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Bill Patterson, EVP & GM, CRM Applications at Salesforce

Bill Patterson

EVP & GM, CRM Applications @ Salesforce

San Francisco, United States

Bill Patterson is an EVP and General Manager, CRM Applications at Salesforce.

Total investments:
14
Last investment:
Lead investor:
29%

Last updated:

Industries Bill Patterson invests in

SaaSSoftwareProductivity ToolsEnterprise SoftwareSales

Stages Bill Patterson invests in

Series BSeries CSeries ASeries EPrivate Equity

Countries Bill Patterson invests in

United States

Contacts

TypeContactValidation
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Personal email
Work phone
Personal phone
Socials

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Investment Focus

Industry

  • SaaS 4 (29%)
  • Software 3 (21%)
  • Productivity Tools 3 (21%)
  • Enterprise Software 3 (21%)
  • Sales 2 (14%)
See all 25 industries →

Stage

  • Series B 7 (50%)
  • Series C 3 (21%)
  • Series A 2 (14%)
  • Series E 1 (7%)
  • Private Equity 1 (7%)

Investments

CompanyDescriptionRoundLinks
Spiff Spiff
Spiff is a commission automation software that creates trust across the organization by delivering real-time, automation of complex commission processes. The platform uses machine learning to connect with all the commission systems including ERP, payments, and payroll, as well as matches records and eliminates errors between systems that enableclients to provide their sales teams with proper tools to generate more sales easily. $50M / Series C / May 16, 2023
Qualified Qualified
Qualified is the pipeline generation platform for revenue teams that utilize Salesforce to expand their pipeline. They do this by using their most valuable sales and marketing resource, the corporate website, to find the most valuable buyers, find buyer intent signals, and initiate sales talk right away. In order to detect account-based buyerintent and enable real-time sales discussions, Qualified, which is based on Salesforce, links the website with Salesforce data. $95M / Series C / Apr 26, 2022
Databook Databook
Databook is a pioneer and leader in agentic workflows for enterprise go-to-market teams. The company’s award-winning platform integrates licensed datasets, patented algorithms, and deep domain expertise to help top sales teams align solutions with buyer pain points and close larger deals at scale. Elite sales teams such as Salesforce, Microsoft andDatabricks use Databook to achieve superior results like 2.5x larger deals and 1.5x faster deal cycles. Learn more at databook.com. $50M / Series B / Feb 14, 2022
Spiff Spiff
Spiff is a commission automation software that creates trust across the organization by delivering real-time, automation of complex commission processes. The platform uses machine learning to connect with all the commission systems including ERP, payments, and payroll, as well as matches records and eliminates errors between systems that enableclients to provide their sales teams with proper tools to generate more sales easily. $46M / Series B / Jun 01, 2021
Qualified Qualified
Qualified is the pipeline generation platform for revenue teams that utilize Salesforce to expand their pipeline. They do this by using their most valuable sales and marketing resource, the corporate website, to find the most valuable buyers, find buyer intent signals, and initiate sales talk right away. In order to detect account-based buyerintent and enable real-time sales discussions, Qualified, which is based on Salesforce, links the website with Salesforce data. $51M / Series B / May 25, 2021
Airkit Airkit
Airkit is a customer engagement platform that enables brands to build digital customer experiences faster. Airkit allows customers to abstract away frontend development with prebuilt components and templates for web, mobile, voice, and chat. They can also create brand components and asset libraries while flowing customer data across core systemsand Airkit-powered experiences via APIs and integrations.Airkit can measure and optimize experiences with built-in app analytics and reporting on user engagement, and the platform provides debugging and tooling to help ship apps. It enables developers to test operations and data flows in a staging environment with app tracing, which allows them to preview an app in different resolutions and device frames. $40M / Series B / May 11, 2021
Airkit.ai Airkit.ai
Airkit.ai is a customer engagement platform that enables brands to build digital customer experiences faster. Airkit allows customers to abstract away frontend development with prebuilt components and templates for web, mobile, voice, and chat. They can also create brand components and asset libraries while flowing customer data across core systemsand Airkit-powered experiences via APIs and integrations.Airkit can measure and optimize experiences with built-in app analytics and reporting on user engagement, and the platform provides debugging and tooling to help ship apps. It enables developers to test operations and data flows in a staging environment with app tracing, which allows them to preview an app in different resolutions and device frames. $40M / Series B / May 11, 2021
Databook Databook
Databook is a pioneer and leader in agentic workflows for enterprise go-to-market teams. The company’s award-winning platform integrates licensed datasets, patented algorithms, and deep domain expertise to help top sales teams align solutions with buyer pain points and close larger deals at scale. Elite sales teams such as Salesforce, Microsoft andDatabricks use Databook to achieve superior results like 2.5x larger deals and 1.5x faster deal cycles. Learn more at databook.com. $16M / Series A / Apr 27, 2021
ServiceMax ServiceMax
ServiceMax is the global leader in Service Execution Management, a software category that includes both Field Service Management and Asset Service Management. ServiceMax provides a cloud-based software platform that improves the productivity of complex, equipment-centric service execution for OEMs, operators, and 3rd-party service providers.Enterprise companies across the globe have turned to ServiceMax to help them keep the world running while reaping the benefits of increased revenue, higher productivity, improved customer experience, secure enterprise communication, greater safety, and better compliance. $80M / Private Equity / Feb 24, 2020
Automation Anywhere Automation Anywhere
Automation Anywhere is a global company that specialises in Robotic Process Automation, offering AI-powered software bots that automate repetitive tasks. The company's cloud-native platform integrates RPA, artificial intelligence, machine learning, and analytics to enhance productivity, customer experience, and employee engagement. $290M / Series B / Nov 22, 2019
See all 14 investments →

Co-Investors

Salesforce

About Salesforce

VC Fund · San Francisco, United States

Salesforce is a cloud-based software company that provides customer relationship management software and applications. It is a cloud computing company that provides business software on a subscription basis. They design and develop cloud-based enterprise software for customer relationship management. They focused on sales, customer service,marketing automation, e-commerce, analytics, and application development.

Salesforce Contacts

NameEmailPhoneSocials
Achyut Jajoo
Achyut Jajoo SVP and GM, Manufacturing and Automotive
Alex Edelstein
Alex Edelstein Vice President Of Product Management
Bill Patterson
Bill Patterson EVP & GM, CRM Applications
Craig Conway
Craig Conway Board of Directors
Efi Cohen
Efi Cohen SVP, Product and Engineering

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FAQ

What does Bill Patterson invest in?

Bill Patterson invests primarily in SaaS, Software and Productivity Tools startups, most often at Series B and Series C stage. Most of the 14 investments tracked by Shizune back companies in United States. The Investment Focus section breaks down every industry, stage and country in the portfolio.

How do I contact Bill Patterson?

Public channels for Bill Patterson include LinkedIn. For a verified work email and phone number, create a free Shizune account — contact data is searched across 20+ sources and validated before delivery, so your outreach lands in the right inbox.

When did Bill Patterson last invest?

The most recent investment recorded for Bill Patterson closed in May 2023. Shizune tracks 14 investments in total for this profile, including round sizes, stages and portfolio companies, all sourced from confirmed public funding rounds and refreshed monthly.

Is Shizune's investor data accurate?

Yes — every stat on this profile is calculated from confirmed public funding rounds monitored across hundreds of sources since 2020. This profile was last refreshed in Sep 2026 and is updated monthly. Spotted something off? Use the “Suggest an edit” link near the top of the page.

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