Claude × Salesforce

The most powerful way
to run Salesforce.

Your CRM, in natural language. Ask. Pull. Update. Done. One prompt replaces ten clicks, five tabs, and a report request.

Trusted by companies with $1B+ VC/PE raised and asset managers with $500B+ AUM

Ask questions, pull records, update data.
No tab switching. No report requests.

Before

After

“Hey, can someone pull me a report?”

Just ask Claude. Answer in seconds.

Reps skip logging because the UI is a tax

Update records right in the conversation

Pre-meeting prep: 15 minutes clicking through accounts

“Brief me on Acme before my 2pm” — done

Forecasting off stale spreadsheet exports

Roll-ups straight from the source, on demand

Leadership guessing at pipeline between meetings

Live data, real answers, no middleman

Teach Claude your playbooks. It follows your process, not a generic one.

Claude talks to your CRM, calendar, Slack, and email. One prompt, every tool.

Claude runs your workflows on a schedule, no user initiation required.

Claude remembers your deals, your context, your language.

Your entire
tech stack

We're the #1-rated Salesforce consultancy on G2. Now we're putting Claude inside your CRM.

A 30-minute working session with a Forward Deployed Engineer. We'll show you exactly what Claude + Salesforce looks like for your team.