Claude for sales & RevOps
Your Sales Team Should Be Selling. Not Updating Systems.
TEG builds Claude-powered sales workflows that reduce administrative work, connect your systems, and help your team spend more time with customers.
Start with our free AI Value Assessment. You see your results without entering an email address.
Where sales time disappears.
- Manual CRM updates
- Proposal creation
- Meeting summaries
- Lead research and qualification
- Pipeline cleanup
- Customer follow-up
- Moving information between tools
Six places Claude can take work off your sales team.
CRM updates
Turn approved sales notes, emails and meeting summaries into structured CRM updates.
Proposal preparation
Use existing customer data, templates and approved information to prepare proposal drafts.
Lead qualification
Research and organize leads using your defined qualification criteria.
Pipeline monitoring
Identify stalled opportunities, missing activities and records that need attention.
Sales follow-up
Draft personalized follow-up communications for your team to review.
Reporting
Prepare pipeline summaries and sales-management briefings.
You stay in control. Actions involving customers, financial commitments or important record changes are subject to approval by your team.
Built around the systems your team already uses.
Claude can work with CRMs and business tools such as HubSpot, Salesforce and Google Workspace. During the assessment we confirm what is possible with your specific setup before we agree a scope and price.
Free HubSpot plugin for Claude → HubSpot sequences vs AI automation → What Claudeforce means for Salesforce teams →
Proof from real client work.
Claude implementation1 to 2hours saved per dayRenovations vendor photo review. Offerpad also uses TEG’s sales call coaching tool.
Read the case study →
Claude implementation1 to 2hours saved per weekInvestor research and outreach drafts in one Claude skill.
Read the case study →
Sales execution + AI1 CRMone view of the pipelineHubSpot migration, custom workflows and leadership dashboards.
See the results →Assess. Build. Manage.
Assess
A free AI Value Assessment shows where your sales team loses time and which workflows are worth building.
Build
We build the agreed workflows for a fixed price based on expected value and scope, then test and launch them with your team.
Manage
Managed Claude, from $1,500/month, keeps your workflows running, trains your people and finds the next opportunity.
We stay on as your Claude team.
Ongoing ownership
We remain responsible for maintaining and improving what we build.
Practical implementation
We build and launch working workflows with your team. We don’t stop at advice.
Measurable outcomes
Expected economic value guides what we build and how we price it.
Less admin is half the job. Pipeline is the other half.
If your team also needs more qualified conversations, TEG can help there too.
TEG runs the outreach
Our outsourced B2B sales team finds the accounts, maps warm introductions and runs email and LinkedIn outreach with Claude.
Explore B2B Sales →See which buying signals to watch
Answer a few questions and get a free playbook of the signals that show a company may need what you sell.
Get your free lead playbook →Frequently asked questions
What can Claude automate for a sales team?
Common starting points are CRM updates from approved notes and emails, proposal drafts, lead research and qualification, pipeline monitoring, follow-up drafts and sales reporting. The free AI Value Assessment identifies which are worth building for your team.
Does Claude work with HubSpot and Salesforce?
Claude can connect to CRMs such as HubSpot and Salesforce. We confirm what is possible for your specific setup during the assessment, before agreeing a scope and price.
Will Claude send messages or change records on its own?
Not without your approval. Customer-facing messages, financial commitments and important record changes are reviewed and approved by your team.
How much does it cost?
The AI Value Assessment is free. Implementation is a fixed price based on expected value and scope. Managed Claude, our standard ongoing service, starts at $1,500/month. New builds are separately scoped and priced.
See What Claude Could Take Off Your Sales Team’s Plate
Start with a free AI Value Assessment. We will find the sales work worth automating, then build it and stay on as your Claude team.