Sales

Bring customer context into the work that moves deals forward.

When to use this plugin

Use Sales when you need to prioritize accounts and signals, prepare for customer meetings, complete follow-ups, propose customer-record updates, build close plans, or review deals at risk.

Onboarding

Ask XpertAI:

@Sales Help me get started

Sales has a guided onboarding flow that helps connect the sources your team uses, save useful preferences, set up optional recurring support, and try a useful first workflow.

Onboarding is an interactive, step-by-step conversation. XpertAI will guide you through setup, ask for approval before making changes, and help you try a first workflow.

You can also jump directly into any workflow below.

Example workflows

Hero workflows are bolded.

| Workflow | Try this | Skill | Result | | --- | --- | --- | --- | | Prepare for a customer meeting | Prep me for my next customer meeting | prepare-for-meeting | A concise meeting brief with agenda, context, likely blockers, and next actions | | Follow up after a call | Follow up from my latest customer call | follow-up-after-call | A grounded recap, next-step list, external follow-up draft, and CRM-ready notes when useful | | Plan a deal strategy | Build a strategy for moving the Acme deal forward | plan-deal-strategy | A deal map, buying-committee view, procurement risks, and prioritized next actions | | Prioritize accounts | Rank the accounts I should work this week and explain why | prioritize-accounts | A focused account action view with evidence, reachable contacts, and planning-only next steps | | Review a forecast | Review my forecast and tell me which deals could slip | review-forecast | A manager-ready forecast readout with risks, change detection, and keep-or-downgrade recommendations | | Find internal answers | Find the right people and docs for this customer's security question | find-key-internal-sources | A ranked routing map of experts, documents, channels, and escalation paths | | Analyze account signals | Tell me what changed for Acme and what I should do next | analyze-account-signals | An evidence-backed account intelligence brief with a practical action plan | | Build a competitive brief | Compare the competitors showing up in the Acme deal | build-competitive-brief | A concise comparison matrix, objection package, and evidence-backed competitive brief | | Build a business case | Turn these notes into a customer-led ROI story for Acme | build-business-case | A customer-specific value narrative, value model, and follow-up question set | | Enrich account or contact data | Enrich this account list and flag the best buying teams | enrich-company-and-contact-data | A portable enrichment table for segmentation, prioritization, and outreach planning | | Find customer quotes | Pull customer quotes about setup friction from recent calls | find-customer-quotes | Transcript-grounded quotes with attribution and speaker-confidence notes | | Coach a rep | Compare my recent calls with strong peer examples and suggest improvements | get-rep-call-feedback | Evidence-backed coaching feedback tied to repeatable best practices | | Review rep call trends | Show how my calls have changed over the last quarter | review-rep-call-trends | A coaching readout covering improvements, regressions, stable patterns, and next actions | | Get a sales check-in | Give me a sales check-in and suggest the highest-value next prompt | suggest-sales-next-step | A short decision card with one concrete workflow to run next |

Integrations

Sales can use configured tools when they are available and authorized:

| Source | Supported integrations | What they unlock | | --- | --- | --- | | CRM | Salesforce, Agentforce Sales, HubSpot, Close, Zoho, Pipedrive | Account context, opportunity evidence, CRM-ready drafts, and proposed record updates | | Meeting notes | Zoom, Granola, Fireflies, Otter.ai | Call summaries, transcripts, customer quotes, follow-up context, and coaching evidence | | Email and messages | Gmail, Outlook Email, Slack, Microsoft Teams, Outreach | Customer follow-up context, internal answer paths, and reviewed draft destinations | | Documents and calendars | Notion, Google Drive, SharePoint, Google Calendar, Outlook Calendar, Calendly | Account plans, supporting docs, meeting context, and operating cadence | | Enrichment and signals | ZoomInfo, Clay, HG Insights, Rox, Actively, Apollo, Meticulate | Company and contact enrichment, market signals, ICP discovery, and account prioritization | | Other context | Monday.com, DocuSign | Optional task-tracker and agreement context when a workflow needs it |

Connected tools provide the smoothest path, but they are not required for every task. You can start with uploaded files, pasted notes, transcripts, exports, spreadsheets, and public research when appropriate.