Opine: AI-Powered Presales Software

The AI presales OS your sales engineers will fall in love with.

The only platform that lets your Sales Engineers plan, execute, and automate their work, all in one place — reducing admin tasks and enhancing visibility.

Workbench

Deals

Customers

Evaluations

Playbooks

Requests

2

Trends

Settings

Akash Ganapathi

Akash Ganapathi

Jump to

My deals

$275k / $475k

Filter

High risk

2

$41k / $200k

Dropbox

Value

$100,000

Probability

50%

Weighted

$50,000

Google

Value

$100,000

Probability

40%

Weighted

$40,000

Medium risk

2

$185k / $270k

Low risk

6

$900k / $1M

My tasks

Search

Task

Filter

Today

Follow up with Sarah Patel on API documentation and clarify data export requirements

Draft responses on API access and SSO integration queries

Sync with David Lopez on next steps for API updates

Confirm infrastructure details for system integration with Tom Richards

Investigate integration challenges and gather examples from past POCs

Review notes and prioritize system requirements for the next POC phase

Review POC requirements on scalability and system flexibility

Confirm sandbox access timeline with the engineering team

Prepare technical documentation for API integration questions

Review security compliance for POC; prepare documentation for the upcoming call

Tomorrow

Prepare demo showcasing scalability and flexibility features

Coordinate with the engineering team on rate-limiting strategies for Dropbox.

Schedule follow-up call with Jessica Greene to clarify integration timeline questions.

Research API scalability requirements for Eli Lily's next POC phase.

Follow up with Emily Johnson to review POC progress and outline next steps

Schedule a sync-up with the development team to prepare for next week’s POC review.

Workbench

Deals

Customers

Evaluations

Playbooks

Requests

2

Trends

Settings

Akash Ganapathi

Akash Ganapathi

Jump to

My deals

$275k / $475k

Filter

High risk

2

$41k / $200k

Dropbox

Value

$100,000

Probability

50%

Weighted

$50,000

Google

Value

$100,000

Probability

40%

Weighted

$40,000

Medium risk

2

$185k / $270k

Low risk

6

$900k / $1M

My tasks

Search

Task

Filter

Today

Follow up with Sarah Patel on API documentation and clarify data export requirements

Draft responses on API access and SSO integration queries

Sync with David Lopez on next steps for API updates

Confirm infrastructure details for system integration with Tom Richards

Investigate integration challenges and gather examples from past POCs

Review notes and prioritize system requirements for the next POC phase

Review POC requirements on scalability and system flexibility

Confirm sandbox access timeline with the engineering team

Prepare technical documentation for API integration questions

Review security compliance for POC; prepare documentation for the upcoming call

Tomorrow

Prepare demo showcasing scalability and flexibility features

Coordinate with the engineering team on rate-limiting strategies for Dropbox.

Schedule follow-up call with Jessica Greene to clarify integration timeline questions.

Research API scalability requirements for Eli Lily's next POC phase.

Follow up with Emily Johnson to review POC progress and outline next steps

Schedule a sync-up with the development team to prepare for next week’s POC review.

Workbench

Deals

Customers

Evaluations

Playbooks

Requests

2

Trends

Settings

Akash Ganapathi

Akash Ganapathi

Jump to

My deals

$275k / $475k

Filter

High risk

2

$41k / $200k

Dropbox

Value

$100,000

Probability

50%

Weighted

$50,000

Google

Value

$100,000

Probability

40%

Weighted

$40,000

Medium risk

2

$185k / $270k

Low risk

6

$900k / $1M

My tasks

Search

Task

Filter

Today

Follow up with Sarah Patel on API documentation and clarify data export requirements

Draft responses on API access and SSO integration queries

Sync with David Lopez on next steps for API updates

Confirm infrastructure details for system integration with Tom Richards

Investigate integration challenges and gather examples from past POCs

Review notes and prioritize system requirements for the next POC phase

Review POC requirements on scalability and system flexibility

Confirm sandbox access timeline with the engineering team

Prepare technical documentation for API integration questions

Review security compliance for POC; prepare documentation for the upcoming call

Tomorrow

Prepare demo showcasing scalability and flexibility features

Coordinate with the engineering team on rate-limiting strategies for Dropbox.

Schedule follow-up call with Jessica Greene to clarify integration timeline questions.

Research API scalability requirements for Eli Lily's next POC phase.

Follow up with Emily Johnson to review POC progress and outline next steps

Schedule a sync-up with the development team to prepare for next week’s POC review.

Dropbox

Document

Dropbox Business Case

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Dropbox scales POC success with Opine

Rewrite with AI...

Add comment...

