United StatesTechnology and telecom2026 – ongoingWorkato
Claude connected to internal systems for sales deal preparation
Workato's sales team cut deal preparation by 75% by connecting Claude to its own business systems
Problem
Workato's sales staff spent 30 minutes on manual system checks for each deal inquiry. Preparing a deal took 3 to 4 hours.
Approach
Workato used its own managed MCP servers to connect Claude to business systems such as Salesforce, NetSuite and Workday. Sales staff ask Claude for deal research instead of checking each system by hand. A customer success server links four applications.
Results
Takeaway
The saving came from connecting the model to the systems the sales team already used. The company did not say how it measured the times.
Categories
- Size
- Large enterprise
- Industry
- Technology and telecom
- Business function
- Marketing and sales
- Innovation type
- Process innovation
- AI technology
- Generative AIAI agents
- Adoption
- Built in-house
- Evidence
- Vendor case study
Sources
Source summaries
Anthropic's customer story describes Workato's Enterprise MCP, which connects Claude to enterprise systems, and its use inside Workato. It reports that the sales team cut deal preparation by 75%, from 3 to 4 hours to 45 minutes. The page carries no date; the Internet Archive first saved it on February 4, 2026.
Full details are in the original sources.