ElasticFlow
VP SalesAccount ExecutiveSDR / BDRSales ManagerRevOps

For AEs who run 10 calls a day and still need to update CRM, write follow-ups, and research prospects.

Sales PluginClaude Sales Skills

Your day

Same tasks. Two ways to do them.

8:55Before the call — Apex Industries
/call-summary →
Today

Skim CRM. Last note 3 weeks ago: "Good demo." No context on Marcus Reed. No idea what security questions were discussed.

With Agent
📋 Prep auto-delivered👤 Marcus Reed: VP Ops, prev Deloitte🔧 Stack: Jira, Google Sheets, Slack❓ Open: security questionnaire from Feb 14🎯 Suggested discovery questions
9:45After the call
Today

Open Salesforce. 12 empty fields. Type "Good discovery call." Get pinged on Slack. What did Marcus say about timeline? Was the competitor Monday.com or Asana?

With Agent30 sec
🔍 Key points extracted✅ Action items: Jira docs (Mar 29), tech call (Apr 1)✉️ Follow-up email drafted with specific priorities💾 CRM: stage → Evaluation, competitor = Monday.com📌 Tasks created with due dates
12:30Follow-up
Today

Try to write Apex email. Forgotten 64% of details. End up with: "Thanks for the great conversation." Generic. No mention of Jira or timeline.

With Agent
✅ Already sent at 9:46📧 Referenced Jira integration, data migration, POC deadline👤 Reaching out to Priya Shah for tech call
1:00Outreach block — 15 accounts
/draft-outreach →
Today

Open LinkedIn for NovaTech. 15 minutes later: enough for one email. 14 accounts to go. Time for maybe 3 more.

With Agent2 min each
🏢 All 15 researched automatically✍️ Personalized emails drafted💬 LinkedIn messages ready⚡ Review + send: 2 min each
5:30End of day
Today

CRM half-updated. 2 follow-ups still in draft. Tomorrow: Bridgeport demo — not prepped.

With Agent
✅ Every call captured📬 Every follow-up sent💾 CRM current📋 Tomorrow's Bridgeport prep already delivered

“Sometimes I spend good 10 min at the end of the day trying to figure out who called me in the morning so I can update Pipedrive.”

— Janis Kugenieks, Sales Rep at VendonSource →

Skills for your role

/call-summary

After every call — CRM updated, follow-up sent

Deep dive →
/draft-outreach

Prospecting blocks — 50 personalized emails/day

Deep dive →
/competitive-brief

Before competitive deals — live battlecard ready

Deep dive →
Call Prep (auto)auto

Before every meeting — prep sheet auto-delivered

Account Research (auto)auto

New company mentioned — brief in seconds

Daily Briefing (auto)auto

Start of day — prioritized plan in 2 min

Example: The Apex call, with skills

8:55 — Call Prep auto-delivered with Marcus Reed's background, Apex's stack (Jira, Google Sheets, Slack), and the open security questionnaire from Feb 14. 9:45 — After the call, you paste your notes:

/call-summaryYour call notes (pasted)
Marcus confirmed Q2 budget $50K, needs Jira integration POC. Looking at Monday.com too. Main concern: data migration from Google Sheets, 200 users. Wants to see POC by Apr 15. Next: I send Jira integration docs, schedule tech call with their eng lead Priya Shah.
30 seconds later

Summary

Key Points:

  1. Budget confirmed $50K, Q2
  2. Jira integration = deciding factor
  3. Competing with Monday.com
  4. Data migration concern (200 users)

Action Items

| You | Send Jira docs | Mar 29 |

| You | Schedule tech call | Apr 1 |

| Marcus| Confirm Priya avail | Mar 31 |

Follow-up Email

Hi Marcus,

Thanks for walking me through the Apex setup today.

  • Jira integration: sending docs today
  • Data migration for 200 users: covering in tech call
  • Timeline: POC by April 15

I'll reach out to Priya to schedule the technical session.

Best, [You]

What changes

Today

79% of call data never enters CRM

With Plugin

Every call captured automatically

Today

64% of details forgotten by end of day

With Plugin

Structured summary + action items in 30 sec

Today

Generic outreach: 2% reply rate

With Plugin

Personalized: 40-60% reply rate

Today

Walk into calls without context

With Plugin

Full prep sheet auto-delivered before each meeting

Today

Selling time: 28% of week

With Plugin

40%+ — CRM, follow-ups, research handled

See all Sales Plugin skills →

Every call captured. Every follow-up sent. Every prospect researched.

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