Sales Process Mapping

Quality score: 70/100 · Category: Sales · Sub-category: sales-misc

tool:salesforce

Eliciting, documenting, and structuring a sales process before it is built in Salesforce: stage sequencing, entry/exit criteria per stage, win/loss analysis requirements, and stage transition rules. Use when a business needs to analyse or formalise its sales methodology before any Salesforce configuration begins. Trigger keywords: sales process design, stage discovery, entry criteria, exit criteria, stage gate, win/loss categorisation, sales methodology, pipeline stages, opportunity stage mapping. NOT for configuring OpportunityStage picklist values, Sales Processes, or record types in Setup (use opportunity-management skill). NOT for Path configuration. NOT for Collaborative Forecasts or quota alignment.

What this skill does

Sales Process Mapping is a production-ready Claude Code skill (quality score 70/100) in the sales-misc sub-category. It ships as a SKILL.md file that Claude Code auto-discovers under ~/.claude/skills/sales-process-mapping/ and loads when your prompt matches the skill's trigger.

When to invoke it: Use when a business needs to analyse or formalise its sales methodology before any Salesforce configuration begins. Trigger keywords: sales process design, stage discovery, entry criteria, exit criteria, stage gate, win/loss categorisation, sales methodology, pipeline stages, opportunity stage mapping.

Who uses this skill

The Sales Process Mapping 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-process-mapping
curl -L https://claudskills.com/skills/sales-process-mapping/SKILL.md \
  -o ~/.claude/skills/sales-process-mapping/SKILL.md

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

Skills live at ~/.claude/skills/sales-process-mapping/SKILL.md on macOS/Linux, or %USERPROFILE%\.claude\skills\sales-process-mapping\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.

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