Claude for Sales Representatives and Account Managers (Claude Skilling Content) (Video Course)

Description

Help Sales Representatives and Account Managers Use Claude to Strengthen Outreach, Build Better Proposals, Prepare for Negotiations, Manage Accounts, and Improve Customer Relationships

Build stronger, faster, and more consistent sales workflows with Claude for Sales Representatives and Account Managers. This practical course shows sales professionals how to use Claude to streamline the preparation and documentation work that supports modern B2B selling--from crafting outreach sequences and writing follow-up emails to preparing proposals, presentations, negotiation strategies, account plans, discovery guides, CRM notes, and customer service responses. Across ten sales and account management skills and twenty real-world tasks, learners work through a consistent B2B SaaS scenario to see how Claude can support the full sales cycle, including prospecting, discovery, proposal development, negotiation, close, handoff, account management, expansion, and partner support.

The course emphasizes practical prompt frameworks that help learners communicate more clearly, focus sales conversations on customer pain points, analyze opportunities honestly, prepare for objections, structure account plans, document customer interactions, and coordinate more effectively with implementation, customer success, legal, finance, and partner teams. Learners also explore how to use Claude to identify expansion signals, build stakeholder relationship plans, solve stalled deals, create customer service response templates, and support distributor relationships with clearer positioning and escalation guidance. Throughout the course, Claude is positioned as a preparation and productivity tool--not a replacement for customer knowledge, relationship trust, legal review, financial verification, or professional sales judgment. For sales representatives and account managers looking to reduce repetitive drafting, improve deal preparation, manage accounts more systematically, and spend more time on high-value customer conversations, this course provides practical Claude skills that can be applied immediately.

Content Developer

Lydia Evelyn is an author and instructor for Pearson, Microsoft Press, and O'Reilly Media. She specializes in topics concerning AI, productivity, and enterprise. She's the author of numerous books, including Making ChatGPT Work for You (2025).

About Pearson Video Training

Pearson publishes expert-led video tutorials covering a wide selection of technology topics designed to teach you the skills you need to succeed. These professional and personal technology videos feature world-leading author instructors published by your trusted technology brands: Addison-Wesley, Cisco Press, Pearson IT Certification, Sams, and Que. Topics include: IT Certification, Network Security, Cisco Technology, Programming, Web Development, Mobile Development, and more.

Sample Content

Table of Contents

Introduction

Skill 1: Effective Communication
Task 1: Develop Sales Communication Strategies
Task 2: Create Compelling Sales Messages & Proposals

Skill 2: Verbal Communication & Presentations
Task 3: Prepare Sales Presentations & Pitches
Task 4: Develop Verbal Communication Talking Points

Skill 3: Sales Strategy & Opportunity Development
Task 5: Develop Sales Strategies
Task 6: Analyze Opportunities & Market Factors

Skill 4: Negotiation & Account Management
Task 7: Prepare Negotiation Strategies
Task 8: Manage Account Relationships & Customer Service

Skill 5: Customer Needs Assessment & Advising
Task 9: Assess Customer Needs & Requirements
Task 10: Advise Customers on Products & Solutions

Skill 6: Business Development & Relationship Building
Task 11: Develop Business Development Opportunities
Task 12: Build and Maintain Stakeholder Relationships

Skill 7: Sales Operations & Record Management
Task 13: Maintain Accurate Account Records & Notes
Task 14: Coordinate Sales & Service Operations

Skill 8: Problem-Solving & Business Consultation
Task 15: Solve Customer & Sales Challenges
Task 16: Advise on Business & Market Factors

Skill 9: Team Leadership & Collaboration
Task 17: Collaborate with Cross-Functional Teams
Task 18: Lead Sales Team Activities

Skill 10: Customer Service Excellence & Relationship Focus
Task 19: Deliver Exceptional Customer Service
Task 20: Manage Dealer & Distributor Relationships

Conclusion

Updates

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