Opine: AI-Powered Presales Software For Technical B2B Sales
Loved by sales engineers.
Coveted by their buyers.
Loved by sales engineers.
Coveted by their buyers.
I don't generally promote other solutions but Opine changed my life as an SE. I highly recommend the solution to all my SE friends! Never updating Salesforce again! Opine does that!
Ali F.
Senior Solutions Engineer | Ex-Okta | Ex-Auth0 | AWS Certified
I don't generally promote other solutions but Opine changed my life as an SE. I highly recommend the solution to all my SE friends! Never updating Salesforce again! Opine does that!
Ali F.
Senior Solutions Engineer | Ex-Okta | Ex-Auth0 | AWS Certified
Some call it life changing.
We call it Opine.
Imagine no longer having to do the dirywork of presales. The CRM updates, writing stakeholder emails, and Slack messages, to wondering what playbooks your SE peers are running to win more deals. All solved in a single place with all your favorite integrations.
This is Opine.
Opine AI
Do less of the work you hate.
Don't just bring all your deals together, automate everything you hate doing in deal management. From CRM updates, Slack pings, sales handoffs, and doc creation.
Stop chasing spreadsheets and start closing deals, faster, with less chaos.
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
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Comments
Emails
Opine AI
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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
Intelligent Project Management
Intelligent Project Management
Manage deals with less manual work from you.
When you sync Opine with your CRM like Salesforce and HubSpot you bring the all deals, tasks, communications, and more into a unified workspace.
A single place to manage the deal from presales to post-sales. Opine becomes your system of record without additional manual work from you.
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
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
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
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
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
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
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
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
Discovery/Demo
100%
Qualification
73%
Evaluation / Proof
46%
Technical Win
32%
Decision Maker Win
23%
Legal /Procurement
11%
Closed Won
10%
Discovery/Demo
100%
Qualification
73%
Evaluation / Proof
46%
Technical Win
32%
Decision Maker Win
23%
Legal /Procurement
11%
Closed Won
10%
Discovery/Demo
100%
Qualification
73%
Evaluation / Proof
46%
Technical Win
32%
Decision Maker Win
23%
Legal /Procurement
11%
Closed Won
10%
Create a memorable buyer experience in presales.
Set your buyer up to be a strong internal champion while giving them a fresh new buying experience that exudes trust.
Reduce churn with lossless handoffs in post-sales.
Instantly searchable deal information in your workspace means your post-sales team never has to send you a Slack for deal context (average about 70% less SE involvement in post-sales.)
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.
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.
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.
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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
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1 week ago
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SAML Configuration and Testing
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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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Create Evaluation
Have all the answers in a single place,
across your entire workflow and tech-stack.
Have all the answers in a single place, across your entire workflow and tech-stack.
What presales was like at Socket before and after deploying Opine…
What customers are saying…
4.7 out of 5 stars on
Opine is very obviously made by SEs for SEs. I love that it incorporates data from Gong recordings, internal and external slack channels, salesforce, and more.
Brian G.
Sr. Solutions Engineer
Opine is very obviously made by SEs for SEs. I love that it incorporates data from Gong recordings, internal and external slack channels, salesforce, and more.
Brian G.
Sr. Solutions Engineer
Opine is very obviously made by SEs for SEs. I love that it incorporates data from Gong recordings, internal and external slack channels, salesforce, and more.
Brian G.
Sr. Solutions Engineer
From implementation to ongoing use, this tool stands out for its ease of configuration, intuitive interface, and seamless integration with common systems. Setup is straightforward, and connecting to widely used platforms is quick and hassle-free, reducing time-to-value significantly.
Krystal Y.
Director, Engineering Operations
From implementation to ongoing use, this tool stands out for its ease of configuration, intuitive interface, and seamless integration with common systems. Setup is straightforward, and connecting to widely used platforms is quick and hassle-free, reducing time-to-value significantly.
Krystal Y.
Director, Engineering Operations
From implementation to ongoing use, this tool stands out for its ease of configuration, intuitive interface, and seamless integration with common systems. Setup is straightforward, and connecting to widely used platforms is quick and hassle-free, reducing time-to-value significantly.
Krystal Y.
Director, Engineering Operations
Finally, a Flexible System of Record for Pre-Sales Work. Feels rare to find a tool that fits how SEs work. With Opine, my team can focus on delivering value instead of wrangling spreadsheets or chasing down updates. It’s lightweight, flexible, and just works. Excited to see how the platform continues to evolve.
Anonymous
Cyber Security Leader
Finally, a Flexible System of Record for Pre-Sales Work. Feels rare to find a tool that fits how SEs work. With Opine, my team can focus on delivering value instead of wrangling spreadsheets or chasing down updates. It’s lightweight, flexible, and just works. Excited to see how the platform continues to evolve.
