Integração LPH × Salesforce — MEDDPICC populado pela IA
Leads Per Hour × Salesforce — O CRM #1 do mundo para times enterprise.
O LPH for Salesforce é um managed package na AppExchange que conecta a inteligência das calls com os processos enterprise do Salesforce. MEDDPICC populado pela IA, stage gates auditáveis e scorecard por rep — tudo dentro da Opportunity, sem trocar de aba.
LPH for Salesforce is a managed package on AppExchange that ties call intelligence to enterprise Salesforce workflows. AI-populated MEDDPICC, auditable stage gates and per-rep scorecards — all inside the Opportunity, without switching tabs.
O que sincroniza / What syncs
| LPH | Direção / Direction | Salesforce |
|---|---|---|
| Reunião gravada + transcrição Recorded meeting + transcript |
→ | Activity (Event) na Opportunity / Lead / Account Activity (Event) on Opportunity / Lead / Account |
| Resumo, próximos passos e MEDDIC/MEDDPICC fields Summary, next steps and MEDDIC/MEDDPICC fields |
→ | Custom fields da Opportunity (Metrics, Decision Criteria, Champion, Pain, Competition…) Opportunity custom fields (Metrics, Decision Criteria, Champion, Pain, Competition…) |
| Tasks geradas pela IA AI-generated tasks |
→ | Tasks atribuídas ao Owner com due date Tasks assigned to Owner with due date |
| Score por competência da call Per-competency call score |
→ | Custom object 'LPH Scorecard' linkado ao User + Opportunity Custom object 'LPH Scorecard' linked to User + Opportunity |
| Stage signal detectado Detected stage signal |
→ | Validação automática de Stage Gates Automatic Stage Gate validation |
| Owner, Account hierarchy, território Owner, Account hierarchy, territory |
← | Roteamento e atribuição automática Automatic routing and assignment |
Como configurar / How to set up
- Instale o pacote 'LPH for Salesforce' do AppExchange (managed package).
- Conecte com Connected App OAuth — exige System Administrator no primeiro setup.
- Configure Field Mapping: associe os MEDDIC/MEDDPICC fields que sua org já usa aos campos LPH (mapping editor visual).
- Defina os Stage Gates por pipeline e quais sinais da call disparam cada gate.
- Habilite o componente Lightning 'LPH Insights' nas page layouts de Opportunity e Account.
- Rode uma reunião teste — em <60s a Activity, as Tasks e o Scorecard aparecem no registro.
- Install the 'LPH for Salesforce' package from AppExchange (managed package).
- Connect via Connected App OAuth — requires System Administrator at first setup.
- Configure Field Mapping: associate the MEDDIC/MEDDPICC fields your org already uses with LPH fields (visual mapping editor).
- Define Stage Gates per pipeline and which call signals trigger each gate.
- Enable the 'LPH Insights' Lightning component on Opportunity and Account page layouts.
- Run a test meeting — within 60s the Activity, Tasks and Scorecard appear on the record.
Para quê serve / Use cases
MEDDPICC populado pela IA / MEDDPICC populated by AI
Times enterprise gastam horas semanais preenchendo Metrics, Decision Criteria, Champion e demais campos. O LPH detecta esses sinais nas calls e popula os custom fields automaticamente — o rep só revisa.
Enterprise teams spend hours each week filling Metrics, Decision Criteria, Champion and other fields. LPH detects those signals on calls and auto-populates the custom fields — the rep only reviews.
Stage gates auditáveis / Auditable stage gates
RevOps define que para sair de Discovery → Solution o lead precisa ter confirmado pain quantificado. O LPH valida ou bloqueia o move com base no que foi dito na call — não na opinião do rep.
RevOps defines that to move from Discovery → Solution the lead must have confirmed quantified pain. LPH validates or blocks the stage move based on what was said on the call — not on rep opinion.
Forecast call em 1/3 do tempo / Forecast call in 1/3 of the time
Em vez de discutir 'em que stage está' por deal, o time chega na forecast call com cada deal já com scorecard, sinal de stage gate e próximos passos confirmados pelo lead. A pauta vira só os deals em zona cinza.
Instead of debating 'what stage is this' deal-by-deal, the team arrives at the forecast call with each deal already showing scorecard, stage-gate signal and lead-confirmed next steps. The agenda becomes only the gray-area deals.
Perguntas frequentes / FAQ
Funciona com Sales Cloud, Service Cloud ou ambos?
Foco principal é Sales Cloud (Lead, Opportunity, Account, Contact). Service Cloud é suportado para Casos de Customer Success e expansões — mas o coaching real-time é otimizado para Sales.
Does it work with Sales Cloud, Service Cloud or both?
Primary focus is Sales Cloud (Lead, Opportunity, Account, Contact). Service Cloud is supported for Customer Success and expansion Cases — but real-time coaching is optimized for Sales.
Posso customizar os campos de scorecard?
Sim. As 8 competências canônicas são fixas, mas você adiciona até 6 competências customizadas (ex.: 'Domínio de regulação financeira') que a IA também avalia, com a sua rubrica.
Can I customize the scorecard fields?
Yes. The 8 canonical competencies are fixed, but you add up to 6 custom competencies (e.g., 'Financial regulation knowledge') that the AI also evaluates, using your rubric.
Como funciona com Salesforce Multi-Org?
Suportamos múltiplos orgs (uma por região, por exemplo) com uma única conta LPH. Cada org tem seu próprio mapeamento de campos. Detalhes via Solutions Engineering.
How does it work with Salesforce Multi-Org?
We support multiple orgs (one per region, for example) with a single LPH account. Each org has its own field mapping. Details via Solutions Engineering.
Os dados ficam onde — LPH ou Salesforce?
Transcrição completa e gravação ficam no LPH (encriptado em repouso, AES-256). O que vai para o Salesforce é o resultado estruturado: Activity, Tasks, custom fields, scorecard. Você decide se quer link da gravação no Activity ou não.
Where does the data live — LPH or Salesforce?
Full transcript and recording live in LPH (AES-256 encrypted at rest). What goes to Salesforce is the structured output: Activity, Tasks, custom fields, scorecard. You decide whether to include the recording link in the Activity.
É certificado pela Salesforce (AppExchange)?
Sim — o pacote LPH for Salesforce é managed package na AppExchange e passa pelas review trimestrais de segurança da Salesforce.
Is it Salesforce-certified (AppExchange)?
Yes — the LPH for Salesforce package is a managed package on AppExchange and goes through Salesforce's quarterly security reviews.