We connect Claude AI to your existing Salesforce environment and automate the admin that's eating your team alive — call notes, CRM updates, outreach, briefings. Live in under 8 weeks.
No rip-and-replace · Works with your existing Salesforce · Powered by Claude
01 — The Real Cost
The CRM that was supposed to free your team up is consuming them. Here's where the hours go.
After every call, your reps should update Salesforce. Most don't — or skim it. The result: pipeline data that degrades every week, forecasts that don't reflect reality, and managers flying blind.
Personalising emails from a Salesforce record takes 15–20 minutes per prospect. Most reps don't bother — they send the template. Prospects know. Response rates suffer. Revenue leaks quietly.
Your Salesforce holds years of account history, deal patterns, and contact context. Without AI reading it before every conversation, your team walks into meetings with one hand tied behind their back.
The gap
That's one and a half days every week, per rep. Multiply it by your team. That's the number we're here to fix.
02 — What We Automate
Claude connects to your Salesforce via OAuth. Your data stays in your org. Your team gets the intelligence without the admin.
Rep speaks a short note after a call. Claude structures it into the correct Salesforce fields — stage, next action, key concerns — and logs it automatically. No typing, no forgetting.
One click on any Salesforce record. Claude reads the full account and contact history, then drafts a genuinely personalised email — referencing real context, not a template.
Prospect gone quiet? Claude reads the last three interactions, understands the stall point, and drafts a re-engagement sequence — without the rep having to think about it.
Each morning, Claude scans your pipeline and surfaces a prioritised list — who to call today, why, and what angle to take. Your team starts every day knowing exactly where to focus.
Before any client meeting, Claude generates a one-page brief — open items, renewal timing, relationship history, and upsell signals. Every conversation starts informed.
03 — The Process
No ripping out your Salesforce setup. No six-month deployment. No training your data from scratch. We connect, configure, and go.
We set up the Salesforce OAuth integration and provision your secure, Cloudflare-hosted Claude environment. No data leaves your Salesforce org without your permission.
Weeks 1–2We tune Claude to understand your industry, your clients, and your sales language. We map each workflow to your team's actual Salesforce fields and processes — no generic defaults.
Weeks 3–6Live onboarding with your sales team, two weeks of active support, and refinement based on real usage. You're not handed off — we stay until it sticks.
Weeks 7–8Eight weeks from now
Selling. Not typing.
04 — Investment
Both plans include full setup, onboarding, and two weeks of post-launch support. We don't disappear after go-live.
One-time setup fee: £6,000 – £10,000 depending on Salesforce complexity · Billed annually · 30-day notice to cancel
05 — Let's talk
A 30-minute conversation. No deck, no pitch, no commitment. Just an honest look at your Salesforce setup and whether the numbers stack up.