Course · 5 chapters
Pipeline de Vendas com 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
- 1Vendas com Cowork: Comece Aqui
Uma orientação pela escada do ciclo de vendas — resumo de call, revisão de pipeline, forecast ponderado e prospecção com Chrome em uma única página.
- 2Resumo de Ligação & Registro no CRM
O workflow básico do Cowork para vendas — toda ligação termina com um resumo estruturado, uma lista de ações com responsáveis e uma atividade registrada no deal certo do seu CRM.
- 3Revisão e Higiene de Pipeline
Aquela tarefa de segunda-feira de manhã do RevOps que consumia uma hora em planilhas — agora um /pipeline-review de dez minutos que aparece como dashboard Live Artifact antes do standup.
- 4Forecast Ponderado
Entre na reunião de forecast de sexta com números defensáveis de melhor/provável/pior cenário — gerados sob demanda a partir dos dados do CRM — em vez do chute que você improvisa há anos.
- 5Chrome + Cowork para Prospecção
O workflow capstone de vendas — Claude no Chrome coleta do LinkedIn e sites-alvo, o Cowork monta o briefing de pesquisa de conta, registra no CRM e redige a sequência de outreach.
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.