Salesforce has the data.
Inherit turns it into context.
Connect Inherit to Salesforce via OAuth in 30 seconds. Inherit reads your accounts, contacts, opportunities, and activity history — then synthesizes everything into a complete handoff brief for each account being transitioned.
83%
Reduction in transition prep time
40+
Accounts transitioned per quarter
4 hrs
vs. one full week manually
0
Salesforce seats needed to share
Why Salesforce alone isn't enough for rep transitions
200 activity logs aren't context
Salesforce tells you a rep was busy. It doesn't tell you which stakeholder is the real decision-maker, what deal-breakers have come up, or what the champion mentioned on the last call that isn't in any record.
No synthesis across objects
Account context in Salesforce is split across Accounts, Contacts, Opportunities, Tasks, and Activities. Incoming reps have to open every record individually and piece together a coherent picture themselves.
Requires a Salesforce license to view
Sharing account context with an incoming rep or a CS counterpart means they need a seat. Inherit generates shareable briefs that work without a license.
Territory reassignments are a quarterly crisis
Every quarter, ops teams spend a full week building handoff docs for territory changes. That's capacity that should be going into pipeline analysis and forecasting.
How it works
Connect Salesforce via OAuth
One-click OAuth authorization. Inherit reads your Accounts, Contacts, Opportunities, Tasks, and Activity History — securely, read-only. No credentials stored.
Select accounts to transition
Choose a full territory, a rep's book of business, or specific accounts. Inherit pulls all the relevant data from Salesforce automatically.
AI synthesizes the context
Claude AI reads across all Salesforce objects and synthesizes what matters: relationship history, deal stage, stakeholder map, risk signals, open commitments, and recommended first steps.
Share without a Salesforce seat
PDF export, shareable view-tracked link, or push brief notes back to Salesforce. Every incoming rep gets full account context before their first call — no license required.
Salesforce alone vs. Salesforce + Inherit
“We used to spend a week doing manual handoff prep for every territory change. Inherit pulls directly from Salesforce and the quality is actually better than what humans were writing.”
Priya K.
Director of Sales Operations · Enterprise Software
Connect your Salesforce org free
Your first handoff brief in under 60 seconds. No credit card required.
Start free with Salesforce →Also works with HubSpot and CSV upload
