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cccskills

「crm」の検索結果

288 件 ・ 関連度順

概要と使いどころ

ERPNext-aware reasoning for accounting, selling, buying, stock, manufacturing, projects, HR, support, education, CRM, and other ERPNext module work. Use when a task affects ERPNext module behavior, configuration, reports, dashboards, workflows, or customizations.

日本語の概要は準備中です。原文の説明を表示しています。

Dkm0315/frappe-agent242026年10月11日 更新

Sales enablement, technical presales and deal acceleration for B2B SaaS revenue teams. Use this skill when planning outbound campaigns, running discovery calls, building deal strategy, creating battle cards, writing proposals, responding to RFPs, preparing a product demo, scoping a proof of concept or pilot, answering a security questionnaire or the AI annex buyers now attach to it, executing sales sequences, coaching qualification, or deciding what the website's AI chat agent is allowed to say. Also triggers on: outbound, cold outreach, reply handling, reply classification, out-of-office replies, auto-replies counted as replies, our reply rate is inflated, prospect replied remove me, opt-out by reply, is this list ready to send, launch readiness, CRM segment outbound, we emailed a current customer, outbound hit an open opportunity, ownerless leads, prospects engaging our competitors, competitor connections, displacement list, is this personalization creepy, can we mention they visited our site, signal freshness, deal strategy, pipeline, battle card, objection handling, common objections, why do we keep hearing this objection, mine call transcripts for objections, objection register, proposal, RFP, discovery call, MEDDPICC, sales sequence, qualification, sales engineer, solutions engineer, presales, demo plan, demo script, POC, proof of concept, pilot success criteria, technical evaluation, technical win, security questionnaire, vendor security review, SOC 2 questionnaire, AI security questionnaire, AI annex, AI vendor due diligence, the buyer is asking if we train on their data, do you train on customer data, which model do you use, model provider sub-processor, AI subprocessor disclosure, where does inference run, can the customer turn the AI feature off, AI-CAIQ, CSA AI Controls Matrix, ISO 42001, ISO/IEC 42001, NIST AI RMF, EU AI Act Article 50, are we a provider or a deployer, AI feature disclosure, our model vendor changed and nobody told the buyer, technical objection, mutual action plan, MAP, close plan, mutual close plan, buyer enablement, the deal is stalled, deal stalled after the demo, how do I get this deal to close, close date keeps slipping, JOLT, buyer indecision, no-decision loss, website chatbot, chat widget, AI chat agent, AI SDR, inbound AI SDR, conversational marketing, live chat, what should our chatbot be allowed to say, our chatbot quoted the wrong price, the bot promised a discount, do we have to disclose it is AI, EU AI Act chatbot disclosure, chatbot handoff to sales, chat transcript review, prompt injection on our chatbot, Drift, Qualified, Intercom.

日本語の概要は準備中です。原文の説明を表示しています。

shalintripathi/saas-marketing-agents212026年10月13日 更新

Use when a task needs the judgment of an Anthropologist/Archeologist working in cultural resource management (CRM) — scoping a Section 106 Phase I identification survey, designing a shovel-test-pit sampling strategy, evaluating National Register of Historic Places eligibility under Criteria A-D, interpreting excavation stratigraphy via a Harris matrix and radiocarbon results, or running the ethnographic field-methods branch (participant observation, informant interviewing) for a cultural-anthropology component of a project.

日本語の概要は準備中です。原文の説明を表示しています。

wonsukchoi/domain-experts212026年10月12日 更新

Audit a mineral resource estimation system -- evaluate drillhole database integrity and QA/QC (CRMs, blanks, duplicates, umpire checks), geological and domain modeling quality, variogram analysis and grade interpolation methods (ordinary kriging, indicator kriging, IDW.

日本語の概要は準備中です。原文の説明を表示しています。

tinh2/skills-hub-registry202026年9月5日 更新

Audit a grant management system for proposal workflow efficiency, deadline tracking, budget-narrative alignment, outcome reporting, compliance readiness, and win rate optimization. Use when reviewing nonprofit grant software, building a grants CRM, analyzing proposal pipelines, or evaluating funder reporting tools.

日本語の概要は準備中です。原文の説明を表示しています。

tinh2/skills-hub-registry202026年9月5日 更新

Analyze donor retention and CRM systems — lapse risk scoring and prediction models, stewardship workflow automation, donor lifetime value (LTV) modeling, communication personalization engines, giving pattern analysis, and retention metric benchmarking.

