Tool Directory

Top AI Tools for Salesforce

Discover cutting edge tech, plus key info you need to successfully leverage it. Updated monthly.

 
 

Explore by Role

 
 
 

Key Benefits

 

Grow Revenue

Equip your Sales and RevOps teams to excel while simultaneously reducing Support and Development costs. Free your team up to work on higher value tasks that can have a bigger impact on your success.

Boost Productivity

Tools like Einstein GPT by Salesforce can significantly improve the time it takes your team to respond to inquiries, as well as the quality of the response. See gains across sales, service, marketing, and more.

Personalized Marketing

Marketing GPT by Salesforce leverages AI to help you build more personalized relationships with your customers. Improve your marketing campaigns with data-driven personalized messaging.

 

Enhance Customer Experience (CX)

Salesforce’s Marketing GPT, for example, can help you improve customer engagement by delivering personalized support. Personalized customer experiences are vital for growing businesses since it improves customer loyalty and reduces customer acquisition costs by up to 50%.

Gain Competitive Advantage

With a more precise understanding of your customers, data-driven insights, and predictive sales analytics, you can optimize operations and develop better strategies. Einstein GPT and Einstein AI serve billions of predictions across the Salesforce platform daily to push you ahead of your competitors.

 
 

Native Capabilities

Salesforce is among one of the earliest adopters of Artificial Intelligence in Enterprise SaaS.

It has been investing heavily in bringing those capabilities to Customers since at least its strategic partnership with IBM's AI brand, Watson, back in 2017.

Those investments have continued in the new GPT era of AI, offering companies the ability to add incredible capabilities on top of their existing technology and data.

 
 
 

Einstein GPT

The World’s First Generative AI for CRM.

Einstein GPT is a generative (capability to produce or reproduce) AI CRM technology. It combines Salesforce AI models with generative AI technology from other leading language models and real-time customer data from the Salesforce Data Cloud.

Relevant Features

  • Einstein for Service uses bots to scale customer service through boosted productivity. You can enable your teams to reduce call handle time and eliminate hold time.

  • Einstein for Sales will analyze your CRM data to understand the difference between successful and unsuccessful deals. It can get you from the prospect stage to sealing the deal faster.

  • Einstein for Marketing builds relationships and personalizes engagement with opportune recommendations and more.

  • Einstein GPT for Slack sends AI-powered customer insights in Slack based on real-time data to support your team’s understanding of your clients and customers.

  • Einstein GPT for Developers uses the Salesforce Large Language Model (LLM) to assist developers in code generation and analysis, reducing the time it takes to deliver new functionality.

 
 

AI Cloud Suite

Game-changing functionality on the way.

Salesforce’s AI Cloud is a consolidated suite of AI-powered tools and services built on the Salesforce platform. It’s designed to give the workforce generative AI tools tailored to Salesforce core products. The suite includes a list of NPL tools that will roll out throughout the year.

Relevant Features

  • Sales GPT will help you accelerate growth and productivity while keeping costs low. Some of its standout functionality includes auto-crafted personalized and influential emails.

  • Marketing GPT uses natural language prompts and AI-driven recommendations to boost your target marketing campaigns through audience segmentation.

  • Slack GPT will transform how your team works through functionality, like AI conversation summaries and writing assistance, directly in Slack.

  • Tableau GPT makes data insights and complex data more accessible for quicker business decisions. It allows sales leaders to achieve their targets through visualizations based on natural language prompts to show real-time progress and recommendations against quotas.

 

Non-Native Enhancements

There are many AI tools for Salesforce. Depending on your intended use case, there is another factor to consider: Native vs. Non-Native Salesforce add-ons. Here are the main differences between them.

 
 
 

Staying Native

Native Salesforce Tools are built for Salesforce via the Salesforce Lightning Platform, meaning they are built on top of the existing Salesforce infrastructure.

It doesn’t require access to an external server or code, so no integration is necessary since the tool resides within Salesforce.

Benefits of using a 100% native Salesforce app include:

  • Your data is less vulnerable to security threats.

  • Reports run quicker since database syncs aren’t required.

  • There are no additional logins and all user interaction occurs within a single interface.

 
 

Going Non-Native

Non-Native Salesforce Tools are built outside the platform and integrate with Salesforce via the Salesforce API.

Since there are a limited number of vendors building native apps on top of Salesforce, non-native tools open up a much larger pool of apps to choose.

