'crm' 검색 결과

Automate Capsule CRM work involving contacts, opportunities, cases, tasks, and sales pipeline management. Through Rube MCP, a connection for agent tools, the skill guides tool discovery, connection checks, and workflows involving multiple operations.

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• Automating contact management in Capsule CRM
• Handling opportunities and sales pipeline work
• Automating case and task operations

Automate Centralstationcrm operations through Rube MCP, a connection for agent tools. Agents discover available operations, verify the service connection, and use current input requirements to carry out the requested workflow.

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• Discovering available Centralstationcrm operations
• Checking the connection before starting a workflow
• Preparing bulk operations with discovered tools

Keep customer records and sales deals current using emails, meetings, and call transcripts. Prepare activity summaries, follow-up drafts for quiet deals, cleanup proposals, and a next-step queue with owners and dates.

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• Turn sales calls into structured deal notes
• Draft follow-ups for quiet deals
• Review duplicate contacts and outdated records

Automate Centralstationcrm operations through Rube MCP, a connection for agent tools. Agents discover available operations, verify the service connection, and use current input requirements to carry out the requested workflow.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Discovering available Centralstationcrm operations
• Checking the connection before starting a workflow
• Preparing bulk operations with discovered tools

Automate Capsule CRM work involving contacts, opportunities, cases, tasks, and sales pipeline management. Through Rube MCP, a connection for agent tools, the skill guides tool discovery, connection checks, and workflows involving multiple operations.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Automating contact management in Capsule CRM
• Handling opportunities and sales pipeline work
• Automating case and task operations

Audit CRM deals for missing fields, outdated dates, inactive records, and mismatches between sales stages and supporting evidence. Receive a checklist of issues and suggested fixes, using connected CRM data or an uploaded pipeline export.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Finding missing amounts and overdue close dates
• Reviewing deals with stale next steps or little activity
• Checking whether sales stages match supporting evidence

Turn call notes, meeting transcripts, or email exchanges into completed CRM activities linked to the relevant account, deal, and contacts. Review the entry with its sources, save it on request, and check past activity.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Log a completed customer call
• Summarize a meeting transcript for the CRM
• Record an email exchange against a deal

Helps implement Zoom Phone connections with CRM systems and web apps. Covers embedded calling, call history, call and SMS launch links, and automated call handling, with guidance on authentication, event processing, and security checks.

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• Embedding a phone panel in a CRM
• Launching calls or SMS from a contact list
• Building a live call activity board

Close out a sales day by reconciling meetings with call records, identifying CRM updates, and collecting commitments from both sides. Receive a day-end wrap with call statuses and the three highest-priority actions for tomorrow.

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• Checking for unprocessed calls at the end of the day
• Identifying CRM updates after meetings
• Collecting commitments and deadlines from both sides

Design the processes connecting marketing, sales, and customer success. Produce documents for lead scoring, meaning prospect prioritization, along with assignment rules, handoff deadlines, deal stages, CRM workflows, and dashboards that show where prospects stall.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Defining marketing-to-sales handoff rules
• Designing lead scores and assignment rules
• Organizing deal stages and CRM workflows

Build or refresh a strategic customer account plan from sales records, emails, and meeting transcripts. Organize goals, stakeholders, growth opportunities, risks, and dated actions into a document, then sync approved highlights to the customer relationship management system.

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• Creating a quarterly plan for a key customer
• Refreshing an existing account plan
• Reviewing stakeholder coverage and growth opportunities

Outlook の予定表・送受信メール・Teams チャットから営業活動を抽出し、Dataverse CRM の営業活動と商談の「次のアクション」へ差分だけ登録する日報・週報スキル。 Use when ユーザーが「今日の営業報告をして」「日報を CRM に登録して」「今週の商談活動を CRM に反映して」「会議の内容を CRM に記録して」と依頼したとき。 Dataverse MCP コネクタ（describe / read_query / search_data / create_record / update_record）を使用する。

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Use when deciding whether Salesforce Reports, CRM Analytics, or Tableau is the right level of analytics tooling, and when reviewing or troubleshooting basic CRM Analytics designs. Triggers: 'CRM Analytics', 'Einstein Analytics', 'Tableau CRM', 'lens', 'dataset', 'dataflow', 'analytics dashboard', 'license requirement'. NOT for a detailed CRM Analytics vs Tableau licensing and platform comparison — use architect/crm-analytics-vs-tableau-decision. NOT for building the app, lenses and datasets — use admin/crm-analytics-app-creation.

