Course · 5 chapters
Salespipeline met 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 met Cowork: begin hier
Een oriëntatie langs de hele deal-lifecycle — gesprekssamenvatting, pipelinereview, gewogen forecast en Chrome-gekoppelde prospecting op één pagina.
- 2Gesprekssamenvatting en CRM-logging
De dag-één Cowork-voor-sales-workflow — elk gesprek eindigt met een gestructureerde samenvatting, een actielijst met eigenaren en een activiteit die gelogd is bij de juiste deal in je CRM.
- 3Pipeline review en hygiëne
De maandagochtend-RevOps-klus die een uur spreadsheet-gedoe kostte — nu een tienminuten /pipeline-review run die als Live Artifact-dashboard landt vóór de standup.
- 4Gewogen forecasting
Stap de forecast call op vrijdag in met verdedigbare best/likely/worst-cijfers — on demand gegenereerd uit live CRM-data — in plaats van het buikgevoel waar je al jaren mee improviseert.
- 5Chrome + Cowork prospecting
De ultieme salesworkflow — Claude in Chrome verzamelt informatie van LinkedIn en doelwebsites, Cowork stelt het account-researchdocument samen, logt het in het CRM en schrijft de outreachsequentie.
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.