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Lead assignment rules that account for territory, capacity and availability

Shared customer records with stage-specific deal work

Lead-focused sales tracking with prospect lists and next actions

Field-sales canvassing with lead maps and territory visibility

Sales pipeline intelligence and deal collaboration across organizations

Visual B2B sales pipelines with guided selling and no-code automation

Website company identification with intent routing and sales outreach

Connect advertising attribution with sales data and existing reporting workflows.

Sales learning, content, and buyer rooms with annual user-based subscriptions

Customer history and sales opportunities connected with quotes and commercial documents

Sales opportunities that carry their records and tasks into post-sale projects

Contact management and sales work with integrated marketing

Sales deals connected with proposals, project scope, and delivery financials

Lead capture and sales follow-up connected with a broader customer lifecycle

Sales research and multichannel outreach with event-driven workflows

Sales proposals with reusable content, interactive pricing, and conditional send approval

Account-linked sales opportunities with product quantities and selected-record statistics

Create collaborative sales documents with embedded Salesforce data and discussion.

Route visiting-company activity into an owned sales follow-up

Manage sales sequences alongside deal work, conversations and forecasting

NFT collection and chain sales rankings

Versioned sales libraries with personalized materials and branded buyer portals

Distributor CRM with ERP-linked customer records and structured implementation work

AI agent that finds prospects and sends sales outreach