How to run pipeline review with Claude and Merge

Merge describes using its Agent Handler with Claude to automate weekly sales pipeline reviews by connecting CRM data, call-recording tools, and destinations such as Slack, Google Sheets, or analytics platforms. The workflow requires companies to define their own pipeline fields and qualification rules, then focuses on weekly deal movement—entries, advances, regressions, delayed close dates, and inactivity—rather than static pipeline totals. For stalled opportunities, the agent can retrieve and quote relevant call evidence, helping teams discuss specific risks and decisions with supporting context. Reviews should be posted shortly before meetings so participants begin with a common view of developments, while the agent remains read-only in the CRM and flags questionable data for human correction. Merge emphasizes that AI can reduce manual reporting work and reconcile information across systems, but that salespeople and managers retain responsibility for relationship-based judgment and forecasting decisions. The company also presents workforce management features including SCIM-based provisioning, audit logs, security controls, and model routing intended to manage employee AI access to customer systems.

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