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Manage Capsule CRM, a customer relationship management service, through natural language requests. Create and update contacts and organizations, filter records by multiple conditions, and review tasks, projects, and activity history through the Composio MCP integration.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Finding contacts by region and tag
• Creating or updating contacts and organizations
• Reviewing open tasks and projects

Coordinate meetings by checking availability, proposing times, and drafting or booking invitations. Record booked meetings against the right account or sales opportunity in a CRM, a system for managing customer relationships.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Scheduling a follow-up meeting with a customer
• Finding suitable times for a demo or quarterly business review
• Drafting an email with a booking link

Manage Capsule CRM, a customer relationship management service, through natural language requests. Create and update contacts and organizations, filter records by multiple conditions, and review tasks, projects, and activity history through the Composio MCP integration.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Finding contacts by region and tag
• Creating or updating contacts and organizations
• Reviewing open tasks and projects

Cleans up CRM data from HubSpot, Salesforce, Pipedrive, Zoho, Close, Attio, or any CRM CSV export. Finds duplicate contacts and companies with fuzzy matching (not just exact email), normalizes emails, phones to E.164, names, domains, states, and countries, flags stale, invalid, role, and test records, finds broken contact-company associations, and produces a reviewable merge plan plus import-ready files without touching the live CRM. Use this skill whenever the user wants to dedupe, find or merge duplicate contacts, merge companies or accounts, clean up a CRM, prep a CRM migration or re-import, or says the CRM export is a mess. Also use it when they mention only one symptom, like "the same person is in here three times", "half our leads are junk", or "our company records don't match".

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Build a sales prospecting package by researching the market, ranking potential customers, drafting messages in the sender's voice, and logging outreach. Separate approvals govern key stages, with customer files and spreadsheets supporting work when connectors are unavailable.

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• Find prospects similar to existing paying customers
• Use market and competitor changes to refine sales targeting
• Draft personalized outreach for an approved prospect list

Turn sales call transcripts or notes into a customer follow-up draft, an internal team summary, and proposed customer record updates. Capture decisions, concerns, and commitments, with source references supporting the suggested changes.

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• Drafting a customer follow-up after a sales call
• Preparing a call summary for the internal team
• Listing objections and commitments from both sides

Update CRM opportunity fields such as stage, close date, amount, and next steps. See the exact before-and-after values, apply only requested or accepted changes, and verify the saved record through a link.

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• Advance an opportunity to another stage
• Change a close date or deal amount
• Update next steps or forecast category

Maps people involved in a deal or account using CRM records, communications, or supplied files. Shows roles, engagement, and stance with evidence, identifies missing decision makers and dependence on one contact, and suggests paths to new relationships.

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• Identify decision makers and influencers in a deal
• Check whether a deal depends on a single contact
• Find introduction paths to people you have not reached

Build and operate websites, internal tools, APIs, and databases on Kortix Apps using its CLI or SDK. Covers deployment, sign-in, scaling, persistent storage that survives updates, snapshots, and restoring earlier application releases.

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• Publish a static website or single-page app
• Build an internal CRM with team sign-in
• Create an API or database backend

Design automation for sales and marketing workflows, including lead scoring, routing, CRM updates, and AI agent tasks. The skill helps choose platforms, organize shared customer context, and define monitoring and feedback loops around team needs and budget.

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• Designing lead enrichment and routing workflows
• Comparing n8n, Make, and Zapier for team needs
• Planning AI-assisted sales workflows

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.