Only the admin who enables this setting can use this feature. No other member or admin in the Workspace will be able to use this feature.
     

Admins manage all other Salesforce settings on this tab as well. Learn more about managing Insights and connection settings for Salesforce.

Manage Salesforce Otter Chat for your Otter account (Member)

Toggle on Advanced Mode

When using Otter Chat, click on the chat menu and toggle on Advanced mode. Learn more about Otter Chat modes.

What type of questions can I ask?

Prompt Library

Deal Analysis 

• What are the 4 biggest deals we <won/lost> so far in <time period>? Why did we <win/lose> them? Anything we can learn?

• Follow-up: For each of these deals, can you look up meetings as well to create BANT notes?

Coaching

• What are the 3 biggest deals that <rep name> lost in the last month? Analyze email and meeting data to see what they can improve to close more deals.

Deal forecasting

• What are the 3 largest deals closing in the next month?

• Follow-up: For each deal, find any insights in meetings about how likely we are to win them. Any objections, competitors, who's the champion/decision makers, etc anything relevant to the deal?

Tips & best practices

• Narrow down the set of deals you care about... like "biggest 5 deals we won" or "3 deals nearest to closing".
• Include a company/rep/deal name to identify deals.
• Don't always rely on chat history, you may need to repeat context in your latest message.