Claude Academy
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Answer deal and account questions from the CRM

Ask where a deal stands and Claude Tag answers in the thread from the CRM record and from what the team has said in the channel.

10 minSalesClaude Tag

A team working on a deal can ask for its status in their own channel and get an answer built from the CRM record and from what the team has said about the account there.

With the CRM connected to the channel, Claude Tag answers in the thread, so everyone on the account reads the same answer. The answer says which part came from the record and which from the conversation. With the same connection, Claude can brief you before a call, or post a pipeline review every Monday as a routine.

Set up

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What to ask Claude, and what it does

Ask in the account's channel, each time you have a question about that account or one of its deals. Name the information you want, such as recent activity, open items or where the deal stands.

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A call from yesterday may not be logged yet, so check the last activity in the record before you pass the answer on.

Follow ups

Send the last three follow-ups below in your team's sales channel, which has the same CRM connection.

Correct a detail in the answer, and have Claude remember it for the channel

Claude revises its answer when someone corrects a detail in the thread, such as Jordan's role. If the same mistake could happen again, ask it to remember the correction for the channel (channel memory):

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Get a pipeline digest on a schedule

Claude can post a digest from the CRM every week (routine). Anyone in the channel can later list or disable it by name.

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Ask which deals are stuck

Claude can query the CRM for deals at a stage and how long each has been there.

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Get a brief before a call

Claude can combine the CRM record with what the team has said in the channel into one brief, posted in a thread where you can ask follow-up questions.

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Tips

Use the same names your tools use

Claude matches the stage and field names your CRM uses. If yours calls stage 3 "Proposal", write "Proposal".

If Claude can't find a record, check if the tool is correctly connected to the channel

Claude sees only the CRM data that the login your admin connected can see. If a customer you expect is missing, ask @Claude what can you access from this channel?, then ask your admin to check that connection.

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