Automate Capsule CRM operations -- manage contacts (parties), run structured filter queries, track tasks and projects, log entries, and handle organizations -- using natu — from…
Maintains vault/career/open-loops.md as the canonical list of outstanding career action items. Appends new flags from any career op run (comp gaps, follow-up reminders, stalled…
Inspect, plan, or modify LinkedHelper import and webhook work in the CCRM recruiting system. Use when Codex handles LinkedHelper CSV imports, linkedhelper-webhook payloads,…
Automate Centralstationcrm tasks via Rube MCP (Composio). Always search tools first for current schemas. — from sales/crm-systems
Generate professional client communications and email sequences for events professionals. Use when writing email sequences, proposals, follow-ups, check-in emails, post-event…
Reichert einen manuell im Close-CRM angelegten Lead (eine Firma mit offener Stelle) end-to-end fuer den Recruiting-Anruf an: recherchiert ALLE Personen der Firma (Team-Seite,…
Automate Capsule CRM operations -- manage contacts (parties), run structured filter queries, track tasks and projects, log entries, and handle organizations -- using natu — from…
Automate Centralstationcrm tasks via Rube MCP (Composio). Always search tools first for current schemas. — from phamlongh230-lgtm/yamtam-engine
Automate Espocrm tasks via Rube MCP (Composio). Always search tools first for current schemas. — from phamlongh230-lgtm/yamtam-engine
Automate Nocrm IO tasks via Rube MCP (Composio). Always search tools first for current schemas. — from phamlongh230-lgtm/yamtam-engine
Automate Pipeline CRM tasks via Rube MCP (Composio). Always search tools first for current schemas. — from phamlongh230-lgtm/yamtam-engine
Automate Salesforce Marketing Cloud tasks via Rube MCP (Composio). Always search tools first for current schemas. — from phamlongh230-lgtm/yamtam-engine
Automate Salesforce Service Cloud tasks via Rube MCP (Composio). Always search tools first for current schemas. — from phamlongh230-lgtm/yamtam-engine
BlazeForce standard for consulting communication and executive advisory. ALWAYS use when writing proposals, quotations, business cases, advisory documents, decision papers, or…
Use when configuring or operating Copado Essentials deployment pipelines — including user story creation, branch management, promotion paths, conflict resolution, and choosing…
Use when creating or configuring a CRM Analytics (Einstein Analytics) app — including app containers, lenses, datasets, data source connections, and app sharing.
Use when deciding between CRM Analytics (formerly Einstein Analytics / Tableau CRM) and Tableau Desktop, Tableau Server, or Tableau Cloud for a Salesforce-centric analytics…
CRM workflow automation for HubSpot, Salesforce, Pipedrive - lead management, deal tracking, and multi-CRM synchronization
Clean and enrich a CSV of B2B accounts. Claude Code is the orchestrator — it walks the user through setup (env, deps, Deepline CLI, optional HubSpot install), takes…
Design and optimize CRM systems and client lifecycle workflows for advisory firms, covering segmentation, household management, service tiers, and retention analytics.
Deduplicate, normalize, and enrich CRM contacts and companies. Use when a user needs to clean CRM data, find duplicate contacts, standardize phone numbers or emails, merge…
Fachmodul Franchiserecht für CRM-Daten und gemeinsame Verantwortlichkeit: Zentrales CRM, Loyalty-Programme und Marketingdaten werden zwischen Franchisegeber und Nehmer auf…
Solo-Selbstständige: ordnet Leads, Kundenstatus, Folgeaktionen und Datenschutz im Mini-CRM; mit Abfrage von Tätigkeit, Status, Belegen, Fristen, Geldfolge und konkretem n — from…
Audit and improve CRM data quality by identifying missing fields, inconsistent values, duplicate records, and stale data
CRM identity and definitions for systemprompt.io. Defines pipeline stages, lead scoring rubric, email rules, and integration with marketing. Load FIRST before any other crm skill.
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…
CRM and automation integration patterns for lead gen sites. Webhooks, Zapier, Make, HubSpot, Pipedrive. Use for connecting forms to business systems.
CRM, Loyalty-Programm und Datenschutz in Fashion Retail prüfen: Kundendaten, Größenprofile, Kaufhistorie, Einwilligungen, Newsletter, Profiling und Löschung im Fashion Law…
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.
