Programma
- Sales with Cowork: Start Here
- Call Summary & CRM Logging
- Pipeline Review & Hygiene
- Weighted Forecasting
- Chrome + Cowork Prospecting
AI CRM Automation: Pipeline, Forecast & Cowork for Sales
AI CRM Automation: Pipeline, Forecast & Cowork for Sales
In breve
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.
Info basate su dati pubblici. I dati potrebbero essere imprecisi o non aggiornati: verificali sul sito del provider. Formazione non è responsabile del corso, organizzato dal provider, che è il solo responsabile dell’iscrizione e dell’erogazione del corso.
In sintesi
Corso da seguire online.
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.
Il programma
A chi è rivolto
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.
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
Certificazione finale
On completion you earn an AI Academy by Anthropos certificate.
Scheda del corso
- Modalità
- Online
- Durata
- 1,5 ore
- Ente organizzatore
- Anthropos AI Academy
- Lingua
- Italiano
- Livello
- practitioner
Domande frequenti
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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