Downsides of using tools not built by Salesforce:

  • Your data is shared with third parties which is less secure.

  • Creating APIs to integrate the data may add to your setup and maintenance costs.

  • The future of the non-native provider is less certain.

 

Recommended Selection Criteria

1. Functionality and Use Cases

Your first considerations when choosing which AI tools for Salesforce to use are functionality and use cases. A use case in this context means a specific way that an AI tool can help you, such as providing a better customer service experience or closing deals more effectively using AI. You need to analyze these to ensure your chosen AI tool’s capabilities align with your business requirements.

Salesforce, for example, makes it easy to determine whether its AI tool, Einstein, is a good fit for your business with a page explaining its features. This page describes the tool’s capabilities like generating predictive insights and custom recommendations. In addition to this useful webpage, Salesforce has a detailed blog post about how Einstein can benefit your business.

2. Integration Strength

If you believe a 3rd party AI tool will be beneficial for your business (something an expert Salesforce Consultant can help you to decide), choose one that offers seamless integration with Salesforce. This ensures that data flows smoothly between your Salesforce software and AI tool.

Gong.io is one example of a 3rd party tool that integrates seamlessly with Salesforce. You can easily tailor this Revenue Intelligence tool to your sales processes by importing Salesforce data fields.

Our second example of a 3rd party tool that integrates with Salesforce is IBM’s Watson Services. This AI-powered solution helps you make smarter, data-based decisions when it comes to your sales and services.

Finally, Conversica® is an AI sales assistant that flawlessly integrates with Salesforce. The two powerhouses work together to identify your most promising leads so you can fine-tune your marketing efforts and increase conversions.

3. Vendor Reputation and Future Strategy

Research the vendor’s experience, reputation, and customer reviews. To ensure they’ll be reliable regarding a long-term partnership, consider their performance history, affiliations, and commitment to ongoing development.

Salesforce Einstein Analytics, for example, has some excellent customer reviews on PeerSpot and an average rating of 8.2/10, while Conversica proudly displays its large collection of awards on a dedicated webpage. IBM, on the other hand, discusses real life use cases during a virtual summit about how Watson Services have enhanced, and will continue to enhance, their clients’ businesses.

4. Training and Support

Evaluate the training materials and support provided by the vendor—for example, their tutorials, customer support, or access to online forums. You and your teams will need a comprehensive understanding of how the tool works to get your money’s worth. You’ll also need quick access to support if things go wrong.
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The Gong Academy, for example, is full of educational resources to help Gong customers get the most out of their products and build their skills at the same time. They’ve got specialized training materials for all members of your organization, from the admin team to the business manager.

Salesforce also has its very own collection of training materials which can be accessed through Trailhead, the platform’s learning portal. Through Trailhead, you can follow ‘guided learning paths’ to explore different topics, such as how to use Einstein features in Marketing Cloud.

 
 
 
 

Top Salesforce AI Tools for Sales

AI Tools focused on Sales Automation are where we see much of the AI buzz.

  • This category of AI primarily focuses on Generative AI capabilities - tools that directly increase Rep productivity by automating tasks like targeted lead generation, data enrichment, personalized cold outreach, creating proposals, and more.

  • The AI Tools listed here integrate seamlessly to Salesforce and bring a robust feature set on top of the core CRM functionality.

 

Salesloft

Salesloft is a sales engagement platform that uses AI to automate, personalize, and optimize the sales process.

It can help sales reps to close more deals, improve customer satisfaction, and boost revenue.

 

ZoomInfo’s Chorus

Chorus is an AI-powered platform that helps businesses record, transcribe, and analyze sales calls.

It can identify key moments in calls, generate transcripts, provide insights into sales performance, and much more.

Koncert

Koncert automates outbound calling so that reps can have more conversations and generate more pipeline. It features a unique power combination of features including ultra-low latency, auto-connecting live calls, clean Caller IDs, and local area codes.

 

Gong AI

Gong is an AI-powered revenue intelligence platform that helps businesses understand and improve their sales conversations. Gong does this by automatically transcribing, analyzing, and visualizing sales calls.

Regie.ai

Sales automation platform that uses your unique CRM and sales engagement data, 3rd party buyer intent data and Generative AI to continuously identify who to contact, when, and with what tailored message for optimal engagement.

Whether assisting reps with their current prospecting or automating the entire prospecting process for you, Regie.ai scales your go-to-market motion while reliably generating meetings and pipeline.

