'opportunity' 검색 결과

Configuring Salesforce opportunity management: sales stages, sales processes, opportunity record types, Path configuration, opportunity teams, opportunity splits, and forecasting categories. Use when setting up or restructuring the opportunity lifecycle for Sales Cloud. NOT for forecast types, rollup methods, quotas or manager adjustments — use admin/collaborative-forecasts. NOT for agreeing what the stages and exit criteria should be before any build — use admin/sales-process-mapping. NOT for CPQ pricing or product configuration. Keywords: BusinessProcess, sales process, OpportunityStage, ForecastCategoryName, PathAssistant, OpportunitySplit, OpportunitySplitType, OpportunityTeamMember, Opportunity.settings, enableOpportunityTeam, IsClosed, IsWon, IsPrivate.

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Conduct a Marty-Cagan-style opportunity assessment interview and produce a ~2-page Opportunity Brief in Confluence. Covers business objective, customer, problem, success metric, current alternatives, assumptions/risks, and what we don't know yet. Triggers on "opportunity brief", "opportunity assessment", "discovery brief", "who is this for", "why are we building this", "validate this idea", "product discovery", or any request to frame a feature before implementation. One question at a time. Records accepted research gaps as structured Confluence Decision pages with bidirectional links.

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Compare nine methods for setting priorities, including RICE and ICE, which score ideas using factors such as impact and confidence. Use formulas, selection guidance, and linked templates to choose an approach for customer problems, initiatives, or requirements.

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• Choosing a method for setting priorities
• Comparing RICE and ICE
• Ranking customer problems by importance and satisfaction

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.

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

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

Build an Opportunity Solution Tree, a structured map linking one measurable product outcome to customer needs, possible solutions, and experiments. Use research findings to prioritize problems and define hypotheses, metrics, and success thresholds for testing ideas.

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• Organizing customer research into a structured tree
• Prioritizing customer problems around one product outcome
• Comparing multiple solutions for a customer need

JTBD opportunity scoring and prioritization - outcome statement format, opportunity algorithm, scoring interpretation, feature prioritization, and opportunity matrix template

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Qualify a sales opportunity using the MEDDIC framework. Use when the user says "qualify this deal", "is this deal real", "MEDDIC qualification", "MEDDICC framework", "should I pursue this opportunity", "deal review", "how qualified is this prospect", "pipeline review prep", "forecast this deal", "sanity check on this opportunity", or wants to assess whether a sales opportunity is worth pursuing and at what pipeline stage.

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Eliciting and documenting a sales process before it is built in Salesforce: stage sequencing, entry/exit criteria per stage, win/loss analysis requirements, and stage transition rules. Trigger keywords: sales process design, stage discovery, entry criteria, exit criteria, stage gate, win/loss categorisation, sales methodology, pipeline stages, opportunity stage mapping, stage ladder, probability ladder, forecast category mapping, required fields per stage, stage swim lane, discovery workshop, handoff brief. NOT for configuring OpportunityStage, Sales Processes or Path in Setup — use admin/opportunity-management. NOT for cross-functional swim-lane maps — use admin/process-flow-as-is-to-be.

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Set up, configure or troubleshoot Salesforce Collaborative Forecasts: forecast types, forecast categories, rollup methods, quota management, forecast hierarchy, manager adjustments, pipeline inspection integration. Trigger keywords: forecast type, forecast category, cumulative rollup, individual rollup, quota, forecast adjustment, forecast hierarchy, opportunity splits forecasting, pipeline forecast. NOT for configuring the opportunity stages, sales processes or split types themselves — use admin/opportunity-management. NOT for territory-based forecasting setup — use admin/enterprise-territory-management. NOT for Classic/Customizable Forecasting.

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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

Turn stakeholder requests into measurable goals, customer problems, possible solutions, and experiments. Through guided discussion, compare feasibility, expected impact, and customer fit to choose a proof of concept: a small test of a proposed solution.

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• Reframing a feature request as a customer problem
• Connecting product goals to solutions and experiments
• Explaining why one solution was chosen over alternatives

Find keywords competitors rank for that the target property does not, and prioritize them by opportunity. Uses Ahrefs MCP for keyword and competitor data. Use this skill when planning content investment, identifying quick wins, building a content calendar against a competitor set, or scoping a market entry. Triggers on keyword gap, content gap, competitor keywords, opportunity keywords, what should we target, where are competitors winning, keyword opportunity. Also triggers when planning content for a new market or after losing organic share to a specific competitor.

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Amazon keyword research and market opportunity analysis for sellers. Retrieve autocomplete suggestions (long-tail keywords), analyze competitor landscape, and assess market opportunity for any keyword on 12 Amazon marketplaces (US/UK/DE/FR/IT/ES/JP/CA/AU/IN/MX/BR). No API key required. Make sure to use this skill whenever the user mentions Amazon product research, finding products to sell on Amazon, Amazon keyword ideas, niche analysis, competition analysis for Amazon, market opportunity on Amazon, comparing Amazon keywords, evaluating whether a product is worth selling, Amazon autocomplete data, seasonal demand for Amazon products, or anything related to researching what to sell on Amazon — even if they don't explicitly say 'keyword research'. Also trigger when the user asks vague questions like 'is this a good product to sell?', 'what's the competition like for X on Amazon?', 'should I sell X or Y?', or 'what are people searching for on Amazon?'.

