OnlineAnthropos AI Academy

AI CRM Automation: Pipeline, Forecast & Cowork for Sales

Modalità
Online
Durata
1,53 ore
Lingua
en
Livello
practitioner
Vai al corso sul sito del provider

Il corso

Run your sales pipeline with Claude Cowork: log call summaries to your CRM, run weekly reviews, and build weighted forecasts. 5 chapters, practitioner level, for sales pros.

Identità del corso

Materie

claude cowork for sales, ai sales pipeline management, anthropic sales plugin, ai weighted forecasting, claude cowork salesforce, ai crm logging, ai prospecting with claude, sales forecast automation, hubspot ai assistant, claude cowork course

Livello

practitioner

Lingua

en

Programma e obiettivi

Obiettivi
  • Generate a structured call summary with an owner-tagged action list and log it to the right deal in Salesforce or HubSpot
  • Run a weekly /pipeline-review to flag stale deals and surface missing next steps
  • Build a Live Artifact pipeline dashboard from live CRM data
  • Drive /forecast to produce weighted revenue forecasts on demand
  • Pair Chrome with Cowork to gather LinkedIn and target-site data into an account-research brief
  • Draft outreach and log prospecting research back to the CRM
  • Operate the Anthropic Sales plugin across the full deal lifecycle
Programma
  • Url: https://aiacademy.anthropos.work/chapters/sales-cowork-intro/ · Sales with Cowork: Start Here · Position: 0 · An orientation across the deal-lifecycle ladder — call summary, pipeline review, weighted forecast, and Chrome-paired prospecting on one page.
  • Url: https://aiacademy.anthropos.work/chapters/sales-cowork-call-summary/ · Call Summary & CRM Logging · Position: 1 · The day-one Cowork-for-sales workflow — every call ends with a structured summary, an action list with owners, and an activity logged to the right deal in your CRM.
  • Url: https://aiacademy.anthropos.work/chapters/sales-cowork-pipeline-review/ · Pipeline Review & Hygiene · Position: 2 · Run /pipeline-review every Monday — flag stale deals, surface missing next steps, and ship a Live Artifact dashboard that beats your manager's spreadsheet.
  • Url: https://aiacademy.anthropos.work/chapters/sales-cowork-forecast/ · Weighted Forecasting · Position: 3 · Generate weighted revenue forecasts on demand — drive /forecast against live CRM data and walk into your forecast call with numbers instead of gut feelings.
  • Url: https://aiacademy.anthropos.work/chapters/sales-cowork-prospecting/ · Chrome + Cowork Prospecting · Position: 4 · The capstone sales workflow — Chrome gathers from LinkedIn and target sites, Cowork builds the account-research brief, logs it to the CRM, and drafts outreach.
Competenze acquisite
  • Generate a structured call summary with an owner-tagged action list and log it to the right deal in Salesforce or HubSpot
  • Run a weekly /pipeline-review to flag stale deals and surface missing next steps
  • Build a Live Artifact pipeline dashboard from live CRM data
  • Drive /forecast to produce weighted revenue forecasts on demand
  • Pair Chrome with Cowork to gather LinkedIn and target-site data into an account-research brief
  • Draft outreach and log prospecting research back to the CRM
  • Operate the Anthropic Sales plugin across the full deal lifecycle

Erogazione

Durata

1,53 ore

Edizioni

Edizioni

online

Domande frequenti del provider

faq

What will I learn in this Claude Cowork sales course? You learn to run a sales workflow with Claude Cowork and the Anthropic Sales plugin: logging structured call summaries to your CRM, running weekly pipeline reviews, building weighted forecasts, and pairing Chrome with Cowork for account research and outreach. It works with both Salesforce and HubSpot. Who is this Claude Cowork sales course for? It is for sales professionals, account executives, and sales managers who use Salesforce or HubSpot and want to automate pipeline hygiene, forecasting, and prospecting with Claude Cowork. It is set at a practitioner level for people already working deals. Do I need coding experience to take this course? No coding is required. The course runs through Cowork commands like /pipeline-review and /forecast plus a Chrome pairing, all driven with plain prompts against your existing CRM data. How long is the course and is there a certificate? It is about 1.5 hours across 5 chapters. On completion you earn an AI Academy by Anthropos certificate. Is this Claude Cowork sales course free? No, it is a paid course included with an AI Academy by Anthropos subscription.

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