 

SellScale

SellScale is an AI-powered sales automation platform that helps sales teams personalize their outreach and close more deals.

SellScale's AI can help sales teams identify and prioritize the best prospects, generate personalized email messages, follow up with prospects, schedule meetings, and integrate with CRM systems.

GPTfy

GPTfy supercharges your Salesforce with Generative AI. The Salesforce native tools allows Sales teams to use ChatGPT-like powers right within Sales Cloud.

It allows reps to instantly engage with leads with tailored responses using AI, reducing manual email composition time and boosting Web2Lead and Email2Lead conversions.

 

Fathom

Tired of scribbling notes during endless video calls? Fathom AI Meeting Assistant swoops in like a superhero, taking over the note-taking burden. This free tool records, transcribes, and summarizes your Zoom, Google Meet, or Microsoft Teams meetings, letting you focus fully on the conversation.

Imagine key points highlighted automatically, action items identified, and even entire calls condensed into digestible summaries. Plus, you can search transcripts for specific moments and share highlights with colleagues, ensuring everyone's on the same page. So, ditch the notepad, embrace Fathom, and reclaim your meeting Zen.

Persana AI

Persana uses AI automations to easily uncover high-intent leads. It also enables Sales teams to leverage insights that could potentially boost your pipeline.

Persana can also generated hyperpersonalized communication and create workflows to track customer behavior and automate time-consuming tasks.

 

Attention

Attention uses AI to help sales teams close more deals by identifying which leads are most likely to convert into customers.

It also provides sales reps with insights into customer objections and how to overcome them and automates tasks such as lead scoring, opportunity scoring, and pipeline forecasting.

Sybill

Sybill is an AI-powered sales intelligence platform that can help sales teams improve their performance by automating tasks (such as transcribing sales calls, creating call summaries, and generating follow-up emails).

Sybill also provides insights to sales reps into their performance, such as their win rate, average deal size, and customer satisfaction. Sybill also coaches reps by providing feedback on sales calls and offering suggestions on how to close more deals.

 

Humanlinker

Humanlinker is an AI-powered sales outreach platform that helps sales teams personalize their outreach and accelerate the sales cycle.

Humanlinker uses AI to analyze customer data and identify the best ways to connect with each prospect. It also provides sales reps with personalized icebreakers, email templates, and follow-up recommendations.

Floworks

Floworks is an AI-powered workplace automation platform that helps businesses to automate and streamline workflows across multiple software applications (including Salesforce).

Floworks can understand natural language commands, which allows users to automate tasks by simply telling Floworks what to do.

It can also automate a wide range of workflows, including tasks such as creating and sending emails, updating CRM records, and generating reports.

 

Second Nature

Second Nature is a sales training platform that uses AI to create realistic and engaging sales training simulations. It can help sales reps to improve their skills by practicing in a safe and controlled environment.

Second Nature creates realistic simulations by using data from real sales conversations and uses gamification techniques to engage Sales reps as well as provides feedback on their performances.

Orum

Orum is a sales acceleration platform that uses AI to automate and personalize sales conversations.

Orum can help sales reps to connect with more prospects, have more productive (and personalized) conversations, and close more deals by identifying opportunities based on sales conversations.

 

Oliv

Oliv is a sales intelligence platform that uses AI to generate curated insights from hours of sales recordings.

It can help sales reps to improve their sales process by identifying best performing discovery questions, common customer queries, and objections.

Spinify

Spinify injects energy and excitement into your team’s daily grind by combining the power of Gamification and AI.

It integrates seamlessly with Salesforce to track and visualize key metrics, create engaging leaderboards, and deliver personalized coaching insights.

 

Loopio

Loopio is an AI-powered RFP response automation platform that helps businesses win more RFPs by providing insights into the RFP process and generating winning responses.

It analyzes RFPs, identify the key requirements, and generates responses that are tailored to each RFP.

 
 
 
 
 
 

Top Salesforce AI Tools for Marketing

AI Tools for Marketing teams offer practical applications across both Marketing strategy / operations and the tactical execution of e-mail marketing and content production.

  • AI Tools can benefit Marketing strategy by analyzing vast amounts of real-time data and layering in machine learning capabilities and predictive modeling to provide deep insights on customer behavior.

  • By connecting these insights directly to your Marketing execution, AI allows teams to create more personalized, relevant messagingat scale to maximize the effectiveness of lead nurturing and conversion.

