Claude for sales
Claude Platform を活用して構築
当社の API を使用して、市場で最も先進的な AI モデルと連携した新しいユーザー体験、製品、働き方を創り出すことができます。
Why sales leaders choose Claude
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.
Claude works from a seller's book of business with 37 pre-built skills, covering everything from renewal prep to meeting follow-up. Every action lands back in Salesforce under the seller's existing permissions.
What sales teams hand off to Claude
Your team starts from ready-made sales skills, adds its own plays and qualification framework, and hands off work like this.
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.
“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.”
Claude のユースケース
Embed Claude into your sales platform or product through the API and Agent SDK.
コーディング
当社のモデルは、コーディング、数学、推論の能力を常に改善しています。 Claude は、複雑なエンジニアリングタスクを完了し、通常なら丸 1 日かかるであろう問題を迅速に解決できます。
エージェント
Claudeは、顧客対応エージェントと複雑なAIワークフロー向けに、強力な指示に従う能力、ツール選択、エラー修正、高度な推論を提供します。
生産性
Claude は、ビジネスメールや文書から関連情報を抽出し、アンケート回答を分類、要約し、膨大な量のテキストを高速かつ正確に処理できます。
Products that raise the bar for sellers
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.
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Claude works with your tools
Connect your CRM, call intelligence, enrichment, engagement, and e-signature to operate from one place.
Sales resources
FAQ
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.
See what Claude does for sales teams
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.