Kurs · 5 Kapitel
Sales Pipeline with Cowork
Replace your weekly pipeline review and your forecast-call gut feelings — run Cowork against Salesforce or HubSpot with Anthropic's official Sales plugin, from call summaries to weighted forecast to Chrome-paired prospecting
Das wirst du können
- An orientation across the deal-lifecycle ladder — call summary, pipeline review, weighted forecast, and Chrome-paired prospecting on one page.
- 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.
- The Monday-morning RevOps job that ate an hour of spreadsheet wrangling — now a ten-minute /pipeline-review run that lands as a Live Artifact dashboard before standup.
- Walk into Friday's forecast call with defensible best/likely/worst numbers — generated on demand from live CRM data — instead of the gut call you've been improvising for years.
- The capstone sales workflow — Claude in Chrome gathers from LinkedIn and target sites, Cowork builds the account-research brief, logs it to the CRM, and drafts the outreach sequence.
Was drin ist
- 1Sales with Cowork: Start Here
An orientation across the deal-lifecycle ladder — call summary, pipeline review, weighted forecast, and Chrome-paired prospecting on one page.
- 2Call Summary & CRM Logging
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.
- 3Pipeline Review & Hygiene
The Monday-morning RevOps job that ate an hour of spreadsheet wrangling — now a ten-minute /pipeline-review run that lands as a Live Artifact dashboard before standup.
- 4Weighted Forecasting
Walk into Friday's forecast call with defensible best/likely/worst numbers — generated on demand from live CRM data — instead of the gut call you've been improvising for years.
- 5Chrome + Cowork Prospecting
The capstone sales workflow — Claude in Chrome gathers from LinkedIn and target sites, Cowork builds the account-research brief, logs it to the CRM, and drafts the outreach sequence.
Zertifikat erhalten
Schließe alle Kapitel ab, um dein Abschlusszertifikat zu erhalten.