「crm」の検索結果

Prepare a complete client review meeting prep document for a financial advisor, for whatever timeframe the review covers (quarterly, annual, ad hoc). Given a household name or email and a timeframe, pulls CRM context (Salesforce/Redtail/Wealthbox), portfolio data (Orion/Addepar/Envestnet-Tamarac), estate & tax status (Wealth.com), meeting notes (Zocks or CRM), recent correspondence (Gmail/Outlook), and the household's plan snapshot (MoneyGuide), then assembles a meeting-ready prep doc with agenda, talking points, and action items. Triggers on "pre meeting", "/pre-meeting", "prep for [client]", "quarterly review prep", "get me ready for my meeting with [client]", or "client meeting tomorrow".

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。

帮助保险代理人将pdf、Excel、Word、PPT等各类客户资料转化为个人客户信息资料库，方便小龙虾调用和使用，回答下列问题："帮我为下个月生日的客户撰写个性化的生日祝福"、"帮我为每个保单客户撰写一份个性化的理财活动邀约"，等等。

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。

Design or audit B2B sales pipeline — define stage names, entry/exit criteria, qualification standards, and CRM field requirements. Use when asked to "design our pipeline", "audit our CRM stages", "define what qualified means", or "build a sales process".

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。

営業マネージャー向けに、チーム・組織の目標達成状況と商談の障害（クローズ予定日超過・停滞・次アクション未設定・期限切れ活動）を CRM から整理し、メンバーごとの 1on1 アジェンダと支援メッセージの下書きを作るレビュースキル。 Use when ユーザーが「チームの達成状況をまとめて」「1on1 の準備をして」「メンバーの障害を洗い出して」「支援が必要なメンバーは？」と依頼したとき。 Dataverse MCP コネクタ（describe / read_query / create_record）を使用する。

Read, create, update, search, and associate HubSpot CRM records — contacts, companies, deals, tickets, and custom objects. Use this whenever the user wants to look up a contact, create a deal, update a company, search the CRM, link two records, or asks "what's in HubSpot" — even if they don't say "API". Also use it for any URL under app.hubspot.com or a mention of a HubSpot object/record ID. Always start from this skill when interacting with this service — its bundled scripts and recipes are the fastest path.

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。

Build a plug-in-ready SDR operator package for sales development and outbound pipeline work: ICP definition, compliant lead-source plan, enrichment/research workflow, account scoring, outbound assets, CRM handoff, reply triage, meeting prep, approval gates, and loop memory. Use when "SDR", "sales development", "outbound SDR", "operator room", "lead gen pipeline", "prospecting pipeline", "ICP targeting", "Apify", "RapidAPI", "Clay", "Apollo", "agentic SDR workflow", "sales operating loop", "sales dashboard handoff", or any request to package outbound sales workflows that can later connect to data tools, CRMs, or operator surfaces.

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。

Prepare sales meetings from SDR replies, account dossiers, CRM notes, call notes, or transcripts. Produces account brief, buyer map, pain hypotheses, discovery questions, objection plan, meeting agenda, CRM handoff, follow-up email, and outcome memory. Use when "sales meeting prep", "prep this demo", "discovery call", "booked meeting", "SDR handoff", "post-call follow-up", "call notes", "sales transcript", or any request to prepare or follow up on sales development meetings.

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。

Manage CRM systems — data architecture, pipeline design, automation, user adoption, and reporting.

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 writing, debugging, or optimizing SAQL queries in CRM Analytics — covering pipeline syntax, aggregation, windowing functions (rank, dense_rank, moving_average), cogroup joins, rollup subtotals, piggyback queries, and REST API execution. NOT for SOQL GROUP BY aggregates in Apex — use apex/apex-aggregate-queries. NOT for dashboard JSON steps and bindings — use admin/analytics-dashboard-json.

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 learning, designing, or explaining Salesforce Reports and Dashboards from first principles — report types, custom report types, groupings, bucket fields, summary formulas, charts, dashboard components, dynamic dashboards, report subscriptions, and folder permissions. Triggers: 'how do I build a report', 'what report type should I use', 'set up a dashboard', 'joined report limits', 'bucket field vs formula', 'dynamic dashboard running user'. NOT for CRM Analytics (use crm-analytics-* skills). NOT for Einstein Discovery predictive analytics. NOT for troubleshooting missing report data caused by sharing model issues (use admin/reports-and-dashboards for that).

