Claude Cowork Sales Plugin: Complete Tutorial for Sales Professionals

Introduction to the Sales Plugin

The Sales plugin is one of the most powerful tools for sales professionals in Claude Cowork. It combines AI intelligence with your existing sales tools to streamline prospect research, call preparation, pipeline management, and outreach.

What the Sales Plugin Can Do

• Prospect Research: Automatically gather company information, news, and key contacts
• Call Preparation: Generate comprehensive call prep documents before meetings
• Pipeline Review: Analyze your deals and identify risks or opportunities
• Outreach Drafting: Create personalized emails and messages at scale
• Battlecards: Access competitive intelligence when you need it

Supported Integrations

The Sales plugin connects to:

• CRM: HubSpot, Close
• Data Enrichment: Clay, ZoomInfo
• Communication: Slack, Microsoft 365
• Documentation: Notion, Jira
• Call Intelligence: Fireflies

Installation

Step 1: Install the Plugin

claude plugin install sales@knowledge-work-plugins

Or in Claude Cowork desktop:

1. Go to Plugins → Browse
2. Find "Sales" and click Install

Step 2: Configure Your CRM

Edit the .mcp.json file to add your HubSpot or Close credentials:

{
  "mcpServers": {
    "hubspot": {
      "command": "npx",
      "args": ["-y", "@anthropic/mcp-server-hubspot"],
      "env": {
        "HUBSPOT_API_KEY": "your-api-key"
      }
    }
  }
}

Step 3: Add Your Sales Process

Customize the skills files to reflect your sales methodology (MEDDIC, BANT, etc.).

Key Slash Commands

/sales:call-prep

Prepare for an upcoming call with comprehensive research:

/sales:call-prep Acme Corp - John Smith

Output includes:

• Company overview and recent news
• Contact's role and LinkedIn summary
• Previous interactions from your CRM
• Suggested talking points
• Potential objections and responses

/sales:research-company

Deep dive into a target company:

/sales:research-company Acme Corp

Output includes:

• Company size, funding, and financials
• Key decision makers
• Tech stack (if available)
• Recent news and announcements
• Competitors

/sales:pipeline-review

Analyze your current pipeline:

/sales:pipeline-review Q1 2026

Output includes:

• Deals at risk (stalled, no recent activity)
• Upcoming close dates
• Forecast analysis
• Recommended actions

/sales:draft-outreach

Create personalized outreach:

/sales:draft-outreach John Smith at Acme Corp - cold email introducing our product

Real-World Workflows

Morning Pipeline Review

Start your day with:

Review my deals closing this month. Flag any at risk and suggest next steps for each.

Pre-Meeting Prep

Before every call:

/sales:call-prep [Company] - [Contact Name]
Give me 3 discovery questions based on their recent news.

Weekly Account Planning

End of week review:

Analyze my top 10 accounts. Which ones need more attention?
What's the best approach for each?

Batch Outreach

For prospecting:

I have these 20 contacts from the AI conference. Draft personalized
follow-up emails for each based on their company and role.

Customization Tips

Add Your Battlecards

Create a battlecards.md file in the skills folder with competitive intel:

## vs Competitor A
- Their weakness: Limited integrations
- Our strength: 50+ native integrations
- Key question to ask: "How important is connecting to your existing tools?"

Define Your Sales Process

Add your methodology to the skills:

## Our Sales Process
1. Discovery: Understand pain points using SPIN questions
2. Demo: Focus on top 3 use cases
3. Proposal: Always include ROI calculation
4. Negotiation: Max 10% discount without VP approval

Set Up Triggers

Configure automatic research for new leads in your CRM:

When a new lead is added to HubSpot, automatically run
/sales:research-company and attach findings to the contact record.

Best Practices

1. Keep CRM updated: The plugin's insights are only as good as your data
2. Customize for your industry: Add industry-specific knowledge to skills
3. Review AI suggestions: Always personalize generated outreach
4. Iterate on prompts: Save effective prompts as custom commands

Security Considerations

• API keys are stored locally in your .mcp.json
• Customer data passes through Anthropic's API (review your data policies)
• Don't include sensitive financial terms in prompts

Learn about other plugins →

See all use cases →