Tools for Sales
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)
| 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. |
Microsoft Outlook
| Agent name | Tool name | Description |
|---|---|---|
| Client outreach | Send email with Outlook | Sends email to contacts on Outlook. |
Salesforce
| Agent name | Tool name | Description |
|---|---|---|
| CRM management | List accounts in Salesforce | Lists accounts. |
| List contacts in Salesforce | Lists contacts from an account ID. | |
| 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
| 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
| 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. |
Gmail
| Agent name | Tool name | Description |
|---|---|---|
| Client Outreach on Gmail | Send email with Gmail | Sends email with Gmail. |
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
| 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
| 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 Sales agents section.