Claude for sales
More pipeline, less prep work
Claude handles the tedious work behind every deal, so sales teams spend more time with customers.
Sales reps get time back for customers and closing deals every week. Managers get a forecast they can defend.
Polished content, ready for review
Claude returns account briefs, proposal decks in your template, and Friday forecasts ready for review with citations linked to sources.
Connect to your revenue stack
Claude connects to tools like Salesforce, HubSpot, Gong, Fireflies, Clay, ZoomInfo, Apollo, Outreach, Docusign, and your email and calendar so you don’t have to copy-paste, switch tabs, or re-explain context.
Your plays and methodology, built in
Start from the Sales plugin's ready-made skills: account research, call prep, call summaries, pipeline review, and forecasting. Add your playbooks and frameworks so everyone does their best work.
Security and controls revenue leaders expect
Get Enterprise security, full audit trails, and no training on your data by default on Team and Enterprise plans. See how sellers adopt Claude and what it costs.
Your team starts from ready-made sales skills, adds its own plays and qualification framework, and hands off work like this.
Prompt
Research Lakeshore Industrial Group across the web, filings, recent news, and our CRM. Give me a one-page brief in our account-plan format.
Connectors
Account Brief: Lakeshore Industrial Group
Prepared September 1, 2026 · Account owner: Marcus Nguyen · NYSE: LIG · Renewal: March 2027
Snapshot
Cleveland-based industrial equipment maker and distributor; ~11,400 employees across Fluid Systems, Automation, and Aftermarket Services (FY2025 Form 10-K). FY2025 revenue $3.2B, up 6% year over year; Automation is the fastest-growing segment at +14% (10-K, p. 38).
What changed in the last 90 days
- Jul 14 — Acquiring Danvers Automation for $410M; close expected in Q4.
- Aug 6 — Q2 revenue of $842M beat guidance; full-year outlook raised to 7–8%.
- Aug 19 — Elena Barna named CIO, tasked with consolidating 40+ plant systems (Manufacturing Dive).
- Risk flag — Precision-sensor supply constraints cited as a margin risk (Q2 Form 10-Q, Item 1A).
Where we stand
- 240 seats live in Aftermarket Services; $186K ARR; renews March 2027.
- Expansion opportunity: 600 Automation seats, ~$310K, Stage 3 (CRM · Opp #4482).
- June 18 QBR: champion Fatima Davis cited 30% faster claims turnaround; asked for a security review.
Opportunities and risks
- Danvers integration: consolidation is the wedge for the Automation expansion — propose at Q4 close.
- New CIO: Barna owns the consolidation budget; no relationship yet.
- Spending review: company-wide procurement pause runs through Q3 close. Reg. (EU) 2024/1689, Art. 10(3)
Next steps
- Deliver the security review package from the June QBR within two weeks.
- Re-scope Opp #4482 to add Danvers seats once the acquisition closes.
- Get introduced to Elena Barna via Fatima Davis before Lakeshore's October planning cycle.
Account briefs and plans
Ask Claude to research an account across the web, filings, news, and your CRM. Get a one-page brief or a full account plan in your team's format, every fact linked to its source, ready before the first call.
Get a daily brief every morning
A scheduled Claude task reads your calendar, finds each external meeting, and sends a brief to Slack: attendee bios, your last email threads, open opportunities in HubSpot, recent company news, and three talking points.
Build customer-ready proposals from call notes
Claude for PowerPoint builds the proposal in your template from the Gong transcript, the account brief, and your pricing. Claude for Word drafts the RFP response from your answer library with tracked changes for review.
Support pipeline review and weekly forecasts
/sales:pipeline-review pulls the team's open opportunities, flags stalled deals, stage-age outliers, and missing next steps, and /sales:forecast produces best, likely, and worst case with one action per at-risk deal, in the format leadership expects.
Get follow-up and notes after every call
/sales:call-summary turns the Gong or Fireflies transcript into the follow-up email, next steps, and structured CRM fields: use case, competition, decision process, and risks. Reps review and send; the record stays current without an evening of data entry.
“With Salesforce in Claude, our sellers turn live data into meeting briefings in seconds instead of hours. As our sales team grows, every new rep starts with a full picture of the law firms we serve.”
“With Salesforce in Claude, sellers can start the day with the pipeline review already done and the account history already there. That time goes straight back into customer conversations.”
“Deloitte is reimagining how work gets done with Salesforce in Claude, bringing trusted data, Claude's reasoning, and action into one place.”
Embed Claude into your sales platform or product through the API and Agent SDK.
Plug into your tools
Connect Claude to CRM, engagement, and conversation-intelligence workflows through MCP.
Run work in parallel
Build specialized subagents for tasks like account enrichment, call scoring, and outreach drafting.
Deploy with controls
Run in sandboxed containers with credential isolation, network controls, and audit logging supported by the SDK.
Claude Tag (beta)
Like a shared teammate for your team in every deal channel, you can tag @Claude to catch up on where deals stand, pull what the customer asked for on the last call, or draft mutual action plans. Sellers and managers work from the same context. Bigger jobs like a quarterly business review run in the background and can be shared in a thread.
Claude for Microsoft 365
Proposal decks in your template with editable charts, quota and comp models with real formulas, and RFP responses with tracked changes, without leaving Microsoft Office 365. Context carries across the apps and your Outlook threads.
Sales Plugin
Ready-made skills for account research, call prep, call summaries, competitive intelligence, pipeline review, and forecasting, configurable to your methodology, stages, and templates.
Claude works with your tools
Connect your CRM, call intelligence, enrichment, engagement, and e-signature to operate from one place.
Yes. Claude connects to Salesforce through Salesforce's connector and to HubSpot through the HubSpot connector.
Yes. /sales:call-summary turns a Gong or Fireflies transcript into the follow-up email, next steps, and structured CRM fields: use case, competition, decision process, and risks. Reps review and send, and the record stays current.
/sales:pipeline-review pulls the team's open opportunities and flags stalled deals, stage-age outliers, and missing next steps. /sales:forecast produces best, likely, and worst cases with one action per at-risk deal, ready for the forecast call.
Claude comes with enterprise security and full audit trails, and does not train on your data by default on Team and Enterprise plans.
Whether you're a sales team that wants every rep prepared for every call or a revenue org rolling Claude out across sales, success, and RevOps, we can help you figure out where to start.