  • The AI Tools listed here all integrate with Salesforce.

 

OfferFit

OfferFit uses AI to automate experimentation and personalization. This means that OfferFit can help businesses to test and optimize their marketing offers and campaigns more quickly and efficiently than ever before.

OfferFit's AI-powered experimentation platform can learn which offers and campaigns are most likely to resonate with each individual customer. It does this by tracking how customers interact with different offers and campaigns, and then using this information to inform future recommendations.

 

Bloomreach

Bloomreach’s AI is 100% focused on e-commerce businesses.

They have an impressive customer and product data set that allows them to create personalization at scale. Bloomreach’s AI understands the intent of customers and buyers, which business metrics to prioritize, and how to facilitate better customer journeys.

Penguin AI

PenguinAI uses AI to help businesses improve their website conversion rates by providing insights, automating tasks, and personalizing interactions.

It helps leads understand your product faster by answering product questions and can personalize the content and layout of a website based on the visitor's interests, needs, and purchase history.

 

Metadata.io

Metadata.io is an AI-powered marketing platform that helps B2B marketers automate and optimize their paid advertising campaigns on platforms such as Facebook, Instagram, LinkedIn, and Google Ads.

Metadata.io's AI models can help marketers target the right audience by analyzing customer data and identifying patterns and trends.

It can also create and manage campaigns by generating ad copy, optimizing campaigns for performance, and providing insights into campaign performance. As well as measure results and create automated reports.

Resemble AI

Sales and marketing teams, meet your secret weapon: the voice magic of Resemble AI. Imagine personalized voicemail messages from your own voice, captivating product demos narrated by AI actors, or even interactive training simulations with lifelike virtual customers.

It's personalization, engagement, and inclusivity on steroids, all wrapped up in the power of voice. So, go ahead, get your message heard loud and clear with Resemble AI.

 

WordMate

WordMate is an AI-powered assistant that generates high-quality content for your business. Whether you need social posts, sales emails, or marketing materials, WordMate’s got you covered.

WordMate turns any process into a step-by-step guide for Salesforce teams who want better outcomes, not just faster outputs.

Grata

Grata leverages AI to empower dealmakers to identify and source investment opportunities more efficiently and effectively through semantic web search, similar company identification, smart recommendations, and AI-generated data.

Grata can understand the meaning of text and search for companies based on their business models, products, and services, even if those terms are not explicitly mentioned on the company's website. It can also give smart recommendations and suggest companies to dealmakers based on their past investment interests and the companies they have already researched.

 

PathFactory

PathFactory helps businesses personalize the content that each buyer sees based on their interests, past behavior, and other factors. This can be done by targeting different content, offers, and product recommendations.

PathFactory’s content AI creates personalized, engaging content experiences for your buyers that serve up the right content, at the right time in the sales cycle, increasing the chance of purchase.

Optimizely

Optimizely is a digital experience platform that uses AI to help businesses personalize the customer experience, run experiments, and get insights into customer behavior.

Optimizely can be used to personalize the customer experience by delivering customized content, offers, and product recommendations to each individual customer. It can also be used to run A/B experiments on different elements of a website or app to see which versions perform better.

 

Persado

Persado uses AI to create language that motivates customers to engage and act. The Persado Motivation AI Platform leverages a vast, proprietary marketing communications knowledge base, advanced AI, deep learning models, and a decision engine to deliver the precise language that motivates each individual to engage and act.

It works by first understanding the intent of the message and the target audience. It then uses its knowledge base of millions of customer interactions to identify the language patterns that are most likely to motivate that audience. The platform then generates a variety of different language variations, each of which is designed to appeal to a different aspect of the audience's motivation.

DataMilk

DataMilk uses AI to help e-commerce brands improve the shopping experience for their customers and increase sales.

DataMilk's AI can personalize the shopping experience for each customer, test and optimize different elements of the shopping experience, recommend products to customers, improve the search functionality on e-commerce websites, and detect and prevent fraudulent transactions.

 
 

Qualified

Qualified analyzes website data, identifying signals of a company's buying intent, and generates personalized content to engage with website visitors.

Botco

Botco is a conversational AI platform that helps businesses to create and deploy chatbots that can answer customer questions, provide support, and generate leads.

Botco chatbots are powered by AI, which allows them to learn and improve over time, and to have more natural and engaging conversations with customers.

