integration pair · campaign optimization

Campaign Optimization: Meta Ads + Salesforce

Which campaigns should you scale and which should you kill?

Meta Ads · LIVE + Salesforce · COMING SOON Strategy Module · Campaign Optimization
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The problem

You're optimizing each campaign inside its own platform. But campaigns don't work in isolation. A Meta campaign might look bad on its own but drive 40% of your Google conversions. You can't see that from inside Meta.

Meta Ads tracks campaign and ad set performance, creative performance, audience targeting data. Salesforce tracks leads and opportunities, account and contact data, pipeline stages and velocity. Neither sees the other. That blind spot costs you money every day.

How askotter fixes this

askotter pulls Meta Ads and Salesforce into one data lake. With both data sets unified, it can optimize campaigns using data from every connected tool. Self-healing agents adapt as your data shifts, so the analysis stays accurate without manual tuning.

Scale, pause, or fix: each recommendation is backed by cross-platform revenue data, and your team reviews every one.

What feeds campaign optimization

FROM META ADS
→ Campaign and ad set performance
→ Creative performance
→ Audience targeting data
→ Spend and CPM/CPC data
→ Conversions (Meta-reported)
→ Reach and frequency
→ Video view metrics
→ Lead form submissions
FROM SALESFORCE
→ Leads and opportunities
→ Account and contact data
→ Pipeline stages and velocity
→ Activity and task data
→ Campaign influence
→ Custom objects
→ Forecasting data
→ Territory management

What happens when they're connected

Each tool answers its own questions. In one lake, askotter can also answer the questions that span both. Train these agents like your best employee and they become tireless assistants that scale your team's knowledge to everyone.

01

Shows Meta's real role in the journey (usually top-of-funnel)

02

Catches spend anomalies, CPM spikes, performance drops early

03

Maps B2B buyer journeys across Salesforce and marketing

Before and after

CapabilityWithout askotterWith askotter
Campaign OptimizationManual, delayedAutomatic, real-time
Cross-platform dataCopy-paste between tabsOne data lake
Change detectionWeekly reportMinutes
Next stepsFigure it out yourselfRanked actions, human-approved
QueryingSQL or export to CSVAsk in plain English
Team knowledgeTribal knowledge, lost in SlackSaved notes, shared across teams
inside the platform

Campaign Optimization in action

app.askotter.ai/insights/campaign-optimization
CAMPAIGN OPTIMIZATION
RAW DATA
HISTORY
Which campaigns should you scale and which should you kill?
Analysis complete. Using data from Meta Ads and Salesforce:
Scale, pause, or fix: each recommendation is backed by cross-platform revenue data, and your team reviews every one.
Meta Ads Salesforce Strategy
meta ads · sync statusCONNECTED
STATUS
● Synced
DATA POINTS
8
LAST SYNC
2m ago
LIVECampaign and ad set performancesynced
LIVECreative performancesynced
LIVEAudience targeting datasynced
LIVESpend and CPM/CPC datasynced

Ask your data lake anything. Save what matters.

askotter chat

Meta Ads + Salesforce | Coming Soon

This integration is coming soon. Talk to us about your timeline.

Self-managed is $99/mo and scales with the compute you use. Our team runs it from $600/mo.

the shift

The shops down the street already run on AI.
The data proves it pays.

Auto shops, dental offices, cafés and salons. The local businesses winning right now compete on AI and data. askotter puts those same tools on your side, priced for a business your size.

0% of small businesses already use AI-enabled tools U.S. Chamber of Commerce, 2024
0% projected annual growth of the AI market through 2030 Grand View Research
more likely to win customers when decisions are data-driven McKinsey Global Institute
$0T AI's projected boost to the global economy by 2030 PwC

The same tools the shops down the street use, from $99/mo.