The Dropbox pre-sales team should adopt Opine within 6 months to automate, standardize, and scale its POC process. This will improve win rates, reduce manual workloads, and ensure faster customer value realization while avoiding inconsistent POC results and wasted technical resources.

The problem statement

Every quarter, at least 50% of Dropbox’s POCs are delayed, inconsistent, or misaligned, costing the sales organization significant deal loss and adding up to 15% longer sales cycles. Despite using manual tools (e.g., Excel, email, and Slack), Dropbox’s pre-sales team still struggles to deliver consistent results because of a lack of automation and a single source of truth. If this isn’t addressed within the next 6 months, Dropbox risks losing opportunities to competitors and increasing the cost of technical resources per deal.

Type / to add blocks, use AI, or comment

Recommended approach

Opine provides a proven, AI-powered platform that centralizes POC execution, tracking, and success criteria while seamlessly integrating with Dropbox’s existing systems like Salesforce, Slack, and Zoom. Opine’s automation and actionable insights will enable Dropbox to:

1.

Automate manual processes like success metrics tracking, CRM updates, and summary reporting.

2.

Define and align on clear success criteria with customers, ensuring every POC has measurable goals.

3.

Extract actionable insights from Zoom and Slack communications to identify gaps and areas of improvement.

4.

Analyze team performance metrics to optimize pre-sales strategies.

To make this shift successful:

Integrate Opine with Dropbox’s Salesforce CRM.

Leverage Opine’s AI Deal Shepherd to generate real-time updates and recommendations for pre-sales teams.

Dropbox

Document

Dropbox Business Case

Paragraph

Share

Dropbox scales POC success with Opine

Rewrite with AI...

Add comment...

The Dropbox pre-sales team should adopt Opine within 6 months to automate, standardize, and scale its POC process. This will improve win rates, reduce manual workloads, and ensure faster customer value realization while avoiding inconsistent POC results and wasted technical resources.

The problem statement

Every quarter, at least 50% of Dropbox’s POCs are delayed, inconsistent, or misaligned, costing the sales organization significant deal loss and adding up to 15% longer sales cycles. Despite using manual tools (e.g., Excel, email, and Slack), Dropbox’s pre-sales team still struggles to deliver consistent results because of a lack of automation and a single source of truth. If this isn’t addressed within the next 6 months, Dropbox risks losing opportunities to competitors and increasing the cost of technical resources per deal.

Type / to add blocks, use AI, or comment

Recommended approach

Opine provides a proven, AI-powered platform that centralizes POC execution, tracking, and success criteria while seamlessly integrating with Dropbox’s existing systems like Salesforce, Slack, and Zoom. Opine’s automation and actionable insights will enable Dropbox to:

1.

Automate manual processes like success metrics tracking, CRM updates, and summary reporting.

2.

Define and align on clear success criteria with customers, ensuring every POC has measurable goals.

3.

Extract actionable insights from Zoom and Slack communications to identify gaps and areas of improvement.

4.

Analyze team performance metrics to optimize pre-sales strategies.

To make this shift successful:

Integrate Opine with Dropbox’s Salesforce CRM.

Leverage Opine’s AI Deal Shepherd to generate real-time updates and recommendations for pre-sales teams.

Dropbox

Document

Dropbox Business Case

Paragraph

Share

Dropbox scales POC success with Opine

Rewrite with AI...

Add comment...

The Dropbox pre-sales team should adopt Opine within 6 months to automate, standardize, and scale its POC process. This will improve win rates, reduce manual workloads, and ensure faster customer value realization while avoiding inconsistent POC results and wasted technical resources.

The problem statement

Every quarter, at least 50% of Dropbox’s POCs are delayed, inconsistent, or misaligned, costing the sales organization significant deal loss and adding up to 15% longer sales cycles. Despite using manual tools (e.g., Excel, email, and Slack), Dropbox’s pre-sales team still struggles to deliver consistent results because of a lack of automation and a single source of truth. If this isn’t addressed within the next 6 months, Dropbox risks losing opportunities to competitors and increasing the cost of technical resources per deal.

Type / to add blocks, use AI, or comment

Recommended approach

Opine provides a proven, AI-powered platform that centralizes POC execution, tracking, and success criteria while seamlessly integrating with Dropbox’s existing systems like Salesforce, Slack, and Zoom. Opine’s automation and actionable insights will enable Dropbox to:

1.

Automate manual processes like success metrics tracking, CRM updates, and summary reporting.

2.

Define and align on clear success criteria with customers, ensuring every POC has measurable goals.

3.

Extract actionable insights from Zoom and Slack communications to identify gaps and areas of improvement.

4.

Analyze team performance metrics to optimize pre-sales strategies.

