Service
Sales Operations (SalesOps)
Pipeline stages, territories, forecasting, and the CRM screens sellers live in, built on Salesforce or HubSpot, with Claudeforce and Agentforce taking on the admin work reps avoid.
Often grouped with marketing and customer success ops under revenue operations (RevOps).
What we implement
Pipeline design
Opportunity stages with written exit criteria, validation rules that enforce them, and page layouts that show reps only what they need.
Territories and routing
Assignment rules, territory models, and round-robin logic that are fair and easy to change.
Forecasting
Forecast categories, roll-ups, and pipeline dashboards leadership can rely on in the Monday meeting.
Salesforce in Claude
Claudeforce rollout so reps can prep meetings, review deals, and update records from Claude.
CRM cleanup
Duplicate accounts, abandoned opportunities, and unused fields cleared out before you add AI on top.
Where AI changes the work
- Reps ask Claude for account history and next steps instead of clicking through ten tabs.
- Agentforce drafts follow-ups and logs activity so the CRM stays current without nagging.
- Managers get deal reviews that flag missing next steps and slipped close dates automatically.
Platforms
How an engagement runs
- 01
Audit
We map how work actually moves through your systems today: objects, fields, automations, reports, and the spreadsheets people use to get around them.
- 02
Design
We agree on the target process and data model, and decide which steps stay human, which get automated, and which an AI agent can own.
- 03
Build
Configuration, automation, integrations, and agent setup in a sandbox, tested against real scenarios before anything reaches production.
- 04
Run
Launch, training, and a support period. We measure adoption and fix whatever people are working around.
Questions we hear
What's the difference between sales ops and RevOps?
Sales operations focuses on the sales team's process and tools. Revenue operations spans marketing, sales, and customer success. We do both; the difference is mostly how wide the scope is.
What is Salesforce in Claude?
It's the first product from Claudeforce, the Salesforce and Anthropic partnership. It lets sales users query and act on Salesforce data from inside Claude.
Tell us what's stuck.
A 30-minute call is usually enough to tell whether the fix is process, data, configuration, or AI.