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← OSI Global
CRM Project

OSI Global · Pricing Assistant

Exploratory work considered Claude Projects for helping OSI Global with pricing questions. The recorded activity covers questions about using Claude Projects.

Duration 22 days
Tasks 2
Meetings 2

OSI Global explored Claude Projects in connection with a proposed pricing assistant. The available record covers questions about Claude Projects and does not describe a completed pricing tool.

What was built

  • Pricing support was the proposed use for the assistant.
  • Claude Projects was the option under discussion.
  • The recorded work focused on questions about using Claude Projects.

Recently touched

  • 2026-04-17 Claude AI Projects Question Done

Other projects in this case study

  • Fast and First Lead Routing

    Incoming web enquiries go to the relevant account owner or a sales team rotation. Response checks help the team see whether an enquiry has received attention.

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  • HubSpot Optimization

    OSI’s team gets fuller customer records and less manual order work in HubSpot. Contact research, email checks and order calculations run automatically.

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  • Sales MCP

    Sales staff can research prospects and prepare follow ups in chat. Email drafts save straight to HubSpot, so staff do not have to copy them between tools.

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  • Website Refresh

    Buyers can search OSI’s hardware catalogue and send quote requests straight to HubSpot. The team can update website content itself or describe changes through Claude and ChatGPT.

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  • Sales Automation

    The sales team gets company and contact information added to HubSpot automatically. Email checks and consistent phone numbers help staff prepare their next conversation.

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  • Service System

    This project helps OSI organise service contacts in HubSpot. Completed work connects contacts to service orders according to their role.

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