The tasks · Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelSOC 41-3091.00
Develop sales presentations, proposals, and contractsWhat can do this →
88% · agentMostly automatable
Calculate costs, quotes, and terms for servicesWhat can do this →
85% · agentMostly automatable
Maintain customer records and account informationWhat can do this →
78% · agentMostly automatable
Monitor market conditions, competitors, and industry trendsWhat can do this →
64% · agentPartly automatable
Answer customer questions and provide service informationWhat can do this →
62% · agentPartly automatable
Negotiate prices and service agreement termsWhat can do this →
28% · you keepBarely automatable
The team5 agents · 4 need no setup
Sales content agent
Microsoft PowerPoint · Microsoft Word · Docs
● No integration needed
Pricing & costing agent
Microsoft Excel · Sheets · Docs
● No integration needed
Market intelligence agent
Web · Search · Microsoft Excel
● No integration needed
CRM management agent
Salesforce software · HubSpot software
Needs Salesforce or HubSpot
Customer support agent
Email · Chat · Docs
● No integration needed
You keep this
Negotiate and close high-value service agreementsOwn final pricing decisions and contract approvalsBuild and maintain key client relationships of recordApprove strategic sales proposals and terms
Automatability scores estimate how much of a task an agent can reliably do today, grounded in O*NET task data. They are not predictions of job loss.
Start with these three
The most automatable work in this job, and the one tool we would use for each. Every task has a page of its own with the reasoning and every occupation that does it.
