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Your Sales Reps Forget to Log Calls. Your Forecast is a Guess.

If you're a RevOps leader watching reps close Salesforce tabs without updating stages, you need Claude scoring leads from what actually happened -- not what should've been logged.

Your sales reps update Salesforce after meetings when they remember to. Your pipeline forecast is a gut feeling. Your lead scoring is rules you set 2 years ago. We connect Claude to your Salesforce data -- leads, opportunities, accounts, activities -- so AI scores leads from actual engagement patterns, summarizes deals in seconds, forecasts pipeline with real probability, and drafts follow-up emails from meeting notes.

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Frequently Asked Questions

AI looks at email opens, page visits, content downloads, meeting attendance, firmographic data -- all of it -- and scores leads based on what your actual closed-won deals look like. Not a generic model. Yours. And because it's learning continuously, it doesn't go stale the way static rules do.
Yes. Point AI at any opportunity and it reads all activities, emails, notes, and stage history -- then hands back a clear summary in about 30 seconds. No more scrolling through months of activity trying to remember where things stand.
AI lead scoring and deal summaries start at $5,000. The full suite -- pipeline forecasting, competitive intelligence, automated follow-ups, the works -- runs $15,000 to $25,000 depending on your Salesforce setup and team size.
It complements Einstein, it doesn't replace it. Claude adds stronger reasoning and natural language understanding -- so you can ask your CRM real questions in plain English and actually get useful answers. Not "here are 47 records." But "the Johnson deal is stuck because legal hasn't reviewed the MSA, and here's what to do about it." That's the level of intelligence we're talking about.
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