Beyond call recording: getting real ROI from Gong
Most teams treat Gong as expensive call storage. The return is in coaching, deal execution, and forecast accuracy. Here is how to move from recording to results.
Read the full post →Claudeforce is unusually easy to turn on and unusually easy to get wrong. Connecting Claude to your CRM means every permission mistake, every stale field, and every unowned record becomes something a model can read and act on. The work is not the install. The work is deciding what Claude is allowed to see, what it is allowed to change, and how you would know if it got something wrong.
We scope which teams get access and to what, map the Salesforce permission model onto the plugin so it inherits your existing sharing rules rather than working around them, clean the objects the skills read from, and set up evaluation on the skills you rely on most before anyone trusts an output. Where the prebuilt skills do not fit how you sell, we build the ones that do.
The failures we expect are the familiar ones in a new place: a pilot run on data nobody has audited, so the answers are confident and wrong; access granted org-wide because scoping it felt slow; a skill that writes back to Salesforce with no approval step; and no measurement, so six months later nobody can say whether it helped. Each of those is preventable at setup and expensive afterward.
We work on both sides of this integration. We have been a Salesforce Consulting Partner since 2017, and we build production AI systems for a living, which means we treat the CRM data model and the model behavior as one problem instead of two. We will also tell you when Agentforce is the better answer for a given workflow, or when neither is.
The engagements we run most often on Claudeforce, from first implementation through optimization.
Which teams, which objects, which skills, and what has to be true about your data before any of it is useful.
Mapping the plugin onto your existing Salesforce sharing model, with approval steps on anything that writes back.
Cleaning and structuring the objects the prebuilt skills read from, so answers are grounded in records you trust.
Building the skills your sales motion needs when the 37 that ship do not match how your team actually works.
Testing skill output against known-good answers before rollout, and monitoring it after.
Deciding which workflows belong to an agent inside Salesforce and which belong in Claude, instead of buying both and hoping.
Engagements are measured by movement on the numbers that matter. These are the directions of travel we commit to.
Predictable phases. Clear deliverables. No surprises.
One to two working sessions to map your current state, business goals, and gaps. We come out with a written scope and recommendation.
Documented architecture, realistic timeline, and transparent commercial proposal. No surprises and no hidden scope.
Configuration, development, integrations, data migration, and QA, with weekly demos and on-the-fly adjustments.
Training, change management, hypercare, and ongoing optimization. We do not disappear at go-live.
Consultant-level analysis from the consultants delivering the work.

Most teams treat Gong as expensive call storage. The return is in coaching, deal execution, and forecast accuracy. Here is how to move from recording to results.
Read the full post →