Anonymized flagship system
Connected AI Sales System
We built a packaged AI sales system for the enterprise team at a multi-billion-dollar SaaS company serving regulated industries. It was built for long-cycle selling into pharma and biotech and connected CRM data, regulatory data, financial filings, hiring signals, engagement data, and internal account knowledge into one working system.
Business problem
The team was selling complex enterprise deals into pharma and biotech. Important context lived across CRM records, account folders, market signals, filings, notes, and team knowledge, so too much work still depended on manual research and memory during long, technical sales cycles.
System built
We built the connected system around the model: data connectors, knowledge sources, skill-based workflows, read-only database policies, a packaged plugin, and MCP tools so approved workflows could run safely inside Claude.
Team usage
- Evaluate accounts across CRM, FDA, financial, hiring, engagement, and web signals
- Analyze deals with methodology-aware workflows for full-cycle enterprise selling
- Draft emails, prep calls, build campaigns, and create conference gameplans in context
- Give reps a safer tool layer with plugin commands, guardrails, and auditability
The result was not “use ChatGPT better.” It was working infrastructure for the sales team.