Here's one for the sales managers.
Last month I connected a client's Claude to their HubSpot and asked: "Which of these deals are actually real?"
Couple minutes later, I got a list. Half the deals marked "active" were stale, duplicated, or missing the field that made them forecastable. Time for a cleanup.
What most people get wrong about AI in sales is that AI is the upgrade.
But it isn't: it just makes your mess more visible.
A clean CRM was valuable before Claude ever touched it. A pipeline a manager can read without pinging three reps. Better reporting. Shared knowledge across inside and field teams.
You go from everyone playing single-player to a multiplayer team, just playing on the same board.
Claude on top isn't magic. It's the payoff for finally having a system humans could read.
No, the part that most people miss with AI is that it should rarely be a one-off.
Cleaning your CRM is a project. Keeping it clean is a system.
The rules we applied to clean it further became a workflow, which we automated to auto-detect any non-compliant entries. The overnight guardian.
Everyone posts about the cleanup. Almost nobody builds the guardian that checks again tomorrow.
So, sales managers: what's the one field your team never fills in?