AI in Your CRM: Salesforce & HubSpot

practitioner

en

• - Run the weekly pipeline review from evidence instead of vibes, using a CSV export and three prompts, no admin access required.
• - Find what's already on in your org, use it today, and write the one email that gets the rest switched on.
• - Find what Breeze already does for you today, and know exactly what to ask for when you want more.
• - Pull deal risk and objections out of this week's calls without turning coaching into surveillance.
• - Let enrichment, dedupe, and activity capture absorb the busywork, so stage discipline is the one habit you still have to do on purpose.
• - Turning a switched-on AI feature into something a quota-carrying team actually uses every week.

• Url: https://aiacademy.anthropos.work/chapters/ai-crm-sales-intro/ · AI in Your CRM: Start Here · Position: 1 · The shape of this path, what each chapter unlocks, and where to begin based on your CRM.
• Url: https://aiacademy.anthropos.work/chapters/crm-pipeline-review/ · The AI Pipeline Review · Position: 2 · Run the weekly pipeline review from evidence instead of vibes, using a CSV export and three prompts, no admin access required.
• Url: https://aiacademy.anthropos.work/chapters/crm-salesforce-agentforce/ · Salesforce with Agentforce & Einstein · Position: 3 · Find what's already on in your org, use it today, and write the one email that gets the rest switched on.
• Url: https://aiacademy.anthropos.work/chapters/crm-hubspot-ai/ · HubSpot AI in Practice · Position: 4 · Find what Breeze already does for you today, and know exactly what to ask for when you want more.
• Url: https://aiacademy.anthropos.work/chapters/crm-call-recordings/ · Mine Your Call Recordings · Position: 5 · Pull deal risk and objections out of this week's calls without turning coaching into surveillance.
• Url: https://aiacademy.anthropos.work/chapters/crm-hygiene-autopilot/ · CRM Hygiene on Autopilot · Position: 6 · Let enrichment, dedupe, and activity capture absorb the busywork, so stage discipline is the one habit you still have to do on purpose.
• Url: https://aiacademy.anthropos.work/chapters/crm-rollout-adoption/ · Rollout & Adoption for Sales Leaders · Position: 7 · Turning a switched-on AI feature into something a quota-carrying team actually uses every week.

Course Mode: online · Course Workload: PT117M · Mode: online