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Automation Squad

Role

AI for Sales Managers

Robert MacKelfresh

By Robert MacKelfresh

Founder, Automation Squad

Plan, direct, or coordinate the actual distribution or movement of a product or service to the customer. Coordinate sales distribution by establishing sales territories, quotas, and goals and establish training programs for sales representatives. Analyze sales statistics gathered by staff to determine sales potential and inventory requirements and monitor the preferences of customers.

Sales Managers · O*NET 11-2022.00 · Job Zone 4 · sourced from the U.S. Department of Labor occupation database

Automation coverage

31 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

145 matched to the tools sales managers use. Showing 24.

  • HubSpot

    MCP server

    HubSpot is your all-in-one stop for all of your marketing software needs.

    HubSpot

  • Google Ads

    MCP server

    Google Ads (formerly Google AdWords) is an online advertising platform developed by Google, where advertisers pay to display brief advertisements, service offerings, product listings, video content, and generate mobile application installs within the Google ad network to web user

    Google Ads

  • Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Airtable MCP or direct API to find, update, create, and organize records and tables through natural language.

    Make (make.com)

  • Airtable

    MCP server

    Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.

    Airtable

  • Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Google Drive MCP or direct API to search files, upload documents, share folders, and manage permissions through natural language.

    Make (make.com)

  • Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Dropbox MCP or direct API to upload files, search folders, share links, and manage documents through natural language.

    Make (make.com)

  • Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Google Docs MCP or direct API to create, edit, search, summarize, and share documents through natural language.

    Make (make.com)

  • Google Drive

    MCP server

    Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.

    Google Drive

  • Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Google Meet MCP or direct API to schedule meetings, fetch meeting links, update invites, and manage participant lists through natural language.

    Make (make.com)

  • Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Google Slides MCP or direct API to create new presentations, update slides, extract content, and collaborate on decks through natural language.

    Make (make.com)

  • LinkedIn

    MCP server

    LinkedIn is the world's largest social network for professionals. Manage your professional identity. Build and engage with your professional network. Access knowledge, insights and opportunities.

    LinkedIn

  • Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Linkedin MCP or direct API to search profiles, post updates, manage messages, and analyze connections through natural language.

    Make (make.com)

  • 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

  • Tableau is a business intelligence and analytics platform that enables users to connect to databases, create data visualizations, and share insights. The platform offers deployment options including cloud-based, self-hosted, and desktop environments with drag-and-drop functionali

    Make (make.com)

  • Tableau

    MCP server
  • Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Youtube MCP or direct API to upload videos, fetch channel analytics, manage playlists, and moderate comments through natural language.

    Make (make.com)

  • Zoom

    App

    Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Zoom MCP or direct API to schedule meetings, manage webinars, fetch recordings, and automate participant invites through natural language.

    Make (make.com)

  • Make (make.com)

  • Make (make.com)

  • Make (make.com)

  • Dropbox

    MCP server

    Dropbox lets you store your files online, sync them to all your devices, and share them easily. Get started for free, then upgrade for more space and security features.

    Dropbox

The tools this job actually uses

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

  • Adobe Acrobathot
  • Adobe Creative Cloud softwarehot
  • Bentley MicroStationhot
  • Eclipse IDEhot
  • Facebookhot
  • Google Analyticshot
  • Google Docshot
  • HubSpot softwarehot
  • Hypertext markup language HTMLhot
  • IBM SPSS Statisticshot
  • Marketo Marketing Automationhot
  • Microsoft Accesshot
  • Microsoft Azure softwarehot
  • Microsoft Excelhot
  • Microsoft Office softwarehot
  • Microsoft Outlookhot
  • Microsoft PowerPointhot
  • Microsoft Projecthot
  • Microsoft SharePointhot
  • Microsoft SQL Serverhot
  • Microsoft Teamshot
  • Microsoft Visiohot
  • Microsoft Visual Basichot
  • Microsoft Visual Basic for Applications VBAhot
  • Microsoft Windowshot
  • Microsoft Wordhot
  • Oracle Databasehot
  • Oracle PeopleSofthot
  • Oracle Primavera Enterprise Project Portfolio Managementhot
  • Rhot
  • Salesforce softwarehot
  • SAP softwarehot
  • SAShot
  • Splunk Enterprisehot
  • Structured query language SQLhot
  • Tableauhot
  • Teradata Databasehot
  • Yardi softwarehot
  • Zoomhot
  • Act!

What this job involves

19 documented tasks, most important first. Showing 19.

  1. Oversee regional and local sales managers and their staffs.
  2. Resolve customer complaints regarding sales and service.
  3. Monitor customer preferences to determine focus of sales efforts.
  4. Confer with potential customers regarding equipment needs, and advise customers on types of equipment to purchase.
  5. Review operational records and reports to project sales and determine profitability.
  6. Plan and direct staffing, training, and performance evaluations to develop and control sales and service programs.
  7. Direct and coordinate activities involving sales of manufactured products, services, commodities, real estate, or other subjects of sale.
  8. Determine price schedules and discount rates.
  9. Prepare budgets and approve budget expenditures.
  10. Confer or consult with department heads to plan advertising services and to secure information on equipment and customer specifications.
  11. Visit franchised dealers to stimulate interest in establishment or expansion of leasing programs.
  12. Represent company at trade association meetings to promote products.
  13. Advise dealers and distributors on policies and operating procedures to ensure functional effectiveness of business.
  14. Assess marketing potential of new and existing store locations, considering statistics and expenditures.
  15. Direct, coordinate, and review sales and service accounting and record-keeping, as well as receiving and shipping.
  16. Direct clerical staff to keep records of export correspondence, bid requests, and credit collections, and to maintain current information on tariffs, licenses, and restrictions.
  17. Direct foreign sales and service outlets of an organization.
  18. Coach staff on sales tactics.
  19. Establish and monitor staff's sales goals.