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Automation Squad

Role

AI for Sales Engineers

Robert MacKelfresh

By Robert MacKelfresh

Founder, Automation Squad

Sell business goods or services, the selling of which requires a technical background equivalent to a baccalaureate degree in engineering.

Sales Engineers · O*NET 41-9031.00 · Job Zone 4 · sourced from the U.S. Department of Labor occupation database

Automation coverage

24 of 40tools on this list have an AI solution available today

Counted by matching the tools this occupation is documented as using against a corpus of 226,452 AI products, MCP servers, skills and connectors. Where a tool has no match, we say so rather than inventing one.

AI you can use for this job

88 matched to the tools sales engineers use. Showing 24.

  • Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

    Microsoft Outlook

  • Microsoft Teams

    MCP server

    Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.

    Microsoft Teams

  • Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Microsoft teams MCP or direct API to send messages, manage channels, schedule meetings, and fetch chat history through natural language.

    Make (make.com)

  • Salesforce

    MCP server

    Salesforce is a leading enterprise customer relationship manager (CRM) application.

    Salesforce

  • Make (make.com)

  • Google Cloud

    MCP server
  • Microsoft Excel

    MCP server

    Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are su

    Microsoft Excel

  • Microsoft Word

    MCP server
  • Powerpoint

    MCP server
  • Schedule It

    MCP server

    Schedule it - A software tool which helps you schedule your resources, teams, equipment, rooms, and projects all in one place.

    Schedule It

  • Make (make.com)

  • Ansible

    Skill
  • Ansible

    MCP server
  • Make (make.com)

  • AutoCAD is a design and drafting platform which supports automated design tasks and offers features such as 2D drafting, drawing and annotation, 3D modeling and visualization, and more.

  • Autodesk

    MCP server
  • Cisco Webex

    MCP server
  • Make (make.com)

  • ClickMeeting

    MCP server

    Video conferencing software for product demos, training sessions, online courses, business meetings and webinars.

    ClickMeeting

  • Designcenter Solid Edge provides businesses with a range of modeling and simulation tools to address all aspects of the product development process. The software portfolio covers electrical design, 3D design, computer aided manufacturing (CAM), 3D printing, simulation, data manag

  • Docker Cloud allows IT Ops team to deploy & manage Dockerized applications, from single container apps to distributed microservices stacks to any infrastructure

The tools this job actually uses

95 documented for this occupation. Showing 40, hot technologies first. A filled dot means an AI solution exists for it.

  • Amazon Web Services AWS softwarehot
  • Ansible softwarehot
  • Apache Cassandrahot
  • Apache Hadoophot
  • Apple iOShot
  • Atlassian JIRAhot
  • Autodesk AutoCADhot
  • Border Gateway Protocol BGPhot
  • Chot
  • Chot
  • Dassault Systemes SolidWorkshot
  • Dockerhot
  • Extensible markup language XMLhot
  • Google Workspace softwarehot
  • IBM DB2hot
  • JavaScripthot
  • Kuberneteshot
  • Linuxhot
  • Microsoft Accesshot
  • Microsoft Active Directoryhot
  • Microsoft Azure softwarehot
  • Microsoft Excelhot
  • Microsoft Office softwarehot
  • Microsoft Outlookhot
  • Microsoft PowerPointhot
  • Microsoft Projecthot
  • Microsoft SharePointhot
  • Microsoft SQL Serverhot
  • Microsoft Teamshot
  • Microsoft Visiohot
  • Microsoft Windows Serverhot
  • Microsoft Wordhot
  • Oracle Databasehot
  • Oracle Javahot
  • Oracle PeopleSofthot
  • Perlhot
  • PHPhot
  • Pythonhot
  • Rhot
  • Reacthot

What this job involves

25 documented tasks, most important first. Showing 24.

  1. Sell products requiring extensive technical expertise and support for installation and use, such as material handling equipment, numerical-control machinery, or computer systems.
  2. Develop, present, or respond to proposals for specific customer requirements, including request for proposal responses and industry-specific solutions.
  3. Collaborate with sales teams to understand customer requirements, to promote the sale of company products, and to provide sales support.
  4. Create sales or service contracts for products or services.
  5. Visit prospective buyers at commercial, industrial, or other establishments to show samples or catalogs, and to inform them about product pricing, availability, and advantages.
  6. Keep informed on industry news and trends, products, services, competitors, relevant information about legacy, existing, and emerging technologies, and the latest product-line developments.
  7. Identify resale opportunities and support them to achieve sales plans.
  8. Confer with customers and engineers to assess equipment needs and to determine system requirements.
  9. Plan and modify product configurations to meet customer needs.
  10. Prepare and deliver technical presentations that explain products or services to customers and prospective customers.
  11. Recommend improved materials or machinery to customers, documenting how such changes will lower costs or increase production.
  12. Maintain sales forecasting reports.
  13. Document account activities, generate reports, and keep records of business transactions with customers and suppliers.
  14. Research and identify potential customers for products or services.
  15. Secure and renew orders and arrange delivery.
  16. Develop sales plans to introduce products in new markets.
  17. Provide information needed for the development of custom-made machinery.
  18. Provide technical and non-technical support and services to clients or other staff members regarding the use, operation, and maintenance of equipment.
  19. Attend trade shows and seminars to promote products or to learn about industry developments.
  20. Diagnose problems with installed equipment.
  21. Attend company training seminars to become familiar with product lines.
  22. Arrange for demonstrations or trial installations of equipment.
  23. Write technical documentation for products.
  24. Train team members in the customer applications of technologies.