 

Writerly

Writerly is an all in one content writing solution powered by Artificial intelligence, designed to assist users in accelerating the creation of high quality, engaging and completely plagiarism free written work suitable for all industries.

Metricsflow

Metricsflow is an AI-powered analytics platform that helps businesses understand their customers and improve their marketing campaigns.

It uses AI and predictive analytics to track customer behavior, understand their intent, and forecast future sales.

 

Phrasee

Phrasee is an AI-powered platform that helps businesses generate and optimize marketing content.

It uses natural language processing and machine learning to understand audience personas, product lines, and brand guidelines, and uses AI to generate and optimize copy unique to your brand and audience.

 

Drift

Drift is an AI-powered conversational marketing platform that helps businesses engage with customers in real time.

Drift’s chatbots understand customer intent, generate personalized responses, and track engagement.

 
 

Conversica

Conversica is a leading provider of conversation automation solutions.

When Salesforce and Conversica integrate, the Conversica Sales AI Assistant can assist your sales team to focus on nurturing the leads most likely to convert into sales opportunities.

Exceed.ai

Exceed.ai is a Conversational Marketing platform, powered by Artificial Intelligence, that automates the lead qualification, scoring, and nurture process for Sales and Marketing teams.

Exceed can help sales and marketing teams to save time and to focus on more important activities by automating tasks such as lead scoring, nurturing, and scheduling meetings.

 

Crayon

Crayon is a competitive intelligence platform that uses AI to capture and summarize critical competitive insights from a variety of sources, including news, social media, and the web.

It can help businesses to stay ahead of their competitors by providing them with timely and accurate information.

 
 
 
 
 
 

Top Salesforce AI Tools for Support

Support teams are leveraging AI to deliver a better customer experience with every interaction.

  • These includes AI Tools that are directly interacting with customers via conversational intelligence and chat bots.

  • Plus tools focused on enabling the Support Rep, providing access to vast amounts of support data, knowledge articles, and more.

  • They can be accessed in real-time during support calls.

  • The AI Tools listed here all integrate with Salesforce, a requirement to drive efficiency throughout the entire GTM motion.

 

Yellow.ai

Yellow.ai leverages the latest advancements in NLP and generative AI to deliver empathetic and context-aware conversations that exceed customer expectations across channels.

Built on multi-LLM architecture, Yellow.ai continuously trains on billions of conversations for scale, speed, and accuracy. Yellow.ai elevates customer experiences with cutting-edge Generative AI solutions to streamline support operations and increase revenue with powerful chatbots and voice-bots.

 

Quiq

Quiq improves Omni-Channel to fully support async messaging, allowing conversations to remain open if a customer doesn’t respond right away, while agents are freed up to help other customers.

With Quiq and Salesforce Omni-Channel, you will achieve the optimum combination of agent efficiency and CSAT combined with all the goodness Omni-Channel brings to the table—like reporting and supervisor dashboards.

Talkdesk

Talkdesk can understand and respond to customer inquiries in a natural and engaging way.

It can answer customer questions and provide support 24/7, analyze customer conversations to identify their sentiment and emotions, provide real-time coaching to agents during customer interactions, and generate reports and insights that can help contact centers to identify areas for improvement and make better business decisions.

 

Forethought

Forethought is a leading generative AI company providing customer service automation that helps support teams maximize efficiency and productivity.

Forethought’s products enable seamless customer experiences by infusing generative AI, powered by Large Language Models (LLMs), at each stage of the customer support journey: resolving common cases instantly, predicting and prioritizing cases, and assisting agents with relevant knowledge—all from one platform.

Zowie

Zowie is an AI-powered customer service automation platform that helps e-commerce brands provide better customer support. Zowie's AI uses a variety of technologies, including machine learning, natural language processing, and deep learning, to understand and respond to customer inquiries quickly and accurately.

Zowie's chatbot can answer customer questions 24/7, even when human agents are unavailable. The chatbot is trained on a massive dataset of customer inquiries, so it can understand and respond to a wide range of questions.

The platform can also automate the processing and response of customer emails and route customer tickets to the appropriate agent or team based on the customer's question or issue.

 

Netomi

Netomi's AI helps businesses to improve their customer service by providing a more natural and engaging customer experience, making it easier for customer support agents to find the information they need, and ensuring that customers get the help they need quickly and efficiently.

Netomi’s conversational AI can understand and respond to customer inquiries in a natural and engaging way; it also has agent coaching to provide customer support agents with real-time feedback and suggestions to improve their performance.