To make this shift successful:

Integrate Opine with Dropbox’s Salesforce CRM.

Leverage Opine’s AI Deal Shepherd to generate real-time updates and recommendations for pre-sales teams.

Ask Opine!

Pick up where you left off

Preparing Call Agenda for Eli Lily

3 min ago

Parsing Dropbox API Requirements Email

10:23am

Strategizing Next Steps for Lowe’s

Yesterday

Analyzing Google’s Sandbox Access Concerns

Oct 11

Drafting Home Depot Follow-Up Email

Oct 10

Or, start with a prompt

Evaluate deals for unforeseen risks

Draft an email to

Create a feature request for

More...

Ask Opine anything!

Send

Ask Opine!

Pick up where you left off

Preparing Call Agenda for Eli Lily

3 min ago

Parsing Dropbox API Requirements Email

10:23am

Strategizing Next Steps for Lowe’s

Yesterday

Analyzing Google’s Sandbox Access Concerns

Oct 11

Drafting Home Depot Follow-Up Email

Oct 10

Or, start with a prompt

Evaluate deals for unforeseen risks

Draft an email to

Create a feature request for

More...

Ask Opine anything!

Send

You're losing time & revenue executing presales workflows in spreadsheets.

Sales Engineers are swamped

Admin tasks take priority when Sales Engineers could actually be advancing deals.

Sales Engineers are swamped

Admin tasks take priority when Sales Engineers could actually be advancing deals.

Sales Engineers are swamped

Admin tasks take priority when Sales Engineers could actually be advancing deals.

Sales Engineers are swamped

Admin tasks take priority when Sales Engineers could actually be advancing deals.

Deal status is confusing

Manual review of CRM, call logs, Slack, & spreadsheets is required to understand deals.

Deal status is confusing

Manual review of CRM, call logs, Slack, & spreadsheets is required to understand deals.

Deal status is confusing

Manual review of CRM, call logs, Slack, & spreadsheets is required to understand deals.

Deal status is confusing

Manual review of CRM, call logs, Slack, & spreadsheets is required to understand deals.

Lack of deal consistency

Each Sales Engineer improvises their own deal strategy — there’s no consistent alignment.

Lack of deal consistency

Each Sales Engineer improvises their own deal strategy — there’s no consistent alignment.

Lack of deal consistency

Each Sales Engineer improvises their own deal strategy — there’s no consistent alignment.

Lack of deal consistency

Each Sales Engineer improvises their own deal strategy — there’s no consistent alignment.

Stop losing time
to admin work.

Opine gives teams their velocity, value, and focus back with process enablement, performance tracking, and automation that eliminates busywork.

Opine makes your tech stack work for your SEs.

Opine makes your tech stack work for your SEs.

Project Management
Project Management
Project Management

Turn deals into projects that auto-track presales context.

Synchronize opportunties from your CRM and provide your Sales Engineers with a dedicated workspace to manage tasks, collaborate with external stakeholders, and keep leadership informed.

