
JOB REPORT / 41-4011 · 46 TASKS
Sales Representatives, Wholesale and Manufacturing, Technical and Scientific Products.
Can AI do the work of Sales Representatives, Wholesale and Manufacturing, Technical and Scientific Products?
Mostly it works alongside you. Here is what shifts, task by task.
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How many tasks do you use AI to assist with at work?
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The parts of your job AI can already do most of:
- Prepare proposals, quotes, contracts, or presentations for potential solar…
- Calculate potential solar resources or solar array production…
- Quote prices, credit terms, or other bid specifications
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A guided certificate program in AI-assisted Sales Representatives, Wholesale and Manufacturing, Technical and Scientific Products work. It covers the 45 AI-affected parts of your job and ends in a capstone a person reviews.
WHAT WE LOOKED AT
Your job, task by task.
45/ 4645 of 46 tasks reviewed
This job has 46 core tasks. We went through 45 of them, one at a time.
Task by task, from the work Sales Representatives, Wholesale and Manufacturing, Technical and Scientific Products actually do. How we describe AI use in each task is our own read of it, not a measurement of whether AI can replace the job.
- TASK 01
Prepare proposals, quotes, contracts, or presentations for potential solar customers.
AI DOESDrafts proposal text, fills in quote templates, and builds presentation slides from customer data
YOU DOVerify site details, build trust with the customer, and negotiate the final deal
- TASK 02
Calculate potential solar resources or solar array production for a particular site considering issues such as climate, shading, and roof orientation.
AI DOESRuns solar production models using location, weather, and roof data to estimate energy output
YOU DOVerify real site conditions and explain results in a way customers trust
- TASK 03
Quote prices, credit terms, or other bid specifications.
AI DOESPulls pricing data, calculates discounts, and drafts formatted quotes fast
YOU DOJudge when to bend on credit terms or pricing to win the deal
- TASK 04
Select solar energy products, systems, or services for customers based on electrical energy requirements, site conditions, price, or other factors.
AI DOESCompares product specs, runs energy calculations, and filters options by price and site data
YOU DOVisit the site, read the customer's needs, and build trust to finalize the right choice
- TASK 05
Provide customers with information, such as quotes, orders, sales, shipping, warranties, credit, funding options, incentives, or tax rebates.
AI DOESGenerates quotes, looks up local incentives, summarizes funding options, and drafts customer-facing info sheets
YOU DORead the customer's hesitation, build trust, and tailor the pitch to their specific home and goals
- TASK 06
Generate solar energy customer leads to develop new accounts.
AI DOESFinds and ranks potential customers from public data, drafts personalized outreach emails, and spots neighborhoods with high solar potential
YOU DOBuild real relationships and read the human signals that turn a lead into a sale
- TASK 07
Prepare and submit sales contracts for orders.
AI DOESDrafts contract language, fills in order details, checks for missing fields, and flags unusual terms
YOU DOVerify technical product specs and confirm the deal terms match what the customer actually agreed to
- TASK 08
Prepare or review detailed design drawings, specifications, or lists related to solar installations.
AI DOESGenerates draft spec sheets, flags common errors, and formats design documents
YOU DOVerify site-specific details and confirm local permit requirements
- TASK 09
Complete expense reports, sales reports, or other paperwork.
AI DOESAuto-fills expense fields, summarizes sales data, and drafts report text from raw inputs
YOU DOVerify accuracy, add deal-specific context, and approve final numbers
- TASK 10
Verify that delivery schedules meet project deadlines.
AI DOESCompares delivery dates against project deadlines and flags mismatches automatically
YOU DOUse your client knowledge to negotiate solutions and decide how to communicate problems
- TASK 11
Inform customers of estimated delivery schedules, service contracts, warranties, or other information pertaining to purchased products.
AI DOESDrafts emails, pulls order data, and generates delivery estimates or warranty summaries automatically
YOU DORead the customer's mood and tailor the message to keep the relationship strong
- TASK 12
Develop marketing or strategic plans for sales territories.
AI DOESDrafts territory plans, suggests target areas, and pulls market data
YOU DOApply local knowledge and customer relationships to make the plan real
- TASK 13
Verify accuracy of materials lists.
