[ Claude OS for Sales ]
Your sales tools, replaced by one Claude setup inside the CRM you already run.
Reps ask Claude for what they need in plain language, even by voice. It updates deals, drafts outreach and builds quotes in your CRM, and a person approves anything that reaches a customer.
Claude is made by Anthropic. RevOps Shop builds and runs the setup on your own Claude account.
[ What it replaces ]
One setup does what these sales tools promised.
- Proposal and quoting tools
- Digital sales rooms
- Sequencing tools
- Call analysis
- Intent data add-ons
- Job change tracking
- Sales enablement libraries
A few thin pipes stay.
Some jobs are delivery or data, not thinking. These stay, at a fraction of today's stack cost, and the AI setup works through them.
- Email sendingDeliverability and sender reputation need a dedicated sending service.
- Call recordingCapturing audio, with consent controls, is a recorder’s job. The AI reads the transcript.
- E-signatureSigned contracts need a legal audit trail.
- One or two data feedsContact and company facts come from a licensed source, not from the model.
[ Plays it runs ]
9 plays, run from your CRM.
- 01Signal outbound
- 02Closed-lost reactivation
- 03Website visitors to outbound
- 04LinkedIn outbound
- 05Warm referrals
- 06Battle cards
- 07Rep coaching
- 08Speed to lead
- 09Quoting
[ Time back ]
Nobody does data entry. Everyone gets strategic work back.
[ Rollout ]
50 automations, added in three batches you can check.
A readiness check on your CRM, then the first 10 automations: suggest-only with a small group of champion users, then rolled out team by team.
20 more automations, added once the first ten hold the accuracy bar you agreed.
The last 20, and each old tool is cancelled at its renewal once its replacement has proven itself.
The setup reads your CRM and tools. Nothing changes yet. IT signs off on what it can reach before anything runs.
Every automation that would change data or send something starts as a suggestion a person approves.
Only low-risk work runs on its own, and only after it hits the accuracy bar you set. A person approves anything that reaches a customer.
[ Results we measure ]
Invoices retired, plus hours saved.
- Invoices retired. The yearly cost of each tool you cancel, minus the thin pipes that stay.
- Hours saved. Minutes per task, times how often it happens, times the people doing it. Measured in week one, then checked against the automation logs.
IT signs off before anything runs. Every workflow answers four questions in writing: what data, where it goes, who approved it, and how to turn it off. Agents draft; people approve anything that reaches a customer.
[ Talk to a Growth Engineer ]