Course · 5 chapters
Sales-Pipeline mit Cowork
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.
What you'll be able to do
- Log call summaries straight to your CRM
- Run weekly pipeline reviews with Cowork
- Catch stale deals before they slip
- Build live pipeline dashboards from CRM data
- Generate weighted revenue forecasts
- Research accounts with Chrome and Cowork
What's inside
- 1Sales mit Cowork: Hier starten
Eine Orientierung entlang der Deal-Lifecycle-Leiter — Call-Zusammenfassung, Pipeline-Review, gewichteter Forecast und Chrome-basiertes Prospecting auf einer Seite.
- 2Call Summary & CRM-Logging
Der Day-One-Workflow von Cowork for Sales: Jeder Call endet mit einer strukturierten Zusammenfassung, einer Aufgabenliste mit Verantwortlichen und einer Aktivitat im richtigen Deal deines CRM.
- 3Pipeline Review & Hygiene
Der Montag-Morgen-RevOps-Job, der eine Stunde Tabellenkalkulation verschlungen hat — jetzt ein zehnminütiger /pipeline-review-Lauf, der als Live-Artifact-Dashboard vor dem Standup bereitsteht.
- 4Gewichtete Prognose
Geh freitags mit belastbaren Best/Likely/Worst-Zahlen in den Forecast-Call — auf Knopfdruck aus Live-CRM-Daten generiert — statt mit dem Bauchgefühl, das du seit Jahren improvisierst.
- 5Chrome + Cowork Prospecting
Der Abschluss-Workflow im Sales-Bereich — Claude in Chrome sammelt von LinkedIn und Ziel-Websites, Cowork erstellt das Account-Research-Briefing, loggt es ins CRM und entwirft die Outreach-Sequenz.
Frequently asked questions
- 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.
Earn a certificate
Complete all chapters to receive your certificate of completion.