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Tool index

Tools used in real B2B AI workflows

See which AI tools show up across practical B2B marketing and sales systems. Search by tool, category, or common use.

Tool groups

These groups are inferred from how each tool is used inside workflows.

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Search results for "salesforce"

Sales Productivity2 workflowsCore in 1Enriched

Scratchpad

AI sales workspace for Salesforce updates and deal notes

Scratchpad helps sales reps capture notes, update CRM fields, summarize calls and emails, and manage deal work without switching between tools. It is useful for sales-call workflows, CRM hygiene, qualification notes, and manager-ready updates.

Common uses

Rep workflow and CRM updatesRep-friendly prep and CRM updates

Primary workflow links

Deal SupportCore tool

Turn an active opportunity into a mutual action plan and buyer room

Role: Rep workflow and CRM updates

Sales Calls

Turn a booked sales meeting into a pre-call intelligence pack

Role: Rep-friendly prep and CRM updates

1 core useView tool page ->