Scalign

Scalign is sales call intelligence for B2B sales teams: it helps you prepare for customer calls, understand your deals and follow up. This connector lets you ask Claude about your accounts, deals and contacts, using the sales calls your team has recorded with Scalign and the insights Scalign has extracted from them.

Ask in plain language:

• Brief me on a company before the next call: what was said, what is open, what changed since last time.
• Who is on the buying committee, what role each person plays, and which roles are not yet covered.
• How healthy is this deal, and what is the customer's reason to buy.
• Which objections come up most often across deals, with the customer's own words.
• What product feedback are customers giving us.
• My open follow-up actions, and mark them done.
• What a specific person said, with the transcript.

What the connector does

• Reads companies, contacts, buying committees, deal health, signals and reasons to buy, and the deal mapped onto your sales methodology (e.g. MEDDPICC).
• Reads call recordings, summaries and transcripts, and customer email threads when email sync is on.
• Reads objection and product-feedback clusters and the quotes behind them.
• Lists follow-up actions and marks them done.
• Imports a meeting transcript from another tool so Scalign analyses it.
• Reads your ideal customer profile; workspace admins can add attributes and change scores.
• Answers how-to questions about Scalign from its help articles.
• Sends feedback to the Scalign team.

It cannot record, delete or edit meetings, or send email or messages. Access is the Scalign workspace and permissions of the account you connect.

You need a Scalign workspace with at least one recorded call. Sign in with the account you use at app.scalign.ai.