'crm' 검색 결과

Review sales opportunities for warning signs such as inactivity, slipping close dates, contact changes, and renewal windows. Receive a short digest of triggered alerts, supporting evidence, and suggested actions, organized by what needs attention today or this week.

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• Finding sales opportunities with no recent activity
• Checking approaching or postponed close dates
• Spotting contact risks and competitor mentions

Model how a delayed, reduced, or lost deal changes progress toward a sales target. Compare forecast totals, the remaining gap, and pipeline coverage—the open deal value relative to that gap—and identify realistic replacement deals and actions.

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• Checking the impact of a deal moving to next quarter
• Recalculating target gaps after a deal shrinks or is lost
• Finding replacement deals that could close this quarter

Identify what a sales opportunity needs to reach its next stage or close. Use deal records and conversations to map missing requirements, assign owners and deadlines, and sequence the next actions with supporting evidence.

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• Finding what is blocking a stalled deal
• Checking requirements for the next sales stage
• Planning owners and deadlines through close

Review a vendor’s agreements across connected contract systems, customer records, email, document storage, and chat. Consolidate signing status, key terms, missing agreements, renewal deadlines, and obligations that may continue after expiration into one report.

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• Check agreement coverage before onboarding a vendor
• Review contracts before a vendor renewal
• Identify missing master, data processing, or work agreements

Maintain HubSpot customer records by merging duplicate contacts, filling missing information from Clearbit, and flagging inactive deals. Field-fill batches above a configured record threshold wait for human approval, and each run reports its changes and pending requests.

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• Scheduled nightly CRM cleanup
• Merging duplicate contact records
• Filling missing job titles and company details

Build holaOS apps for connecting external services or managing work through a dashboard. The skill uses shared SDK building blocks for stored records, actions, and synchronization, with the dashboard and agent tools working on the same data.

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• Building an external service integration
• Creating a CRM dashboard
• Building a content planning workspace

Cleans a weekly CRM export and produces a regional sales summary. Activates when the user asks to clean a CRM export, deduplicate sales rows, calculate regional totals, or generate a weekly sales report from a CSV.

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AmoCRM integration. Manage data, records, and automate workflows. Use when the user wants to interact with AmoCRM data.

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Agile CRM integration. Manage Persons, Organizations, Deals, Leads, Activities, Notes and more. Use when the user wants to interact with Agile CRM data.

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1CRM integration. Manage data, records, and automate workflows. Use when the user wants to interact with 1CRM data.

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Enrich CRM records with firmographic and contact data, filling gaps in company and person profiles to improve segmentation, routing, and outreach quality. Use when the user requests crm data enrichment or provides relevant inputs for this workflow.

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公众号写作助手 (微信公众号文章 全链路 — 选题 / 标题 / 开篇 / 结构 / 行文 / 排版 / 配图 / 推送 / 涨粉 / 留言 / 二次传播 / 变现, 单 artifact = 一篇公众号推文) (WeChat Official Account article writing — 微信公众号「文章」这个 artifact 的写作、生产、分发、变现 (单篇文章为单位的 craft + ops + 商业化, 不含 SCRM / 私聊 / 群运营 / 朋友圈 SOP — 那些归 private-domain-ops)) Master OS — automated mastery of WeChat Official Account article writing — 微信公众号「文章」这个 artifact 的写作、生产、分发、变现 (单篇文章为单位的 craft + ops + 商业化, 不含 SCRM / 私聊 / 群运营 / 朋友圈 SOP — 那些归 private-domain-ops): top builders' mental models, tool stack, current workflows, jargon, and where to keep up. Trigger this skill when the user works on WeChat Official Account article writing — 微信公众号「文章」这个 artifact 的写作、生产、分发、变现 (单篇文章为单位的 craft + ops + 商业化, 不含 SCRM / 私聊 / 群运营 / 朋友圈 SOP — 那些归 private-domain-ops) problems and wants industry-grade thinking, tool selection, or workflow guidance. 触发词：「公众号」「公众号写作」「公众号运营」「微信公众号」「服务号」

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Use for CRM audits, duplicate detection, missing or stale fields, job changes, domain checks, acquisitions, parent-child relationships, repair plans, prevention, monitoring, and evaluation. Supports HubSpot, Salesforce, Attio, and mapped exports. Start with read-only analysis. Skip outreach writing, CRM interface design, and unrelated analysis.

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Use when the user wants a last30days-style pre-research pass in Deepline: discover the critical public, private, CRM, workflow, social, and web data sources for a research/enrichment job; compare provider coverage; estimate Deepline credit cost; recommend the source plan before building or running the workflow; or build custom language/messaging from buyer, competitor, community, and CRM evidence. Triggers: pre-research, source discovery, provider strategy, research data sources, ScrapeCreators, X/Twitter data, Reddit comments, public and private datasets, CRM data, workflow data, custom language, messaging language, pain language.