日本語の概要は準備中です。原文の説明を表示しています。

tinh2/skills-hub-registry202026年9月5日 更新

Build interactive "living workflow" flowcharts in the visual style of https://statuesque-starship-49757d.netlify.app/revenue-engine - vanilla HTML/CSS/JS files with a horizontal step bar, a vertical trunk that grows per step, tool-to-tool columns with animated payload pills between brand-marked tool nodes, alternating left/right step descriptions, and per-step outputs. Use whenever the user says "build a flowchart", "interactive flowchart", "living workflow", "revenue engine flowchart", "demand gen flowchart", "GTM workflow diagram", "process diagram with animations", "Nebor-style flowchart", or asks to recreate the workflow visual from the Nebor site. Always asks which flowchart to build (Revenue Engine / Demand Gen / CRM & RevOps / Custom) and waits for explicit approval of the step + tool + edge table before generating any files.

日本語の概要は準備中です。原文の説明を表示しています。

qa-aman/claude-skills202026年10月13日 更新

attio

無料

Read and write Attio: list objects, query records, upsert records, add notes and tasks. Trigger phrases: attio, crm.

日本語の概要は準備中です。原文の説明を表示しています。

gabrielmoreira/agent-skills-mirror192026年10月12日 更新

Use when designing or reasoning about an Agentforce Grid worksheet — the spreadsheet-like Agentforce workspace where rows are jobs and columns are sequential Data / AI / Action steps that process left to right — to run bulk record updates, generate insights, or test multi-turn AI conversations over CRM or Data Cloud (Data 360) data without Apex or Flow. Trigger keywords: Agentforce Grid, workbook, worksheet, grid column, data column, AI column, action column, bulk AI update, Flex Credits per row, metered compute. NOT for building the agent, its topics, or its actions themselves (use agentforce/* action and topic skills), NOT for single-record prompt design (use the prompt-builder skills), NOT for deployable metadata/Apex (Grid is a no-code Studio tool, not a metadata type), and NOT for AI governance/ethics policy (use admin/ai-ethics-and-governance-requirements).

日本語の概要は準備中です。原文の説明を表示しています。

PranavNagrecha/AwesomeSalesforceSkills192026年10月4日 更新

Build the executive KPI dashboard for Agentforce: adoption, deflection, latency, cost, quality — KPI definitions, data sources, CRM Analytics lenses, alert thresholds. NOT for the platform's own session tracing, Agent Analytics and health monitoring — use agentforce/agentforce-observability. NOT for scoring agent answer quality offline — use agentforce/agentforce-eval-harness.

日本語の概要は準備中です。原文の説明を表示しています。

PranavNagrecha/AwesomeSalesforceSkills192026年10月4日 更新

Revenue Intelligence setup: activating the RI app and its CRM Analytics assets, Einstein deal insights, the opportunity-change waterfall, and forecast-accuracy analytics for sales leaders. NOT for configuring the Pipeline Inspection view, its metrics and review cadence - use admin/pipeline-review-design. NOT for forecast types, categories, rollups and quotas - use admin/collaborative-forecasts.

日本語の概要は準備中です。原文の説明を表示しています。

PranavNagrecha/AwesomeSalesforceSkills192026年10月4日 更新

Use when building, auditing, or troubleshooting Salesforce Reports and Dashboards. Triggers: 'report', 'dashboard', 'missing data in report', 'pipeline report', 'cross-filter', 'report subscription', 'dashboard refresh', 'report-meta.xml', 'dashboard running user', 'report folder sharing', 'package.xml report wildcard'. NOT for choosing a report type, bucket fields, summary formulas or joined-report limits — use admin/reports-and-dashboards-fundamentals. NOT for Einstein Analytics / CRM Analytics — use admin/einstein-analytics-basics.

日本語の概要は準備中です。原文の説明を表示しています。

PranavNagrecha/AwesomeSalesforceSkills192026年10月4日 更新

Use this skill when gathering, documenting, or validating requirements for a Salesforce marketing automation program — covering MCAE (Account Engagement / Pardot) lifecycle stages, MQL/SQL threshold definitions, scoring model specifications (sources, weights, decay, ceiling), handoff notification design, CRM field updates on status change, and sales SLA. Trigger keywords: MQL criteria, marketing-to-sales handoff, lead lifecycle, scoring requirements, automation program requirements, Marketing Cloud Automation Studio scope. NOT for building the scoring and grading rules in MCAE — use admin/mcae-lead-scoring-and-grading. NOT for a Sales-Cloud composite score built from formula fields — use admin/lead-scoring-requirements.

日本語の概要は準備中です。原文の説明を表示しています。

PranavNagrecha/AwesomeSalesforceSkills192026年10月4日 更新

Gathering and documenting Salesforce marketing reporting requirements: defining KPIs, choosing an attribution model (First Touch / Last Touch / Even Distribution / Multi-Touch), selecting the right Campaign Influence configuration, and mapping business questions to report types and dashboard features. NOT for actually building the Campaign Hierarchy and CCI models - use admin/campaign-planning-and-attribution. NOT for CRM Analytics dataset and dashboard requirements - use admin/analytics-requirements-gathering.

