Description

Claude Sales supports the full sales workflow, from account research to forecasting. Using Anthropic’s sales skill and web search, it builds company profiles, prepares meeting briefs, drafts personalized outreach, summarizes calls, reviews pipeline health, and generates weighted forecasts. Teams can adapt the agent’s rules to match their sales process and talk tracks. Work collaboratively in the room—research prospects together, refine messaging, and track performance. All work is saved for shared visibility, creating a structured workspace where sales teams and AI operate side by side.

Key features