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Marketing analytics and data-driven optimization for B2B SaaS campaigns. Use this skill when analyzing marketing performance, optimizing conversion rates, running A/B tests, conducting customer research, creating marketing dashboards, building attribution models, analyzing funnel metrics, or storytelling with data. Also triggers on: marketing ops, performance analytics, CRO, A/B testing, data storytelling, customer insights, tracking plan, event taxonomy, UTM taxonomy, GA4 audit, consent mode, instrumentation contract, sample size calculation, minimum detectable effect, test duration, not enough traffic to A/B test, statistical significance, Bayesian vs frequentist, sample ratio mismatch, experiment feasibility, martech stack, marketing tech stack audit, tool consolidation, build vs buy, vendor evaluation, shadow IT tools, ESP/CRM/platform migration, switching cost, cutover plan, suppression list migration, data portability, customer interviews, survey design, sampling frame, non-response bias, how many people should I interview, thematic saturation, voice of customer, jobs-to-be-done, buyer persona research, is this finding real, data enrichment, which enrichment provider should we buy, waterfall enrichment, contact data quality, match rate, our list data is bad, email verification, catch-all domain, accept-all, bounce rate from bad data, B2B data decay, how often should we re-verify contacts, ZoomInfo vs Apollo vs Clearbit evaluation, cost per usable record, where did this list come from, GDPR Article 14 notice, purchased list compliance, suppression screening, TAM list building, demand planning, marketing plan, how many leads do we need, what pipeline target should marketing carry, funnel model, top-down vs bottom-up plan, plan of record, annual marketing planning, quarterly planning, pipeline coverage we have to create, sales cycle lag, our leads cannot close this quarter, carry-in pipeline, scenario planning, conservative moderate aggressive forecast, stretch target, reforecast, re-forecast triggers, assumption register, capacity ceiling, addressable audience ceiling, marginal cost per lead, blended CPL is wrong, we missed plan and nobody knows why, AI policy for the marketing team, AI governance, AI acceptable use policy, which AI tools are we allowed to use, can I paste customer data into ChatGPT, shadow AI, AI use register, human review of AI output, when can we stop reviewing every AI draft, can the agent send on its own, the AI made a mistake now what, pull back AI autonomy, AI evals, our AI vendor changed the model, AI output went out wrong, prompt injection, can our AI read prospect replies safely, lethal trifecta, the AI leaked internal notes, turn off auto-generated ad assets, auto-applied recommendations, AI literacy training, EU AI Act Article 4, duplicate records in the CRM, dedupe before import, which value wins in a merge, CRM cleanup.

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Use this skill when configuring Data Manager in CRM Analytics: enabling objects for sync, scheduling data sync runs, setting up remote connections to external databases, monitoring sync status and error logs, or troubleshooting connected object issues. Trigger keywords: data sync, connected objects, Data Manager, sync schedule, remote connection, Snowflake connector, sync error, incremental sync, CRM Analytics data pipeline. NOT for pushing external data in programmatically via the External Data API — use data/analytics-external-data. NOT for authoring dataflow nodes — use admin/analytics-dataflow-development.

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Configure CRM Analytics (formerly Einstein Analytics) app sharing, dataset-level permissions, row-level security predicates, sharing inheritance, and license assignment. Trigger keywords: CRM Analytics security, row-level security predicate, dataset permissions, analytics sharing inheritance, Analytics Plus license. NOT for OWD and sharing rules — use admin/sharing-and-visibility. NOT for predicate design across many datasets — use architect/analytics-security-architecture.

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Registers a custom JetFormBuilder Form Action — a server-side handler that runs after submit (send to API, subscribe to CRM, write to a sheet, etc.). Covers extending Base action class, declaring settings via action_attributes(), implementing do_action() with Action_Exception error reporting, building the action-editor React panel via window.JetFBActions.addAction(), the two field-mapping patterns (dynamic "Add row" like Google Sheets vs fixed-key pattern like Fluent CRM with predefined target fields), looking up the form's current fields via the useFields() hook, multi-select with FormLabeledTokenField, plus the category/docHref convention. Use when scaffolding a JFB integration plugin (Mailchimp, Slack, custom API, payment processor, CRM subscribe). Triggers on mentions of "JFB action", "jet-form-builder/actions/register", "Base_Action", "JetFBActions.addAction", "Action_Exception", "field map", or "fields_map".

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Personal CRM built on monday.com. Tracks contacts, last interactions, next meetings, and topics. Runs daily to update from Calendar + email. Delivers pre-meeting briefings as part of morning-briefing. Use when: someone asks about a contact, before a meeting, or during daily CRM sync.

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Use when working with Close Crm — close CRM management including leads, contacts, opportunities, activities, sequences, smart views, and custom fields. Covers pipeline velocity, calling metrics, email outreach performance, sequence engagement, and team productivity analysis.

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Expert en CRM avancé (HubSpot, Salesforce, pipeline, automation, reporting, contexte DZ, intégrations, data quality)

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Expert en implémentation CRM (HubSpot, Salesforce, customization, data migration, DZ)

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Expert patterns for HubSpot CRM integration including OAuth authentication, CRM objects, associations, batch operations, webhooks, and custom objects. Covers Node.js and Python SDKs. Use when: hubspot, hubspot api, hubspot crm, hubspot integration, contacts api.

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Expert patterns for HubSpot CRM integration including OAuth authentication, CRM objects, associations, batch operations, webhooks, and custom objects. Covers Node.js and Python SDKs. Use when: hubspot, hubspot api, hubspot crm, hubspot integration, contacts api.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.