Kurs · 7 Kapitel
AI in Your CRM: Salesforce & HubSpot
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.
Das wirst du können
- The shape of this path, what each chapter unlocks, and where to begin based on your CRM.
- 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.
Was drin ist
- 1AI in Your CRM: Start Here
The shape of this path, what each chapter unlocks, and where to begin based on your CRM.
- 2The AI Pipeline Review
Run the weekly pipeline review from evidence instead of vibes, using a CSV export and three prompts, no admin access required.
- 3Salesforce with Agentforce & Einstein
Find what's already on in your org, use it today, and write the one email that gets the rest switched on.
- 4HubSpot AI in Practice
Find what Breeze already does for you today, and know exactly what to ask for when you want more.
- 5Mine Your Call Recordings
Pull deal risk and objections out of this week's calls without turning coaching into surveillance.
- 6CRM Hygiene on Autopilot
Let enrichment, dedupe, and activity capture absorb the busywork, so stage discipline is the one habit you still have to do on purpose.
- 7Rollout & Adoption for Sales Leaders
Turning a switched-on AI feature into something a quota-carrying team actually uses every week.
Zertifikat erhalten
Schließe alle Kapitel ab, um dein Abschlusszertifikat zu erhalten.