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Partners / Claude
Technology Partner · Claude by Anthropic

Your team has Claude.
Your business doesn't.

A seat answers one person's question. We put Claude inside your CRM and your service desk, bounded by your own approval rules.

Claude
Assistant, built on Claude
Grounded in your CRM data
LIVE
"Review this 40-page vendor contract and flag any renewal risk."
✓Read full contract in one pass
✓Cross-checked against CRM account history
✓Flagged auto-renewal clause, 60-day notice
200K
Token context
Agentic
Tool use
Grounded
Your data
Claude Deployment Partner
Powered by Claude Opus Claude Sonnet Claude Haiku
Why It Happens

Most AI stops at the browser tab. The work carries on without it.

Someone on your team is already using Claude and it is genuinely useful to them. Then they close the tab. The next person starts from nothing, the customer record was never read, and nobody can say what was decided or why.

It is not a model problem. Nothing is connected to anything.

It does not know your customer

Every question starts from zero. Your agent pastes in what they can find and hopes it is the current version.

It cannot do anything

It writes a good reply. Someone still copies it into the case, updates the record, and tells the next team.

Nobody can check the work

No log, no approval limit, no trail. Fine until it matters, and then it isn't.

What Changes

A seat is not a deployment.

The shift that matters

One assistant the whole company works inside

A seat helps whoever opens it. A deployment sits in the workflow, reads the record before it answers, acts within the limits you set, and leaves a trail. This is the whole question, so here it is plainly.

Who it helps

Seat one person, when they remember to open it. Deployed everyone in the workflow, whether they think to ask or not.

What it knows

Seat whatever gets pasted in. Deployed the account, the case history, the last conversation, the contract.

What it can do

Seat write something you then act on yourself. Deployed draft the reply, update the record, move the case, and stop where you told it to.

Who approves

Seat nobody. Deployed your rules. Above RM500, a manager.

What it leaves behind

Seat a chat nobody else sees. Deployed a logged decision with the reasoning attached.

When it gets used

Seat when someone opens it. Deployed inside the work, every time the work happens.
Claude in Action

Four workflows, running every day.

Not pilots. Workflows your teams run every day, connected to the systems the work already lives in.

The grounded service assistant

Your agent opens the case and the account has already been read. The draft reply is there, with the invoice dispute from March in it.

What happens here
✓Connected to CRM, case history and knowledge base
✓Human stays on anything costing money
Service

Contract and document review

Forty pages of vendor agreement, read in one pass. The auto-renewal clause is flagged, and so is the 60-day notice you would have found in November.

What happens here
✓Reads the document store and contract register
✓The decision to sign stays with a person
Contracts

Account prep before the meeting

Your Sales Director walks in knowing the renewal is 18 days out, the last call was about pricing, and there is an open invoicing ticket nobody mentioned.

What happens here
✓CRM, activity history and the support queue
✓The relationship stays with the rep
Sales

Ask your own data

"Which branches are seeing more complaints this quarter than last?" Asked in plain English, answered from the actual records, not a report someone built in March.

What happens here
✓Reporting layer, CRM and operations data
✓Deciding what to do about it stays yours
Data
One Model, Every System

What your teams actually see day to day.

Same Claude, reading and acting inside the platform each team already lives in.

Every answer grounded in the full customer record.

Claude reads account history, past cases and recent activity in your CRM before it responds, so nothing gets answered on assumption.

Reps walk into every call already briefed.

Before a meeting, Claude pulls open opportunities, deal stage and recent activity from Sales Cloud, so preparation stops eating the hour before the call.

Campaign performance, explained in plain language.

Instead of opening another dashboard, marketers ask what happened and why, with Claude reading engagement and campaign data from Marketing Cloud directly.

Cases resolved with the full history in view.

Claude reads the case thread, related tickets and account tier in Service Cloud before it drafts a reply, so agents review a complete answer instead of building one from scratch.

Claude works right where your team already talks.

No separate tool to open. Claude sits in the channel, reads what it needs from your systems, and replies inline, with a full reasoning trail for anything it escalates.

Engineering ships fixes with Claude alongside.

Claude Code reads the codebase, proposes a plan, writes the change and runs the test suite, so your engineers review a working fix instead of starting from a blank file.

When an integration breaks, Claude finds why first.

Claude reads the failed run, isolates the root cause across systems and proposes the fix, so your team starts from a diagnosis instead of a stack trace.

