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Tuesday, 8 September 2026 · Clarity since 2026
Vol. 1 · No. 202637

Sales edition

in·klare·taal
Edition 202637 · Monday 7 September 2026 · Clarity since 2026

Your CRM is moving into the chat window, your prospect list gets built overnight, and customers are turning to Google less and less to find you.

What this means for you

Claudeforce: Salesforce says you'll soon stop opening the CRM app

Salesforce and Anthropic are building the CRM into the chat. Microsoft, ServiceNow and SAP are working on the same idea.

Salesforce and Anthropic have unveiled Claudeforce. It puts the Salesforce CRM directly inside Claude's chat window. Claude also works inside Salesforce itself. Salesforce says sales staff may soon no longer need to open the Salesforce app, because tasks get handled through the conversation. Rivals such as Microsoft, ServiceNow and SAP are building similar links from their own side.

Source

Background for subscribers
What this means for you
Your CRM is moving into the conversation

Salesforce, HubSpot and others are increasingly building their CRM into chat programs such as Claude and ChatGPT. Soon you'll click into the CRM app less often: you'll ask a question or give an instruction in the chat, and the system updates in the background. Overnight agents already prepare your prospect list with draft messages, and wholesale CRMs spot on their own when a customer wants to reorder. At the same time, customers are turning to Google less and less: they've often already read an AI answer about your market before you call.

Een stapel gegevens: data

Salesforce agent builds your prospect list overnight

The Prospecting Agent inside Agentforce Sales searches CRM signals, web data and sources such as ZoomInfo overnight. Every morning you get a ranked list of top accounts and a ready-made draft message. Once you approve it, the message is sent automatically, and the agent can even book an appointment. Admins can now adjust the agent's behaviour in plain language through Guided Config, with a preview that shows the change right away.

Source

Background for subscribers

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