Set up on request
Where it would sit in Salesforce
On Salesforce, the natural home is a Lightning component on the Opportunity page layout, next to the existing Competitor related list if your org uses one. A second, smaller component on the Account page would show the same competitor read for the account’s primary rival.
What win/loss would need from Salesforce’s data model
Salesforce has no standard competitor field. Win/loss would need either the built-in Opportunity "Competitor" related list (if your org has it enabled) or a custom picklist/text field on Opportunity, plus the StageName / IsWon / IsClosed fields Salesforce already tracks. A loss-reason field is usually a custom picklist (commonly named "Loss Reason" or "Closed Lost Reason") — there is no standard one, so setup would map to whatever your org uses.
Win rate per competitor would read Opportunity records where IsClosed = true, grouped by the mapped competitor field, split by IsWon, with loss reasons grouped from the custom field above. Same privacy rule as HubSpot: aggregates and reason text only, never amount, owner or account name.
What your reps would see
A few examples of how a competitor card on the Salesforce record would play out, using a real IndustryLens-tracked move from Clay (Nov 2026) to show what “our read” and “how to win” would actually say.
An Opportunity is in negotiation and the Competitor related list shows Clay.
Our read on Clay’s consolidation strategy and the How to win line on second-source verification.
Reframes the conversation around what Clay’s stack can’t do (verify a rival’s claims) instead of competing feature-for-feature on enrichment breadth.
A rep logs an Opportunity as Closed Lost to Clay and sets the custom Loss Reason field.
Latest tracked move with its Nov 2026 date and a link to the full battlecard.
Flags the loss pattern (consolidation pitch beating a point solution) to the sales manager for the next deal review.
A rep is building a comparison deck before a late-stage call.
The full Our read / How to win pair plus the dated move, available straight from the Opportunity sidebar.
Pulls the exact Nov 2026 move into the deck instead of a stale or remembered version of Clay’s pitch.
What works today without it
You don’t need a Salesforce integration to use IndustryLens. Every battlecard is available on your IndustryLens dashboard already, the weekly briefing lands by email regardless of CRM, and the MCP connector gives any AI assistant your team uses live access to the same competitor data — none of that waits on a Salesforce build.
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