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Found 255 Skills
Expert sales operations covering CRM management, sales analytics, territory planning, compensation design, and process optimization.
Salesforce integration. Manage crm and marketing automation data, records, and workflows. Use when the user wants to interact with Salesforce data.
Attio integration. Manage crm data, records, and workflows. Use when the user wants to interact with Attio 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.
Review InboxMate demos waiting for QA. Finds CRM opportunities at SCREENING with demoStatus=PENDING_REVIEW, opens each demo link, checks quality, and flags as OK_TO_SEND or NEEDS_FIX with a note explaining why.
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.
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.
MaxIQ platform help — AI-native revenue intelligence with EchoIQ conversation intelligence, InspectIQ pipeline visibility, ForecastIQ AI-driven forecasting, 9 AI agents (NoteTaker, Radar, Summarizer, Coach, Taskmaster, Watchdog, Forecaster, Revenue Planner, Deal Mapper), usage-based pricing (no per-seat), Salesforce/HubSpot CRM sync. Use when EchoIQ not capturing all meeting types, AI Coach scoring criteria not matching your sales process, CRM fields not auto-populating from calls, InspectIQ deal signals seem inaccurate, ForecastIQ predictions not matching reality, comparing MaxIQ vs Gong vs Clari for revenue intelligence, setting up AI Radar keyword tracking, or evaluating usage-based CI pricing vs per-seat alternatives. Do NOT use for designing outbound cadences (use /sales-cadence) or cross-platform coaching programs (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).
Auto-generates weekly KPI reports from multiple data sources including Supabase analytics, CRM data, financial spreadsheets, and email metrics. Produces executive-ready reports with dashboards, trends, highlights, concerns, and action items.
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."
Build a Sales Qualification Pack (ICP + disqualification rules, qualification scorecard, discovery/qualification script, CRM note template, and pipeline hygiene rules). Use to fix pipeline quality and stop wasting time on wrong leads. Category: Sales & GTM.