Practitioner posts
From the field
Real posts on X from people who sell, linked to the original post and to the matching tool use cases.
Build a proposal in your template from call notes
CEO used voice dictation to have Claude build slides for two customer meetings while researching past Gong calls and drafting next steps.
@rishi_bhargava · Posted Oct 22, 2026 · View post on X · Claude use cases
Send a weekly metrics report automatically
Ops manager runs a scheduled Claude task each weekday that reads the CRM, support tool, and email marketing tool and writes a short report that flags unusual activity.
@maiarabitfunded · Posted Oct 22, 2026 · View post on X · Claude use cases
Research an account into a one-page brief
GTM engineer built a browser extension that pulls Google, X, Product Hunt, and Crunchbase into one view so every account gets the same research checks before outbound.
@adugbovictory · Posted Oct 20, 2026 · View post on X · Claude use cases
Post by @liani_does
International seller had ChatGPT build a browser quoting tool from his PDF and Excel price sheets; says quotes went from 20+ minutes to about 5.
@liani_does · Posted Oct 20, 2026 · View post on X · ChatGPT use cases
Build a proposal in your template from call notes
Says his agency co-founder sends Fireflies call transcripts to Claude to draft proposals within about an hour of the call (second-hand account).
@CollinWood · Posted Oct 20, 2026 · View post on X · Claude use cases
Answer every inbound call with an AI receptionist
CEO says their AI sales agent took a 1 AM inbound call, scoped the need, and handed it to the team for follow-up.
@SanjoeTJ · Posted Oct 7, 2026 · View post on X
Ask what you missed while the customer call is still live
25-year seller uses Copilot on transcribed Teams calls to ask what customer priority he hasn't explored and how to respond to an upset customer; shares prompts.
Disclosure: Author is a Microsoft director.
@cvheady007 · Posted Oct 4, 2026 · View post on X · Microsoft Copilot / Dynamics 365 use cases
Ask what you missed while the customer call is still live
Uses Copilot in Teams during customer calls to catch missed questions and better next steps before the call ends.
Disclosure: Author is a Microsoft director.
@cvheady007 · Posted Oct 2, 2026 · View post on X · Microsoft Copilot / Dynamics 365 use cases
Automate prospect research and lead scoring
Agency team uses Claude Code skills for TAM mapping, segment-level outbound copy, and pre-launch campaign audits.
@dan__rosenthal · Posted Sep 23, 2026 · View post on X · Claude use cases
Follow up on every inbound lead within guardrails
SaaStr says its Agentforce sales agent worked about 1,000 untouched warm leads in Salesforce, and advises putting AI on B leads reps won't follow up (SaaStr's own figures).
@jasonlk · Posted Sep 18, 2026 · View post on X · Salesforce use cases
Run a weekly pipeline review
Founder runs Claude skills each morning to make sure every demo exists as a CRM deal, disqualify non-ICP meetings, and draft proposals.
@realAkashAnand · Posted Sep 2, 2026 · View post on X · Claude use cases
Build a proposal in your template from call notes
Uses Claude to draft first-pass outreach, role-play objections before calls, and turn a voice note into a proposal.
@MasoodRehman939 · Posted Aug 29, 2026 · View post on X · Claude use cases
Turn call transcripts into follow-ups and CRM fields
Uses Claude to write sales follow-ups in his own voice on low-energy days.
@MasoodRehman939 · Posted Aug 29, 2026 · View post on X · Claude use cases
Keep opportunity stage and next steps updated automatically
Seller runs agents tied to call recordings, calendar, inbox, Slack, and Salesforce for call logging, CRM hygiene, and catching slipping deals.
Disclosure: Author's X bio lists OpenAI; the post describes GTM at Alex AI.
@thepaulthomson · Posted Aug 27, 2026 · View post on X · Claude use cases
Post by @Kenny_GTM
Head of GTM runs 18 MCP connections in Claude Code to update CRM records, launch campaigns, and write briefs instead of copying between 18 tabs.
@Kenny_GTM · Posted Aug 6, 2026 · View post on X · Claude use cases
Post by @vizionaryfocuss
Feeds sales call transcripts and prospect notes to Claude to predict objections before calls and spot what he missed live.
@vizionaryfocuss · Posted Aug 4, 2026 · View post on X · Claude use cases
Summarize CRM records before a call
Runs an internal 'chief of staff' on Claude connected to HubSpot via MCP.
@EddieLeeUK · Posted Aug 4, 2026 · View post on X · Claude use cases