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With Salesfinity connected, Claude answers from your real calls, lists and sequences instead of guessing. Pick your role, copy a prompt, and change the names and dates to fit. Every prompt below works as written. Most only read data. The few that change something say so.

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Pick your role

Managers and leaders

Performance checks, coaching plans, forecasting, Sequencer oversight and team operations.

Reps and SDRs

Self-coaching, the daily task queue, call prep, enrichment and your own numbers.

Everyone

Reports, A/B tests, list hygiene and deeper analysis for anyone on the team.

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How it works

You write what you want in plain language. Claude picks the Salesfinity tools it needs, pulls your live data, and answers from it. Each use case lists those tools under Tools used, and every tool is in the tool reference and on Sequencer tools.
1

Connect Salesfinity to Claude

Follow the setup guide. It takes about a minute.
2

Tell Claude who you are

The connection belongs to your team, not to you, so prompts that say “my” need your name. Start with something like “I’m Jane Doe”. Claude finds your user ID with get_team and uses it for the rest of the conversation.
3

Copy a prompt

Change the time frame, rep names or metrics to fit your team.
Add “check with me before you change anything” to any prompt. Claude then shows you each change, such as approving an enrollment or spending an enrichment credit, before it makes it.

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Try one now

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Next steps

Prompts for managers

The full library for sales leaders and team leads.

Prompts for reps

The full library for individual contributors.

Connect to Claude

Add Salesfinity as a connector on web, desktop and mobile.

See every tool

What each tool reads or changes, and the API operation behind it.