Neuron7

With Neuron7, you can diagnose & resolve issues in seconds using AI to analyze your service data and generate resolution intelligence for self-service, agents, and field service technicians. Accurately predict issues, skills needed to fix, parts, and step-by-step resolutions.

Neuron7’s AI analyzes your service data—from any source—to understand issues and the best resolutions in your service environment.

 

Ada

Ada is the AI-powered chatbot and voice platform that drives cost-effective resolutions for your business, delivers a modern customer experience, and empowers your team.

Ada allows your team to build powerful customer service automation with minimal effort and zero code.

 

Intento

Intento’s AI models help businesses to automate and optimize their MT workflows, to localize content across a global company.

Intento can gives customer support teams the ability to translate chats and tickets into customers' native languages in real time, so they can provide support more effectively.

 
 

Dataplant

Dataplant uses AI to help customer success teams retain customers by analyzing customer data from a variety of sources, such as CRM systems, usage data, and support tickets, to identify trends and patterns that can be used to predict customer churn and automating tasks.

Dataplant's AI can also automate tasks such as customer onboarding, renewal management, and support ticket routing.

 

Quark.ai

Quark.ai is an AI-powered customer support platform that helps businesses automate and improve their customer support.

Quark uses large language models (LLMs) to understand the context of customer queries and provide resolutions automatically.

 
 

TheLoops

TheLoops is an AI-powered platform for customer support that helps businesses to improve their customer support operations by:

  • Providing insights by analyzing data from customer interactions.

  • Automating tasks like triaging and assigning tickets to agents.

  • Providing updates to customers, and personalizing interactions.

 

Churn360

Churn360 is an AI-powered customer churn prevention platform that helps businesses reduce customer churn by identifying at-risk customers and providing personalized interventions.

With its AI, it can analyze customer data, identify patterns of customer behavior, and predict which customers are most likely to churn.

 
 

MonkeyLearn

MonkeyLearn is an AI-powered text analysis platform that helps businesses extract insights from their text data.

It can automate tasks such as text classification or categorization, sentiment analysis (positive, negative, etc), and topic extraction (main themes or ideas being discussed).

Halosight

Halosight is an AI-powered platform that uses natural language processing and machine learning to analyze customer interactions, such as surveys, social media posts, and call center transcripts.

 

Natterbox

Natterbox is a AI-powered Contact Center solution that helps companies to personalize their conversation journeys for improved customer experience and to boost productivity for their sales and service teams.

 
 
 
 
 
 

Top Salesforce AI Tools for Developers

AI Tools for Developers serve a few different use cases.

  • Generative AI capabilities are proving to be a massive productivity boost for Engineers, used to generate code from natural language, automate testing and bug detection, facilitate documentation, and streamlining the Dev Ops process.

  • We're also seeing a wave of AI Developer tools delivered as an API. This is more of a toolkit that allows Developers to access large language models and bring those capabilities into their own product offering.

  • The AI Tools listed here are either built specifically for Salesforce or are designed to be technology agnostic.

 
 

Plauti’s Data Action Platform

Plauti's Data Action Platform makes it easy to handle large amounts of Salesforce data with les clicks and less Dataloader usage.

Apply bulk data actions such as mass update, mass delete, mass convert and assign record ownership. Make changes to Leads, Contacts, Accounts and all other standard and custom objects.

 
 

Moveworks

Moveworks is an AI-powered platform that helps businesses automate IT support tasks and resolve issues faster.

It uses AI to understand IT systems by ingesting data from a variety of sources, such as ticketing systems, configuration management databases, and event logs, identify issues, and recommend solutions.

Metazoa

Metazoa is an AI-powered platform that helps Salesforce admins find, fix, and prevent technical debt.

Metazoa an analyze Salesforce orgs and identify potential problems like unused objects, duplicate data, and permissions errors as well as recommendations on how to fix and avoid them.

 

Panaya Foresight

With ForeSight, Panaya’s Change Intelligence platform, you gain immediate X-RAY visibility to your Sandbox and Production orgs.

ForeSight deeply analyzes your org’s metadata, instantly providing you with a visual dependencies mapping of your org’s structure. With these insights at hand, you can now easily plan any change, document, test, maintain and debug your org with minimum risk, and with no disruption to business users.

