「crm」の検索結果

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。

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.

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。

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".

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。

Keeps the CRM current without the owner ever opening it. Creates and updates contacts and deals from email, calendar, and call transcripts; logs activity automatically; drafts follow-ups on deals that have gone quiet; and maintains a next-step queue so nothing sits unowned. Runs on demand or on a schedule, includes a hygiene sweep for duplicates and stale records, and builds a lightweight CRM in a spreadsheet for owners who don't have one. Use this whenever CRM data or pipeline hygiene comes up — including phrasings like "update my CRM," "log this call," "clean up HubSpot," "clean up Salesforce," "add this to the deal," "turn my meeting into a deal note," "which deals have gone quiet," "I hate data entry," or "my pipeline is out of date." Reach for it when the owner describes a call or meeting worth recording, even without naming the 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。

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.

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。

Sync CRM knowledge notes in a vault with the live CRM code repositories: pull the read-only repos, detect which changed, and refresh only the affected reverse-engineering notes and the keep/drop/decide note. Triggers: "/crm-sync", "refresh CRM knowledge", "what changed in the CRM code".

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-only audit of your CRM opportunities for missing fields, stale dates, and stage mismatches - outputs a fix checklist to apply by hand or through update-opportunity. Use when the user asks "check my CRM hygiene", "check my Salesforce or HubSpot data", "clean up my CRM", "audit my opps", "what's missing in the CRM", or "clean up my pipeline".

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 auditing CRM data quality, finding duplicate records, identifying stale leads, cleaning pipeline data, or improving data hygiene. Triggers: 'clean my CRM', 'audit CRM data', 'find duplicates', 'CRM hygiene', 'data quality check', 'stale leads', 'pipeline 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 when creating or configuring a CRM Analytics (Einstein Analytics) app — including app containers, lenses, datasets, data source connections, app sharing, and the row-level security that gates whether users see any data. NOT for choosing Reports vs CRM Analytics vs Tableau — use admin/einstein-analytics-basics. NOT for security predicate syntax, sharing inheritance or Analytics license assignment — use admin/analytics-permission-and-sharing.

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 Specialist IA — Expert en CRM (HubSpot, Salesforce, Supabase CRM, pipelines, automation).

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。

Busabase-backed App-in-Skill CRM operator for contacts, companies, deals, and agent-drafted follow-ups in a reviewable follow-up queue. Use when the user invokes $kelly-crm or /kelly-crm, mentions CRM, pipeline, contacts, companies, deals, follow-ups, relationship management, meeting-note capture, outreach drafts, next steps, or wants to review/approve agent-drafted follow-up messages before they are sent through other channels.

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 HubSpot CRM contacts, companies, deals, and CMS content via API. Use when the user says "add contact to HubSpot", "create deal", "search CRM", "HubSpot contacts", "update deal stage", "CRM report", "HubSpot pages", or asks about managing their sales pipeline, CRM data, or HubSpot content.

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 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, hubspot, crm, marketing, sales, api" mentioned.

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 contacts, companies, deals, and pipeline with crm.cli — a headless CLI-first CRM backed by SQLite with a virtual filesystem interface

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。

"Customer relationship management strategy — integrated framework with six pillars: customer segmentation (RFM/CLV), journey orchestration (cross-channel), CDP technology stack, loyalty-program design, B2B key-account management (KAM), and CRM organization/governance. Use for VIP program design, membership-system decision, retail/ecommerce/B2B customer strategy, CDP buy-vs-build, marketing-automation adoption, or key-customer churn. Triggers: 『CRM 系統』『會員經營』『客戶分級』『大客戶策略』『CDP』『行銷自動化』『客戶生命週期』『VIP 方案』『顧客忠誠』『RFM』『CLV』『KAM』『Journey Orchestration』. For 師大 EMBA CRM, 政大 ecommerce, 中山 marketing cases. Complements Asgard `biz-cac-ltv` (tactics) and `biz-customer-journey` (single method) with the strategic integration layer.".

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。

Frappe CRM guidance for leads, deals, contacts, organizations, pipelines, activities, assignment, dashboards, and sales workflows. Use when work touches Frappe CRM or CRM-style sales processes in the Frappe ecosystem.

