Sales tools
Sales tools help the sales teams manage customer relationships, track sales activities, and close deals. Here 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.
Salesforce
Tool Name | Description |
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Create opportunity |
Creates a new opportunity in Salesforce. Confirm your parameters with the user before creating the opportunity. |
Find accounts by name |
Returns a list of Account objects that match the given query. |
Find contacts by name |
Finds contacts based on a query string. |
Find opportunities by name |
Returns a list of Opportunity objects that match the given query. |
Get account by ID |
Retrieves an account from Salesforce using its ID. |
Get contact by ID |
Retrieves a contact from Salesforce using their contact ID. |
Get opportunity by ID |
Retrieves an opportunity from Salesforce using its ID. |
List account contacts |
Lists all contacts associated with a given account ID. |
List account opportunities |
Lists all opportunities associated with a given account ID. |
List accounts |
Returns a list of account objects representing all accounts in the Salesforce org. |
Update opportunity |
Updates an existing opportunity in Salesforce. |
Sales tools for sales research
The following tools are designed to automate and enhance the process of gathering and analyzing information about potential customers and market trends within the sales domain.
DnB
Tool Name | Description |
---|---|
Get company financials |
Retrieves Data Blocks to customers transactionally based on a request for a given DUNS. |
Get company info |
Retrieves Data Blocks to customers transactionally based on a request for a given list of DUNS. |
Get industry profile |
Retrieves qualitative details about the industry to customers transactionally based on a request for a given list of DUNS. |
Get news and media |
Retrieves recent news and media content for a given D-U-N-S number using the DNB News and Media API. |
Get sales marketing insight |
Retrieves Data Blocks on sales and marketing insight based on a request for a single DUNS. |
Search company by criteria |
Searches for a company using a search term and returns the duns number. |
Search company by typeahead |
Searches for a company using their primary or tradestyle name and returns the top company matching that name. This includes full company name, duns number, address information, yearly revenue, and currency. |
Search contacts |
Retrieves contact details based on search criteria like duns number, search terms (name, company name, job title etc.), country, region or locality. |
Dnb verify contact |
Verifies contact information of customers. |
Seismic
Tool Name | Description |
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Get generative search sources |
Retrieves generative search sources from Seismic based on a natural language search term. |
Get all library contents |
Retrieves all contents of a library from Seismic. |
Get content url |
Gets a content's URL in Seismic for download. |
Get generative search |
Retrieves generative search results from Seismic based on a given natural language search term. |