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Found 252 Skills
Find a specific CRM record by ID, email, domain, or name fragment, and traverse associations for the full account picture.
Microsoft Dynamics 365 integration. Manage crm and sales data, records, and workflows. Use when the user wants to interact with Microsoft Dynamics 365 data.
Teamwork CRM integration. Manage Deals, Persons, Organizations, Leads, Projects, Activities and more. Use when the user wants to interact with Teamwork CRM data.
Keeps HubSpot current without the owner opening it: creates and updates contacts and deals from email and calendar context, logs notes and calls, and flags stale records. The "stop doing data entry" skill. Use when the user asks to update the CRM, log a call, clean up HubSpot, or add context to a deal.
When the user wants help with revenue operations, lead lifecycle management, or marketing-to-sales handoff processes. Also use when the user mentions 'RevOps,' 'revenue operations,' 'lead scoring,' 'lead routing,' 'MQL,' 'SQL,' 'pipeline stages,' 'deal desk,' 'CRM automation,' 'marketing-to-sales handoff,' or 'data hygiene.' For cold outreach emails, see cold-email. For email drip campaigns, see email-sequence. For pricing decisions, see pricing-strategy.
Manage customer messaging and support with Intercom's conversational platform.
Find incomplete records, normalize field values in bulk, dedupe with `hubspot objects merge`, and audit custom properties. Builds on `bulk-operations` for JSONL piping and dry-run/digest/confirm.
Generate structured lead lists from prospect databases and web directories with Firecrawl browser. Use for finding prospects by role, company type, industry, stage, location, technologies, or other criteria and exporting CRM-ready JSON or CSV.
Research a prospect then draft personalized outreach. Uses web research by default, supercharged with enrichment and CRM. Trigger with "draft outreach to [person/company]", "write cold email to [prospect]", "reach out to [name]".
Expert sales operations and analytics guidance for revenue teams. Use when designing CRM workflows, building sales dashboards, optimizing pipeline analytics, creating lead routing rules, designing territories, calculating commissions, managing data quality, building forecasting models, or integrating sales tech stack. Covers Salesforce, HubSpot, Outreach, Gong, and RevOps best practices.
Clari Copilot (formerly Wingman) platform help — conversation intelligence with real-time battlecards, live coaching during calls, AI call summaries, coaching scorecards, gametapes, deal intelligence, and CRM auto-update within Clari's revenue orchestration platform. Use when setting up Clari Copilot for a sales team, battlecards popping up too often during calls, meeting bot not joining or joining late, Clari Copilot vs Gong pricing or features, Clari API integration for forecast export or data ingestion, CRM field mapping not syncing correctly, coaching scorecards not scoring accurately, or evaluating Clari Copilot for enterprise conversation intelligence. Do NOT use for picking a note-taker across vendors (use /sales-note-taker) or building a coaching program (use /sales-coaching).
ChurnZero platform help — Health Scores, Plays & Automation, Journeys, Renewal Forecasting, In-App WalkThroughs, Surveys (NPS/CSAT/CES), AI Agents, REST API (OData v4). Use when health scores aren't predicting churn accurately, plays automation isn't triggering, Salesforce or HubSpot sync is broken, reporting dashboards feel inflexible, in-app WalkThroughs aren't reaching users, renewal forecasting numbers don't match CRM, or the ChurnZero API returns unexpected errors. Do NOT use for general customer success strategy (use /sales-customer-success) or NPS/CSAT survey methodology (use /sales-customer-feedback).