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.
Εφαρμογές
Slack
Share work and pull context
Microsoft Teams
Microsoft Teams 職場對話與協作:搜尋訊息、摘要討論串、傳送回覆、管理 Planner 任務。
Zoom
Insights from Zoom
Zoom Revenue Accelerator
Find sales insights
Granola
Add your meeting context
Fireflies
Search meeting transcripts
Otter.ai
Search meetings from Otter.ai
Agentforce Sales
Sales insights to close deals
HubSpot
Insights to action in HubSpot
Close
Close CRM for ChatGPT
ZoomInfo
B2B data and GTM insights
Clay
GTM Data and Functions
HG Insights - RGI
Prospect intelligence for sale
Rox
Query sales data
Apollo.io
Find buyers and close deals
Actively
Per-Account Agents for GTM
Meticulate
Manage prospecting
Gmail
從收件匣尋找並引用電子郵件
Microsoft Outlook 電子郵件
Microsoft Outlook 電子郵件,用於工作對話:搜尋郵件、摘要對話串、起草回覆、管理追蹤事項。
Outreach
AI Agents for Revenue Teams
Notion
Create docs, tasks, databases
Google 雲端硬碟
處理 Google 文件、試算表和簡報
Microsoft SharePoint
Microsoft SharePoint 文件網站與 OneDrive 檔案:尋找內容、摘要文件、管理資料夾、分享資源。