Deal Intelligence & CRM Updater

Sales & Revenue

Description

Claude listens to meeting transcripts (Gong/Otter), extracts key deal details, updates CRM fields, and flags risks or next steps.

Value Proposition

The measurable impact you can expect:

• CRM data accuracy jumps from ~30% to 90%+
• No more manual data entry
• Better pipeline forecasting

Outcomes

Key deliverables and implementation scope:

• Integrate transcript tools via MCP/Zapier
• Map CRM fields
• Build extraction prompts
• Set up validation workflows

Engagement Details

Estimated Pricing

$10K-$25K

Timeline

3-5 weeks

Build Complexity

Medium-High

Target Industries

• B2B SaaS
• Enterprise Sales

Tech Stack

1. Claude API
2. Zapier MCP
3. Gong/Otter
4. Salesforce/HubSpot

Next Steps — Ready to explore this solution? Let's discuss how we can tailor this to your specific needs and get started.