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 an admin needs to create an Einstein Discovery story in CRM Analytics Studio, configure prediction definitions, deploy writeback fields, set up what-if analysis, or manage model refresh and activation. Trigger keywords: Einstein Discovery story, prediction definition, writeback field, CRM Analytics Studio, model refresh, what-if analysis, bulk scoring, prediction field, 1OR prefix. NOT for the Einstein Discovery Flow action or model-health monitoring in Model Manager — use admin/einstein-discovery-deployment. NOT for Einstein Prediction Builder, a separate product needing no CRM Analytics license — use agentforce/einstein-prediction-builder. NOT for programmatic scoring through the Connect REST 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。

Designing data stories and narrative-driven analytics in Salesforce: structuring CRM Analytics dashboards for executive communication, text widgets and conditional highlights for annotation, sequential narrative in Tableau Story sheets, and Einstein Discovery narrative REST endpoints. Trigger keywords: data storytelling dashboard, executive analytics narrative, CRM Analytics text widget annotation, Tableau story sheet, smart data discovery narrative API. NOT for building the Einstein Discovery story or prediction definition - use admin/einstein-discovery-setup. NOT for choosing between Reports, CRM Analytics and Tableau - 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。

Use this skill to elicit, document, and validate CRM Analytics requirements — covering data source mapping (Salesforce object sync vs external connector vs Data Cloud), transformation needs, audience-specific lens or dashboard views, and drill-down path specifications — before any dataset or dashboard is built. Trigger keywords: CRM Analytics requirements, analytics data source mapping, CRM Analytics audience requirements, analytics visualization requirements. NOT for the formula and target behind each KPI — use admin/analytics-kpi-definition. NOT for building the dashboard once requirements are agreed — use admin/analytics-dashboard-design.

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 to define, document, and validate KPI metrics for CRM Analytics — covering metric formula design, dimension selection, target-dataset modeling, benchmark setting, and the KPI register that must exist before any dashboard or lens is built. Trigger keywords: KPI definition CRM Analytics, analytics metric design, analytics target attainment, CRM Analytics measures vs dimensions, analytics benchmark. NOT for laying out the dashboard or lens itself — use admin/analytics-dashboard-design. NOT for scoping data sources, audiences, and drill-down paths — 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。

Use when creating or managing CRM Analytics datasets: configuring dataflows, scheduling refreshes, selecting fields, handling date types, managing row-count growth, or troubleshooting stale or broken datasets. Triggers: 'dataset creation', 'dataflow schedule', 'dataflow quota', 'date field not filterable', 'dataset row limit', 'CRM Analytics data refresh', 'field type mismatch in dataset'. NOT for making an existing dataset smaller or faster — use data/analytics-dataset-optimization. NOT for choosing between Reports, CRM Analytics and Tableau in the first place — 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。

Use this skill when driving adoption of CRM Analytics (Einstein Analytics) across an org — the Analytics Adoption App for measuring who uses which dashboards, embedding analytics into Lightning pages, pinning dashboards to the Analytics home page, self-service personas, and analytics success metrics. Triggers: analytics adoption, dashboard usage tracking, embedded analytics strategy, self-service analytics enablement, CRM Analytics rollout. NOT for building the dashboards — use admin/analytics-dashboard-design. NOT for the app, datasets and lenses — use admin/crm-analytics-app-creation. NOT for non-analytics rollout training — use admin/change-management-and-training.

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 the NV oOS Pro Toolkit CRM — leads, deals, companies, contacts, customers, activities, and support tickets. Covers the complete sales pipeline from lead capture through qualification, deal management, and post-conversion customer tracking with BANT/MEDDIC scoring, activity logging, and workflow automation. Use when working with CRM records, managing pipeline stages, qualifying leads, creating company profiles, logging calls/emails/meetings, or troubleshooting CRM data issues.

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。

One-time CRM initialization. Reads agency.config.json, creates Google Sheet tabs with correct headers, and deploys the webhook Apps Script. Run this once after agency-setup to bootstrap your 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。