Protiviti and Robert Half have put Claude into the daily workflow of Robert Half’s account management teams, now live across eight markets.
The problem
Staffing account management is inherently dynamic. Every client’s hiring needs shift with their business and the market, and account managers are tracking a full book of clients at once. Staying ahead of each one takes constant research and judgment.
Working closely with the client, we designed and brought into production a set of account intelligence capabilities in Claude that connect to Robert Half’s CRM and open roles, pull in live market and company research, and deliver an up-to-date view of each client right where account managers work.
For one account manager, in-depth account research that used to take 30 minutes now takes five.
The approach
Behind this work is what Protiviti’s Anthropic practice calls inside-out meets outside-in:
- Inside-out: Start with the data the business already trusts, like CRM records, accounts and open roles.
- Outside-in: Layer in live market and account context that internal systems can’t see.
- In the flow of work: Bring both together inside the daily workflow, so account managers spend their time acting on the full picture, not building it.
Enterprise AI works when it connects what a company knows with what the market is telling it, at the moment it matters.
To learn more about our Anthropic consulting services, contact us.
