OpenAI
2026年7月14日
OpenAI Academy
了解销售团队如何利用ChatGPT Work将客户背景、客户对话和交易信号转化为管道简报、会议资料包、预测审查和客户计划。
销售工作通常分散在CRM字段、通话记录、电子邮件线程、Slack讨论、演示文稿、客户文档和客户信号中。ChatGPT Work有助于整合这些背景信息,并生成成果物的首个可用版本,无论是优先级客户简报、会议准备资料包、预测风险审查、客户策略包,还是停滞交易诊断。销售人员和经理仍然负责关系策略和判断;ChatGPT Work帮助团队更快地获得工作草稿。
观看点播网络研讨会

注意: 本次网络研讨会录制时,这些工作流程位于之前的Codex应用中。您现在可以在chatgpt.com或ChatGPT桌面应用中使用ChatGPT Work进行同样的操作。
为ChatGPT Work安装销售插件
ChatGPT Work销售插件帮助销售团队将客户背景信息引入推动交易进展的工作中。销售团队可以使用Salesforce、HubSpot、Slack、Outreach、Clay、Rox和Actively等工具,查找高优先级客户和信号、准备客户会议、完成后续跟进、更新客户记录、制定成交计划,并审查有风险的交易。已经安装了ChatGPT Work?点击此处(在新窗口中打开)安装销售插件。
面向销售团队的ChatGPT Work热门用例
OpenAI
July 14, 2026
OpenAI Academy
Explore how sales teams can use ChatGPT Work to turn account context, customer conversations, and deal signals into pipeline briefs, meeting packs, forecast reviews, and account plans.
- Watch the on-demand webinar
- Install the sales plugin for ChatGPT Work
- Top ChatGPT Work use cases for sales teams
Sales work often lives across CRM fields, call notes, email threads, Slack discussions, decks, customer docs, and account signals. ChatGPT Work helps pull that context together and produce the first usable version of the artifact, whether that is a prioritized account brief, meeting prep packet, forecast risk review, account strategy pack, or stalled-deal diagnosis. Sellers and managers still own the relationship strategy and judgment; ChatGPT Work helps get the working draft in front of the team faster.
Watch the on-demand webinar

Note: This webinar was recorded when these workflows lived in the former Codex app. You can now follow along using ChatGPT Work at chatgpt.com or in the ChatGPT desktop app.
Install the sales plugin for ChatGPT Work
The ChatGPT Worksales pluginhelps sales teams bring customer context into the work that moves deals forward. Sales teams can find high-priority accounts and signals, prepare for customer meetings, complete follow-ups, update customer records, build close plans, and review deals at risk using tools like Salesforce, HubSpot, Slack, Outreach, Clay, Rox, and Actively. Already have ChatGPT Work installed? Click here(opens in a new window) to install the Sales plugin.
Top ChatGPT Work use cases for sales teams
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