Spin.ai

Spin.ai is a SaaS security platform that uses AI to protect SaaS data from ransomware by monitoring for suspicious activity and by identifying unauthorized access to data., data loss by detecting and preventing data exfiltration, and misconfigurations that could be exploited by attackers.

 

Copado Robotic Testing

Copado Robotic Testing is a cloud-based test automation platform for Salesforce.

It uses AI to automate the parallel  creation of test cases and the execution these.

Sweep

Sweep is an AI-powered platform that helps businesses to customize and scale Salesforce configurations without development code.

It uses machine learning to review Salesforce configurations and identify potential problems by analyzing the syntax, structure, and relationships between objects.

 

ComplianceQuest

ComplianceQuest is an AI-powered compliance management platform that helps businesses automate and streamline their compliance processes.

It assess compliance risks, automates tasks such as document review and risk remediation, and provides insights into compliance performance.

Delpha

Delpha is an AI-powered DataOps platform that helps businesses ensure the accuracy and reliability of their Salesforce data. It identifies and corrects errors in Salesforce data, automates data validation processes, and provides insights into data quality.

 

FieldKo

FieldKo is an AI-powered inspection management software that helps businesses improve the efficiency and effectiveness of their inspection processes.

It uses natural language processing and machine learning to automate tasks such as data entry, risk identification, and corrective action requests.

Cohere

Cohere is a platform that gives developers and businesses access to NLP, powered by the innovative generation of large language models. Cohere is used to build machines that understand the world and make it safely accessible to all.

Cohere provides access to affordable, easy-to-deploy large language models. Its platform gives computers the ability to read and write.

 

DataGroomr

DataGroomr is an AI-powered deduplication App. It helps businesses clean, deduplicate, and enrich their Salesforce data.

It uses AI to match most accurately, identify the most duplicates, and keep data clean. No setup or configuration is required; its intelligent duplicate detection algorithms handles everything and gets better and better as it learns your unique data and choices.

 
 
 
 
 
 

Top Salesforce AI Tools for RevOps

AI Tools emerging for Revenue Operations (RevOps) teams primarily focus on generating insights that can immediately impact Sales activities and the broader Go-to-Market strategy.

  • These tools leverage the power of AI to analyze data patterns in sales activities and pipeline data, automate intelligent lead scoring and predictive analytics and connect directly to the Sales & Marketing Stack to facilitate next best action.

  • The AI tools listed here plug directly into Salesforce, providing RevOps with a centralized data source.

 

Doxis

Doxis, by SER Group, is a platform that goes beyond simply managing information. It acts as a content services hub, offering features like document storage, secure access, and workflow automation.

Think of it as a central nervous system for your organization's content, streamlining processes, fostering collaboration, and extracting valuable insights using AI. From automating repetitive tasks to breaking down information silos, Doxis helps businesses work smarter, not harder, ultimately leading to improved efficiency, compliance, and decision-making.

 

harpin AI

The harpin AI platform offers Salesforce customers a comprehensive solution for cleaning, organizing, and unifying their Salesforce data.
Improves the integrity, quality and authenticity of your consumer identity data using advanced AI and ML tools, all readily available in harpin AI’s easy-to-deploy toolkit.

It gives you accessible, accurate customer identity data – at your fingertips. Cost effectively and efficiently consolidate fragmented data into certified profiles. Leverage monitoring and error detection that automatically alerts your team when things go wrong.  

 

Akkio

Akkio is a generative business intelligence platform that lets you chat with your data, create visualizations, and create machine learning models in minutes.

Akkio also makes it easy to analyze marketing attribution and gives you insights about your Sales channels.

 

Falkon

Falkon is an AI-powered revenue optimization platform that helps businesses improve their forecasting accuracy, identify their most profitable opportunities, reduce customer churn, and increase their overall revenue.

Falkon does this by integrating with a variety of data sources, using machine learning to identify patterns and trends in the data, and using natural language processing to understand the meaning of customer interactions. 

Advocat

Advocat allows you to boost the efficiency of cross-functional teams, create alignment, and shorten the time from your customer’s decision to deal approval. Get AI contract generation, negotiation and management to improve business and climate outcomes.

Advocat's virtual deal desk bridges the gap between the opportunity and signature stages, creating a transparent and unified process for your business to achieve deal approval up to 10X faster.

 

Symon.AI

Symon.AI is purpose-built to solve sales management and operations problems, from lead scoring to seller churn, with augmented intelligence.

