What’s Actually Working with AI in RevOps Right Now
There’s no shortage of AI hype in the RevOps and CRM world right now. Every platform claims AI will: transform pipeline management automate sales improve forecasting replace manual work generate better leads Some of that will eventually become true. But most RevOps teams are still trying to answer a much simpler question: What is actually […]
AI-Powered Conference Outreach Starts with Clean CRM Data
A client recently approached us with a familiar challenge. They run a large conference and had early registration pricing ending at the end of May. They wanted to increase registrations while making outreach feel more personal and relevant to past attendees. The problem: traditional email blasts weren’t enough anymore. They had years of attendee history […]
Connect Claude to Salesforce in 4 Easy Steps
I spent an inordinate amount of time working through Claude/Salesforce documentation to get my Claude connected to Salesforce. So, I wanted to put together this guide to cover the basic steps to get Claude connected to Salesforce. Once connected, there’s lots of options for interacting with your Salesforce via Claude: How to connect Claude to […]
How We Reduced Weekly Board Reporting to a Single Claude Prompt
A CRO we work with has a recurring challenge many executive teams face. Every month, he reports to the board on sales and pipeline performance. That meant assembling data across multiple HubSpot reports to answer questions like: What changed in pipeline month-over-month? Which segments are converting best? What is close rate trending toward? How does […]
