ClaudSkills / Sales / deal-management

Sales Otter

Quality score: 80/100  ·  Category: Sales  ·  Sub-category: deal-management
tool:salesforcetool:hubspottype:integration
Otter.ai platform help — OtterPilot auto-join, live transcription, AI summaries, AI Chat, action item extraction, Channels, Sales Notetaker, Zapier automation, CRM sync (HubSpot/Salesforce/Dynamics/Zoho). Use when setting up OtterPilot for Zoom/Meet/Teams, transcription accuracy is dropping with accents or noise, speakers are getting mixed up in transcripts, action items feel generic or wrong, minute limits are running out mid-month, connecting Otter to Slack or CRM via Zapier, deciding between Otter Pro vs Business vs Enterprise, or exporting transcripts to Snowflake or S3. Do NOT use for comparing AI note-takers across vendors (use /sales-note-taker) or reviewing a specific call for coaching (use /sales-call-review).

What this skill does

Sales Otter is a well-rated Claude Code skill (quality score 80/100) in the deal-management sub-category. It ships as a SKILL.md file that Claude Code auto-discovers under ~/.claude/skills/sales-otter/ and loads when your prompt matches the skill's trigger.

When to invoke it: Use when setting up OtterPilot for Zoom/Meet/Teams, transcription accuracy is dropping with accents or noise, speakers are getting mixed up in transcripts, action items feel generic or wrong, minute limits are running out mid-month, connecting Otter to Slack or CRM via Zapier, deciding between Otter Pro vs Business vs Enterprise, or exporting transcripts to Snowflake or S3. Do NOT use for comparing AI note-takers across vendors (use /sales-note-taker) or reviewing a specific call for coaching (use /sales-call-review).

Who uses this skill

The Sales Otter skill is built for sales development reps, account executives, revenue operations teams, and customer success managers. It is part of the open ClaudSkills registry, a community-curated catalog of 15,000+ capabilities you can install for Claude Code — the Claude CLI agent.

How to install

Free

Manual install (2 steps)

mkdir -p ~/.claude/skills/sales-otter
curl -L https://claudskills.com/skills/sales-otter/SKILL.md \
  -o ~/.claude/skills/sales-otter/SKILL.md

Or just download SKILL.md directly and drop it into ~/.claude/skills/sales-otter/. Claude Code auto-discovers it on next session.

Skills live at ~/.claude/skills/sales-otter/SKILL.md on macOS/Linux, or %USERPROFILE%\.claude\skills\sales-otter\SKILL.md on Windows. See the full install guide for step-by-step instructions.

Pro

One-click install via the desktop app

The ClaudSkills desktop app installs any skill directly into ~/.claude/skills/ with one click — no terminal required. Pro starts at $9/mo or $149 lifetime.

More Sales skills

Browse all Sales skills in the ClaudSkills registry, or explore these top-rated picks from the same category:

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Part of ClaudSkills — the open registry for Claude Code skills.  ·  What's New  ·  Install guide  ·  About  ·  llms.txt