Course · 5 chapters
Pipeline de Ventas con 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
- 1Ventas con Cowork: Comienza aquí
Una orientación a través de la escalera del ciclo de vida del deal: resumen de llamada, revisión de pipeline, forecast ponderado y prospecting pareado con Chrome, todo en una página.
- 2Resumen de llamada y registro en el CRM
El flujo de trabajo de Cowork para ventas desde el primer día: cada llamada termina con un resumen estructurado, una lista de acciones con responsables y una actividad registrada en el deal correcto de tu CRM.
- 3Revisión e higiene del pipeline
El trabajo de RevOps del lunes por la mañana que se comía una hora peleándose con hojas de cálculo, ahora una ejecución de diez minutos con /pipeline-review que aterriza como dashboard de Live Artifact antes del standup.
- 4Pronóstico ponderado
Llega a la llamada de pronóstico del viernes con números defendibles de mejor caso, probable y peor caso — generados al momento a partir de datos en vivo del CRM — en lugar de la corazonada que llevas años improvisando.
- 5Prospección con Chrome + Cowork
El flujo de ventas que corona el camino: Claude en Chrome recopila desde LinkedIn y los sitios objetivo, Cowork construye el informe de investigación de cuenta, lo registra en el CRM y redacta la secuencia de contacto.
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.