What is Claudeforce
Claudeforce connects Salesforce and Claude, and it runs inside Agentforce and Slack. The agent inherits every decision ever made in your org, so the org decides what it can do. Our agents sit on top: they see every record, workflow, and rule at once, run the routine work on their own, and surface anything that needs your approval in one sweep.
Every call prepped. Every pipeline reviewed. Every CRM update. We have been running Claude and Salesforce together for months.
Through Claude agents wired into our own Salesforce org, we developed best practices and learned where, and how, it drives value.
WHAT VALUE DOES IT BRING
Capacity your team does not have today. Live by 7 AM.
Weighted forecast
$2.4M +6%
coverage 2.6x, delta +$180K
Forecast from live data
Coverage, weighted forecast, and week-over-week delta from the org, not a spreadsheet someone updated Thursday night.
10:00 AM, Harbor Logistic
Brief ready
3 stakeholders, 2 open risks, 1 landmine
Prep every call automatically
Account context, deal history, stakeholders, and the landmines from last time, before the meeting. The CRM diff proposed after it.
Project margin
31% -4 pts
Row 14, rate overwrite, $18,400
Catch margin before it leaks
Leakage traced to the single row that caused it, dollar impact named, fix drafted.
Today's writes
38 ran · 3 waiting
Stay in control without slowing down
Hygiene runs on its own inside guardrails. Deal changes wait for the tap, every time.
Productivity, capacity, consistency, quality. Time goes to the decisions, not to the updates that record them.
THE AGENTS
Agents that run your business. Built on your process.
Out of the box, Claudeforce gives every company the same skills. They are templates, generic by design. What sets you apart is how you work, so we tune every agent to your process, your systems, and your judgment, until it runs the way your business does.
Custom skills
Your stage gates, forecast categories, qualification framework, and vertical logic, encoded. That is where a generic capability becomes your operating model.
CRO AGENT
Revenue paced to plan, without the heroics.
Five questions every week: Are we pacing to plan? Is coverage real or is it hope? Which deals are slipping and why? Is the motion repeatable across the team, or carried by two people? Are we winning the customers we said we would? Today the answers live in six tabs and last night's spreadsheet. Now they live on one screen, pulled from the org every morning, with the deals at risk named and the recovery move already drafted.
What it does:
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Pacing to plan by week, quarter, and year
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Pipeline coverage by segment, with stage math backtested against what actually closed
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Deals at risk, with the reason and the recovery move
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Forecast, commit versus best case, and the week-over-week delta from the org
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Win rate, cycle time, and attainment by segment and by seller
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New business and expansion, separated, so growth is not one blended number
"One surface, full visibility, and the decision I need to make already on top."
AE AGENT
Never walk in cold. Never let one go cold.
Five questions every day: Who am I meeting and what happened last time? What should I ask? What changed in the CRM after that call? Which deals have I let go quiet? Is this new opportunity already in the system? Today the answers cost an hour of prep per call and a Friday afternoon of data entry. Now every meeting is prepped before you ask, the CRM updates propose themselves after the call, and the deal that went quiet nineteen days ago flags itself before it goes dark.
What it does:
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Every meeting prepped, with the landmines from last time
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Discovery questions for the stakeholder in the room
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Post-call CRM updates, approved with one tap
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Calls scored against your discovery framework, with the missed objection named
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Cold versus reply-owed, so you never nag a live thread
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New opportunities matched to the right account, not duplicated
"My time goes to closing, not to updating the record."
CFO AGENT
Find the leak before the quarter closes.
Five questions every month: Is the revenue we booked the revenue we will keep? Where did the margin go? Are we discounting past the rule, or writing terms that cost us later? What does cash look like two quarters out? Can I trust the number before it closes? Today the answers arrive twenty days after close, and nobody can say which deal or which line caused it. Now revenue, margin, and pricing sit on one live surface, the leak is traced to the record that caused it, and the fix is drafted before it compounds.
What it does:
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Revenue, margin, and cost on one surface, live
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Leakage traced to the record, with the dollar impact named
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Pricing and discount rules enforced at quote time, with the math shown
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Non-standard terms flagged before signature, with the ones that break the model named
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Cash forecast from live contracts, renewals, and receivables
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Booked against billed against collected, with the gap named
"Discounting stops being a negotiation with my own sellers."
COO AGENT
Know what it costs to deliver what you sold, while you can still change it.
Five questions every week: Do we have the capacity to deliver what we just sold? What is idle capacity costing us right now? Are we charging what we priced, or what someone typed in? Is this account or project resourced the way it was sold? Where is cost drifting away from plan? Today the answers show up at the quarterly close, long after the margin is gone. Now capacity, cost, and pricing sit on one live surface, the overwritten number is flagged the week it happens, and every new commitment is checked against capacity before it is made.
What it does:
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Capacity and load against targets, weekly
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Idle capacity costed, so it is a number rather than a feeling
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Price integrity, with the below-list override named and attributed
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Resourcing against the plan it was sold on, with sizing options
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Cost drift against plan, flagged early rather than reconciled late
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Signed against delivered, so the two match
"It became a managed number instead of a quarterly surprise."
CUSTOMER SUCCESS AGENT
Catch the risk while there is still time to change the outcome.
Five questions every week: Which accounts are quietly at risk? Which ones are ready to expand? Who has gone silent since the last review? Is the customer getting what they bought? Where should my team spend Thursday? Today the signals sit in support tickets, usage data, and email threads that nobody reads together, and the renewal conversation starts after the customer has already decided. Now account health is one view, at-risk accounts surface with the reason and the recommended move, and expansion shows up in the same place as risk.
What it does:
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Retention and expansion by cohort and segment, with the movement explained
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Account and portfolio health, scored and ranked
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Adoption against what was bought, so under-use is visible before renewal
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Early warning across usage, support volume, and engagement signal
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Champion departures flagged from the org data, not discovered on the renewal call
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A recommended action against every at-risk account
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Expansion signals treated as the same conversation as retention
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Renewal prep assembled before the call
"I find out an account is at risk from the agent, not from the cancellation email."
Want to see it early? Reach out.
GOVERNANCE
Hygiene runs on its own. Decisions wait for the tap.
Approve everything and the team abandons it. Approve nothing and it fails security review. So the governance is tiered, and it is the first thing we design.
That split keeps agents fast and the org safe at the same time.
READINESS
The agent's ceiling is your org.
Permissions, data model, automation quality. A well-built org gets superpowers. A messy one gets embarrassed in week one. Most of what we find is ordinary accumulated debt that was invisible until an agent started reading the whole org at once. The fix is a ranked backlog, not a rebuild.
The Claudeforce Readiness Assessment
Fixed scope, two to three weeks. A permission and profile audit, a data model scan, a governance design, and a skill-by-skill map of which of the 37 prebuilt skills will work in your org on day one, plus the remediation backlog.
8 months
running this on our own revenue
Top 1%
Agentforce partner in AMER
5 stars
on the AppExchange
WHY TRUFFLE
We are customer zero.
Every seller at Truffle preps calls, reviews pipeline, and updates Salesforce through Claude agents wired into our own org. We found what broke on our own revenue before any of it reached a client. Founded by a Certified Technical Architect, one of roughly 450 globally, so the org gets read correctly. AI-native in how we operate, not just what we deliver.
Truffle LabZ is our innovation practice, and Claudeforce reached us months early as its normal output.