Claude as your analyst
The work that eats a commercial team’s week: pulling figures together, explaining them, and writing them up.
Ask anything, with workings shown
Plain-English questions answered by querying your data, with the figures and sources shown next to the answer.
“Why did fire margin fall in the North West last month?” Answered with the accounts, the order lines and the price changes behind it.
The ERP read accessAI account
MediumHours back each week
Board pack drafting
Monthly management commentary, KPI narrative and risks drafted in your house style, ready for edits rather than a blank page.
“Margin held at 28.4%, with CCTV down 1.8 points offset by a stronger fire mix.”
Finance dataPast board packs
Medium2 days back each month
Reading the unstructured stuff
Call notes, customer emails, returns reasons and manufacturer notices turned into data and themes you can act on.
“12 returns mention the same camera model failing.”
Email or CRM notesReturns system
MediumProblems found earlier
Sales assistant in Teams
A rep asks what to pitch tomorrow and gets an answer from live data, then has the follow-up email drafted.
“What should I pitch to ABC Fire tomorrow?” Answered with their gaps, their open quotes and the range to lead on.
Microsoft TeamsRole-based access
MediumBetter calls, less prep