AI in Your CRM: Salesforce & HubSpot

Modalità
Online
Lingua
en
Livello
practitioner

Il corso

The AI now inside the tools you already pay for: what a rep can use today, what to ask your admin for, and the pipeline rituals run with AI in the loop.

Identità del corso

Livello

practitioner

Lingua

en

Programma e obiettivi

Obiettivi
  • - Run the weekly pipeline review from evidence instead of vibes, using a CSV export and three prompts, no admin access required.
  • - Find what's already on in your org, use it today, and write the one email that gets the rest switched on.
  • - Find what Breeze already does for you today, and know exactly what to ask for when you want more.
  • - Pull deal risk and objections out of this week's calls without turning coaching into surveillance.
  • - Let enrichment, dedupe, and activity capture absorb the busywork, so stage discipline is the one habit you still have to do on purpose.
  • - Turning a switched-on AI feature into something a quota-carrying team actually uses every week.
Programma
  • Url: https://aiacademy.anthropos.work/chapters/ai-crm-sales-intro/ · AI in Your CRM: Start Here · Position: 1 · The shape of this path, what each chapter unlocks, and where to begin based on your CRM.
  • Url: https://aiacademy.anthropos.work/chapters/crm-pipeline-review/ · The AI Pipeline Review · Position: 2 · Run the weekly pipeline review from evidence instead of vibes, using a CSV export and three prompts, no admin access required.
  • Url: https://aiacademy.anthropos.work/chapters/crm-salesforce-agentforce/ · Salesforce with Agentforce & Einstein · Position: 3 · Find what's already on in your org, use it today, and write the one email that gets the rest switched on.
  • Url: https://aiacademy.anthropos.work/chapters/crm-hubspot-ai/ · HubSpot AI in Practice · Position: 4 · Find what Breeze already does for you today, and know exactly what to ask for when you want more.
  • Url: https://aiacademy.anthropos.work/chapters/crm-call-recordings/ · Mine Your Call Recordings · Position: 5 · Pull deal risk and objections out of this week's calls without turning coaching into surveillance.
  • Url: https://aiacademy.anthropos.work/chapters/crm-hygiene-autopilot/ · CRM Hygiene on Autopilot · Position: 6 · Let enrichment, dedupe, and activity capture absorb the busywork, so stage discipline is the one habit you still have to do on purpose.
  • Url: https://aiacademy.anthropos.work/chapters/crm-rollout-adoption/ · Rollout & Adoption for Sales Leaders · Position: 7 · Turning a switched-on AI feature into something a quota-carrying team actually uses every week.

Edizioni

Edizioni

Course Mode: online · Course Workload: PT117M · Mode: online

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