5 AI Tools That Salesforce’s Top Sellers Use Daily

There’s no better time to be a seller at Salesforce, and we aren’t just tooting our own horn! Here, at the #1 agent-first enterprise, you can use cutting edge technology (and our very own sales agents) to help you crush your sales goals.

If you’ve been dreaming of a future where you can hand large amounts of data or repetitive tasks to AI agents for summarizing, scheduling, and planning, we’ve got good news: that future is here at Salesforce. Not only are Salesforce Account Executives (AEs) equipped with standard best-practice sales tools, they are also given access to custom internal AI and agents that help them deliver customer success, faster. Gone are the days of manually scrolling through thousands of rows of spreadsheets for qualified leads — now, our sales teams can just ask Einstein!

We asked some of our top sellers from around the globe about their favorite sales tools and how they are making their day-to-day easier.

Want to join the #1 agent-first enterprise as a sales professional? Check out our open roles and apply today!

1. Slack AI - Provides AI-powered search and conversation summaries, so sellers can easily find and prioritize what’s important.

How do you get the most out of this tool? My guidance is that there is nothing out of the scope that you can ask here. Also, use filters when searching.

How does this benefit you as a seller? As a Core seller, the amount of content we get is expansive. Similarly, the questions we get from customers vary greatly. Slack AI helps me quickly chase down answers and content on the fly that I can share with customers. This allows our meetings to be more productive, limit follow-ups, and increase credibility.

How much time does this save you? I can't imagine how much time this saves me! It's 10-15 minutes, multiple times a day, multiple times a week. It also limits questions I have to ask others, which in effect, saves their time and attention as well.

- Kyle, Account Executive, Seattle

2. Einstein Conversation Insights - Transcribes recorded calls, captures conversation insights, and identifies conversation trends.

How do you get the most out of this tool? Brain dump your thinking about your customer into Einstein

and then ask it to create you a point of view, [answering the questions'] "why change, why Salesforce, why now," and then ask for adjustments to each area thereafter.

- Emma, Strategic Account Manager, London

How does this benefit you as a seller? It provides a great meeting summary, as well as valuable insights from the customer, including relevant deal information (e.g. budget, competitors, timeline, and decision makers.) At the same time, it can be used for call coaching, onboarding purposes, and conversational intelligence in making the best use of my time and not "only" writing long meeting summaries all by myself. I fine-tune it at in the end to give it my tone of voice, but it saves me lots of time and deals progress much faster!

- Ben, Senior Account Executive, Berlin

How much time does this save you?
Einstein saves me probably two hours per customer [per week].

- Emma, Strategic Account Manager, London

3. ZoomInfo - Provides verified email addresses and direct dials for target customer contacts.

How do you get the most out of this tool? I use ZoomInfo for almost everything I need to know about an account. It is helpful to get insight into who the executives are, any new players who have come onboard, and even what technology they are using. Intent searches specifically highlight who is searching Salesforce or our competitors, which ultimately helps me identify new prospects to go after.

How does this benefit you as a seller? I use this tool because it gives me a very holistic view of an account. This benefits me because I do not have to go to various sites on different tabs and click back and forth. Everything I need is right there, which saves me a lot of time so I can get right to my outreach.

How much time does this save you? In a week, I would say it saves me at least an hour of searching.
- Jenna, Account Executive, Chicago

4. LinkedIn Sales Navigator - Powers relationship-based selling by allowing sellers to network and connect with the right people.

How do you get the most out of this tool? Spend time up front to set it up for your accounts, and then keep it maintained.

How does this benefit you as a seller? LinkedIn Sales Navigator is now integrated with Org62 and there is magic in knowing what your customer(s) are sharing and doing on the platform. You can see job changes, shared connections, pages they are interested in, and roles that a company is hiring for.

How much time does this save you? It saves me hours of admin time every week!

- Nicholas, Senior Account Director, Denver

5. Salesforce’s AE Home - A custom dashboard in Salesforce’s Org for every seller, allowing them to see the state of their deals, pipeline, and more.

How do you get the most out of this tool? It’s a great tool to understand the situation and account data to make your territory and account plans and nexts steps.

How does this benefit you as a seller? [AE Home] gives me a clear overview of my territory, ideas for the best products to position, and key insights. It is a source of truth and that helps me to respond to my customers’ queries fast and with accuracy, building trust.

How much time does this save you? It saves me 50% of the time I expend preparing and gathering information for my territory and account planning.

- Luis, Account Executive, Madrid

If you want to join these top sellers and accelerate your career with the top tools in the industry too, check out our open sales roles here!