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Found 89 Skills
When the user wants to build or improve a sales bot's ability to automatically categorize why deals closed or died. Also use when the user mentions "win/loss analysis," "deal outcome," "loss reason," "closed reason," or "deal categorization."
Agile CRM integration. Manage Persons, Organizations, Deals, Leads, Activities, Notes and more. Use when the user wants to interact with Agile CRM data.
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.
People.ai (now Backstory) platform help — automatic activity capture, deal intelligence, pipeline health, revenue forecasting, MCP integration, Salesforce/Dynamics/Oracle CRM sync. Use when reps aren't logging activities and CRM data is stale, deals are slipping without warning and you need early risk signals, forecast accuracy is poor because it's based on gut not data, evaluating People.ai vs Gong vs Clari vs Revenue.io for revenue intelligence, activity data isn't tying back to pipeline or revenue outcomes, or you want to connect People.ai to AI agents via MCP. Do NOT use for conversation intelligence with call recording and transcription (use /sales-gong or /sales-note-taker), building outbound sequences (use /sales-cadence), or general CRM data cleanup strategy (use /sales-data-hygiene).
Prepare structured briefings for meetings with legal relevance and track resulting action items. Use when preparing for contract negotiations, board meetings, compliance reviews, or any meeting where legal context, background research, or action tracking is needed.