# Bill Patterson

> Bill Patterson is a Series B investor at Salesforce (San Francisco) backing SaaS and Software. See 14 investments, check sizes, portfolio. Updated Aug 2026.

- Type: Angel Investor
- Fund: [Salesforce](https://shizune.co/investors/profile/salesforce)
- Location: San Francisco, United States
- Total investments: 14
- Last investment: May 2023
- Lead investor: 29%
- Last updated: Aug 2026
- LinkedIn: https://www.linkedin.com/in/bpatter/

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

## Investment focus

### Industry

| Industry | Investments | Share |
| --- | --- | --- |
| SaaS | 4 | 29% |
| Software | 3 | 21% |
| Productivity Tools | 3 | 21% |
| Enterprise Software | 3 | 21% |
| Sales | 2 | 14% |

25 industries tracked in total.

### Stage

| Stage | Investments | Share |
| --- | --- | --- |
| Series B | 7 | 50% |
| Series C | 3 | 21% |
| Series A | 2 | 14% |
| Series E | 1 | 7% |
| Private Equity | 1 | 7% |

## Investments

| Company | Description | Amount | Stage | Date | Website |
| --- | --- | --- | --- | --- | --- |
| 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 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 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 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 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 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 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 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 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 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 |  |

10 of 14 investments shown.

## Co-investors
- [Emergence Capital](https://shizune.co/investors/profile/emergence-capital-partners) — VC Fund, 5 deals together
- [Norwest](https://shizune.co/investors/profile/norwest-venture-partners) — VC Fund, 4 deals together
- [M12 - Microsoft's Venture Fund](https://shizune.co/investors/profile/m12) — VC Fund, 3 deals together
- [Trinity Ventures](https://shizune.co/investors/profile/trinity-ventures) — VC Fund, 3 deals together
- [Accel](https://shizune.co/investors/profile/accel) — VC Fund, 2 deals together
- [EQT Ventures](https://shizune.co/investors/profile/eqtventures) — VC Fund, 2 deals together

## 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.

5 contacts available at Salesforce.

| Name | Title | Profile |
| --- | --- | --- |
| Achyut Jajoo | SVP and GM, Manufacturing and Automotive | https://shizune.co/investors/profile/achyut-jajoo |
| Alex Edelstein | Vice President Of Product Management | https://shizune.co/investors/profile/alex-edelstein |
| Bill Patterson | EVP & GM, CRM Applications | https://shizune.co/investors/profile/bill-patterson-b4e4 |
| Craig Conway | Board of Directors | https://shizune.co/investors/profile/craig-conway |
| Efi Cohen | SVP, Product and Engineering | https://shizune.co/investors/profile/efi-cohen |

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- [FJ Labs](https://shizune.co/investors/profile/fj-labs) — VC Fund

## 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.

### 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 Aug 2026 and is updated monthly. Spotted something off? Use the “Suggest an edit” link near the top of the page.

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