Eric Siu connected Claude Code to his business systems including CRM, Slack, and analytics tools. The AI surfaced millions in recoverable pipeline, revived lost deals, and set up meetings with major companies while flagging churn and expansion opportunities.
Chapters
I gave Cloud Code complete access to my business and here's what it did. So I connected Cloud Code to our CRM, our sales intelligence tool, our analytics, our SEO tools, our internal Slack and project management tools, just so we can see how we're running the business end to end. Now, within hours, it found that we had millions of dollars in found pipeline that we could get back, and it actually found immediate pipeline, immediate deals that we can win back based on customers that we lost from maybe a year ago or 2 years ago or so. So it actually set me up with multiple meetings. We're talking multi-trillion dollar companies. And actually one of the meetings is happening tomorrow and it's an in-person meeting. This is helping me revive deals. It's helping me manufacture deals as well. It also shows me where clients are about to churn and it alerts the account manager on it. And it also shows when clients have expansion opportunity. So it didn't just answer questions, it pointed out problems proactively that we didn't know to look for. And that's the true power of leveraging products like Claude Code. The more context you can feed these systems, the better results you're going to get. So if you're interested in learning more about how we use AI internally, just hit follow for more.