Tools for sales operations

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Sales tools help the sales teams manage customer relationships, track sales activities, and close deals. Following are the available sales tools with a brief description outlining their purpose and functionality:

Sales tools for sales prospecting

The following tools are designed to automate and enhance the process of identifying and engaging potential customers within the sales domain.

Dun & Bradstreet (D&B)

Table 1. Dun & Bradstreet (D&B)
Agent name	Tool name	Description
Client Search and Enrich	Get companies from Dun & Bradstreet	Searches for companies based on user criteria.
	Get company by name from Dun & Bradstreet	Searches for a company by name.
	Get company firmographics from Dun & Bradstreet	Gets firmographic details about a company.
	Get company financials from Dun & Bradstreet	Gets financial details about a company.
	Get contacts from Dun & Bradstreet	Searches for client contacts.
Sales Research	Get company by name from Dun & Bradstreet	Searches for a company by name.
	Get Industry peers from Dun & Bradstreet	Searches for companies similar to another.
	Get news and media from Dun & Bradstreet	Gets news and media articles for a company.
	Get Industry profile from Dun & Bradstreet	Gets descriptive profile about an industry.

Salesforce

Table 2. Salesforce
Agent name	Tool name	Description
CRM management	List accounts in Salesforce	Lists accounts.
	List contacts in Salesforce	Lists contacts from an account ID.
	Update account in Salesforce	Updates an existing contact in Salesforce.
	Update an existing contact in Salesforce	Updates an existing account in Salesforce.
	List leads in Salesforce	Lists leads.
	List opportunities in Salesforce	Lists opportunities.
	Create an opportunity in Salesforce	Creates opportunities on Salesforce.
	Update an opportunity in Salesforce	Updates an existing opportunity.
	Create a lead in Salesforce	Creates a new lead.
	Create account in Salesforce	Creates a new account on Salesforce.
	Update account in Salesforce	Updates an existing account on Salesforce.
	Create contact in Salesforce	Creates a new contact on Salesforce.
	Update contact in Salesforce	Updates an existing contact on Salesforce.
	Update a lead in Salesforce	Updates an existing lead.
Activity management on Salesforce	List events in Salesforce	Lists events in Salesforce that matches user criteria (ID, subject, owner, whoID and so on).
	List tasks in Salesforce	Lists tasks in Salesforce that matches user criteria (ID, subject, whoID and so on).
	Create an event in Salesforce	Creates an event in Salesforce.
	Create a task in Salesforce	Creates a task in Salesforce.
	Update an event in Salesforce	Updates an existing event on Salesforce.
	Update a task in Salesforce	Updates an existing task on Salesforce.
	Count events in Salesforce	Counts events in Salesforce that matches user criteria (ID, subject, owner, whoID and so on).
	Count tasks in Salesforce	Counts tasks in Salesforce that matches user criteria (ID, subject, status, priority and so on).
	List users in Salesforce	Lists users in Salesforce and their associated information.

Seismic

Table 3. Seismic
Agent name	Tool name	Description
Product enablement	Get content from Seismic	Gets answers via a RAG based search on documents in Seismic.
	Get content and sources from Seismic	Gets sources of answer via a RAG based search on documents in Seismic.

Sales tools for Sales Engagement Manager

The following tools are designed to help users in sales prospecting, client engagement & CRM management.

Dynamics 365

Table 4. Dynamics 365
Agent name	Tool name	Description
CRM Management on Microsoft Dynamics	List accounts in Microsoft Dynamics365	Retrieves account information based on specific search fields from Dynamics 365.
	Create account in Microsoft Dynamics365	Creates a new account in Dynamics 365.
	Update account in Microsoft Dynamics365	Updates an existing account in Dynamics 365.
	Create lead in Microsoft Dynamics365	Creates a new lead record in Dynamics 365.
	List leads in Microsoft Dynamics365	Retrieves lead information from Dynamics 365 based on specific filters.
	Update lead in Microsoft Dynamics365	Updates an existing lead record in Dynamics 365.
	List opportunities in Microsoft Dynamics365	Search for opportunities in Dynamics 365.
	Create opportunity in Microsoft Dynamics365	Creates a new opportunity in Dynamics 365.
	Update opportunity in Microsoft Dynamics365	Updates an existing opportunity in Dynamics 365.
	List contacts in Microsoft Dynamics365	Retrieves contact information based on specific search fields from Dynamics 365.
	Create contact in Microsoft Dynamics365	Create a contact in Dynamics 365.
	Update contact in Microsoft Dynamics365	Update a contact in Dynamics 365.

HubSpot

Table 5. HubSpot
Agent name	Tool name	Description
CRM Management on HubSpot	Create deal on HubSpot	Creates a new deal on HubSpot.
	View deals on HubSpot	View a deal on HubSpot, given ID.
	Modify deal on HubSpot	Updates an existing deal on HubSpot.
	Search for deals on HubSpot	Searches for deals in HubSpot from deal name.
	View contact on HubSpot	View a contact on HubSpot, given ID.
	Search contacts on HubSpot	Searches for contact on HubSpot from parameters like name, email, company and so on.
	Create contacts on HubSpot	Creates a new contact on HubSpot.
	Update contacts on HubSpot	Updates an existing contact on HubSpot.
	View companies on HubSpot	Lists companies in HubSpot that match user inputs.
	Create deal on HubSpot	Creates a new deal on HubSpot.
	Create new lead on HubSpot	Creates a new lead on HubSpot.
	View leads on HubSpot	View a lead on HubSpot, given ID.
	Update a lead on HubSpot	Updates an existing lead on HubSpot.
	Search for leads on HubSpot	Searches for leads in HubSpot that match user inputs (name, type etc).
	View company on HubSpot	View a company on HubSpot, given its ID.
	Create company on HubSpot	Creates a new company on HubSpot.
	Update company on HubSpot	Updates an existing company on HubSpot.

Salesloft

Table 6. Salesloft
Agent name	Tool name	Description
Sales cadence management	List sales cadence on Salesloft	Gets cadence information from Salesloft based on cadence ID.
	List steps of a sales cadence on Salesloft	Gets details of cadence steps from Salesloft.
	List statistics of a sales cadence on Salesloft	Gets statistics corresponding to a cadence from Salesloft.
Sales task management	Lists tasks on Salesloft	Lists tasks on Salesloft that match user inputs (ID, person, type and so on.)
	Create a new task on Salesloft	Creates a new task on Salesloft.
	Update a task on Salesloft	Updates an existing task on Salesloft.

ZoomInfo

Table 7. ZoomInfo
Agent name	Tool name	Description
Client Search and Enrich on ZoomInfo	Search contacts on ZoomInfo	Search for contacts in a company from ZoomInfo based on search parameters.
	Get company information from ZoomInfo	Get company information from ZoomInfo based on company ID.
	Get contacts on ZoomInfo	Get details of contacts from ZoomInfo based on person ID.
	Search company from ZoomInfo	Search for companies on ZoomInfo based on user criteria.

What to do next

To explore related agents, refer to the Agents for sales operations section.