Disco…

Exec…

Pilot In-Progress

$915,000 / $1,275,000

On Deck

$275,000 / $375,000

Dropbox

Deal value

$100,000

Win probability

50%

Weighted value

$50,000

Time in phase

3 days

Estimated end date

Oct 5, 2024

Home Depot

Deal value

$75,000

Win probability

60%

Weighted value

$45,000

Time in phase

1 day

Estimated end date

Oct 11, 2024

Progressive

Deal value

$200,000

Win probability

60%

Weighted value

$120,000

Time in phase

11 days

Estimated end date

Oct 23, 2024

Prerequisites

$460,000 / $700,000

Kroger

Deal value

$100,000

Win probability

90%

Weighted value

$90,000

Time in phase

3 days

Estimated end date

Oct 5, 2024

Amazon

Deal value

$300,000

Win probability

90%

Weighted value

$270,000

Time in phase

3 days

Estimated end date

Oct 5, 2024

Google

Deal value

$200,000

Win probability

50%

Weighted value

$100,000

Time in phase

3 days

Estimated end date

Oct 5, 2024

Sub-stage

$180,000 / $200,000

Union Pacific

Deal value

$100,000

Win probability

90%

Weighted value

$90,000

Time in phase

3 days

Estimated end date

Oct 5, 2024

Fidelity

Deal value

$100,000

Win probability

90%

Weighted value

$90,000

Time in phase

3 days

Estimated end date

Oct 5, 2024

Disco…

Exec…

Pilot In-Progress

$915,000 / $1,275,000

On Deck

$275,000 / $375,000

Dropbox

Deal value

$100,000

Win probability

50%

Weighted value

$50,000

Time in phase

3 days

Estimated end date

Oct 5, 2024

Home Depot

Deal value

$75,000

Win probability

60%

Weighted value

$45,000

Time in phase

1 day

Estimated end date

Oct 11, 2024

Progressive

Deal value

$200,000

Win probability

60%

Weighted value

$120,000

Time in phase

11 days

Estimated end date

Oct 23, 2024

Prerequisites

$460,000 / $700,000

Kroger

Deal value

$100,000

Win probability

90%

Weighted value

$90,000

Time in phase

3 days

Estimated end date

Oct 5, 2024

Amazon

Deal value

$300,000

Win probability

90%

Weighted value

$270,000

Time in phase

3 days

Estimated end date

Oct 5, 2024

Google

Deal value

$200,000

Win probability

50%

Weighted value

$100,000

Time in phase

3 days

Estimated end date

Oct 5, 2024

Sub-stage

$180,000 / $200,000

Union Pacific

Deal value

$100,000

Win probability

90%

Weighted value

$90,000

Time in phase

3 days

Estimated end date

Oct 5, 2024

Fidelity

Deal value

$100,000

Win probability

90%

Weighted value

$90,000

Time in phase

3 days

Estimated end date

Oct 5, 2024

Disco…

Exec…

Pilot In-Progress

$915,000 / $1,275,000

On Deck

$275,000 / $375,000

Dropbox

Deal value

$100,000

Win probability

50%

Weighted value

$50,000

Time in phase

3 days

Estimated end date

Oct 5, 2024

Home Depot

Deal value

$75,000

Win probability

60%

Weighted value

$45,000

Time in phase

1 day

Estimated end date

Oct 11, 2024

Progressive

Deal value

$200,000

Win probability

60%

Weighted value

$120,000

Time in phase

11 days

Estimated end date

Oct 23, 2024

Prerequisites

$460,000 / $700,000

Kroger

Deal value

$100,000

Win probability

90%

Weighted value

$90,000

Time in phase

3 days

Estimated end date

Oct 5, 2024

Amazon

Deal value

$300,000

Win probability

90%

Weighted value

$270,000

Time in phase

3 days

Estimated end date

Oct 5, 2024

Google

Deal value

$200,000

Win probability

50%

Weighted value

$100,000

Time in phase

3 days

Estimated end date

Oct 5, 2024

Sub-stage

$180,000 / $200,000

Union Pacific

Deal value

$100,000

Win probability

90%

Weighted value

$90,000

Time in phase

3 days

Estimated end date

Oct 5, 2024

Fidelity

Deal value

$100,000

Win probability

90%

Weighted value

$90,000

Time in phase

3 days

Estimated end date

Oct 5, 2024

Disco…

Exec…

Pilot In-Progress

$915,000 / $1,275,000

On Deck

$275,000 / $375,000

Dropbox

Deal value

$100,000

Win probability

50%

Weighted value

$50,000

Time in phase

3 days

Estimated end date

Oct 5, 2024

Home Depot

Deal value

$75,000

Win probability

60%

Weighted value

$45,000

Time in phase

1 day

Estimated end date

Oct 11, 2024

Progressive

Deal value

$200,000

Win probability

60%

Weighted value

$120,000

Time in phase

11 days

Estimated end date

Oct 23, 2024

Prerequisites

$460,000 / $700,000

Kroger

Deal value

$100,000

Win probability

90%

Weighted value

$90,000

Time in phase

3 days

Estimated end date

Oct 5, 2024

Amazon

Deal value

$300,000

Win probability

90%

Weighted value

$270,000

Time in phase

3 days

Estimated end date

Oct 5, 2024

Google

Deal value

$200,000

Win probability

50%

Weighted value

$100,000

Time in phase

3 days

Estimated end date

Oct 5, 2024

Sub-stage

$180,000 / $200,000

Union Pacific

Deal value

$100,000

Win probability

90%

Weighted value

$90,000

Time in phase

3 days

Estimated end date

Oct 5, 2024

Fidelity

Deal value

$100,000

Win probability

90%

Weighted value

$90,000

Time in phase

3 days

Estimated end date

Oct 5, 2024

Opine AI
Opine AI
Opine AI

Use Opine AI to automate the admin toil.

Automate everything your SEs hate doing, CRM updates, Slack pings, sales handoffs, and doc creation. So they can stop chasing spreadsheets and start closing deals.

Dropbox

Task

Confirm infrastructure details for system integration

This task was added by Opine AI

When enabled, Opine AI will scan incoming notes, emails, and transcripts for tasks

Settings

Assigned to

Akash Ganapathi

Due Date

Thursday

Time

3:00 pm EST

Description

Extracted from Sep 26 Check-In Call Transcript

Sam Blackwell:

“When we’re looking at a deal it would be really cool to be able to Chat with Opine AI to understand the current state of the deal. Maybe have automatic summaries, too.”

