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Found 54 Skills
Use to manage workflows, compliance, and measurement for customer references.
Capsule CRM integration. Manage crm and sales data, records, and workflows. Use when the user wants to interact with Capsule CRM data.
Pipeline analysis composite. Pulls deal/meeting data from any CRM or tracking system, analyzes the pipeline over a user-defined period (weekly, fortnightly, monthly, quarterly), and produces both an executive summary and a detailed diagnostic report. Covers volume, qualification rates, source effectiveness, stage velocity, stuck deals, and actionable recommendations. Tool-agnostic — works with any CRM (Salesforce, HubSpot, Pipedrive, Close, Supabase, CSV).
Fills in missing data for inbound leads — researches the company, identifies the person's role and seniority, finds other stakeholders at the company, checks for existing CRM relationships, and updates the lead record. Produces enriched lead data ready for qualification or outreach. Tool-agnostic.
Pre-sales-call intelligence composite. Deep dives on the person AND their company before a sales call, then maps findings to your product to generate talking points, objection prep, and a call strategy. Goes beyond generic attendee research — this is sales-specific intelligence that helps SDRs, AEs, and founders walk into calls with a plan. Tool-agnostic — works with any CRM, research source, and calendar.
Periodic sales performance review composite. Aggregates ALL sales initiatives taken in a given period — outbound campaigns, inbound efforts, events, partnerships, content, referrals — and measures the impact of each on pipeline and revenue. Produces a team-presentable report covering initiative-level performance, cross-initiative comparisons, pipeline attribution, what's working, what's not, and where to invest next. Tool-agnostic — pulls data from any combination of CRM, outreach tools, and tracking systems.
Mixmax platform help — sequences, email tracking, one-click meetings, rules engine, dialer, AI Compose, Salesforce/HubSpot integration, polls, reporting. Use when asking 'how do I do X in Mixmax', setting up Mixmax sequences, configuring Mixmax rules or automations, connecting Mixmax to Salesforce or HubSpot, using Mixmax scheduling, or troubleshooting Mixmax tracking. Do NOT use for general outbound cadence strategy (use /sales-cadence), cross-platform email deliverability (use /sales-deliverability), meeting scheduling strategy (use /sales-meeting-scheduler), email tracking strategy (use /sales-email-tracking), or connecting Mixmax to other tools via Zapier (use /sales-integration).
Design reusable Qwilr proposal templates for your whole sales team. Use when creating a proposal template, building a Qwilr template, standardizing proposals across reps, building a template library, enabling your team with templates, creating consistent proposals, or designing vertical-specific templates.
Build automations connecting Qwilr to CRM and other tools via API, Zapier, or native integrations. Use when connecting Qwilr to HubSpot, connecting Qwilr to Salesforce, setting up Qwilr Zapier workflows, auto-generating proposals from CRM data, using the Qwilr API, automating proposal creation, syncing Qwilr with CRM, configuring Qwilr webhooks, or building Qwilr integrations.
Pancake CRM integration. Manage Recordses. Use when the user wants to interact with Pancake CRM data.
ChurnZero platform help — Health Scores, Plays & Automation, Journeys, Renewal Forecasting, In-App WalkThroughs, Surveys (NPS/CSAT/CES), AI Agents, REST API (OData v4). Use when health scores aren't predicting churn accurately, plays automation isn't triggering, Salesforce or HubSpot sync is broken, reporting dashboards feel inflexible, in-app WalkThroughs aren't reaching users, renewal forecasting numbers don't match CRM, or the ChurnZero API returns unexpected errors. Do NOT use for general customer success strategy (use /sales-customer-success) or NPS/CSAT survey methodology (use /sales-customer-feedback).
Fireflies.ai platform help — AI meeting note-taker with GraphQL API, webhooks (V1 + V2), AskFred AI, real-time events, and Fred bot that joins Zoom/Meet/Teams to transcribe. Use when Fireflies transcripts not syncing to CRM, webhooks not firing or signatures failing HMAC verification, hitting 50 req/day or 60 req/min rate limits on the GraphQL API, building a transcript pipeline from Fireflies to Snowflake/BigQuery/warehouse, migrating from Webhooks V1 to V2, the Fireflies bot not joining calls or users wanting to disable auto-join, deciding between Free, Pro ($10), Business ($19), or Enterprise ($39) tier, or wiring AskFred or Real-time API into an internal app. Do NOT use for comparing Fireflies vs Fathom/Avoma/Gong or selecting a note-taker (use /sales-note-taker) or reviewing a single sales call for coaching (use /sales-call-review).