AI Platform Foundations: Building a Secure Claude Environment
Build a secure, scalable Claude environment: identity, access controls, data governance, governed integrations, audit logging, and a 90-day plan.
AI & Claude for CRM · Author
Articles by David Cockrum (9)
Latest articles · Page 9 of 18
How to Train Your Team to Use Claude in Financial Services
Get a practical Claude AI training plan for financial services teams, covering role-based curriculum, prompt hygiene, governance, and adoption metrics.
Claude AI Consulting for Financial Services Teams
Claude AI consulting helps financial services teams deploy AI safely. See what an engagement covers, governance guardrails, and where to start.
Claude Sonnet 4.5 Retires June 22: What to Do Now
Claude Sonnet 4.5 leaves the consumer Claude app picker on June 22, 2026. Here is who is affected, what to do, and why version-resilient AI matters.
Operationalizing Claude: From AI Experimentation to Daily Work
Learn how to operationalize Claude: move from scattered AI experimentation to governed accounts, connected data, and measurable business workflows.
Claude for Sales Operations: Meeting Prep, Summaries, CRM Hygiene
See how Claude supports sales operations with meeting prep, call summaries, and CRM hygiene, the data and governance you need, and how Vantage Point helps.
MCP Servers: Connecting Claude to Your Systems of Record
MCP servers connect Claude to your CRM and systems of record through an open standard, with the data scope and governance your business needs.
Why Data Quality Is the Foundation of Every AI Success Story
Data quality is the unsexy foundation behind every AI success story. Learn why clean, governed CRM data decides whether AI projects deliver.
Claude for Customer Support: Automating Service Workflows
Learn how Claude for customer support automates common service workflows, what data and governance it needs, and how to start safely.
CRM AI Doesn't Need Perfect Data: What It Actually Needs
CRM AI doesn't require perfect data to deliver value. Learn what data actually matters and how to bring call and email context into your CRM.
Claude Cowork June 2026 Promo: Double Usage Limits Explained
From June 5 to July 5, 2026, the Claude Cowork promotion doubles 5-hour usage limits for Pro, Max, and Team plans. Here's who qualifies and how to use it.
Rolling Out Claude to Your Team: Adoption & Enablement Playbook
A practical playbook for rolling Claude out to your team, covering plans, use cases, data, governance, training, and how Vantage Point helps you adopt it.
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