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Found 262 Skills
Salesforce integration. Manage crm and marketing automation data, records, and workflows. Use when the user wants to interact with Salesforce data.
Retrieve activity history (calls, emails, notes, meetings, tasks) for a CRM record and assemble pre-call briefs.
Assign and reassign CRM record ownership, audit who-owns-what across object types, and handle rep transitions. Built on `bulk-operations`.
Expert sales operations covering CRM management, sales analytics, territory planning, compensation design, and process optimization.
Automate Pipedrive CRM operations including deals, contacts, organizations, activities, notes, and pipeline management via Rube MCP (Composio). Always search tools first for current schemas.
Kommo (formerly amoCRM) API. Use when user mentions "Kommo", "amoCRM", "CRM", or sales pipeline management.
Keap integration. Manage crm and marketing automation and sales data, records, and workflows. Use when the user wants to interact with Keap data.
CRM-lite for managing GEO agency prospects and clients. Track leads through the full sales pipeline: Lead → Qualified → Proposal Sent → Won → Lost. Store audit history, notes, deal values, and generate pipeline summaries. Use when user says "prospect", "lead", "client", "pipeline", "crm", "nuovo prospect", "aggiungi cliente", or when managing the business side of GEO services.
Manage your Dex personal CRM — search, create, and update contacts, log interaction notes, set follow-up reminders, organize contacts with tags and groups, and manage custom fields. Use this skill when the user wants to: (1) Find or look up a contact, (2) Add or edit contact details, (3) Log a meeting, call, or interaction note, (4) Set a reminder or follow-up task, (5) Organize contacts into groups or apply tags, (6) Track custom data with custom fields, (7) Merge duplicate contacts, (8) Review their relationship history or prepare for a meeting, (9) Authenticate with Dex via /dex-login, or any other personal CRM task involving their professional network.
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.
Mailchimp platform help — email marketing campaigns, Customer Journey Builder automations, SMS marketing, audience management/CRM, landing pages, A/B testing, multivariate testing, transactional email (Mandrill), Content Studio, generative AI (Intuit Assist), retargeting ads, 300+ integrations. Use when asking 'how do I do X in Mailchimp', setting up Mailchimp campaigns, configuring Customer Journey Builder, managing Mailchimp audiences, using Mandrill transactional email, or troubleshooting Mailchimp deliverability. Do NOT use for general email marketing strategy (use /sales-email-marketing), cross-platform email deliverability (use /sales-deliverability), funnel strategy (use /sales-funnel), or connecting tools via middleware (use /sales-integration).
Jamie platform help — bot-free AI meeting note-taker, REST API with personal and workspace keys, webhook automations, CRM sync to HubSpot/Salesforce/Attio, MCP server for Claude/ChatGPT/Cursor. Use when setting up Jamie for a sales team, connecting Jamie webhooks to Make.com or a custom endpoint, pulling meeting transcripts and summaries via Jamie API, syncing Jamie action items to Asana or CRM, troubleshooting Jamie not recording or missing speakers, comparing Jamie pricing tiers, or configuring Jamie speaker recognition. Do NOT use for choosing between note-takers (use /sales-note-taker) or reviewing a specific call for coaching (use /sales-call-review).