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How to Connect Claude to Salesforce and Gong Deal Data with MCP
Connecting Claude to Salesforce and Gong with MCP handles lookups and drafting well. Judgment questions behave differently. Here is how to set it up and what changes when Claude reads a qualified deal.

Lolita Trachtengerts
Nov 36 min read


Why Your Sales Forecast Can Still Miss With Clari or Gong
Gong records the call and Clari rolls up the commit, and both do it well. Deals can still slip. The missing input is evidence that each deal is qualified, re-checked as it moves.

Lolita Trachtengerts
Nov 36 min read


Spotlight.ai in Today US: Every Box Was Green. The Deal Was Dead.
Why a qualification record full of green boxes keeps producing deals that close lost, why a transcript-to-ChatGPT build can't fix it, and what changes when every qualification question has a closed set of answers.

Lolita Trachtengerts
Oct 54 min read


Spotlight.ai in USA News: Qualification Theater
Why AI-filled MEDDPICC fields don't prove a deal is qualified, why a transcript-to-ChatGPT build can't fix it, and what changes when every qualification question has a closed set of answers.

Lolita Trachtengerts
Sep 256 min read
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