One powerful platform for ROI-driven corporate gifting, swag, and engagement at scale.
Gift Insights
Rank senders on pipeline generated
Compare gift spend and linked pipeline by sender over the last 30 days, using claimed gifts and CRM opportunity records.
When to use it
You want to see how much pipeline is linked to each sender's gifts. Requires Reachdesk and Salesforce or HubSpot, with access to contact emails, opportunity contact links, creation dates and the deal-value field.
What your AI assistant does
- Asks which sender team and CRM to use, which opportunity field holds deal value, and that field's currency.
- Uses Reachdesk summary totals for spend and fetches only claimed sends, using Reachdesk's definition of claimed and excluding internal sends.
- Matches CRM contacts by email only and links gifts only to opportunities created on or after the claim date.
- Counts each opportunity once, crediting the sender of the earliest linked claimed gift; keeps spend and deal-value currencies separate.
- Builds a one-page report ranked by linked deal value, marks senders with fewer than five claimed gifts, and explains the associations and calculation.
Example prompt
Ready-to-use prompt
Use Reachdesk and my CRM for the last 30 days, show how much pipeline is linked to each sender's gifts. First ask me: which team of senders to include, which CRM to use, which opportunity field holds deal value, and what currency that field is in.
Match claimed gifts (using Reachdesk's own definition of claimed) to CRM contacts by email only, ignoring internal sends. Count a gift as linked only if the contact is on an opportunity created on or after the claim date. Count each opportunity once, credited to the sender of the earliest linked claimed gift. Use Reachdesk summary totals for spend, and fetch only claimed sends for matching.
Show gift spend in my preferred Reachdesk currency, and deal value in the field's currency, each labelled with its code. Don't convert between them.
Build a one-page report: a one-sentence headline, three totals (spend, linked deal value, linked opportunities), and one table ranked by linked deal value with columns Sender, Gift spend, Linked deal value, Linked opportunities. Mark senders with fewer than 5 claimed gifts with an asterisk. Add a short note on how it was calculated. Describe associations only, not causes.
Works with Claude, ChatGPT and Microsoft Copilot once Reachdesk MCP is connected.
Ready to put your first prompt to work?
Connect Reachdesk MCP to Claude, ChatGPT, or Microsoft Copilot and turn GTM signals into smarter gifting.

