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Found 262 Skills
Siro platform help — AI field sales coaching via mobile recording, real-time Halftime mid-call coaching, automated CRM data capture, conversation analytics, follow-up draft generation. Use when setting up Siro for a field sales team, configuring Siro CRM integration with Salesforce or HubSpot via Merge, Siro recording quality or battery drain issues on job sites, building a custom integration with Siro's REST API and webhooks, comparing Siro vs Rilla vs SalesAsk for field sales coaching, or Siro coaching prompts feel too generic for your vertical. Do NOT use for virtual/video meeting note-taking (use /sales-note-taker) or building a coaching program (use /sales-coaching).
Planhat platform help — Health Scores, Agentic Automation, Revenue Management, CRM Sync, Enduser Tracking, Projects, NPS, REST API, MCP Server. Use when health scores aren't reflecting churn risk, CRM sync is overwriting fields or not pulling data, metrics take hours to build and formulas keep breaking, automation rules aren't triggering, revenue or license data doesn't match Salesforce, enduser tracking isn't capturing product usage, or the Planhat 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).
Prepare for a sales call with account context, attendee research, and suggested agenda. Works standalone with user input and web research, supercharged when you connect your CRM, email, chat, or transcripts. Trigger with "prep me for my call with [company]", "I'm meeting with [company] prep me", "call prep [company]", or "get me ready for [meeting]".
Manage sales with Close's communication-focused CRM for inside sales teams.
Manage relationships with Copper CRM built for Google Workspace.
Read.ai platform help — meeting intelligence with engagement/sentiment analytics, Search Copilot across meetings/email/chat, Ada digital twin, REST API (beta) + MCP Server (`api.read.ai/mcp/`), OAuth auth, webhook automations (`meeting_end` events with HMAC signing), CRM sync to Salesforce/HubSpot, Zapier/n8n workflows, 20+ language transcription. Use when setting up Read.ai webhooks or API integration, connecting Read.ai transcripts to a CRM or data warehouse, configuring Read.ai engagement analytics for a sales team, comparing Read.ai pricing tiers, troubleshooting Read.ai auto-joining meetings without permission, or setting up the Read.ai MCP server with Claude or Cursor. Do NOT use for picking between note-takers (use /sales-note-taker) or reviewing a specific call for coaching (use /sales-call-review).
Manage email marketing and CRM with ActiveCampaign's automation platform.
Open-source CRM API for managing people, companies, notes, tasks and custom objects
Sistema completo de productividad y CRM en Notion con integracion n8n. Usar cuando el usuario necesite gestionar tareas, proyectos, metas, pipeline de ventas, CRM de clientes, prospeccion con Apollo.io, o automatizar workflows entre Notion y otras herramientas. Activa con palabras como Notion, tareas, proyectos, CRM, pipeline, leads, Apollo, prospeccion, follow-up, deals, clientes.
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).
Snov.io platform help — email finder, email verifier, multichannel campaigns (email + LinkedIn), LinkedIn automation, sales CRM, email warmup, deliverability check, email tracker, AI email writer, prospect management. Use when asking 'how do I do X in Snov.io', 'Snov.io API', 'Snov.io campaigns', 'Snov.io email finder', 'Snov.io warmup', 'Snov.io LinkedIn automation'. Do NOT use for general deliverability strategy (use /sales-deliverability), enrichment strategy (use /sales-enrich), cadence strategy (use /sales-cadence), or prospect list building strategy (use /sales-prospect-list).
CRM data quality, deduplication, enrichment automation, record matching, and data decay management. Use when cleaning CRM data, deduplicating contacts or accounts, fixing stale records, setting up auto-enrichment workflows, normalizing job titles or industries, auditing data quality, or managing data decay. Do NOT use for one-time enrichment of a prospect list (use /sales-enrich), building new prospect lists (use /sales-prospect-list), or ZoomInfo-specific config (use /sales-zoominfo). For platform-specific help, use /sales-zoominfo.