Elvance

Elvance brings your PreSales workflow into Claude. Find and manage Opportunity Scorecards (always versioned), manage risks and feature gaps, set the Elvance technical stage, log and review activities, and ask analytical questions about your pipeline - all from a conversation. Everything runs as you, within your existing Salesforce permissions, and is scoped to Elvance only. Never the rest of your Salesforce. Every change follows Elvance's own rules (versioning, required fields, your configured picklists), so your scorecards stay correct. Key features: • Opportunities & scorecards - find by name, view, create and update (always as a new version), set the Elvance stage • Risks & feature gaps - add and update with impact and likelihood, reuse your library, push to Linear/JIRA where configured • Activities - log and review activities using your org's own types and categories, with time-by-category totals • Ask Elvance - analytical questions about your own pipeline Sign-in is per-user Salesforce OAuth. There is no broad Salesforce access. The connector is opt-in and off by default, enabled by your Salesforce admin.