'crm' 검색 결과

CRM integration patterns for Close CRM, HubSpot, and Salesforce. Use when: Close CRM, HubSpot, Salesforce, CRM API, lead sync, deal sync, activity logging, CRM webhook, pipeline automation, contact enrichment.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Sync CRM knowledge notes in a vault with the live CRM code repositories: pull the read-only repos, detect which changed, and refresh only the affected reverse-engineering notes and the keep/drop/decide note. Triggers: "/crm-sync", "refresh CRM knowledge", "what changed in the CRM code".

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Create a new app that extends a running Twenty instance. Guide project naming and instance selection, then use the scaffolder to install dependencies, authenticate, initialize Git, and complete the initial sync and installation.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Start a new Twenty app project
• Scaffold a CRM extension or integration
• Create an app connected to an existing Twenty instance

Assess how marketing channels contribute to conversions and revenue. Compare attribution models, which assign credit to customer interactions, reconcile conflicting reports, and design first-party tracking that connects browsing history to bookings or purchases.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Reconciling conversion counts across advertising tools, analytics, and CRM
• Comparing first-touch and last-touch credit
• Designing surveys to capture word-of-mouth discovery

Review incoming sales inquiries, classify their fit and urgency, and draft replies in the owner's voice using available meeting times. Notify the team about urgent prospects, record activity, and hold every customer reply for approval.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Drafting a reply to an unanswered inquiry
• Sorting overnight inquiries for morning review
• Alerting the team to urgent prospects

Research prospective companies and contacts, check existing customer records, and assess fit against your ideal customer profile. Receive a sourced brief covering recent developments, likely priorities, outreach talking points, and a suggested next step.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Researching a company before a sales approach
• Checking existing account records and ownership
• Assessing fit against your ideal customer profile

Set up a sales workspace by checking connected tools and displaying deals, pending replies, meetings, and suggested actions. Analyze sent emails to match your writing style, with a starter dashboard and connection guidance when tools are missing.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Check connected sales tools and what each provides
• View deals, pending replies, and meetings together
• Match drafts to the style of your sent emails

Assess incoming leads or rank a lead backlog by customer fit and buying intent. Receive evidence-based priorities, routing recommendations, and suggested first responses, with existing account ownership checked when CRM records are available.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Prioritize leads from incoming inquiries
• Rank an uploaded lead backlog
• Check existing account ownership before routing a lead

Develop Salesforce workflows, interface components, and integrations using Apex and Lightning Web Components. The skill guides database queries, bulk processing, platform resource limits, testing, and deployment through Salesforce DX.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Automating CRM tasks with Apex triggers
• Building Lightning Web Components
• Improving bulk processing and database queries

Build and maintain business data in iPollo Onto using connected tables and documents. The skill guides agents through creating structures, saving research in batches, updating existing records, and examining relationships with supporting evidence.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Build a CRM with linked customers, contacts, and opportunities
• Save prospect research progressively
• Prioritize customers using related business records

Plan AI sales development systems that qualify prospects, organize outreach, classify replies, and hand opportunities to people. Use customer criteria, budget, CRM setup, and sales goals to shape platform choices and a four-week rollout plan.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Planning an AI sales development rollout
• Defining prospect scores and qualification criteria
• Improving outreach with low reply or meeting conversion rates

Choose metrics for AI product revenue, sales efficiency, retention, and computing costs. Plan dashboards and weekly reviews, assess customer data quality, and decide how to credit marketing and sales interactions for completed deals.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Choosing revenue and sales metrics for an AI product
• Planning dashboards for executives and sales teams
• Assessing CRM data quality

Collect structured business data from Google Maps search results, including names, addresses, ratings, and price ranges. Set search terms, language, country, and result limits to build lists for sales prospecting or local market research.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Build a list of local sales prospects
• Research competitor locations in a city
• Compare restaurant ratings and price ranges

Use when auditing CRM data quality, finding duplicate records, identifying stale leads, cleaning pipeline data, or improving data hygiene. Triggers: 'clean my CRM', 'audit CRM data', 'find duplicates', 'CRM hygiene', 'data quality check', 'stale leads', 'pipeline cleanup'.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Use when creating or configuring a CRM Analytics (Einstein Analytics) app — including app containers, lenses, datasets, data source connections, app sharing, and the row-level security that gates whether users see any data. NOT for choosing Reports vs CRM Analytics vs Tableau — use admin/einstein-analytics-basics. NOT for security predicate syntax, sharing inheritance or Analytics license assignment — use admin/analytics-permission-and-sharing.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

CRM Specialist IA — Expert en CRM (HubSpot, Salesforce, Supabase CRM, pipelines, automation).

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Busabase-backed App-in-Skill CRM operator for contacts, companies, deals, and agent-drafted follow-ups in a reviewable follow-up queue. Use when the user invokes $kelly-crm or /kelly-crm, mentions CRM, pipeline, contacts, companies, deals, follow-ups, relationship management, meeting-note capture, outreach drafts, next steps, or wants to review/approve agent-drafted follow-up messages before they are sent through other channels.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Connect an agent to an existing Twenty workspace through MCP, a tool connection protocol, to inspect CRM records and field definitions. Present results as readable Markdown with formatted dates, values, and links to the original records.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• List companies, people, and opportunities
• Review records created this week
• Inspect company fields and workspace structure

Retrieve customer and opportunity records from Twenty CRM and turn them into concise summaries or comparison tables. Format field labels, dates, and amounts for easy reading, and link records back to their original workspace when possible.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Review recently updated opportunities
• Check one customer's key details
• Compare records across workspaces

Identify customers whose purchases have fallen behind their usual rhythm, prioritize them by past value and warning signs, and draft personalized follow-ups. Send approved messages and log activity, stopping the sequence when a reply arrives.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Finding regular customers who have stopped ordering
• Prioritizing customers for renewed contact
• Drafting personalized messages to reconnect

Draft personalized sales emails or a series of follow-ups using prospect details and past conversations. Create reviewable email drafts, provide copy-ready text when tools are unavailable, and send or enroll contacts in outreach sequences when requested.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Writing a first sales email to a prospect
• Following up on an earlier email conversation
• Re-engaging a prospect after a gap

Review sales opportunities by stage to see deal totals, aging, and risks. Identify stalled deals, overdue closing dates, and missing next steps, then compare available opportunities with sales targets and recommend where to focus.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Preparing a weekly sales pipeline review
• Finding stalled deals and overdue closing dates
• Checking whether opportunities cover a sales target

Review a sales opportunity using deal records, emails, and meeting notes. Get an evidence-based assessment of closing likelihood, missing information, risks, and prioritized next steps, with a comparison against the stage recorded in your sales system.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Assess whether a deal is likely to close
• Check whether the recorded sales stage matches the evidence
• Identify missing information before a sales review

Research companies and people before outreach or meetings. Combines business profiles, recent news, hiring signals, and key contacts into a sourced brief with talking points and suggested questions, adding relationship history when CRM data is connected.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Research a prospective customer before outreach
• Prepare background information for meeting attendees
• Compare a competitor's products and positioning