AI for Sales and Revenue Teams
Account executives, SDRs, customer success and revenue operations people who live in a CRM, an inbox and a calendar
Prerequisites: Module 101 (AI at Work 101) or your platform's 101 module (01 Claude 101, 201 Gemini 101, 301 ChatGPT 101, 401 Copilot 101), and Module 02 (How to Prompt)
Last verified 2026-09-17
Learning objectives
- Triage a pipeline export into three lists: at risk, ready to advance, and stale
- Build an account or meeting brief from CRM notes, email and calendar, with or without a connector
- Draft proposals and follow-ups from a written brief rather than from a blank prompt
- Rehearse objections with the assistant playing a specific buyer
- Write forecast commentary that says what changed and why, from the numbers
- Name the CRM connection pattern on each of the four platforms and its limits
What's in this module
7 lessons · 5 exercises · ~8 min reading
Starts withWhat sales work looks like to an assistant~1 minExecutive summary
You will learn the five sales workflows where an assistant pays for itself: pipeline triage, account and meeting prep, proposal and follow-up drafting from a brief, objection practice, and forecast commentary. End state is one triaged pipeline, one meeting brief you used, one proposal drafted from your own brief, and a decision about which CRM connection your platform gives you. After this module you can run each workflow on Claude, Gemini, ChatGPT or Copilot, and say where the CRM connector on your platform starts and stops.
Sources
- Claude Help Center, "Use connectors to extend Claude's capabilities", the connector model, inherited permissions and admin restrictions on write actions: https://support.claude.com/en/articles/11176164-use-connectors-to-extend-claude-s-capabilities
- Gemini Apps Help, "Connected apps in Gemini", which Google services the Gemini app can call and how to invoke them: https://support.google.com/gemini/answer/13695044
- OpenAI Help Center, "Apps in ChatGPT", app availability by plan, permission levels and important actions: https://help.openai.com/en/articles/11487775-connectors-in-chatgpt
- Microsoft Learn, "Microsoft 365 Copilot connectors overview", how external systems such as Salesforce reach Copilot and who sets that up: https://learn.microsoft.com/en-us/microsoft-365-copilot/extensibility/overview-copilot-connector
- Microsoft Learn, "Welcome to Sales agent", the CRM-connected assistant in Outlook and Teams: https://learn.microsoft.com/en-us/microsoft-sales-copilot/introduction
Prefer the live room?
This module also runs inside our in-person bootcamps and workshops in Copenhagen.
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