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Automation Squad

Role

AI for Technical Sales Reps

Robert MacKelfresh

By Robert MacKelfresh

Founder, Automation Squad

Sell goods for wholesalers or manufacturers where technical or scientific knowledge is required in such areas as biology, engineering, chemistry, and electronics, normally obtained from at least 2 years of postsecondary education.

Sales Representatives, Wholesale and Manufacturing, Technical and Scientific Products · O*NET 41-4011.00 · 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

85 matched to the tools sales representatives, wholesale and manufacturing, 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

  • 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

  • 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

  • Salesforce

    MCP server

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

    Salesforce

  • 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)

  • Firmao

    MCP server

    CRM and ERP software for your business to manage customers and tasks.

    Firmao

  • GoTo Meeting

    MCP server

    GoTo Meeting by LogMeIn is a world-class video conference software that makes it easier than ever to do business effectively even if you aren't in the same room.

    GoTo Meeting

  • Make (make.com)

  • Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Google Ads MCP or direct API to monitor campaign performance, update ad groups, generate reports, and launch new ads through natural language.

  • 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
  • Make (make.com)

  • 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)

  • Zoom

    MCP server
  • Make (make.com)

The tools this job actually uses

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

  • Amazon Web Services AWS softwarehot
  • Apache Hadoophot
  • Google Analyticshot
  • Google Workspace softwarehot
  • HubSpot softwarehot
  • IBM SPSS Statisticshot
  • Intuit QuickBookshot
  • Linuxhot
  • Microsoft Accesshot
  • Microsoft Azure softwarehot
  • Microsoft Excelhot
  • Microsoft Office softwarehot
  • Microsoft Outlookhot
  • Microsoft PowerPointhot
  • Microsoft Projecthot
  • Microsoft SharePointhot
  • Microsoft Wordhot
  • Oracle Databasehot
  • Oracle PeopleSofthot
  • Rhot
  • Salesforce softwarehot
  • SAP softwarehot
  • SAShot
  • Teradata Databasehot
  • Zoomhot
  • Act!
  • ActionWare
  • AdTrack Customer Acquisition Management CAM
  • AMG Teleran SalesInSync
  • Cegedim Target Software Target SFA Pharmaceutical Suite
  • Citrix cloud computing software
  • Enterprise application integration EAI software
  • FileMaker Pro
  • Google Ads
  • HEAT Software GoldMine
  • IBM InfoSphere DataStage
  • IBM Notes
  • Infor ERP SyteLine
  • InsideSales.com
  • Khameleon

What this job involves

33 documented tasks, most important first. Showing 24.

  1. Negotiate prices or terms of sales or service agreements.
  2. Prepare and submit sales contracts for orders.
  3. Visit establishments to evaluate needs or to promote product or service sales.
  4. Sell service contracts for technical or scientific products.
  5. Maintain customer records, using automated systems.
  6. Answer customers' questions about products, prices, availability, or credit terms.
  7. Quote prices, credit terms, or other bid specifications.
  8. Contact new or existing customers to discuss how specific products or services can meet their needs.
  9. Emphasize product features, based on analyses of customers' needs and on technical knowledge of product capabilities and limitations.
  10. Compute customer's installation or production costs and estimate savings from new services, products, or equipment.
  11. Demonstrate the operation or use of technical or scientific products.
  12. Provide feedback to product design teams so that products can be tailored to clients' needs.
  13. Select or assist customers in selecting products based on customer needs, product specifications, and applicable regulations.
  14. Prepare sales presentations or proposals to explain product specifications or applications.
  15. Complete expense reports, sales reports, or other paperwork.
  16. Verify that delivery schedules meet project deadlines.
  17. Identify prospective customers, using business directories, leads from existing clients, participation in organizations, or trade show or conference attendance.
  18. Arrange for installation and testing of products or machinery.
  19. Inform customers of estimated delivery schedules, service contracts, warranties, or other information pertaining to purchased products.
  20. Collaborate with colleagues to exchange information, such as selling strategies or marketing information.
  21. Initiate sales campaigns to meet sales and production expectations.
  22. Provide customers with ongoing technical support.
  23. Advise customers on product usage to improve production.
  24. Verify accuracy of materials lists.