Sales life cycle
Prospecting and lead generation
Discovery and engagement
Lead qualification
Solutioning/ demos
Quoting and closing
Post-sales support
Select a category to view related use cases
Prospecting and lead generation
Discovery and engagement
Lead qualification
Solutioning/ demos
Quoting and closing
Post-sales support
Lead generation and prospecting
High-velocity guided selling or self-serve
Know the customer, know the brief
Automated data and artifacts
Operational planning and visibility
Teaming, learning, development
CRM automation, data cleanup, automated activity capture
Automated configuration, price quote, demo
Automated proposals, solutioning artifacts, standardization
Ticket resolution, escalation, routing, automated context capture
Lead generation and prospecting
Lead generation and contact enrichment
Automated account and lead research
Account-needs prediction
AI business and sales development (BDR/SDR) automated outreach
High-velocity guided selling or self-serve
Seller content search, knowledge assistant
Content curation, recommendation
Content generation, customization
Next best action, what to pitch, guided selling
Know the customer, know the brief
Inbound seller copilot
Intent-based routing and matching
Customer self-service
Shopping agent optimization
Automated data and artifacts
Pipeline and revenue intelligence
Territory, account segmentation, account planning, forecasting, quota setting
Sales manager assistant (visibility and insights, where to lean in)
Operational planning and visibility
Modern teaming, digital sales room, partner enablement
Adaptive learning; coach, learn—in the moment
Teaming, learning, development
Prospecting and lead generation
Discovery and engagement
Pre-call prep, near-real-time coaching, sales copilot
Post-call summarization and follow-ups
True account 360, customer 360
Interaction capture, conversation intelligence
Lead qualification
Prospecting and lead generation
Solutioning/ demos
Quoting and closing
Post-sales support
Prospecting and lead generation
Discovery and engagement
Lead qualification
Solutioning/ demos
Solutioning/ demos
Quoting and closing
Post-sales support
Prospecting and lead generation
Discovery and engagement
Lead qualification
Solutioning/ demos
Quoting and closing
Post-sales support
Prospecting and lead generation
Discovery and engagement
Lead qualification
Solutioning/ demos
Quoting and closing
Post-sales support