AI DOESScans materials lists, compares part numbers, flags errors and missing items automatically
YOU DOConfirm technical fit and customer-specific requirements that only field experience reveals
- TASK 14
Verify customer credit ratings.
AI DOESPulls credit scores, flags risk levels, and summarizes payment history
YOU DOWeigh relationship history and business judgment before approving credit terms
- TASK 15
Emphasize product features, based on analyses of customers' needs and on technical knowledge of product capabilities and limitations.
AI DOESSuggests which features to highlight based on customer data and product specs
YOU DORead the room and build genuine trust with each unique customer
- TASK 16
Attend sales or trade meetings or read related publications to obtain information about market conditions, business trends, environmental regulations, or industry developments.
AI DOESScans industry news, summarizes market trends, and flags regulatory changes fast
YOU DOShow up to meetings, read the room, and build trust with real people
- TASK 17
Present information to customers about the energy efficiency or environmental impact of scientific or technical products.
AI DOESDrafts energy and environmental summaries, pulls spec data, and suggests talking points for specific products
YOU DORead each customer's priorities and build the personal trust that closes a technical sale
- TASK 18
Inform customers about issues related to responsible use and disposal of products, such as waste reduction or product or byproduct recycling or disposal.
AI DOESDrafts talking points, pulls up local disposal rules, and summarizes regulatory requirements fast
YOU DORead the customer's concern and adjust your message to fit their specific situation
- TASK 19
Take quote requests or orders from dealers or customers.
AI DOESCollects quote details, fills order forms, and generates standard pricing responses automatically
YOU DOConfirm site-specific factors and build trust with customers on big purchases
- TASK 20
Create customized energy management packages to satisfy customer needs.
AI DOESGenerates draft energy package options, calculates savings estimates, and compares financing plans based on customer data
YOU DOListen to the customer, judge their real needs, and build the relationship that turns a proposal into a sale
- TASK 21
Identify prospective customers, using business directories, leads from existing clients, participation in organizations, or trade show or conference attendance.
AI DOESSearches business directories, scores lead lists, and flags high-potential prospects from data
YOU DOUse your personal network and read the room at events to find the right fit
- TASK 22
Initiate sales campaigns to meet sales and production expectations.
AI DOESDrafts campaign emails, suggests target lists, and summarizes past campaign performance
YOU DOJudge which customers are ready to buy and adjust the pitch based on real conversations
- TASK 23
Provide feedback to product design teams so that products can be tailored to clients' needs.
AI DOESSummarizes client feedback trends, spots patterns across accounts, and drafts structured reports for design teams
YOU DOBring deep client relationship knowledge and judge which feedback signals matter most
- TASK 24
Gather information from prospective customers to identify their solar energy needs.
AI DOESGenerates discovery question scripts, summarizes customer responses, and flags key needs from notes
YOU DOListen actively, build rapport, and read unspoken hesitation during real conversations
- TASK 25
Collaborate with colleagues to exchange information, such as selling strategies or marketing information.
AI DOESDrafts strategy summaries, pulls market data, and suggests talking points for team discussions
YOU DOBuild trust with teammates and read the room during real conversations
- TASK 26
Provide customers with ongoing technical support.
AI DOESDrafts answers to common technical questions, pulls specs, and suggests troubleshooting steps
YOU DORead the customer's situation, apply product know-how, and build the trust that keeps them coming back
- TASK 27
Advise customers on product usage to improve production.
AI DOESDrafts product recommendations, summarizes specs, and suggests usage tips based on customer data
YOU DORead the customer's real situation, build trust, and tailor advice to their specific floor or process
- TASK 28
Sell technical and scientific products that are environmentally sound or designed for environmental remediation.
AI DOESDrafts product summaries, researches prospects, and suggests talking points about environmental benefits
YOU DOBuild trust with clients and read the room during live sales conversations
- TASK 29
Negotiate prices or terms of sales or service agreements.
AI DOESDrafts negotiation scripts, runs pricing models, and flags deal risks
YOU DORead the room and build trust in the moment
- TASK 30
Sell service contracts for technical or scientific products.
AI DOESDrafts contract proposals, pulls pricing data, and researches customer needs
YOU DOBuild trust, read the room, and close deals with real people
- TASK 31
Consult with engineers regarding technical problems with products.
