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Automation Squad

Role

AI for Sales Reps

Robert MacKelfresh

By Robert MacKelfresh

Founder, Automation Squad

Sell goods for wholesalers or manufacturers to businesses or groups of individuals. Work requires substantial knowledge of items sold.

Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products · O*NET 41-4012.00 · Job Zone 4 · sourced from the U.S. Department of Labor occupation database

Automation coverage

32 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

160 matched to the tools sales representatives, wholesale and manufacturing, except technical and scientific products use. Showing 24.

  • HubSpot

    MCP server

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

    HubSpot

  • Slack

    MCP server

    Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

    Slack

  • 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 Slack MCP or direct API to send messages, fetch channels, read conversations, and manage users 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)

The tools this job actually uses

138 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
  • Adobe Illustratorhot
  • Adobe InDesignhot
  • Adobe Photoshophot
  • Apple macOShot
  • Autodesk AutoCADhot
  • Cisco Webexhot
  • Eclipse IDEhot
  • Epic Systemshot
  • ESRI ArcGIS softwarehot
  • Extensible markup language XMLhot
  • Facebookhot
  • Google Analyticshot
  • Google Docshot
  • HubSpot softwarehot
  • Hypertext markup language HTMLhot
  • IBM SPSS Statisticshot
  • Intuit QuickBookshot
  • Marketo Marketing Automationhot
  • Microsoft Accesshot
  • Microsoft Excelhot
  • Microsoft Office softwarehot
  • Microsoft Outlookhot
  • Microsoft PowerPointhot
  • Microsoft Projecthot
  • Microsoft SharePointhot
  • Microsoft Teamshot
  • Microsoft Visiohot
  • Microsoft Visual Basichot
  • Microsoft Windowshot
  • Microsoft Wordhot
  • Mozilla Firefoxhot
  • Oracle Databasehot
  • Oracle PeopleSofthot
  • Oracle Primavera Enterprise Project Portfolio Managementhot
  • Salesforce softwarehot
  • SAP softwarehot
  • SAShot
  • Slackhot

What this job involves

18 documented tasks, most important first. Showing 18.

  1. Negotiate with retail merchants to improve product exposure, such as shelf positioning and advertising.
  2. Check stock levels and reorder merchandise as necessary.
  3. Plan, assemble, and stock product displays in retail stores, or make recommendations to retailers regarding product displays, promotional programs, and advertising.
  4. Answer customers' questions about products, prices, availability, product uses, and credit terms.
  5. Recommend products to customers, based on customers' needs and interests.
  6. Estimate or quote prices, credit or contract terms, warranties, and delivery dates.
  7. Consult with clients after sales or contract signings to resolve problems and to provide ongoing support.
  8. Negotiate details of contracts and payments.
  9. Prepare sales contracts and order forms.
  10. Provide customers with product samples and catalogs.
  11. Monitor market conditions, product innovations, and competitors' products, prices, and sales.
  12. Perform administrative duties, such as preparing sales budgets and reports, keeping sales records, and filing expense account reports.
  13. Prepare drawings, estimates, and bids that meet specific customer needs.
  14. Obtain credit information about prospective customers.
  15. Contact regular and prospective customers to demonstrate products, explain product features, and solicit orders.
  16. Forward orders to manufacturers.
  17. Identify prospective customers by using business directories, following leads from existing clients, participating in organizations and clubs, and attending trade shows and conferences.
  18. Arrange and direct delivery and installation of products and equipment.