Sales tools
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 its 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 (DnB)
| Agents | Tools | Description |
|---|---|---|
| Client search and enrich | Search company by criteria | Searches for companies based on user criteria. |
| Search company by typeahead | Searches for a company by name. | |
| Get company info | Gets firmographic details about a company | |
| Get company financials | Retrieves financial details about a company. | |
| Sales research | Get news and media | Retrieves news and media articles for a company. |
| Get industry profile | Gets a descriptive profile about the industry. | |
| Get industry peers by name | Searches for companies similar to another. | |
| Search company by typeahead | Searches matching companies. |
For more information about the related agents, see DnB.
Microsoft Outlook
| Agents | Tools | Description |
|---|---|---|
| Client outreach | Outlook send email | Sends email to contacts on Outlook. |
| Draft email | Creates a customized email draft based on product and client information. | |
| Verify client contact | Verifies the client contacts. | |
| Send email | Sends an email on Outlook. | |
| Verify email address | Verifies client email address. |
For more information about the related agents, see Microsoft Outlook.
Salesforce
| Agents | Tools | Description |
|---|---|---|
| CRM management | List accounts | Lists accounts in Salesforce. |
| List contacts | Lists contacts in Salesforce. | |
| List leads | Lists leads in Salesforce. | |
| List opportunities | Lists opportunities in Salesforce. | |
| Create opportunity | Creates opportunities in Salesforce. | |
| Update opportunity | Updates opportunities in Salesforce. | |
| Create lead | Creates leads in Salesforce. | |
| Update lead | Updates leads in Salesforce. |
For more information about the related agents, see Salesforce.
Seismic
| Agents | Tools | Description |
|---|---|---|
| Product enablement | Get generative search | Retrieves answers through a RAG based search on documents in Seismic. |
| Generative search resources | Retrieves sources of answer through a RAG based search on documents in Seismic. |
For more information about the related agents, see Seismic.