AI-Agents for Sales Managers working with Salesforce

Show deal-to-quote differences before sales approval.

See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.

Works with27 tools

Show quote differences beside the file before approval.

See how a quote differs from the deal your team approved, right in the file comments your reviewer can read.

Works with18 tools

Bring unclear offer rejections to the sales lead for review.

Get a thoughtful sales email reply in your private chat, with the prospect's reason and offer context close at hand before you send it.

Works with25 tools

Build a ranked prospect list for the team's revised target profile.

Get a ranked sales lead list on your target profile, with a reason each company fits and accounts your team already works left out.

Works with21 tools

Clear quotes for signing when the buyer's order matches.

Know whether a buyer order matches your sales quote before the quote goes out for signature.

Works with13 tools

Add qualified prospects to the CRM for reps to follow up.

Your sales team gets qualified leads with usable contact details and a clear reason to follow up, while possible duplicates go to review.

Works with23 tools

Keep the team's prospecting list fresh with qualified contacts.

Your team gets CRM contacts with validated work emails and mobile numbers every Monday. See how many candidates were excluded.

Works with30 tools

Show which reps have delivered leads awaiting personal follow-up.

Your CRM follow-up list shows who received a first email and whose address bounced, so the next move is clear after each batch.

Works with10 tools

Give reps first email drafts with the account reason behind each one.

Your reps get a tailored first email draft and a clear reason to reach out, ready to review on the prospect's contact.

Works with12 tools