Claude Career & Productivity

Sales Prompts: 6 That Do What a CRM Plugin Does, Without One

Salesforce in Claude ships 37 prebuilt sales skills to paying enterprise customers. Most of what they do is available to anyone willing to paste in their own context — the plugin buys live data and consistency across a team, not capability. These six cover the recurring work: call prep, deal review, forecast narrative and the follow-up nobody does.

⌨️ 6 prompts 🕐 Updated Sep 16, 2026

💡 How to use these prompts: Replace everything in [BRACKETS] with your specific details before sending. Click Copy to copy any prompt to your clipboard instantly.

Prepare for the call properly

The last line removes the filler most sales prompts generate and leaves the part you would actually use.

I have a call tomorrow with: [COMPANY AND WHO IS ATTENDING]

Here is what I know: [NOTES, LAST CONVERSATION, WHAT THEY ASKED FOR]

Give me:
- The three things most likely to decide this call
- What I still do not know that I should
- Two questions that would surface the real objection
- What to do if the decision maker does not turn up

Skip the rapport-building suggestions.

Review a deal honestly

Deal reviews fail because the person reviewing wants it to close. Asking for the case against fixes that.

Here is a deal I think will close: [DESCRIBE STAGE, TIMELINE, WHO IS INVOLVED, WHAT HAS HAPPENED]

Argue that it will not close. Specifically:
- What is missing that usually needs to be present by now
- Who has not engaged who should have
- What I might be reading as interest that is politeness
- What would tell me either way within a week

Then say whether your argument holds.

Write the forecast narrative

Marking assumptions separately is what makes a forecast defensible when one of them turns out wrong.

Here is my pipeline: [LIST DEALS WITH STAGE, VALUE, TIMING, CONFIDENCE]

Write the narrative I would present: what closes, what slips, what is at risk and why.

Distinguish between what I know and what I am assuming. Mark every assumption.

Do the follow-up nobody does

The follow-up that lists both sides commitments is the one that keeps a deal moving. Most only list yours.

Here are my notes from a call: [PASTE]

Draft:
- The follow-up email, short
- What I promised and by when
- What they promised and by when
- One thing to check before next contact

Do not add pleasantries I did not say.

Work out why you lost

The stated loss reason is rarely the real one. Price is the polite answer to a value problem.

I lost this deal: [DESCRIBE WHAT HAPPENED AND THE REASON GIVEN]

Tell me:
- What the stated reason usually means
- What else it could have been
- What in my own process contributed
- What I would need to do differently, not just know differently

Be direct. I am asking to learn, not to feel better.

Find the deals going quiet

Checking in is what a rep does when they have nothing to say. The prompt forces something better.

Here is my pipeline with last-contact dates: [LIST]

Rank by risk of going quiet, tell me why each one is at risk, and give me one specific action per deal.

Do not suggest checking in. Give me a reason to contact them that is useful to them.