Build Your AI Sales Stack
Step-by-step workflows combining Claude with your sales tools. From prospecting to close, orchestrate your entire sales process with AI.
Jump to Workflow:
Prospecting Workflow
Research → Enrich → Outreach → Follow-up
Define Your ICP
ClaudeStart by telling Claude your ideal customer profile
"My ICP is: - Series B-C SaaS companies - 100-500 employees - VP of Sales or CRO as target persona - Currently using Salesforce - Based in US Help me build a prospecting workflow for this ICP."
Research Target Accounts
ClayUse Clay to find companies matching your criteria
"Use Clay to find 20 companies matching my ICP criteria. For each company, get: - Company overview and funding stage - Employee count and growth rate - Tech stack (looking for Salesforce users) - Recent news or trigger events"
Enrich Contacts
ClayFind decision-makers and get contact data
"For the top 10 companies from that list, find: - VP of Sales or CRO contact - Verified email address - LinkedIn profile - Recent activity or posts Prioritize by company fit and contact engagement level."
Draft Personalized Outreach
GTM MCP ServerGenerate emails tailored to each prospect
"Using the research on [COMPANY], draft a cold email to [CONTACT]: - Reference their [TRIGGER EVENT] - Address the pain point of [SPECIFIC CHALLENGE] - Use Hemingway tonality (direct, concise) - Include a clear CTA for a 15-min call"
Create Follow-up Sequence
GTM MCP ServerBuild a multi-touch sequence for non-responders
"Create a 4-email follow-up sequence for prospects who don't respond: - Email 2 (Day 3): New angle, value-add resource - Email 3 (Day 7): Social proof or case study - Email 4 (Day 10): Break-up email with soft close Match the tone of the original email."
Execute via Slack
Slack (ClawdBot)Use ClawdBot to manage outreach from Slack
"@ClawdBot send the cold email to [EMAIL]. Then create a follow-up task for Day 3 if no response. Log this outreach to the Acme Corp prospect record."
Deal Management Workflow
Pre-call prep → Meeting → CRM updates → Coaching
Pre-Call Briefing
SalesforceGet context before every meeting
"I have a call with Sarah Chen at Acme Corp in 30 minutes. Pull from Salesforce: - Account history and relationship summary - Open opportunities and stage - Recent activities and last touchpoint - Key stakeholders and their roles - Any notes from previous calls"
Generate Discovery Questions
GTM MCP ServerPrepare targeted questions based on deal context
"Based on the Acme Corp deal context: - Stage: Discovery - Pain point: manual reporting - Stakeholders: VP Sales (champion), CFO (economic buyer) Generate discovery questions for this call. Focus on: 1. Quantifying the pain 2. Understanding the buying process 3. Identifying potential blockers"
Post-Call Update
SalesforceUpdate CRM with call outcomes
"Just finished the Acme call. Update Salesforce: - Log the call with these notes: [SUMMARY] - Update opportunity stage to 'Proposal' - Update close date to end of Q1 - Add task: Send pricing proposal by Friday - Update deal amount to $75,000"
Handle Objections
GTM MCP ServerGet strategic responses to blockers
"The CFO at Acme said: 'We need to see a 3x ROI to justify this investment.' Help me respond. Context: - Deal size: $75k - Current manual process costs ~$50k/year in labor - We typically deliver 40% efficiency gains Give me a response framework and talking points."
Deal Coaching
GTM MCP Server + SalesforceGet strategic advice on stuck deals
"The Acme deal has been stuck at Proposal for 2 weeks. Pull the deal history from Salesforce and help me: 1. Diagnose why it's stuck 2. Identify what's missing (champion, urgency, authority) 3. Recommend next actions to unstick it 4. Draft a re-engagement message"
Team Collaboration Workflow
Research sharing → Deal rooms → Handoffs → Coaching
Share Research in Slack
Slack (ClawdBot)Distribute account research to the team
"@ClawdBot research Acme Corp and post a summary to #enterprise-deals. Include: - Company overview - Key contacts we should know - Potential pain points - Recommended approach"
Create Deal Room
monday.comSet up a monday.com board for complex deals
"Create a deal board for Acme Corp ($75k opp): - Add stakeholder tracking column - Add decision criteria checklist - Create tasks for: proposal, security review, legal review - Set up timeline view with close date target"
SDR to AE Handoff
GTM MCP ServerStructured handoff with full context
"Create an SDR-to-AE handoff document for the Acme Corp lead: - How we got the meeting (trigger event) - Initial conversation summary - Confirmed pain points - Stakeholders identified - Recommended discovery approach"
Manager Deal Review
Slack (ClawdBot)AI-assisted pipeline review
"@ClawdBot analyze my team's pipeline for our weekly review: - Deals at risk (no activity in 7+ days) - Deals with missing next steps - Forecast accuracy check - Top 3 deals that need attention"
Analytics Workflow
Pipeline metrics → Conversion analysis → Forecasting
Pipeline Health Check
SalesforceGet instant pipeline analytics
"Analyze my pipeline: - Total pipeline value by stage - Deals closing this month vs quota - Average deal velocity by stage - Win rate by lead source"
Conversion Analysis
Amplitude + SalesforceUnderstand where deals are getting stuck
"Show me stage-to-stage conversion rates for the last 90 days: - Discovery → Demo: % - Demo → Proposal: % - Proposal → Negotiation: % - Negotiation → Closed Won: % Highlight any stages below benchmark."
Forecast Accuracy
SalesforceCompare forecast to actuals
"Compare my Q4 forecast to actuals: - What I forecasted vs what closed - Which deals slipped and why - Accuracy by deal size segment - Recommendations for improving forecast"
Product Usage Insights
AmplitudeConnect product data to sales outcomes
"For my active trials: - Which prospects are most engaged (by product usage)? - What features correlate with conversion? - Which trials are at risk of churning? - Recommend which trials to prioritize for outreach"