「crm」の検索結果

CRM-lite for managing GEO agency prospects and clients. Track leads through the full sales pipeline: Lead → Qualified → Proposal Sent → Won → Lost. Store audit history, notes, deal values, and generate pipeline summaries. Use when user says "prospect", "lead", "client", "pipeline", "crm", "nuovo prospect", "aggiungi cliente", or when managing the business side of GEO services.

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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.

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。

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

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。

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

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。

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

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。

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.

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。

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」

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。

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.

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。

Full-funnel paid advertising operations for B2B SaaS. Use this skill for PPC strategy, Google Ads optimization, LinkedIn Ads, social media advertising, programmatic buying, creative strategy, attribution modeling, budget allocation, budget pacing and planned-vs-delivered reconciliation, audience overlap and campaign self-competition audits, suppression lists, ROAS improvement, media spend optimization, and the media no auction sells — newsletter and podcast sponsorships, community and industry-publication placements, paid review-site listings on G2 and Capterra, and pay-per-lead content syndication. It also covers buying on the AI answer surface — ads inside Google AI Overviews and AI Mode that existing Search, Shopping and Performance Max campaigns already serve into with no opt-out, no placement targeting and no segmented reporting, and ChatGPT Ads and Microsoft Copilot as separate opt-in platforms with their own plan-tier reach limits, no negative keywords, and a landing-page crawler gate. It also owns the conversion signal the bidding algorithms learn from — CRM pipeline stages (SQL, opportunity, closed-won) sent back to Google Ads, LinkedIn, Meta and Microsoft Ads through offline conversion import, enhanced conversions for leads, the Google Data Manager API and the LinkedIn Conversions API, with click-ID capture, stage values, dedupe, EEA consent signals and retractions. It also gates connected TV (CTV) and streaming video for B2B — whether a reach medium belongs in the plan, how a vendor ties a TV household to a target account (member data, IP-to-account graph or contextual), the server-side ad insertion (SSAI) fraud questions, Programmatic Guaranteed deals, and a holdout lift test because CTV has no click. It also runs person-led paid social — LinkedIn Thought Leader Ads and Meta partnership ads that put spend behind an employee's or creator's post — on a paid-usage term, an in-post disclosure check and an end-date register, because the platform approval carries no term. Also triggers on: CTV, connected TV, OTT, streaming TV ads, should we run CTV, LinkedIn CTV, B2B CTV, account-based CTV, SSAI fraud, thought leader ads, boost an employee's post, sponsor a creator's post, partnership ads, whitelisting, creator usage rights, PPC, Google Ads, LinkedIn Ads, social ads, programmatic, ad creative, attribution, media budget, paid campaigns, ROAS, CPA, ad spend, newsletter sponsorship, podcast sponsorship, community sponsorship, sponsor a newsletter, content syndication, pay-per-lead, cost per lead vendor, media kit, rate card, insertion order, direct buy, publisher partnership, make-good, G2 paid listing, Capterra ads, review site advertising, sponsorship ROI, budget pacing, we underspent our budget, are our campaigns competing with each other, audience overlap, self-competition, campaign cannibalization, suppression list, exclusion list, ad frequency across channels, how many ad accounts do we have, ads in AI Overviews, AI Mode ads, ChatGPT Ads, OpenAI Ads Manager, Copilot ads, conversational ads, should we advertise on ChatGPT, can we buy our way into the AI answer, our ads are showing in AI Overviews and we cannot report on it, context hints, OAI-AdsBot, our ad landing page fails review, robots.txt is blocking our ads, our paid leads are junk, Google Ads is optimizing for the wrong leads, offline conversion import, OCI, enhanced conversions for leads, send CRM stages back to Google Ads, upload SQLs to LinkedIn, LinkedIn Conversions API, LinkedIn CAPI, Meta conversion leads, CRM to ad platform, gclid, li_fat_id, msclkid, value-based bidding, optimize for pipeline not form fills, low match rate, conversion lag.

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。

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.

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。

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.

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。

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.

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。

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

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。

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.

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。

Read and write data to the agency CRM (Google Sheets via webhook or API)

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。

Data quality audit on CRM with completeness scoring and specific fix recommendations

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。

Dynamics 365 Automation: manage CRM contacts, accounts, leads, opportunities, sales orders, invoices, and cases via the Dynamics CRM Web API

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Automate Capsule CRM tasks via Rube MCP (Composio): contacts, opportunities, cases, tasks, and pipeline management. Always search tools first for current schemas.

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Automate Capsule CRM operations -- manage contacts (parties), run structured filter queries, track tasks and projects, log entries, and handle organizations -- 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。