Notes from the inside of real AI infrastructure.
What we ship for customers, what works, what does not, and the patterns we keep seeing across enterprise teams adopting Claude.
CRM reports on sales meetings: which visits actually turn into deals
The calendar knows where your salespeople went. The CRM knows what sold. When Claude reads both through one MCP server, everyone can see which kinds of meetings are worth the drive, within their own permissions.
CRM field service visit reports: where your technicians spend their time
Every technician visit is logged in your CRM, yet nobody has a clear view of repeat visits and wasted trips. A small MCP server opens that data to Claude, and the operations lead gets a plain answer without exporting a spreadsheet.
CRM reports on sales target progress: where the team stands mid-month
By month end the target can no longer be saved. One shared procedure in Claude shows every manager the progress so far, always within that manager's own permissions.
CRM product reports: what drives revenue and what just takes up space in the price list
Most companies know how much they sold. Fewer know what they sold and to whom. Claude connected to your CRM answers a question about your product range in plain language, with the permissions of whoever is asking.
CRM reports on repeat questions: what customers keep asking, over and over
A big share of support work is often answering the same questions. Claude reads the records in your CRM, shows which questions keep coming back, and turns the answers into a shared playbook the whole team can use.
CRM reports by region: where you actually sell and where you just drive
A sales rep clocks hundreds of kilometres, yet the revenue comes from somewhere else. With your CRM connected to Claude, a map of performance by region is one question away, not a spreadsheet export.
CRM duplicate contact reports: clean data you can rely on
The same customer saved three times under three spellings breaks every report and every campaign. A regular duplicate check can be saved as a shared skill that anyone runs with one instruction.
Raynet MCP server: your sales data in Claude, with your permissions
Raynet already knows who you are talking to, what you offered and when the next step is due. An MCP server makes that knowledge available to Claude, and each salesperson sees only what they can see in Raynet today.
CRM reports on average order value: is basket size growing, or just the number of orders
Revenue is up, but the total won't tell you whether customers buy more per order or simply more often and cheaper. A shared procedure in the skills library gives leadership the same view every Monday, straight from CRM data.
CRM sales cycle reports: where your deals sit the longest
Most companies know how many deals they closed, but not which stage they get stuck in. Claude connected to your CRM works it out from one question, with the permissions of whoever is asking.