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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2 results

Search results for "salesforce"

CRM35 workflowsCore in 28Enriched

Salesforce

CRM source for accounts, opportunities, and deal context

Salesforce is used as the CRM source of truth for accounts, contacts, opportunities, pipeline stages, closed-lost reasons, and campaign influence. In B2B workflows, it provides the deal context needed to generate one-pagers, analyze loss patterns, and prioritize sales enablement.

Common uses

Account, opportunity, stakeholder, and activity recordsAccounts, contacts, campaigns, and opportunitiesSource data, native configuration, governed actions, and measurementSource data, governed actions, and measurement

Primary workflow links

RevOps & CRMCore tool

Audit messy CRM fields and create a cleanup plan with AI

Role: CRM field and record export

RevOps & CRMCore tool

Audit Salesforce lead-conversion leakage with Claude

Role: Source data, native configuration, governed actions, and measurement

AnalyticsCore tool

Audit Salesforce marketing influence and opportunity attribution with Claude

Role: Source data, governed actions, and measurement

28 core usesView tool page ->

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 ->