Sales Plugin

Last verified: 13 February 2026 | Applies to: Pro, Max, Team, Enterprise

In 30 seconds

The Sales plugin handles the research and preparation work that consumes most of a salesperson’s day — prospect research, call prep, pipeline analysis, and outreach drafting. Connect your CRM via MCP connectors and Claude pulls live context into its analysis. The plugin knows sales frameworks and can adapt to your sales process.

Key commands

Command	What it does
/call-prep	Researches a prospect and produces a structured briefing for your next call
/pipeline-review	Analyses your pipeline, flags at-risk deals, and suggests next actions

What it knows

The Sales plugin’s skills cover:

• Prospect research — company background, recent news, key stakeholders, potential pain points
• Call preparation — structured briefings with talking points, potential objections, and suggested questions
• Pipeline analysis — deal stage assessment, risk identification, velocity tracking
• Outreach drafting — personalised emails, follow-up sequences, LinkedIn messages
• Sales frameworks — MEDDIC, BANT, Challenger Sale, and other methodologies (specify which you use)

How operators use it

Call prep:

/call-prep — I have a call with the VP of Operations at Acme Corp tomorrow. They're a mid-market manufacturing company, about 200 employees. We're selling our workflow automation platform. Research them and give me a briefing.

Claude produces a structured brief: company overview, recent news, likely pain points, suggested talking points, and potential objections with responses.

Pipeline review:

/pipeline-review — Here's my current pipeline [upload or describe]. Which deals are at risk? What should I prioritise this week?

Claude analyses deal stages, identifies stalled opportunities, and suggests specific actions for each.

Outreach:

Draft a personalised cold email to the CTO of [company]. They recently posted about scaling challenges on LinkedIn. Keep it under 100 words, one clear ask.

Post-call follow-up:

I just had a call with [prospect]. Here are my notes [paste]. Draft a follow-up email that summarises what we discussed, confirms next steps, and includes the ROI calculator I mentioned.

The honest take

What works well

• Call prep is excellent. Having a structured brief before every call significantly improves conversation quality.
• Outreach drafts are a strong starting point — personalised and relevant, though they always need a human touch before sending.
• If connected to your CRM, Claude can pull live deal data and make pipeline analysis genuinely useful.

What doesn’t work as well

• Prospect research is only as good as publicly available information. For private companies or niche industries, Claude may have limited data.
• Without a CRM connection, pipeline review requires manually providing deal details.
• Generic outreach templates are obvious. Always personalise before sending.

Who it’s best for: Sales leaders, account executives, and BDRs who spend too much time on research and admin and not enough time selling. Particularly valuable for teams without dedicated sales ops or research support.

Related

• Sales Call Prep — full workflow guide
• Connecting Your Tools — connect your CRM
• All Plugins
• Plugin Commands Reference

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