Claudeforce
Bring AI-powered intelligence to where your teams work.
The State of Today’s Legacy Fragmented Tech Stack & GTM
Go-to-market (GTM) teams struggle to keep pace with modern buyers, weighed down by disjointed tech stacks, manual admin, and complex interfaces. Meanwhile, technology leaders are overwhelmed. Facing endless access and AI requests while attempting to scale governance across hundreds of siloed apps.
Of a seller’s time is spent on manual data entry.
(Salesforce)
Say the CRM is too complex, slow, or outdated.
(Medium)
The hours it takes sales to respond to a lead.
(Optifai)
Tools span the process to close one deal.
(Salesforce)
The Opportunity with Salesforce in Claude
For Sales
- Meeting PrepWalk in with the full account picture
- Pipeline ReviewUnderstand what’s moving and what’s stuck
- Deal HealthSpot risk and next-best actions
- Account PlanningSurface relationships, history and opportunity
- Deal AnalysisReason across activity, context and CRM data
Built jointly by Salesforce and Anthropic — living inside Salesforce in Claude.
For Marketing
Sercante | Trilliad can build custom marketing skills that use Claude to surface CRM and marketing intel where teams work.
- SegmentationPull data using natural language to surface instant audiences.
- Asset CreationPre-draft personalized messaging to streamline time-to-market.
- Sales EnablementInstantly create marketing-approved one-pagers and presentation decks.
- Case StudiesReceive customer intel to trigger automated testimonial capture.
- ReportingQuery campaign performance and generate reports to visualize impact.
AIFORCE LAUNCH PARTNERS & ANTHROPIC CERTIFIED PARTNERS
Bringing the Power of Your Data Sources & AI Reasoning to Where Your Team’s Work
Accelerate Sales Cycles & Time-to-Market
Eliminate system-switching and manual workarounds with CRM intelligence surfaced in Slack to streamline processes.
Enable GTM to Engage Buyers in Real-Time
Combine buyer intent signals with AI reasoning to surface insights and next actions in Slack to keep pace with modern buyers.
Centralize & Scale Secure Governance
Maintain enterprise security by mirroring user-specific Salesforce access rights across Claude and Slack environments.
Explore Our Seller Experience Audit
Experience a strategy-first approach that plans with your end goals and future in mind to identify the clearest path forward for the greatest impact with every project.
From the business process review to planning and designing a roadmap, rest assured you have a certified pro to guide you through what’s next.
Accelerating & Scaling Your Time-to-Value with Claudeforce
Our Services:
Claudeforce Connect
Get started with Claude and launch Claudeforce for your pilot team.
- Software and licensing setup tailored for your business
- Claudeforce connectivity configured for a pilot team
- Security, permissions, and guardrails established
- Two training sessions and user guides to drive adoption
Claudeforce Quickstart
Scale Salesforce workflows and governance with Claude, the right way.
- Salesforce and Claude scaled around your priority use cases
- Data foundation integrated with governance for deployment
- Signal plays configured with enablement
- Established methods for measurement to prove value
Reengineering Agentic Revenue for Growth Without Linear Headcounts
To scale without linear hiring, an AI physics simulation company designed a signal-led revenue engine with Claude and Slack. Sellers instantly receive real-time account context, tailored outreach, and pitch decks—saving prep time, providing clear account prioritization, and scaling revenue without adding operational overhead.
The Claudeforce Experience that Empowers Humans From Data to Reasoning to Activation
We partner with technology and GTM leaders to securely unlock CRM data and activate AI intelligence, empowering revenue teams with real-time customer insights for engagements that drive growth.
Data Layer
- Your integrated data foundation, filled with rich customer and pipeline insights, fuels impactful AI and next-best actions.
Reasoning Layer
- Data powers the AI reasoning layer, Claude, to aggregate and analyze the prompted insights for revenue activation.
Activation Layer
- AI-generated insights, reports, and content, grounded in secure and accurate intel, are surfaced where teams work.
Human in the Loop
- Sales and Marketing review and approve insights and next-best actions to continue to drive high-quality experiences.
See What Our Experts Are Saying
Claudeforce: Reengineering Revenue Operations Where Your Teams Work
How Vinci Built a Semi-Autonomous Account-Based Growth Engine
Fresh, Fresh Takes Episode with Lauren Noonan: The Opportunity with Claudeforce for Sales
Claudeforce FAQs
Get an overview of what Claudeforce is and the value it can drive for your business when paired with expert implementation and support services.
What is Claudeforce?
Claudeforce is the Salesforce and Anthropic partnership. It connects your Salesforce data layer through Claude’s AI reasoning layer directly into Slack, your activation layer, bringing intelligence to where your team works.
How does the Salesforce in Claude connection fit in with AIforce or headless solutions?
The Salesforce in Claude connection uses headless capabilities, Salesforce’s Model Context Protocol (MCP) layer, to instruct Claude on running queries and executing tasks seamlessly, replacing manual REST APIs to surface data directly in Slack.
Why is the experience with Claudeforce and AIforce monumental for technology leaders and CIOs?
It lets CIOs manage governance from one place. Built on Salesforce’s Trust Layer, Claude and Slack users inherit their specific Salesforce user access permissions, simplifying security across enterprise applications at scale.
How can the Claudeforce partnership enable CIOs to drive more efficiency and effectiveness for their go-to-market (GTM) users?
With Claudeforce, GTM teams ask questions where they work to instantly retrieve intel and execute daily tasks such as prioritizing accounts and generating reports. This eliminates system switching and reallocates admin time toward high-impact GTM strategy, creativity, and relationship building that drives growth.
Why is the data foundation critical to driving meaningful results with the Claudeforce experience?
Clean data is the fuel AI thrives on. Without a solid foundation, the Claudeforce experience will simply amplify existing CRM errors and broken permissions directly in Slack, limiting its results, providing GTM with inaccurate intel, and potentially damaging trust.
How can Claudeforce implementation and support services deliver value in my Claudeforce journey?
Sercante l Trilliad’s Claudeforce services meet teams where they are, whether new to Claude or looking to maximize impact and scale. Establishing a clean data foundation, configuring secure user-level governance, and redesigning GTM plays with change enablement to fast-track adoption, maximize ROI, and accelerate time-to-value without operational drag.