Add sub-tasks

Ask Opine...

Draft an email to Sarah

Breakout sub-tasks

More...

Activity

All

Comments

Emails

Opine AI

Add comment

Send

Oct 19, 2024

I reviewed the initial integration details from previous calls and there are a few areas where we need to clarify with Tom. Specifically, their current load balancing configuration might require adjustments to handle the volume we're expecting during peak usage. We should also confirm if their existing database schema supports real-time updates or if they'll need to restructure some elements. I recommend a follow-up call with Tom to lock down these details and ensure everything is aligned for a smooth deployment. Let me know if you need any additional data from our side before the call.

Comment

Dropbox

Task

Confirm infrastructure details for system integration

This task was added by Opine AI

When enabled, Opine AI will scan incoming notes, emails, and transcripts for tasks

Settings

Assigned to

Akash Ganapathi

Due Date

Thursday

Time

3:00 pm EST

Description

Extracted from Sep 26 Check-In Call Transcript

Sam Blackwell:

“When we’re looking at a deal it would be really cool to be able to Chat with Opine AI to understand the current state of the deal. Maybe have automatic summaries, too.”

Add sub-tasks

Ask Opine...

Draft an email to Sarah

Breakout sub-tasks

More...

Activity

All

Comments

Emails

Opine AI

Add comment

Send

Oct 19, 2024

I reviewed the initial integration details from previous calls and there are a few areas where we need to clarify with Tom. Specifically, their current load balancing configuration might require adjustments to handle the volume we're expecting during peak usage. We should also confirm if their existing database schema supports real-time updates or if they'll need to restructure some elements. I recommend a follow-up call with Tom to lock down these details and ensure everything is aligned for a smooth deployment. Let me know if you need any additional data from our side before the call.

Comment

Dropbox

Task

Confirm infrastructure details for system integration

This task was added by Opine AI

When enabled, Opine AI will scan incoming notes, emails, and transcripts for tasks

Settings

Assigned to

Akash Ganapathi

Due Date

Thursday

Time

3:00 pm EST

Description

Extracted from Sep 26 Check-In Call Transcript

Sam Blackwell:

“When we’re looking at a deal it would be really cool to be able to Chat with Opine AI to understand the current state of the deal. Maybe have automatic summaries, too.”

Add sub-tasks

Ask Opine...

Draft an email to Sarah

Breakout sub-tasks

More...

Activity

All

Comments

Emails

Opine AI

Add comment

Send

Oct 19, 2024

I reviewed the initial integration details from previous calls and there are a few areas where we need to clarify with Tom. Specifically, their current load balancing configuration might require adjustments to handle the volume we're expecting during peak usage. We should also confirm if their existing database schema supports real-time updates or if they'll need to restructure some elements. I recommend a follow-up call with Tom to lock down these details and ensure everything is aligned for a smooth deployment. Let me know if you need any additional data from our side before the call.

Comment

Dropbox

Task

Confirm infrastructure details for system integration

This task was added by Opine AI

When enabled, Opine AI will scan incoming notes, emails, and transcripts for tasks

Settings

Assigned to

Akash Ganapathi

Due Date

Thursday

Time

3:00 pm EST

Description

Extracted from Sep 26 Check-In Call Transcript

Sam Blackwell:

“When we’re looking at a deal it would be really cool to be able to Chat with Opine AI to understand the current state of the deal. Maybe have automatic summaries, too.”

Add sub-tasks

Ask Opine...

Draft an email to Sarah

Breakout sub-tasks

More...

Activity

All

Comments

Emails

Opine AI

Add comment

Send

Oct 19, 2024

I reviewed the initial integration details from previous calls and there are a few areas where we need to clarify with Tom. Specifically, their current load balancing configuration might require adjustments to handle the volume we're expecting during peak usage. We should also confirm if their existing database schema supports real-time updates or if they'll need to restructure some elements. I recommend a follow-up call with Tom to lock down these details and ensure everything is aligned for a smooth deployment. Let me know if you need any additional data from our side before the call.

Comment

Draft an email to Sarah at Dropbox with the latest update on Okta

Here’s a draft email to Dropbox on the status of the Okta integration:

To: Sarah Patel

Subject: Okta Update

Hi Sarah,

Quick update! Kevin gave us some great input on test performance which we're working on addressing now. We should be able to wrap this up in a day or two.

I’ll reach out again after the next test.

