Hammer & Steel.
Rental paperwork, from an hour to five minutes.
Hammer & Steel sells and rents the heavy equipment that drives deep foundations, to contractors across the country. Every rental meant the same slog: pulling details off a project sheet, building the rental agreement, checking the customer's insurance, arranging freight and logging it all in the CRM. Reps on the road couldn't see what was available without calling in.
We embedded with sales leadership in weekly working sessions and rebuilt the deal desk inside Claude. One skill reads a project sheet and produces the rental agreement, a deal status board, the insurance check and the HubSpot update, with companion skills for freight releases and bills of lading. We built a live equipment-availability app wired into their ERP with one-click quoting, then trained the entire sales team on-site.
Rental paperwork that took about an hour now comes together in about five minutes. Reps quote from the road in a couple of minutes, see live inventory before they call a customer, and new hires ramp up with an onboarding skill. Adoption keeps spreading on its own, and new workflows keep joining the deal desk.
The deal desk, rebuilt in Claude.
What used to be an hour of paperwork per rental (agreement, insurance check, freight and CRM) now drafts itself from the project sheet.
Live inventory and quotes, from the road.
Reps used to call the office to find out what was available. Now a lightweight app reads straight from Hammer & Steel's ERP every ten minutes, shows what's on the yard, and turns any machine into a quote with one click, right from a rep's phone.
A sales team that runs on skills.
Project sheet in; rental agreement, deal status board and HubSpot update out.
Every customer certificate checked against the deal before equipment ships.
Freight releases and BOLs generated from the same deal data.
Consistent, on-brand quotes in a couple of minutes, from anywhere.
Live ERP inventory, refreshed every 10 minutes, with one-click quoting.
New reps learn the products, process and paperwork from Claude on day one.
Turn your deal desk into a five-minute skill.
The same model we run with Hammer & Steel, applied to your sales team. We map the paperwork that slows every deal down, build it into Claude skills wired to your ERP and CRM, and train your reps until it's second nature.
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