The Sales plugin helps you level up your Codex usage as a sales person or account director, keeping you focused on what's important and taking simple tasks off your plate. You'll find skills to help with meeting preparation and follow-up, forecasting and account preparation, and more.
To get the most from this plugin, you should have CRM access enabled, but it will also be valuable if you have meeting transcripts, internal messaging, email, and calendar plugins installed.
Install
- 1Add it in ChatGPT
Open Plugins in the ChatGPT sidebar (web or desktop), search for “Sales” and select +. You'll be asked to sign in to any connected service on first use. Then type @ in a chat to call it.
Skills 15
- Analyze Account Signals
Account briefs and ranked watchlist summaries
- Build Business Case
Customer-led business cases and ROI narratives
- Build Competitive Brief
Competitor reports, comparison matrices, and objection handling
- Executive and Seller Dashboard Demo
Preview executive dashboards, seller work, and meeting follow-up
- Enrich Company And Contact Data
Company, contact, and market enrichment for sales workflows
- Find Customer Quotes
Find transcript-backed customer quotes by theme
- Find Key Internal Sources
Find internal experts, docs, and channels
- Follow Up After Call
Post-call recap, email, CRM note, and internal draft
- Get Rep Call Feedback
Evidence-backed coaching from peer call examples
- Index
Sales workflows and customer decision decks
- Plan Deal Strategy
Grounded strategies for active deals and sales motions
- Prepare For Meeting
Customer meeting briefs from calendars and notes
- Review Forecast
Forecast reviews with risk analysis and recommendation posture
- Review Rep Call Trends
Analyze rep call behavior trends over time
- Sales Company Research
Research targets and shape draft outreach
Things to ask
- “What can you do?”
- “Help me prepare for my upcoming customer meeting”
- “Build the first version of my seller dashboard”
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