AI DOESPulls up technical specs, past problem logs, and suggests likely fixes before the meeting
YOU DOBuild trust with engineers and read what they really need in the room
- TASK 32
Assess sites to determine suitability for solar equipment, using equipment such as tape measures, compasses, and computer software.
AI DOESAnalyzes satellite imagery, shading data, and roof angles to give a head start on site suitability
YOU DOShow up on-site to measure, inspect, and judge what no camera or software can see
- TASK 33SOURCE-BACKED TASK
Prepare sales presentations or proposals to explain product specifications or applications.
AI DOESGenerates slides and formats product specs
YOU DOTailor the story to each client
About this analysis
45% · Methodology: exposure-v1 · Analysis date: unavailable · Confidence: medium
- TASK 34SOURCE-BACKED TASK
Contact new or existing customers to discuss how specific products or services can meet their needs.
AI DOESDrafts personalized outreach and product recommendations
YOU DOBuild rapport and close the deal
About this analysis
44% · Methodology: exposure-v1 · Analysis date: unavailable · Confidence: medium
- TASK 35
Demonstrate the operation or use of technical or scientific products.
AI DOESGenerates demo scripts, talking points, and explainer visuals to support the rep
YOU DOShow up in person, operate the product, and answer questions on the spot
- TASK 36
Arrange for installation and testing of products or machinery.
AI DOESDrafts scheduling emails, tracks open tasks, and suggests logistics plans
YOU DOBuild trust with customers and make real-time decisions when installs hit snags
- TASK 37
Demonstrate use of solar and related equipment to customers or dealers.
AI DOESPrepares talking points, visuals, and answers common questions in advance
YOU DOShow up in person and let customers touch and see the real equipment
- TASK 38SOURCE-BACKED TASK
Provide technical information about solar power, solar systems, equipment, and services to potential customers or dealers.
AI DOESGenerates product specs and system comparisons instantly
YOU DORead customer needs and build trust
About this analysis
32% · Methodology: exposure-v1 · Analysis date: unavailable · Confidence: medium
- TASK 39SOURCE-BACKED TASK
Compute customer's installation or production costs and estimate savings from new services, products, or equipment.
AI DOESCalculates costs and savings from standard data inputs
YOU DOVerify assumptions and explain trade-offs
About this analysis
29% · Methodology: exposure-v1 · Analysis date: unavailable · Confidence: medium
- TASK 40SOURCE-BACKED TASK
Maintain customer records, using automated systems.
AI DOESUpdates records and flags data inconsistencies
YOU DODecide what changes matter most
About this analysis
27% · Methodology: exposure-v1 · Analysis date: unavailable · Confidence: medium
- TASK 41SOURCE-BACKED TASK
Answer customers' questions about products, prices, availability, or credit terms.
AI DOESPulls product details and suggests responses
YOU DOJudge the customer's real need
About this analysis
22% · Methodology: exposure-v1 · Analysis date: unavailable · Confidence: medium
- TASK 42SOURCE-BACKED TASK
Visit establishments, such as pharmacies, to determine product sales.
AI DOESAnalyzes sales data and tracks product movements
YOU DOBuild relationships and spot what numbers miss
About this analysis
21% · Methodology: exposure-v1 · Analysis date: unavailable · Confidence: medium
- TASK 43
Stock or distribute resources, such as samples or promotional or educational materials.
AI DOESTracks inventory and suggests reorder levels or distribution routes
YOU DOPhysically handle, pack, and deliver materials to customers or events
- TASK 44SOURCE-BACKED TASK
Study documentation or other information for new scientific or technical products.
AI DOESSummarizes complex docs and highlights key points
YOU DOJudge what's truly important for your work
About this analysis
10% · Methodology: exposure-v1 · Analysis date: unavailable · Confidence: medium
- TASK 45SOURCE-BACKED TASK
Select or assist customers in selecting products based on customer needs, product specifications, and applicable regulations.
AI DOESSuggests products matching customer requirements and regulations
YOU DORead customer needs and build trust
About this analysis
0% · Methodology: exposure-v1 · Analysis date: unavailable · Confidence: medium
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