Harness your historical data with our machine learning and AI tools. Transition from ‘what happened’ to proactive ‘what-if’ scenarios on our no-code platform.

BoostUp

BoostUp uses AI to help revenue teams drive predictable growth by providing insights, automating tasks, and personalizing interactions.

BoostUp's AI models can analyze data from a variety of sources, such as CRM systems, sales engagement platforms, and customer support systems, to identify trends and patterns that can be used to drive growth. It can also automate tasks such as lead scoring, opportunity scoring, and pipeline forecasting.

 

Coho

Coho is an AI-powered platform that companies boost revenue by analyzing product usage data and identifying growth opportunities.

Coho's AI models can identify what makes a product "sticky" and what drives users to upgrade to a paid subscription plan. It also provides real-time usage models to spotlight upsell opportunities and churn risks, and segmentation models to identify different users based on their behavior.

Concert

Kizen’s Concert is a no-code and enterprise-grade CRM, insights, and operations platform. It uses AI to automate data collection (it can automatically collect data from a variety of sources, such as sensors, machines, and people). This data can then be used to identify trends, improve processes, and make better decisions.

Kizen's predictive analytics capabilities can help businesses to identify potential problems before they occur and provides recommendations on how to improve their operations.

 

Aptivio

Aptivio is an AI-powered platform that helps businesses automate and optimize their document-intensive processes, such as contract review, invoice processing, and customer onboarding.

Aptivio's AI models can extract data from documents, identify errors and inconsistencies, and generate insights. It also offers a variety of tools to help businesses automate tasks and workflows.

CorralData

CorralData empowers users to ask questions about their data in plain language, and CorralData will generate the answer. It will also automatically identify trends and patterns in data, and generate insights without any coding required.

 

OpenGTM

OpenGTM provides opportunity health data powered by your customer personas — producing fit scores, amount predictions, close date predictions, and propensity to win indicators.

Vivun

Vivun is an AI-powered platform for PreSales that helps businesses to close more deals, improve customer satisfaction, and boost revenue.

Vivun uses AI to automate tasks (like generating proposals, scheduling demos, and tracking opportunities), provide insights about prospects, and personalize interactions.

 

NextQuarter

Next Quarter is a revenue intelligence platform that uses AI to automate and accelerate Salesforce revenue forecasting.

Next Quarter improves the accuracy and efficiency of revenue forecasting by analyzing historical data and identifying trends and patterns.

ValueCore

ValueCore is an AI-powered platform that helps businesses quantify the value of their solutions to prospects and customers.

How? Valuecore analyzes customer data and identifies the benefits that their solutions can provide to prospects who are in a similar position.

 

Nektar

Nektar is an AI-powered platform that helps businesses create personalized experiences for their customers.

Nektar can understand customer preferences by analyzing past behavior, engagement by tracking their interactions with the business, and context by time of day, device or location.

People.ai

People.ai is an AI-powered platform that helps businesses understand and improve their sales performance.

People.ai captures and analyzes all sales activity, from emails and calls to meetings and CRM data.

 

SetSail

SetSail is an AI-powered platform that helps businesses automate deal analysis and answer critical revenue questions.

It analyzes sales data (email, call, meetings transcripts), identifies patterns and trends, and generates insights that can help businesses close more deals.

We Leverage AI

Our Wolfic Way delivers unmatched value for organizations using AI on the Salesforce platform.

 

Dedicated Project Leaders

Throughout your partnership with us, you’ll have one consistent point of contact.

Wolfpack Specialists

Our Subject Matter Expert Network provides fractional access to niche talent.

Ultimate Flexibility

Easily explore a potential partnership with our popular Pay-As-You-Go structure.

 

Certified AI Expertise

Wolfic is an official Salesforce Consulting Partner with a 5-star rating on the AppExchange. Our expert Wolfpack holds certifications across most Salesforce products.

 

World-Class Results

“Wolfic has set a new bar for software-related consulting in my mind - other consultants will have a hard time competing.”

CSM | Tech & SaaS Industry

“Wolfic fixed our pain points, prevented looming issues, and helped us seize opportunities we weren’t even aware of.”

IT Director | Finance Industry

“Wolfic’s ingenious method of mimicking other apps using native functionality allowed us to reduce our tech stack bloat.”

CTO | Retail Industry

“They've helped us see what the platform is actually capable of without overselling us on things we don't need.”

Head of IT | Public Sector

 
 

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