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Build sales account strategies and outreach with Codex

OpenAI15 June 2026Watch on YouTube

Part of series

Ep. 5 · Codex Analyze Dashboards

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Description

See how the sales plugin for Codex helps sales teams move from account context to seller-ready work. In this demo, Codex prioritizes prospect accounts from Salesforce, creates a prospecting plan, drafts account-specific outreach, and sets up a morning cadence to keep the plan updated when account status changes. More than 5 million people now use Codex every week, with sellers, marketers, operators, designers, researchers, investors, and bankers among the fastest-growing users. Learn more: https://openai.com/index/codex-for-every-role-tool-workflow/ Try the plugin today: https://chatgpt.com/plugins/share/22ec24462a4a410bba1c56c099f6101c

What you'll learn

  • Codex can automatically prioritize accounts from Salesforce based on criteria and rank them for prospecting
  • The sales plugin generates personalized outreach content and prospecting plans tailored to specific accounts
  • Codex sets up an automatic daily cadence that updates the prospecting plan when account status changes

Frequently asked questions

How does the Codex sales plugin help prioritize prospects?
The plugin connects to Salesforce and retrieves account data, which Codex then automatically analyzes and ranks based on relevant prospecting criteria.
Can Codex write outreach content for specific accounts automatically?
Yes, Codex automatically generates personalized outreach content tailored to the specific account context and strategic information.
What happens to the prospecting plan when account information changes?
Codex automatically updates the plan through a scheduled daily cadence, ensuring sellers always work with current account information.

Topics

codexsales automationai applicationsenterprise tools

In this video

OpenAIOpenAI

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