Best,

Akash Ganapathi
Opine.com

Draft an email to Sarah at Dropbox with the latest update on Okta

Here’s a draft email to Dropbox on the status of the Okta integration:

To: Sarah Patel

Subject: Okta Update

Hi Sarah,

Quick update! Kevin gave us some great input on test performance which we're working on addressing now. We should be able to wrap this up in a day or two.

I’ll reach out again after the next test.

Best,

Akash Ganapathi
Opine.com

Draft an email to Sarah at Dropbox with the latest update on Okta

Here’s a draft email to Dropbox on the status of the Okta integration:

To: Sarah Patel

Subject: Okta Update

Hi Sarah,

Quick update! Kevin gave us some great input on test performance which we're working on addressing now. We should be able to wrap this up in a day or two.

I’ll reach out again after the next test.

Best,

Akash Ganapathi
Opine.com

Draft an email to Sarah at Dropbox with the latest update on Okta

Here’s a draft email to Dropbox on the status of the Okta integration:

To: Sarah Patel

Subject: Okta Update

Hi Sarah,

Quick update! Kevin gave us some great input on test performance which we're working on addressing now. We should be able to wrap this up in a day or two.

I’ll reach out again after the next test.

Best,

Akash Ganapathi
Opine.com

Playbooks
Playbooks
Playbooks

Use custom playbooks for your evals.

Develop templates tailored to specific use cases, products, and market segments — complete with defined roles, success criteria, and execution steps.

Need inspiration? Opine has a whole library of ready-to-use templates.

Select criteria to add to your evaluation

Search Criteria Library

Filter

Gong Integration Authorization and Transcript Analysis

6 hours ago

9

SAML Integration Verification

2 days ago

17

SAML Configuration and Testing

3 days ago

18

Validate Team Management Feature with VS Code Extension

6 hours ago

22

Slack Integration

Mar 31

10

Salesforce Integration

Aug 8

42

AI Search and Deal Analysis

1 week ago

16

SAML Configuration and Testing

Add to Pilot

Objective

Validate the successful configuration and testing of a SAML connection with your Identity Provider (IdP) using Opine.

Instructions

1.

Upgrade to a Team Plan: Ensure your Opine account is upgraded to a Team plan to enable SAML functionality.

2.

Access SAML Configuration: Navigate to Opine Security Settings and add your organization's apex domain for verification.

3.

Verify Domain Ownership: Add a TXT record to your domain as instructed, and trigger verification in Opine.

4.

Configure SAML Connection: Retrieve and enter the following Service Provider Configuration details into your IdP's application:

  • SP Entity ID: Unique identifier for your SAML connection.

  • ACS URL: Application’s URL for post-authentication redirection.

5.

Enter Identity Provider Configuration: Obtain and save these details from your IdP:

  • SSO URL: IdP's URL for user authentication.

  • Entity ID: Unique identifier of your IdP's application.

  • Certificate: Required for secure connection to your IdP.

  • Map Claims: Map your IdP's claims to Opine's fields: email, firstName, lastName.

1 of 8 selected

Cancel

Create Evaluation

Select criteria to add to your evaluation

Search Criteria Library

Filter

Gong Integration Authorization and Transcript Analysis

6 hours ago

9

SAML Integration Verification

2 days ago

17

SAML Configuration and Testing

3 days ago

18

Validate Team Management Feature with VS Code Extension

6 hours ago

22

Slack Integration

Mar 31

10

Salesforce Integration

Aug 8

42

AI Search and Deal Analysis

1 week ago

16

SAML Configuration and Testing

Add to Pilot

Objective

Validate the successful configuration and testing of a SAML connection with your Identity Provider (IdP) using Opine.

Instructions

1.

Upgrade to a Team Plan: Ensure your Opine account is upgraded to a Team plan to enable SAML functionality.

2.

Access SAML Configuration: Navigate to Opine Security Settings and add your organization's apex domain for verification.

3.

Verify Domain Ownership: Add a TXT record to your domain as instructed, and trigger verification in Opine.

4.

Configure SAML Connection: Retrieve and enter the following Service Provider Configuration details into your IdP's application:

  • SP Entity ID: Unique identifier for your SAML connection.

  • ACS URL: Application’s URL for post-authentication redirection.

5.

Enter Identity Provider Configuration: Obtain and save these details from your IdP:

  • SSO URL: IdP's URL for user authentication.

  • Entity ID: Unique identifier of your IdP's application.

  • Certificate: Required for secure connection to your IdP.

  • Map Claims: Map your IdP's claims to Opine's fields: email, firstName, lastName.