Anonymous
Cyber Security Leader
Finally, a Flexible System of Record for Pre-Sales Work. Feels rare to find a tool that fits how SEs work. With Opine, my team can focus on delivering value instead of wrangling spreadsheets or chasing down updates. It’s lightweight, flexible, and just works. Excited to see how the platform continues to evolve.
Anonymous
Cyber Security Leader
I love Opine's AI feature. It can connect to Slack and surface certain things, such as blockers, tasks, issues, etc., and also post to Slack to specific channels. The team at Opine is super genuine, listens to feedback, and generally implements features or fixes in days, not weeks, not months, but days!
Ali F.
Solutions Engineer
I love Opine's AI feature. It can connect to Slack and surface certain things, such as blockers, tasks, issues, etc., and also post to Slack to specific channels. The team at Opine is super genuine, listens to feedback, and generally implements features or fixes in days, not weeks, not months, but days!
Ali F.
Solutions Engineer
I love Opine's AI feature. It can connect to Slack and surface certain things, such as blockers, tasks, issues, etc., and also post to Slack to specific channels. The team at Opine is super genuine, listens to feedback, and generally implements features or fixes in days, not weeks, not months, but days!
Ali F.
Solutions Engineer
Game-changer! It's built from the ground up by SE's for SE's on top of GenAI technologies and just works. It connects to all our tools seamlessly and they were willing to support additional needed integrations.
Chris K.
FieldCISO, VP of CSM
Game-changer! It's built from the ground up by SE's for SE's on top of GenAI technologies and just works. It connects to all our tools seamlessly and they were willing to support additional needed integrations.
Chris K.
FieldCISO, VP of CSM
Game-changer! It's built from the ground up by SE's for SE's on top of GenAI technologies and just works. It connects to all our tools seamlessly and they were willing to support additional needed integrations.
Chris K.
FieldCISO, VP of CSM
The product Solutions teams have been needing for a long time. Managing evaluations becomes a joy. The team building the product is thoughtful and responsive.
Nelson M.
Head of Solutions Engineering
The product Solutions teams have been needing for a long time. Managing evaluations becomes a joy. The team building the product is thoughtful and responsive.
Nelson M.
Head of Solutions Engineering
The product Solutions teams have been needing for a long time. Managing evaluations becomes a joy. The team building the product is thoughtful and responsive.
Nelson M.
Head of Solutions Engineering
Customer Focused! The responsiveness of the team to needs is amazing. Communication is outstanding. Navigation in the platform is smooth and fast.
Charles K.
Solutions Engineer
Customer Focused! The responsiveness of the team to needs is amazing. Communication is outstanding. Navigation in the platform is smooth and fast.
Charles K.
Solutions Engineer
Customer Focused! The responsiveness of the team to needs is amazing. Communication is outstanding. Navigation in the platform is smooth and fast.
Charles K.
Solutions Engineer
The UI and AI are amazing. We can now create complex POCs in seconds, compared to using spreadsheets. I also love how Opine helps us keep track of customer requests and bugs, allowing us to easily inform leadership about what's blocking our deals.
Zach R.
Enterprise Account Manager
The UI and AI are amazing. We can now create complex POCs in seconds, compared to using spreadsheets. I also love how Opine helps us keep track of customer requests and bugs, allowing us to easily inform leadership about what's blocking our deals.
Zach R.
Enterprise Account Manager
The UI and AI are amazing. We can now create complex POCs in seconds, compared to using spreadsheets. I also love how Opine helps us keep track of customer requests and bugs, allowing us to easily inform leadership about what's blocking our deals.
Zach R.
Enterprise Account Manager
Feels rare to find a tool that fits how SEs work. With Opine, my team can focus on delivering value instead of wrangling spreadsheets or chasing down updates. It’s lightweight, flexible, and just works.
Anonymous
Cyber Security Leader
Feels rare to find a tool that fits how SEs work. With Opine, my team can focus on delivering value instead of wrangling spreadsheets or chasing down updates. It’s lightweight, flexible, and just works.
Anonymous
Cyber Security Leader
Feels rare to find a tool that fits how SEs work. With Opine, my team can focus on delivering value instead of wrangling spreadsheets or chasing down updates. It’s lightweight, flexible, and just works.
Anonymous
Cyber Security Leader
Experience what presales was meant to be with Opine.
Schedule a demo to learn how to streamline your technical sales process and close deals faster with Opine.
Experience what presales was meant to be with Opine.
Schedule a demo to learn how to streamline your technical sales process and close deals faster with Opine.
Experience what presales was meant to be with Opine.
Schedule a demo to learn how to streamline your technical sales process and close deals faster with Opine.
Experience what presales was meant to be with Opine.
Schedule a demo to learn how to streamline your technical sales process and close deals faster with Opine.