Assistant, built on Claude
CRM: account recordCRM: activity timeline
What's the status with Meridian Bhd?
Renewal is due in 18 days, last contact was a pricing call two weeks ago, and there's one open support ticket about invoicing.
Answered from the CRM record directly · Nothing re-typed
Meeting prep - Kenari Group
Sales Cloud: opportunitiesSales Cloud: activity log
Brief me before my 3pm with Kenari Group.
One open opportunity at RM280K, in Proposal stage. Last activity was a demo nine days ago, no follow-up logged since.
Pulled from Sales Cloud · Nothing hand-compiled
Assistant, built on Claude
Marketing Cloud: campaignsMarketing Cloud: engagement
Why did the Raya campaign underperform?
Open rate was on par with the last three campaigns, but click-through dropped 40%. The send went out an hour later than usual, past most subscribers' morning check-in.
Numbers pulled live · Nothing hand-typed
Case #8821
Service Cloud: case threadService Cloud: entitlements
Customer is asking for a refund on case #8821.
This account has Gold-tier entitlements and no prior refund requests. The order was RM180, within the RM500 approval limit, so I've drafted the refund for your review.
Drafted from the case record · Escalates automatically above RM500
finance-ops
SR
Siti Rahman9:41 AM
Can someone check if the TNB PO has been approved?
ClaudeAPP9:41 AM
Checked Sales Cloud: the PO is approved and synced to Finance this morning. No action needed.
Posted straight to the channel · Full trail logged for audit
customerSync.ts
1  import { validateSegment } from './validation';
2  
3  if (!segment.valid) {
4    throw new Error('Invalid segment code');
5  }
18 tests passing · 6 files
Ready for review
Added segment validation and retry logic. All tests passing, PR ready.
Customer sync · run failed
CRM→Boomi→ERP
Why did the customer sync fail last night?
42 records failed at the ERP step with an invalid customer segment code. Segment "Enterprise Plus" has no mapping to an ERP code. Map it to ENT-P and the retry should clear.
Root cause found from the failed run · Fix proposed, not applied
Where It Stops

The boundaries are yours, not ours.

Your business already has approval limits and people who own decisions. AI should inherit them, not invent its own. We set what Claude does alone, what needs a person, and what it never touches. Then we log all of it, so you can check.

Knowing when to stop is a feature. It is the one your risk committee asks about first.

What it does alone

Lookups, summaries, drafts and record updates, inside the limits you set.

What needs a person

Anything above the approval threshold, anything that changes a contract, anything your policy does not cover.

What gets logged

What it read, what it decided, which rule it applied, and who it handed the work to.

refund-escalations
REASONING
SR
Siti Rahman2:14 PM
Customer wants a refund on order #48213, arrived damaged.
ClaudeAPP2:14 PM
This refund is RM520, above my approval limit given the account history. Looping in @Aiman with the case summary below.
Read: 14 messages, 3 tickets, one pass
Checked: refund policy against account tenure
RM500 approval limit exceeded, outside remit
Full reasoning logged for audit
Escalated, not guessed

Both are useful. Only one changes what your service team does on Tuesday.

Why Telcowin

We plan the workflow before we touch the model.

Most AI projects start with a platform decision. That is the wrong end.

The questions that matter are which work is costing you most, who touches it, and what would have to change for them to work differently. That is a consulting job before it is a technical one.

The model is the new part. The job isn't.

The Business Case

Teams running Claude inside the work see it in the numbers.

15 hrs → 15 min
Document drafting at EvenUp
70 hrs
Returned weekly to IG Group's analytics team
67%
Of analyst time returned at Vega

Source: Anthropic customer stories.

FAQ

Frequently asked questions

What does this cost, and how long does it take?+

It depends on the workflow, and we will give you the range on the first call rather than after a discovery phase you paid for. Most engagements start with one workflow rather than a platform decision, so the first number you see is scoped to something specific.

Can Claude work alongside our existing Salesforce setup?+

Yes, in beta. Claude sits on top of your CRM, service desk and data platforms - it reads and acts on records rather than replacing the system of record. Today that covers Sales Cloud and Slack, with more of your stack coming as the beta expands.

What if we want to change model later?+

The integration and governance layer is ours, not Anthropic's. Your access rules, record structure, approval limits and audit trail stay where they are. Changing the model underneath is a smaller job than building the layer again.

What does our team need to have ready?+

Less than most people expect. Your records do not have to be clean before we start, because the first workflow will show you exactly which parts are not. What we do need is one person who owns the process and can say yes.

What happens when it gets something wrong?+

It escalates instead of guessing. Anything outside the rules you set goes to a person with the reasoning attached, and every decision is logged, so a wrong answer is something you find and correct rather than something a customer tells you about.

What is the difference between Claude for Work and Claude Enterprise?+

Both are seat plans. Enterprise adds single sign-on, more context, audit logs and deeper integrations. Either way the plan governs the seat, not what it can reach. What it reaches inside your business is the layer we build.

Related solutions

Ready to put Claude to work?

See how AI assistants and agentic workflows fit into your customer experience and automation strategy.

How This Starts

Ready to put Claude where the work happens?

We'll sit with the team that does the work, map one workflow end to end, and show you what it takes to run Claude inside it. Discovery is free.