Use Claude to Talk to Your Revenue Operations Data
Claude is a family of advanced large language models (LLMs) built by Anthropic, an AI research company founded in 2021. These models power the Claude conversational assistant and developer tools.
CData Connect AI offers a dedicated cloud-to-cloud interface for connecting to your sales data. The CData Connect AI Remote MCP Server enables secure communication between Claude and your revenue operations data, like Salesforce, HubSpot, Outreach, Dynamics365 and Pipedrive. This allows you to ask questions and take actions on your sales data using Claude, all without the need for data replication to a natively supported database. With its inherent optimized data processing capabilities, CData Connect AI efficiently channels all supported SQL operations, including filters and JOINs, directly to your marketing data sources This leverages server-side processing to swiftly deliver the requested data.
Step 1: Configure Sales Data Connectivity for Claude
Connectivity to sales data (Salesforce, Outreach, Pipedrive, HubSpot etc.) from Claude is made possible through CData Connect AI Remote MCP. To interact with data from Claude, we start by creating and configuring a connection in CData Connect AI.
- Log into Connect AI, click Sources, and then click Add Connection
- Select your sources, Salesforce, HubSpot, Outreach from the Add Connection panel
- Some apps use OAuth to authenticate. Click Sign in to authenticate with your sources.
Step 2: Connect Claude to CData Connect AI
Follow these steps to add a CData Connect AI connector in Claude:
- Sign in to Claude.ai or create a new account
- Expand the left navigation menu
- In the bottom-left corner, click your username and select Settings from the menu. The Settings screen appears
- In the Settings screen, click Connectors
- Click the button to Browse Connectors
- Search for CData Connect AI and click the listing
- Click Connect and sign in to your Connect AI account
- After connecting, Claude opens a new chat
Step 3: Explore Live Revenue Operations Data with Claude
You can now start exploring your data with natural language prompts. Claude outlines the steps it uses to retrieve data from the source in CData Connect AI. Refer to CData's prompt library for prompt ideas.
NOTE: Claude's setup process is subject to change. Refer to Claude's documentation for the latest setup information.
Step 4: Take a look at our Prompt Library
Test out some prompts as you explore your data. Some examples below.
- For [PRODUCT_NAME] opportunities (opened since [START_DATE] and) currently closed, calculate the overall win rate and total volume. Show me total opportunities, won count, lost count, and overall win percentage.
- Based on the stage progression data for [PRODUCT_NAME] opportunities, identify strategic recommendations for improving conversion rates. Focus on stages with [WIN_RATE_THRESHOLD]% or lower win rates and suggest process improvements for advancing prospects to higher-converting stages.
- Give me more information about [CONTACT_NAME] and their role in this deal, including any other deals they've been involved in.
Get CData Connect AI
To get live data access to 350+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, try CData Connect AI today!
Full list of CRM sources below