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 a report or dashboard is slow, timing out, hitting row limits, or consuming excessive system resources on large-volume objects — covers selective filter strategy, custom report type optimization, async report execution via Analytics API, dashboard refresh scheduling, and grouping/aggregation tuning. Triggers: 'report times out', 'report is slow', 'dashboard not refreshing', 'report row limit hit', 'too many report results'. NOT for CRM Analytics / Tableau CRM performance (separate skill). NOT for sharing-model or visibility issues causing missing rows (use admin/sharing-and-visibility). NOT for building or designing reports from scratch (use admin/reports-and-dashboards-fundamentals).

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 deploying a trained Einstein Discovery model to production records declaratively — activating a prediction definition, mapping output fields to page layouts, adding the Einstein Discovery Action to a Flow, running bulk predict jobs, and monitoring model health via Model Manager UI. Trigger keywords: prediction definition activation, bulk predict job, Einstein Discovery Flow action, Model Manager, prediction field mapping, model refresh activation, scoring job, Einstein Discovery recommendations on record. NOT for authoring the story in CRM Analytics Studio — use admin/einstein-discovery-setup. NOT for programmatic scoring through the API — use agentforce/einstein-discovery-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。

Email consent management in Marketing Cloud: configuring Subscription Centers, building Preference Centers on CloudPages, enforcing CAN-SPAM and GDPR requirements, and handling opt-out propagation. Trigger keywords: unsubscribe handling, CAN-SPAM compliance, GDPR consent tracking, publication lists, subscription center, preference center, opt-out, double opt-in, Privacy Center, MC consent. NOT for subscriber key and suppression lists — use data/subscriber-data-management. NOT for the CRM consent data model or MC-to-CRM sync — use architect/marketing-consent-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。

Use when designing or troubleshooting CRM Analytics dashboards — chart types, bindings, faceting, dashboard interactions, mobile layout, and filters. NOT for standard Salesforce reports and dashboards — use admin/reports-and-dashboards-fundamentals. NOT for hand-editing dashboard JSON or a SAQL step — use admin/analytics-dashboard-json.

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 building, debugging, or optimizing CRM Analytics dataflows — defining node types (sfdcDigest, Append, Augment, computeExpression, computeRelative, Flatten, dim2mea, sfdcRegister), scheduling runs, handling run failures, and tuning performance. NOT for doing the same transformation in a Data Prep recipe — use admin/analytics-recipe-design. NOT for dataset field types, refresh schedules, or row limits — use admin/analytics-dataset-management.

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 designing or building CRM Analytics Data Prep recipes — including node selection, join patterns, bucket field configuration, formula expressions, and scheduling. Triggers: 'build a recipe', 'join datasets in analytics', 'bucket a measure field', 'schedule a recipe', 'data prep transformation'. NOT for dataflow JSON and its node types — use admin/analytics-dataflow-development. NOT for tuning a slow or oversized dataset — use data/analytics-dataset-optimization.

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 editing CRM Analytics dashboard JSON directly to implement advanced bindings, custom SAQL/SOQL step queries, layout changes, step parameters, or cross-widget interactions. Trigger keywords: dashboard JSON, SAQL step, binding syntax, mustache binding, dashboard REST API, widget layout, step limit, datasetId, datasetVersionId. NOT for building the dashboard in the builder UI or picking chart types — use admin/analytics-dashboard-design. NOT for writing or tuning the SAQL itself — use admin/saql-query-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。

CRM strategist AI — RFM segmentation, lifecycle, churn prediction, win-back สำหรับธุรกิจไทย

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。

Outbound SDR (Sales Development Representative) operating system that runs the full top-of-funnel motion across HubSpot (CRM, engagement, and source of truth) and Exa (web research + signals). Use this skill WHENEVER the user is doing outbound sales development, building target/prospect lists, defining or refining an ICP, enriching leads, researching accounts or people before outreach, writing cold emails or multi-touch sequences, qualifying or scoring leads, logging activity to CRM, handing meetings off to AEs, or reporting on pipeline. Trigger it even when the user only says things like "find me 50 leads", "research this account", "write a cold email to this person", "score these leads", "log this in HubSpot", or "build a sequence"; these are all SDR tasks this skill governs. Do not wait for the user to say "SDR" or "prospecting" explicitly.

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。

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.

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。

ITシステム導入・刷新のROI（投資対効果）分析スキル。ERP、CRM、クラウド移行、基幹システム刷新、DXプロジェクト等のビジネスケース作成を支援。TCO分析、NPV/IRR計算、感度分析、経営層向けROIレポート生成を実行。「システムROI」「IT投資評価」「クラウド移行コスト」「TCO分析」「DX投資効果」等のトリガーで使用。

Expert en prospection à froid avancé (email sequences, LinkedIn, personalization, CRM sync, DZ market)

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。

Automate Centralstationcrm tasks via Rube MCP (Composio). Always search tools first for current schemas.

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。

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

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。