Academy

Course · 5 chapters

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

Paidpractitioner5 chaptersEnglish + 6 languagesCertificate on completion
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What you'll be able to do

  • 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.

What's inside

  1. 1
    Sales with Cowork: Start Here

    An orientation across the deal-lifecycle ladder — call summary, pipeline review, weighted forecast, and Chrome-paired prospecting on one page.

  2. 2
    Call 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.

  3. 3
    Pipeline 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.

  4. 4
    Weighted 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.

  5. 5
    Chrome + 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.

Earn a certificate

Complete all chapters to receive your certificate of completion.