日本語の概要は準備中です。原文の説明を表示しています。

PranavNagrecha/AwesomeSalesforceSkills192026年10月4日 更新

Use this skill when configuring or troubleshooting Data Cloud identity resolution rulesets — matching rules, reconciliation rules, unified profiles, and cross-device identity linking. Trigger keywords: identity resolution ruleset, unified individual, match rule, reconciliation rule, unified profile, cross-device identity, Data Cloud deduplication, cluster creation. NOT for CRM duplicate and matching rules — use admin/duplicate-management. NOT for overall Data Cloud layer and activation design — use architect/data-cloud-architecture.

日本語の概要は準備中です。原文の説明を表示しています。

PranavNagrecha/AwesomeSalesforceSkills192026年10月4日 更新

Full customer lookup across [Gorgias](https://composio.dev/toolkits/gorgias) tickets and [HubSpot](https://composio.dev/toolkits/hubspot) CRM.

日本語の概要は準備中です。原文の説明を表示しています。

composio-community/support-skills192026年4月22日 更新

ActiveCampaign API integration with managed OAuth. Marketing automation, CRM, contacts, deals, and email campaigns. Use this skill when users want to manage contacts, deals, tags, lists, automations, or campaigns in ActiveCampaign. For other third party apps, use the api-gateway skill (https://clawhub.ai/byungkyu/api-gateway). Requires network access and valid Maton API key.

日本語の概要は準備中です。原文の説明を表示しています。

modbender/skill-library-mcp162026年9月28日 更新

Automate Attio CRM operations -- search records, query contacts and companies with advanced filters, manage notes, list attributes, and navigate your relationship data -- using natural language through the Composio MCP integration.

日本語の概要は準備中です。原文の説明を表示しています。

manu14357/zskills162026年7月24日 更新

Designs Bayesian clinical trials including Phase I dose-finding (BOIN, CRM, EWOC, mTPI-2), meta-analytic-predictive (MAP) priors with robust mixtures for external data borrowing, EXNEX for basket trials, hierarchical models for safety AE (Berry-Berry), Bayesian platform trials (I-SPY 2, GBM AGILE, REMAP-CAP), and posterior probability stopping rules. Covers FDA Bayesian Devices Guidance (2010), FDA Bayesian Methodology in Drugs Draft (January 2026), BOIN Fit-for-Purpose qualification (December 2021), and Project Optimus dose-optimisation. Use when designing dose-finding studies, platform trials, or sensitivity analyses with informative priors.

日本語の概要は準備中です。原文の説明を表示しています。

lilinji/GeneTind-Life-Skills142026年8月21日 更新

Automate Attio CRM operations -- search records, query contacts and companies with advanced filters, manage notes, list attributes, and navigate your relationship data -- using natural language through the Composio MCP integration.

日本語の概要は準備中です。原文の説明を表示しています。

sinhoneyy/master-skills142026年9月5日 更新

Find the first batch of foreign-trade prospect companies from public web, LinkedIn, and user-authorized data sources such as customs exports, trade show lists, association directories, CRM/Excel files, or historical customer data, then output a conservative, structured candidate list ready for lead screening.

日本語の概要は準備中です。原文の説明を表示しています。

FloydTang/trade-skills-collection142026年8月26日 更新

Expert Clay platform consultant for B2B data enrichment and workflow automation. Use when the user asks about Clay tables, waterfall enrichment, Clay credits, Clay AI columns, Claygent, enrichment workflows, Clay integrations, Clay exports, Clay table design, lead scoring in Clay, or building data pipelines in Clay. Also triggers on "Clay table", "enrichment waterfall", "Clay credits", "Claygent", "Clay AI column", "Clay export", "Clay providers", "enrich in Clay", "Clay column", "Clay formulas", "find emails", "email waterfall", "phone waterfall", "lead scoring", "Clay debugging", "Clay troubleshoot". Do NOT use for general CRM questions without Clay context, cold email copy (use cold-email-copy-playbook), or signal routing (use buying-window-signal-workflow).

日本語の概要は準備中です。原文の説明を表示しています。

forma-norden/clay-claude-code-skill-pack122026年3月13日 更新

ocr

無料

OCR scanned PDFs and image files into searchable text using pdftoppm + tesseract (or ocrmypdf if available). Load when about to OCR a scanned PDF or image, or when extracted PDF text is empty/garbled.

日本語の概要は準備中です。原文の説明を表示しています。

phatblat/dotfiles122026年10月13日 更新

composio

無料

Route Composio work between the hosted MCP-backed app and the local Composio CLI. Use when a user wants to read or act on external services such as email, calendars, GitHub, Slack, Notion, Linear, Jira, or CRMs; discover an integration or tool; recover a missing connection; combine multiple apps; or automate those actions with local files and scripts.

日本語の概要は準備中です。原文の説明を表示しています。

ComposioHQ/composio-plugin-openai92026年8月12日 更新