1 of 8 selected

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Filter

Gong Integration Authorization and Transcript Analysis

6 hours ago

9

SAML Integration Verification

2 days ago

17

SAML Configuration and Testing

3 days ago

18

Validate Team Management Feature with VS Code Extension

6 hours ago

22

Slack Integration

Mar 31

10

Salesforce Integration

Aug 8

42

AI Search and Deal Analysis

1 week ago

16

SAML Configuration and Testing

Add to Pilot

Objective

Validate the successful configuration and testing of a SAML connection with your Identity Provider (IdP) using Opine.

Instructions

1.

Upgrade to a Team Plan: Ensure your Opine account is upgraded to a Team plan to enable SAML functionality.

2.

Access SAML Configuration: Navigate to Opine Security Settings and add your organization's apex domain for verification.

3.

Verify Domain Ownership: Add a TXT record to your domain as instructed, and trigger verification in Opine.

4.

Configure SAML Connection: Retrieve and enter the following Service Provider Configuration details into your IdP's application:

  • SP Entity ID: Unique identifier for your SAML connection.

  • ACS URL: Application’s URL for post-authentication redirection.

5.

Enter Identity Provider Configuration: Obtain and save these details from your IdP:

  • SSO URL: IdP's URL for user authentication.

  • Entity ID: Unique identifier of your IdP's application.

  • Certificate: Required for secure connection to your IdP.

  • Map Claims: Map your IdP's claims to Opine's fields: email, firstName, lastName.

1 of 8 selected

Cancel

Create Evaluation

Select criteria to add to your evaluation

Search Criteria Library

Filter

Gong Integration Authorization and Transcript Analysis

6 hours ago

9

SAML Integration Verification

2 days ago

17

SAML Configuration and Testing

3 days ago

18

Validate Team Management Feature with VS Code Extension

6 hours ago

22

Slack Integration

Mar 31

10

Salesforce Integration

Aug 8

42

AI Search and Deal Analysis

1 week ago

16

SAML Configuration and Testing

Add to Pilot

Objective

Validate the successful configuration and testing of a SAML connection with your Identity Provider (IdP) using Opine.

Instructions

1.

Upgrade to a Team Plan: Ensure your Opine account is upgraded to a Team plan to enable SAML functionality.

2.

Access SAML Configuration: Navigate to Opine Security Settings and add your organization's apex domain for verification.

3.

Verify Domain Ownership: Add a TXT record to your domain as instructed, and trigger verification in Opine.

4.

Configure SAML Connection: Retrieve and enter the following Service Provider Configuration details into your IdP's application:

  • SP Entity ID: Unique identifier for your SAML connection.

  • ACS URL: Application’s URL for post-authentication redirection.

5.

Enter Identity Provider Configuration: Obtain and save these details from your IdP:

  • SSO URL: IdP's URL for user authentication.

  • Entity ID: Unique identifier of your IdP's application.

  • Certificate: Required for secure connection to your IdP.

  • Map Claims: Map your IdP's claims to Opine's fields: email, firstName, lastName.

1 of 8 selected

Cancel

Create Evaluation

Insights
Insights
Insights

See where each project stands.

Track trends and insights across every deal, including competitors, key use cases, blockers, and winning signals.

AI Deal Summary

Last updated: 2 min ago

Refresh summary

Blockers

Integration with existing systems: Concerns about integration with existing systems and the need to differentiate from past tools like Success.app.

Recent engagement

Sep 26: Discussion with Melissa focused on demo preparation

Oct 16: Emailed executive readout deck and pricing proposal to Melissa

Oct 3: Melissa indicated a high-level of interest after demo with Akash

Slack

All activity

Next steps

Prepare for the demo on October 7 focusing on playbooks

Thursday

Send internal version of final deck to Melissa for review

Thursday

Prepare a detailed pricing proposal

Thursday

Competitive insights

Seamless integration: needs to seamlessly integrate with other systems

Security and compliance: must be secure by default and comply with GDPR + SOC

Efficiency: Interest in initiatives related to POV repeatability and efficiency

The Opportunity

Opine presents an opportunity for Dropbox to improve how it showcases integrations, collaboration tools, and security features to enterprise clients. By creating customized POC workflows that map out integration processes, Opine can help Dropbox’s Sales Engineers demonstrate key functionalities and address client-specific needs. This would speed up the sales cycle, strengthen Dropbox’s enterprise appeal, and secure larger, long-term contracts.

AI Deal Summary

Last updated: 2 min ago

Refresh summary

Blockers

Integration with existing systems: Concerns about integration with existing systems and the need to differentiate from past tools like Success.app.

