Shannon from Salesforce demos Claude Force, which embeds Anthropic's Claude AI directly into Salesforce CRM. A few clicks connect all your data to Claude, which then surfaces high-priority opportunities, detects stalled deals, drafts proposals, and generates re-engagement plans without leaving your workflow.
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Hey, I'm Shannon, and I work on our core product team at Salesforce. Today, I'm really excited to tell you about a new partnership that brings together the world's number one CRM with the world's number one AI. We're calling it Claude Force. Salesforce and Claude is so easy to set up. In just a few simple clicks, all your Salesforce data is connected, and you and Claude can go to work. Every Monday morning, sales leaders have to decide where to focus, which deals need their attention, and what can they do to move them forward. Salesforce and Claude connects signals across my pipeline. It brings the most important opportunities right to the top. Uh-oh, this deal hasn't moved in 2 weeks. My sponsor, the CFO, has gone quiet, and we're now at risk of missing our Q3 number. Salesforce and Claude can guide me how to win them back. It analyzes what is missing to advance the deal And it reaches deep across Salesforce, Slack messages, and my email to find every angle. Then it devises a detailed plan to reengage the sponsor, the CFO. Salesforce and Claude summarizes a strategic plan in minutes that would normally take days and puts it into a concise update of my next steps. Then it prepares a draft that I can fire off to the customer with a tailored proposal and updated pricing. This is only possible because Claude is connected to the logic and trusted business context of Salesforce. It automatically updates the record. And the best part is I never had to leave my flow of work. Just think of all the possibilities and what you'll be able to do when you have the full power of Salesforce right inside Claude. Review your pipeline, build an account plan, see which deals are slipping and why. Find new leads. Do anything and everything you could do in Salesforce faster than ever. You now have your own AI Chief Revenue Officer. Thanks to Claude's intelligence and the data, workflows, and trust of Salesforce. That's Claude Force.