Use CaseBeginner 6 min

Manage Your Sales Pipeline with AI

Use CRM MCP to run daily pipeline reviews, identify at-risk deals, and draft follow-ups automatically.

Overview

This guide shows you how to use Claude or ChatGPT with MCP360's CRM MCP to run an effective daily sales pipeline review in under 10 minutes.

Prerequisites

CRM MCP subscription with HubSpot, Salesforce, or Pipedrive connected

Claude Desktop or ChatGPT configured with the CRM MCP endpoint

Daily Pipeline Review (10 minutes)

Run these four prompts every morning:

1. Pipeline Overview

Give me a pipeline overview. How many deals are in each stage,
what's the total value, and what is the weighted forecast for this month?

2. Stalled Deal Alert

Which deals have had no activity in the last 10+ days?
Show me the deal name, stage, value, owner, and days inactive.

3. High-Priority Follow-Ups

Which deals are in Proposal or Negotiation stage and close date
is within 14 days? These need immediate attention.

4. Bulk Follow-Up Drafting

For each stalled deal you identified, draft a personalized re-engagement
email. Use the deal context (stage, value, last interaction) to make it relevant.

Lead Scoring Automation

Use AI lead scoring to prioritize your outreach:

Score all new leads from this week. Rank them by conversion likelihood
based on: company size, engagement signals, deal value, and industry fit.
Show me the top 10 to contact first.

Weekly Forecast

Every Friday, run:

Generate my weekly sales forecast. Based on current pipeline and historical
win rates, what revenue should I expect to close this month and next month?
What are the key risks to the forecast?

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