/ be_listed_on_ai
All case studiesCRM software · Perplexity

Building citation coverage for a crowded CRM category

A citation-source strategy created visibility without competing for the broadest CRM search terms.

Before

2 / 15

After

9 / 15

Period

Representative 75-day outcome

The visibility problem

The CRM was absent from recommendation answers dominated by established brands and review sites.

The GEO work

  • Prioritized niche use-case prompts
  • Expanded independent review coverage
  • Built balanced competitor comparisons

Representative outcomes

Perplexity cited three new sources
Visibility grew in vertical CRM prompts
Sales reused comparison assets

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