顧客台帳の定期メンテナンス(月次・四半期)。新規追加 / 担当者異動 / 契約更新ステータス / 取引高ランキング更新を kintone / スプシ / freee で運用、棚卸チェックリスト + ToDo 出力。
AI-powered CRM and sales pipeline managed entirely through natural language. Track leads through stages, set follow-up reminders, log interactions, and generate pipeline reports —…
Create or update CRM to RMX syncing integrations. Use when adding a new synced entity, mapping, EF Core model/migration, or CrmSyncingInboxService logic for CRM to RMX (and…
Use when discovery findings need to be saved into CRM as useful context while excluding sensitive details, unsupported claims, and negotiation strategy.
Use when reviewed sales-to-implementation handoff context needs to be saved into CRM or project systems while excluding sensitive details, unsupported commitments, and internal…
Map a CRM prospect list into a social engagement priority queue — scores each prospect for social fit, identifies which platforms to target, and generates a ranked outreach-ready…
CRM strategist AI — RFM segmentation, lifecycle, churn prediction, win-back สำหรับธุรกิจไทย
Use when the user wants to sync marketing contacts, deals, or campaign data to Salesforce, HubSpot, Zoho, or Pipedrive, including field mapping, deduplication, and sync logging.
Analysiert datenschutzrechtliche Anforderungen beim Einsatz von CRM-Systemen im Handelsvertrieb nach DSGVO und § 88 HGB: Verarbeitung von Kundendaten durch Handelsvertreter,…
Writes and debugs Apex code, builds Lightning Web Components, optimizes SOQL queries, implements triggers, batch jobs, platform events, and integrations on the Salesforce — from…
Designing a customer experience measurement strategy using CSAT, NPS, and CES metrics in Salesforce Feedback Management: metric selection, survey timing, Feedback Management…
The morning CRM briefing. Orchestrates pipeline-tracker + hypothesis-ledger into a single actionable brief: pipeline snapshot, hot leads, overdue follow-ups, email drafts to…
Datenschutz im Franchisesystem regeln: gemeinsame Verantwortlichkeit nach Art. 26 DSGVO für CRM und Kundendaten, Auftragsverarbeitungsverträge nach Art.
Datenbankrecht: B2B-Kundendaten CRM Export durch Mitarbeiter mit geführtem Workflow, Normencheck, Beweis- und Fristenlogik, Red-Team und verwertbarem Ergebnis.
Keep documentation in sync with code changes. Use when implementing features, modifying APIs, changing architecture, adding configuration, updating security, or making any changes…
Use when l'utente chiede revisione interfaccia, debug visivo, accessibility audit, consistency check fra pagine, dice "non torna" / "lampeggia" / "spinner appeso" / "label…
Prepare, draft, or send GAZ sales follow-up emails, quote summaries, recap emails, or customer messages.
Write effective professional emails using AIDA framework, subject line formulas, and follow-up cadences. Use when crafting cold outreach, negotiation emails, or follow-ups.
Automate Espocrm tasks via Rube MCP (Composio). Always search tools first for current schemas. — from sales/crm-systems
Comprehensive guide for developing on EspoCRM - metadata-driven CRM with service layer architecture
Guidance for promoting B2B events before they happen and executing follow-up after — covering pre-event demand building, on-site tactics, and post-event outreach workflows.
Use when forwarding Salesforce Platform Events or Change Data Capture to AWS EventBridge via Event Relay.
Use when designing or reviewing integrations between an Experience Cloud site and external systems — SSO identity providers, third-party widgets, external content sources, and…
Nach Eingang einer Anfrage muss Sekretariat CRM-Eintrag und Akte anlegen. CRM-Eintrag Kanzlei-Intake.
Use when an AE needs a cautious buyer-facing follow-up from reviewed discovery notes without adding unsupported commitments or sensitive internal context.
Finds emails waiting for a reply, threads that went quiet, and questions never answered across all active sales conversations.
Franchiserecht: Datenschutz CRM Kundendaten und gemeinsame Verantwortlichkeit mit geführtem Workflow, Normencheck, Beweis- und Fristenlogik, Red-Team und verwertbarem Ergebnis.
Create and manage all investor-facing materials — pitch decks, one-pagers, financial models, memos, accelerator applications — with single-source-of-truth consistency enforcement.
Plan and run an early-stage fundraising process and produce a Fundraising Pack (raise decision memo, round design brief, pitch narrative + deck outline, investor pipeline +…
When the user wants to write an email to an investor — cold outreach, warm intro request, follow-up after a meeting, monthly investor update, or thank-you note.
Consultare ed editare la codebase CRM frontend (React). Pull, push, branch, PR, file search, refactor.