Your team is already using AI. The question is whether it's connected to anything that matters. Most AI rollouts stall in the same place: a chat window with no access to your data, no grasp of how your business runs, and no way to act on what it finds. Impressive demos, no change to the day job.
Claude is different because it works where your business already works - across your Salesforce org, Slack, email, files and documents - with your permissions and governance intact. And with the launch of Claudeforce, the expanded Salesforce and Anthropic partnership, your CRM data, business logic and workflows now come with it.
Claude isn't another tool for your team to learn. It sits alongside the systems you already run, does the work nobody enjoys doing, and gives you back the hours you're currently losing to admin.
Claudeforce brings your live CRM into Claude. Sellers can review pipeline, prep for meetings and update records in plain English, with every action still routed through your Salesforce business rules.
Proposals, meeting notes, follow-up emails, data analysis, first-draft documents. All that admin work can be done in just minutes rather than taking up a whole afternoon.
Connect Claude to your CRM, drive, inbox and knowledge base. Get answers based on your data, your customers and your processes, not a generic model's best guess.
An admin connects once and authentication and permissions are managed centrally — users only ever see what they're already entitled to see.
Claude connects to Salesforce, Slack, Google Workspace, Jira, Confluence, GitHub and more. No more copying between tabs, your team can start working in one place.
Start small, choose a use case where the pain is sharpest, prove it, then expand. The patterns that work for your sales team usually work just as well for service, finance and operations.
Getting value from Claude isn't about buying licences. It's about connecting it to the right data, pointing it at the right problems, and getting your people to use it.
That's where we come in. As Salesforce specialists who use Claude to run our own consultancy, we know what works, what doesn't, and where the effort is genuinely worth it.
Before connecting anything, we work with you to identify where Claude will pay back fastest. Some processes are ready for AI today; others need fixing first. We'll tell you which is which.
Claudeforce is only as good as the org behind it. We've spent years designing and delivering Salesforce, so we know how to get your data, permissions and business logic in the right shape for Claude to work with them safely.
We've built our own Claude architecture connected to Salesforce, Google Workspace and Confluence. Everything we recommend to you, we've already tested on ourselves.
Rolling out Claude is a change management project as much as a technical one. We handle enablement, prompt and skill design, guardrails and ongoing measurement, so usage sticks after the launch email.
Ask for pipeline health, prep for a meeting or update a record by describing what you want. Claudeforce brings your live Salesforce data into Claude, with your business rules still applied to every action.
Proposals, statements of work, follow-up emails, board papers, job specs. Give Claude your templates and tone of voice once and it drafts in your style, not a generic AI voice.
Point Claude at a contract, a tender document, a year of survey responses or a competitor's website, and get the summary, the risks and the answer to the question you actually asked.
Claude works directly in Excel, PowerPoint, Word and Outlook. Build the model, fix the formulas, turn the findings into slides, clear the inbox.
In Slack, in your browser, on desktop and mobile. Tag Claude into a channel to answer a question or pick up a task, the same way you'd tag a colleague.
For longer pieces of work, hand the job off and let Claude run it end to end — gathering the inputs, doing the work and coming back with the finished output for you to review.
Find out what Claude looks like inside your business — talk to our consultants today.