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Opportunity Solution Trees, opportunity scoring, Lean Canvas, JTBD job mapping, and technique selection guide

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Establish weekly customer-discovery cadence and Opportunity Solution Tree practice using Teresa Torres's Continuous Discovery Habits framework during PRD v1.0 Market Adoption. Triggers on requests to set up discovery cadence, build opportunity solution tree, run weekly customer interviews, or when user asks "Torres", "continuous discovery", "opportunity solution tree", "outcomes vs outputs", "weekly interviews", "assumption mapping". Outputs CFD-* discovery entries and updates to ADO-STAGE-* and PER-* with new evidence.

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Query Amazon business insight reports by keyword, covering six dimensions: market potential, product characteristics, user reviews, customer profiles, search trends, and pricing analysis with AI-powered comprehensive analysis. Trigger when users mention Amazon business insights, market opportunity reports, product selection reports, competitive landscape, consumer profiles, pricing analysis, niche market research, or similar terms. Even if the user does not explicitly say "business insights," trigger this skill whenever their request involves a comprehensive market opportunity assessment or report generation for an Amazon keyword.

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Deep analysis of Amazon niche markets by keyword, covering monopoly level, brand concentration, new product success rate, and market opportunity score. Trigger when the user mentions niche market analysis, keyword market research, monopoly assessment, brand concentration analysis, new product success rate, market demand score, competitive landscape, Amazon sub-market exploration, niche market analysis, keyword market, monopoly level, brand concentration, new product success rate, market opportunity score, competitive landscape, Nexscope data. Even if the user does not explicitly mention "niche market", if their need involves evaluating the competitive landscape, brand density, or opportunity potential of the Amazon market at the keyword dimension level, this skill should also be triggered.

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Deep analysis of Amazon niche markets by product ASIN, covering monopoly level, brand concentration, new product success rate, and market opportunity score. Trigger when the user mentions niche market analysis by ASIN, ASIN market research, ASIN niche lookup, monopoly assessment, brand concentration analysis, new product success rate, market demand score, competitive landscape, Amazon sub-market exploration, ASIN niche analysis, niche by ASIN, monopoly level, brand concentration, new product success rate, market opportunity score, competitive landscape, Nexscope data. Even if the user does not explicitly mention "niche market" or "ASIN", if their need involves evaluating the competitive landscape, brand density, or opportunity potential of the niche segment a specific product ASIN belongs to, this skill should also be triggered.

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Use when setting up, customizing, or troubleshooting the Salesforce Path component on Opportunity, Lead, Case, or custom objects. Triggers: 'add guidance to stages', 'key fields on path', 'celebrate closed won', 'path not showing', 'configure path steps', 'confetti on stage change'. NOT for creating the stage picklist — use admin/opportunity-management. NOT for in-app prompts — use admin/in-app-guidance-and-walkthroughs. Metadata: PathAssistant, PathAssistantStep, PathAssistantSettings, pathAssistantEnabled, canOverrideAutoPathCollapseWithUserPref, runtime_sales_pathassistant:pathAssistant, picklistValueName, recordTypeName, BusinessProcess.

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Knowledge base from the DoD Risk, Issue, and Opportunity (RIO) Management Guide for Defense Acquisition Programs (OUSD R&E, Sep 2023 incl. Change 2.2). Use for the defense-acquisition mechanics of program risk management: the RIO definitions (risk/issue/opportunity), the five-step risk process (plan-identify-analyze-mitigate-monitor), 1-5 likelihood/consequence scoring and the 5x5 risk matrix, the four mitigation options (accept/avoid/transfer/control), burn-down plans, issue management (probability=1), opportunity management toward should-cost, cross-program/interface risk, tailoring RIO to the six AAF acquisition pathways (UCA/MTA/MCA/Software/DBS/Services), specialized methods (RMF, MBCRA/Cyber Table Top, Agile metrics, FMECA, ITRA/DTRAM), and institutionalizing RIO via the PRMP, boards (RMB/JRMB/ROMB/RWG), tools, tiered roles, and WBS/IMP/IMS/EVM/TPM integration. This is the DoD-acquisition complement to nasa-risk (general CRM/RIDM theory) and dau-se-guidebook (the SE process frame). Does NOT teach general risk theory from scratch, and defers specialized risk regimes (system safety/ESOH, HSI, detailed cyber/RMF, spectrum) to their own DoD instructions and the relevant packs.

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Reviews one deal's notes and timeline (CRM opportunity record, activity log, emails, meeting notes, forecast entries) for risk signals such as a single contact thread, no identified budget owner, slipped or missing dates, silence after a proposal, an undefined decision process or a competitor named late, and returns a DRAFT risk register: each signal with the quoted evidence and its date, a severity on a stated scale, and one proposed next action with an owner role for the user to decide on. Use when the user asks to "review the risks on this deal", "why is this opportunity stalling", "is this deal single-threaded", "deal health check before the forecast call" or "what should we do next on <opportunity>". Do not use for a whole-account plan, use account-plan-builder instead; for scoring early leads against a rubric use lead-qualification-scorer. Drafts for human review; never approves, authorises or signs off.

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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.

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• 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

Identify evidence-backed opportunities to sell more to existing customers. Compare purchases with unmet needs across products, teams, regions, and contract levels, then rank potential deals and outline whom to approach and how.

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• Find additional sales opportunities within one account
• Rank customers by their strongest expansion opportunity
• Spot unmet needs across departments and subsidiaries