Anthropic

Maps people involved in a deal or account using CRM records, communications, or supplied files. Shows roles, engagement, and stance with evidence, identifies missing decision makers and dependence on one contact, and suggests paths to new relationships.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Identify decision makers and influencers in a deal
• Check whether a deal depends on a single contact
• Find introduction paths to people you have not reached

Create prospect-specific sales decks, one-pagers, follow-up handouts, or FAQs from account data, call notes, and approved materials. Organize claims with their sources, tailor content to the audience, and flag unsupported claims or missing customer metrics.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Preparing a sales deck for a specific prospect
• Creating a one-pager from call notes
• Producing a follow-up handout for a customer

Use sales history and seasonal patterns to decide what to promote over the next 30 days. Get prioritized product recommendations, content angles, and offer ideas based on best sellers, slow movers, and recent trends.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Decide which products to promote this month
• Plan content around best sellers
• Reconsider offers for slow-moving products

Build a single brief on an existing customer using available sales records, emails, documents, call notes, and internal chat. Understand the current situation, key contacts, recent discussions, and gaps that may need attention.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Preparing for a meeting with an existing customer
• Catching up on an account during a handover
• Reviewing recent discussions and stalled opportunities

Assess incoming leads or rank a lead backlog by customer fit and buying intent. Receive evidence-based priorities, routing recommendations, and suggested first responses, with existing account ownership checked when CRM records are available.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Prioritize leads from incoming inquiries
• Rank an uploaded lead backlog
• Check existing account ownership before routing a lead

Find customers’ exact words about a feature, objection, or competitor across meeting transcripts and emails. Organize quotes with speaker details, dates, sources, and context, while showing which accounts lack source coverage.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Collect customer quotes about a feature
• Review objections raised during sales calls
• Find customer comments about competitors

Build or refresh a strategic customer account plan from sales records, emails, and meeting transcripts. Organize goals, stakeholders, growth opportunities, risks, and dated actions into a document, then sync approved highlights to the customer relationship management system.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Creating a quarterly plan for a key customer
• Refreshing an existing account plan
• Reviewing stakeholder coverage and growth opportunities

Turn sales call transcripts or notes into a customer follow-up draft, an internal team summary, and proposed customer record updates. Capture decisions, concerns, and commitments, with source references supporting the suggested changes.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Drafting a customer follow-up after a sales call
• Preparing a call summary for the internal team
• Listing objections and commitments from both sides

Score and group accounts by customer fit and engagement, such as recent contact and open sales opportunities. Identify where to focus sales effort, choose next actions, and spot promising accounts with neglected outreach or missing information.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Prioritize a portfolio of assigned accounts
• Find strong-fit accounts that need outreach
• Identify promising accounts with no recent activity

Prepare a one-page customer call brief with attendee profiles, account history, open deals, and context from earlier conversations. Use available connected sources or uploaded files to build a sourced call plan and relevant discovery questions.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Reviewing customer history before a sales call
• Preparing questions from unresolved points in earlier calls
• Creating a call brief from uploaded records and notes

Coordinate month-end reconciliation, owner sign-off, and a 30/60/90-day cash forecast based on closed books. Combine the results into a reporting packet with financial explanations and open items, with approval required before external delivery.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Reconcile monthly books against payment data
• Explain changes in revenue and margin
• Refresh cash forecasts using closed-month figures

Summarize the sales week with won and lost deals, stage changes, new opportunities, activity counts, and next week's priorities. Create an individual or team recap and a chat-ready draft using connected tools or uploaded exports.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Preparing a personal sales recap for the week
• Reviewing team results with a breakdown by representative
• Planning Monday's meetings and follow-ups

Builds a 30/60/90-day cash flow forecast from accounting records, payment services, or CSV data. Uses historical payment timing to estimate uncertainty, flags specific cash risks, and delivers a chat summary, forecast page, and downloadable Excel workbook.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Check whether cash will cover the next payroll
• Review cash flow across three 30-day windows
• Identify invoices whose late payment could cause a shortfall

Audit CRM deals for missing fields, outdated dates, inactive records, and mismatches between sales stages and supporting evidence. Receive a checklist of issues and suggested fixes, using connected CRM data or an uploaded pipeline export.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Finding missing amounts and overdue close dates
• Reviewing deals with stale next steps or little activity
• Checking whether sales stages match supporting evidence

Build responses to sales objections using your own deal history, customer quotes, and approved materials. Identify the underlying concern, prepare a short talk track, and gather relevant evidence and questions to move the conversation forward.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Respond when a prospect says the price is too high
• Prepare for a deal involving a competitor
• Draft a reply to an objection received by email

Assign unowned leads and opportunities using company routing rules and existing account relationships. Prepare a recommendation with its reasoning, draft handoff notes, and apply ownership changes after a person accepts or overrides each recommendation.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Assigning newly received leads to sales representatives
• Reviewing a queue of unassigned opportunities
• Preparing handoff notes with assignment reasons

Build a customer-facing business case and a shared plan for signing a deal. Use customer statements and deal records to explain the investment, then map remaining steps to owners and dates on both sides.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Explain why a customer should buy now
• Frame the investment and expected return
• Assign owners and dates for steps toward signing

Prepare for a one-on-one with a sales representative by summarizing open deals, recent activity, and available calendar and chat context. Get evidence-backed support needs, specific discussion questions, and wins to acknowledge.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Preparing for a one-on-one with a sales representative
• Reviewing recent sales activity and deal progress
• Finding deals that need a manager's help

Update CRM opportunity fields such as stage, close date, amount, and next steps. See the exact before-and-after values, apply only requested or accepted changes, and verify the saved record through a link.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Advance an opportunity to another stage
• Change a close date or deal amount
• Update next steps or forecast category

Connect business software to Claude by checking existing connectors first, then Zapier or scheduled exports. The skill narrows the task, configures access, tests real data, and explains limits, with approval required for write actions.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Connect business software that has no native Claude connector
• Retrieve open work orders for a daily briefing
• Use scheduled exports when direct connections are unavailable

Coordinate meetings by checking availability, proposing times, and drafting or booking invitations. Record booked meetings against the right account or sales opportunity in a CRM, a system for managing customer relationships.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Scheduling a follow-up meeting with a customer
• Finding suitable times for a demo or quarterly business review
• Drafting an email with a booking link

Bring cash, sales, deals, upcoming commitments, and urgent messages into a one-page business brief for small business owners. Use connected tools or owner-supplied figures to show changes, specific risks, and today's most important action.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Checking business performance in a daily brief
• Reviewing weekly results and unresolved issues
• Identifying overdue invoices and stalled deals

Turn a repeated manual task into a reusable skill you can call by name or schedule. It separates changing inputs from fixed steps, adds approval checkpoints, and tests the workflow against a known result before registration and team sharing.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Turning a weekly routine into a reusable skill
• Capturing a workflow demonstrated in conversation
• Adding approval checkpoints to business tasks

Assess customer account health using evidence about relationships, engagement, commercial status, support, and delivered value. Prepare a quarterly business review with documented outcomes, open commitments, suggested attendees, and an agenda for the next phase.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Check customer relationship health and renewal risks
• Prepare outcomes and an agenda for a quarterly business review
• Compare meeting and email activity across periods