Manager of Sales: the all-in-one AI plugin

Skills for managers of sales 17

• sales team performance analystRanks reps against quota and drafts coaching or recognition notes, like a monthly review of six reps with action steps.
• sales process optimizerFixes pipeline stages, lead scoring and segments, like flagging 40 stalled deals that never had a next step.
• sales data coachCleans sales data and builds dashboards, benchmarks and incentive checks, like a weekly rep scorecard with trend lines.
• sales forecast review copilotBuilds forecasts and variance reviews, like showing why March closed 12 percent under target by segment.
• market trend analystTracks market trends, pricing and segments, like a quarterly report on demand shifting to mid-size accounts.
• evp sales insight studioTurns funnel, pricing and CRM data into leadership content, like a board slide on conversion by stage.

Plus a start-here assistant, the prompt library and the app builder, and for members the daily brief.

Ready-made prompts 257

• Lead Generation Strategies23 prompts, like Build A Lead Scoring Framework
• Sales Forecasting14 prompts, like Analyze Historical Sales Trends
• Competitive Analysis12 prompts, like Analyze Competitor Marketing Strategies
• Training New Sales Staff25 prompts, like Sales Training Program Design
• Product Knowledge Base19 prompts, like Build a Product FAQ Library
• Customer Relationship Management14 prompts, like Build Detailed Customer Profiles
• Personalized Sales Approaches21 prompts, like Data-Driven Lead Segmentation

Apps you can build with AI 5

• Evidence-backed sales call and pipeline workbenchReview deals faster with coaching tied to recorded buyer evidence instead of memory. Demo included.
• Sales practice and content analysis workbenchMeasure rep practice and content use so coaching and reporting stop eating your week. Demo included.
• Sales data and pipeline coordination portalKeep one traceable record from question to outreach to pipeline, cutting manual re-entry. Demo included.
• Sales call coaching platformGive behavior-based call feedback with manager calibration and the conversation evidence behind it. Demo included.
• Spoken conversation transcript and highlight libraryStop re-listening to calls; search transcripts and highlights your team actually owns. Demo included.

AI agents 12

In the download. An agent runs a whole recurring task for you, step by step, and asks you before anything important. Ask your AI: "Run the Dormant Deal Evidence Refresh Agent". Each one also has a guided set-up with sample data on its page.

• Dormant Deal Evidence Refresh AgentA forecast that reflects real buyer evidence.
• Sales Account Research Gap AgentAccount briefs where every need is evidenced or a question.
• Sales Objection Evidence AgentHonest, evidence-backed objection responses.
• Sales Competitive Response Review AgentFair, sourced competitive responses.
• Technical Win-Loss Review AgentLearn from every closed deal which technical points decide the outcome
• Churned Customer Win-Back AgentA short, evidence-based list of lost accounts worth calling now, each with a reason and an angle.
• Quarterly Planning Assumption Check AgentKeep the plan honest by testing its assumptions and updating the numbers when they break.
• Sales Pipeline Coverage Gap AgentPipeline coverage gaps are found and addressed while there is still time to fix them
• Sales Process Stage Audit AgentEvery open deal sits in a stage it has earned, so forecasts are honest
• New Product Training AgentEvery associate can answer the common questions about a new product before it goes on the floor
• Sales Rep Quota Attainment Coaching AgentEach rep who is off the quota path has a specific, tracked coaching plan
• Sales Script Test AgentScripts change only when a tested version beats the current one

Connections (MCP servers) 12

A guide in the download. A connection lets your AI work in an app you already use. You add only the ones you use: ask your AI "Which apps can you connect to?" and follow the steps on each connection's page.

• Odoo Pulse MCP serverAsk your AI for a plain-English business report from your Odoo data, with a verdict on how things are going.
• Bitrix24 MCP serverConnect Claude to your Bitrix24 portal so it can read and change CRM records, tasks, files and more.
• Linked API MCP serverLets your AI search LinkedIn, read profiles and conversations, and send messages for you. Official.
• Odoo 19 MCP serverLet your AI look up, add, and update records in your Odoo 19 company system for you.
• Capsule CRM MCP serverConnect your AI to Capsule CRM so it can look up contacts, deals, projects and tasks for you.
• Odoo MCP serverLet your AI look up, add, and update records in your Odoo business system just by asking.
• Pipedrive MCP serverLet your AI look up, create, and update your Pipedrive deals, contacts, and activities for you.
• Vruum MCP serverLets your AI research prospects, draft outreach, track deals, and check revenue inside your Vruum account. Official. No install needed.
• Attio MCP serverLet your AI read your Attio company records and notes, and write new notes for you.
• AstroFabric MCP serverAsk your AI to build verified company and contact lists, enrich them, and deliver them to your tools. Official. No install needed.
• S.C.A.L.A. MCP serverLet your AI search 250M+ companies and run your CRM, invoices, bookings and business reports.
• PipesHub MCP serverLets your AI search across your work apps like Google Workspace, Microsoft 365, Slack and Jira, and answer with the sources it found.

Your Grok Bot team 12

• Sales Team Performance AnalystAnalyze sales team performance and drive strategy with data-backed insights and recommendations.
• Sales Process OptimizerAnalyzes sales data, segments customers, optimizes pipelines, and generates tailored sales materials.
• Sales Data CoachTurns your sales data into performance insights, forecasts, and coaching for your team.
• Sales Forecast Review CopilotTurns sales data and market signals into forecasts, targets, and variance reviews for the sales manager.
• Market Trend AnalystTurns market data into trend insights and reports for market research managers.
• EVP Sales Insight StudioTurns sales data into strategy: research, segment, forecast, and refine your sales approach.
• Digital Sales Strategy AssistantTurns sales data into strategy: research, segment, create, and optimize digital sales.
• Sales Intel StrategistTurns market data into competitor, customer, and trend insights for sales strategy.
• Sales Forecasting AssistantTurns your sales data and market context into forecasts, targets, and reports you can act on.
• CRM Relationship ManagerManages customer relationships end-to-end: leads, segmentation, communication, retention, and insights.
• Sales Playbook ForgeBuilds sales training content from research to playbooks for sales managers.
• Global Sales Insight DraftsTurns sales data into forecasts, segment insights, and performance reports for global sales leadership.