Recent engagement

Sep 26: Discussion with Melissa focused on demo preparation

Oct 16: Emailed executive readout deck and pricing proposal to Melissa

Oct 3: Melissa indicated a high-level of interest after demo with Akash

Slack

All activity

Next steps

Prepare for the demo on October 7 focusing on playbooks

Thursday

Send internal version of final deck to Melissa for review

Thursday

Prepare a detailed pricing proposal

Thursday

Competitive insights

Seamless integration: needs to seamlessly integrate with other systems

Security and compliance: must be secure by default and comply with GDPR + SOC

Efficiency: Interest in initiatives related to POV repeatability and efficiency

The Opportunity

Opine presents an opportunity for Dropbox to improve how it showcases integrations, collaboration tools, and security features to enterprise clients. By creating customized POC workflows that map out integration processes, Opine can help Dropbox’s Sales Engineers demonstrate key functionalities and address client-specific needs. This would speed up the sales cycle, strengthen Dropbox’s enterprise appeal, and secure larger, long-term contracts.

AI Deal Summary

Last updated: 2 min ago

Refresh summary

Blockers

Integration with existing systems: Concerns about integration with existing systems and the need to differentiate from past tools like Success.app.

Recent engagement

Sep 26: Discussion with Melissa focused on demo preparation

Oct 16: Emailed executive readout deck and pricing proposal to Melissa

Oct 3: Melissa indicated a high-level of interest after demo with Akash

Slack

All activity

Next steps

Prepare for the demo on October 7 focusing on playbooks

Thursday

Send internal version of final deck to Melissa for review

Thursday

Prepare a detailed pricing proposal

Thursday

Competitive insights

Seamless integration: needs to seamlessly integrate with other systems

Security and compliance: must be secure by default and comply with GDPR + SOC

Efficiency: Interest in initiatives related to POV repeatability and efficiency

The Opportunity

Opine presents an opportunity for Dropbox to improve how it showcases integrations, collaboration tools, and security features to enterprise clients. By creating customized POC workflows that map out integration processes, Opine can help Dropbox’s Sales Engineers demonstrate key functionalities and address client-specific needs. This would speed up the sales cycle, strengthen Dropbox’s enterprise appeal, and secure larger, long-term contracts.

AI Deal Summary

Last updated: 2 min ago

Refresh summary

Blockers

Integration with existing systems: Concerns about integration with existing systems and the need to differentiate from past tools like Success.app.

Recent engagement

Sep 26: Discussion with Melissa focused on demo preparation

Oct 16: Emailed executive readout deck and pricing proposal to Melissa

Oct 3: Melissa indicated a high-level of interest after demo with Akash

Slack

All activity

Next steps

Prepare for the demo on October 7 focusing on playbooks

Thursday

Send internal version of final deck to Melissa for review

Thursday

Prepare a detailed pricing proposal

Thursday

Competitive insights

Seamless integration: needs to seamlessly integrate with other systems

Security and compliance: must be secure by default and comply with GDPR + SOC

Efficiency: Interest in initiatives related to POV repeatability and efficiency

The Opportunity

Opine presents an opportunity for Dropbox to improve how it showcases integrations, collaboration tools, and security features to enterprise clients. By creating customized POC workflows that map out integration processes, Opine can help Dropbox’s Sales Engineers demonstrate key functionalities and address client-specific needs. This would speed up the sales cycle, strengthen Dropbox’s enterprise appeal, and secure larger, long-term contracts.

“I've led pre-sales teams for over 15 years at Rapid 7, Okta, and JupiterOne. I've seen every SE tool out there. Opine is the only one that has ever blown my mind.

Brian Skrocki

VP of Technical Field Operations

JupiterOne

“I've led pre-sales teams for over 15 years at Rapid 7, Okta, and JupiterOne. I've seen every SE tool out there. Opine is the only one that has ever blown my mind.

Brian Skrocki

VP of Technical Field Operations

JupiterOne

“I've led pre-sales teams for over 15 years at Rapid 7, Okta, and JupiterOne. I've seen every SE tool out there. Opine is the only one that has ever blown my mind.

Brian Skrocki

VP of Technical Field Operations

JupiterOne

“I've led pre-sales teams for over 15 years at Rapid 7, Okta, and JupiterOne. I've seen every SE tool out there. Opine is the only one that has ever blown my mind.

Brian Skrocki

VP of Technical Field Operations

JupiterOne

Go beyond POCs with a toolkit that helps Sales Engineers accelerate deals.

Go beyond POCs with a toolkit that helps accelerate deals.

Win more customers with less chaos.

Schedule a demo to learn how to streamline your technical sales process and close deals faster with Opine.

Win more customers with less chaos.

Schedule a demo to learn how to streamline your technical sales process and close deals faster with Opine.

Win more customers with less chaos.

Schedule a demo to learn how to streamline your technical sales process and close deals faster with Opine.

Win more customers with less chaos.

Schedule a demo to learn how to streamline your technical sales process and close deals faster with Opine.

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