> ## Documentation Index
> Fetch the complete documentation index at: https://docs.hops.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Sales

> How sales teams use Hops to prep for every call, follow up faster, and keep account context moving.

Sales teams live in account context: who said what, what stage the deal is in, what the customer actually needs. Set up a sales agent in Hops to surface that context before you need it.

## What sales teams use Hops for

* **Account prep**: your agent pulls the full picture on an account before a call. Deal history, last touchpoints, open items, customer notes.
* **Follow-up drafting**: after a meeting, your agent drafts the follow-up email from the notes and CRM context
* **Handoff briefs**: when a deal moves from SDR to AE (or AE to CS), your agent creates a handoff brief from everything on record
* **Pipeline summaries**: weekly pipeline review prepared automatically from your CRM data
* **Competitive research**: your agent surfaces relevant competitive context from your connected tools

## Your sales agent in action

Tag your sales agent in your Sales Space. Give it the account name or deal, and it'll tell you what it found.

```
@Sales prep me for my Acme call at 2pm. What's the latest?
@Sales draft a follow-up from today's discovery call notes
@Sales summarize the Acme deal history for the new AE
```

Your agent shows what it used (the CRM record, the last email thread, the notes doc) so you know the basis for everything it surfaces.

## Recommended setup

**Spaces:** One Space per major account or deal, plus a team channel for the full sales team. Pin the deal brief and ICP in each account Space.

**Tools to connect:** Salesforce or HubSpot (deals, contacts, activity), Gmail or Outlook (email threads), Slack (internal deal discussion), Notion or Google Drive (account docs, sales collateral).

## Example workflows

**Pre-call prep**

> Each morning, your sales agent runs through the day's scheduled calls, pulls the relevant CRM context for each, and posts a one-paragraph prep note to the account Space. Your reps walk in ready.

**Post-call follow-up**

> After a call, paste your notes into the account Space thread. Ask your agent to draft a follow-up. It uses the notes, the account history, and your sales playbook (if pinned) to produce a ready-to-review draft.

**Deal handoff**

> When a deal changes hands, ask your agent to write a handoff brief. It compiles the full deal history (contacts, objections, pricing discussion, next steps) from CRM and thread history. The new owner is up to speed in minutes.

## Related

* [What is a Hop?](/agents/what-is-a-hop)
* [Featured integrations](/connections/featured-integrations)
* [Automations](/agents/automations)


## Related topics

- [Automations](/docs/agents/automations.md)
- [Welcome to Hops](/docs/index.md)
- [FAQ](/docs/help/faq.md)
- [Custom agents](/docs/agents/custom-agents.md)
- [What is a Space?](/docs/spaces/what-is-a-space.md)