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Sales workflows with ChatGPT Work

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Sales workflows with ChatGPT Work

Explore how sales teams can use ChatGPT Work to turn account context, customer conversations, and deal signals into pipeline briefs, meeting packs, forecast reviews, and account plans.

Sales work often lives across CRM fields, call notes, email threads, Slack discussions, decks, customer docs, and account signals. ChatGPT Work helps pull that context together and produce the first usable version of the artifact, whether that is a prioritized account brief, meeting prep packet, forecast risk review, account strategy pack, or stalled-deal diagnosis. Sellers and managers still own the relationship strategy and judgment; ChatGPT Work helps get the working draft in front of the team faster.

Watch How sales teams use Codex on-demand here⁠(opens in a new window).

Note: This webinar was recorded when these workflows lived in the former Codex app. You can now follow along using ChatGPT Work at chatgpt.com or in the ChatGPT desktop app.

The ChatGPT Work sales plugin helps sales teams bring customer context into the work that moves deals forward. Sales teams can find high-priority accounts and signals, prepare for customer meetings, complete follow-ups, update customer records, build close plans, and review deals at risk using tools like Salesforce, HubSpot, Slack, Outreach, Clay, Rox, and Actively. Already have ChatGPT Work installed? Click here⁠(opens in a new window) to install the Sales plugin.

Ready to try ChatGPT Work on real sales work? Check out our use cases here.⁠(opens in a new window)

For related tools and guidance, explore ChatGPT solutions for sales teams and the Salesforce integration .


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