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Found 262 Skills
Winn.ai platform help — real-time AI sales assistant with playbook adherence tracking, automated CRM updates, and live coaching. Use when setting up Winn.ai playbook templates for MEDDIC or BANT or SPICED, CRM fields not populating after sales calls in Salesforce or HubSpot, Winn.ai not tracking talking points during calls, choosing between Winn.ai and Gong or Sybill or Fathom for real-time guidance, understanding Winn.ai Pro vs Enterprise pricing and feature gating, configuring AI meeting prep briefs or follow-up emails, or Winn.ai Chrome extension not working during Zoom or Teams calls. Do NOT use for picking between note-takers generally (use /sales-note-taker) or reviewing a single call for coaching (use /sales-call-review).
Granola platform help — bot-free AI notepad for meetings, local audio capture (no bot joins calls), REST API at public-api.granola.ai/v1, MCP integration (beta), HubSpot/Attio/Affinity CRM sync, Zapier automation, pricing tiers (Free/Business $14/Enterprise $35). Use when setting up Granola for a sales team, configuring HubSpot CRM sync from meeting notes, building automations with the Granola API or Zapier triggers, choosing between Granola and other bot-free note-takers (Jamie, Krisp, Tactiq), troubleshooting blank notes or silent recording failures, or managing note sharing and privacy settings. Do NOT use for reviewing a single call for coaching (use /sales-call-review) or comparing note-taker platforms broadly (use /sales-note-taker).
Expert discovery call strategist for B2B sales. Use when preparing for discovery calls, qualifying prospects, asking effective questions, identifying pain points, mapping stakeholders, or documenting findings. Covers SPIN selling, active listening, budget/timeline qualification, competition discovery, and CRM documentation. Use for sales qualification, needs analysis, and discovery call execution.
HubSpot integration. Manage crm and marketing automation data, records, and workflows. Use when the user wants to interact with HubSpot data.
Process call notes or a transcript — extract action items, draft follow-up email, generate internal summary. Use when pasting rough notes or a transcript after a discovery, demo, or negotiation call, drafting a customer follow-up, logging the activity for your CRM, or capturing objections and next steps for your team.
Qualifies inbound leads against full ICP criteria — company size, industry, use case fit, role/seniority of the person. Checks CRM and existing customer base for duplicates and existing relationships. Outputs a scored CSV with qualification status, reasoning, and pipeline overlap flags. Tool-agnostic — works with any CRM, enrichment tool, or data source.
Jiminny platform help — conversation intelligence, revenue intelligence, AI notetaker, sales coaching, and automatic CRM logging. Use when setting up Jiminny call recording or transcription, configuring Jiminny CRM sync to Salesforce or HubSpot, connecting Jiminny to a dialer like Aircall or Dialpad, troubleshooting calls not appearing in Jiminny or tagging delays, pulling activity data from the Jiminny API, comparing Jiminny vs Gong pricing or features, or evaluating Jiminny for pipeline visibility. Do NOT use for general coaching program design (use /sales-coaching) or comparing standalone AI note-takers (use /sales-note-taker).
Sprout Social platform help — Publishing, Smart Inbox, Analytics, Social Listening (add-on), Influencer Marketing, Employee Advocacy, AI Assist, API, Salesforce/HubSpot/Zendesk integrations. Use when Sprout Social posts aren't publishing on schedule, Smart Inbox is overwhelming and hard to triage, analytics reports don't show the metrics you need, social listening queries return too much noise, influencer campaigns in Sprout lack visibility, employee advocacy adoption is low, AI Assist suggestions feel off, CRM sync keeps disconnecting, or you're deciding between Sprout Social and Hootsuite/Buffer/Agorapulse. Do NOT use for social listening strategy across tools (use /sales-social-listening), influencer marketing strategy (use /sales-influencer-marketing), social media management strategy (use /sales-social-media-management), or employee advocacy strategy (use /sales-employee-advocacy).
Match external CSV/JSONL records to CRM contacts (by email) or companies (by domain) and write enriched data back in one pass using `hubspot objects upsert`.
When the user wants to build or improve a sales bot's ability to create handoff summaries and conversation notes. Also use when the user mentions "conversation summary," "handoff notes," "call notes," "CRM updates," or "conversation documentation."
Manage sales pipeline with Pipedrive's visual deal-focused CRM.
Bitrix24 REST API via curl. Use this skill to manage CRM (leads, deals, contacts), tasks, and users.