🗂️CRM Workflows Skills
Browse the best CRM Workflows skills for Claude Code, Codex, Cursor and other AI agents.
115 skills · Page 1 of 5
sf-flow
★ 17Creates and validates Salesforce flows with 110-point scoring and Winter '26 best practices. Use when building record-triggered flows, screen flows, autolaunched flows, scheduled flows, or reviewing existing flow performance.
revenue-operations
★ 5Эксперт RevOps. Используй для GTM стратегий, процессов продаж, CRM систем и revenue метрик.
sales-methodology-implementer
★ 24Implement proven sales methodologies (MEDDIC, BANT, Sandler, Challenger, SPIN) across your team. Generate framework-specific questions, score deals, train reps, and enforce consistent qualification. Use when implementing or optimizing sales processes.
salesforce-developer
★ 12Use when developing Salesforce applications, Apex code, Lightning Web Components, SOQL queries, triggers, integrations, or CRM customizations. Invoke for governor limits, bulk processing, platform events, Salesforce DX.
discovery-sales-expert
★ 1Unified discovery and sales execution expert consolidating 38 Questions,CVM White Glove methodology, email patterns, and stage playbooks.Use when: discovery calls, pipeline execution, email drafting, stage transitionsTriggers on: "discovery call", "38 questions", "volume commitment", "white glove", "follow-up email", "proposal", "stage transition", "win-back", "implementation", "test-to-ramp", "GRI", "outreach"
revenue-operations
Эксперт RevOps. Используй для GTM стратегий, процессов продаж, CRM систем и revenue метрик.
customerio-primary-workflow
★ 939Execute Customer.io primary messaging workflow.Use when setting up email campaigns, push notifications,SMS messaging, or in-app message workflows.Trigger with phrases like "customer.io campaign", "customer.io workflow","customer.io email automation", "customer.io messaging".
apollo-data-handling
★ 939Apollo.io data management and compliance.Use when handling contact data, implementing GDPR compliance,or managing data exports and retention.Trigger with phrases like "apollo data", "apollo gdpr", "apollo compliance","apollo data export", "apollo data retention", "apollo pii".
customerio-webhooks-events
★ 939Implement Customer.io webhook handling.Use when processing delivery events, handling callbacks,or integrating Customer.io event streams.Trigger with phrases like "customer.io webhook", "customer.io events","customer.io callback", "customer.io delivery status".
customerio-core-feature
★ 939Implement Customer.io core feature integration.Use when implementing segments, transactional messages,data pipelines, or broadcast campaigns.Trigger with phrases like "customer.io segments", "customer.io transactional","customer.io broadcast", "customer.io data pipeline".
apollo-migration-deep-dive
★ 939Comprehensive Apollo.io migration strategies.Use when migrating from other CRMs to Apollo, consolidating data sources,or executing large-scale data migrations.Trigger with phrases like "apollo migration", "migrate to apollo","apollo data import", "crm to apollo", "apollo migration strategy".
apollo-enterprise-rbac
★ 939Enterprise role-based access control for Apollo.io.Use when implementing team permissions, restricting data access,or setting up enterprise security controls.Trigger with phrases like "apollo rbac", "apollo permissions","apollo roles", "apollo team access", "apollo enterprise security".
apollo-webhooks-events
★ 939Implement Apollo.io webhook handling.Use when receiving Apollo webhooks, processing event notifications,or building event-driven integrations.Trigger with phrases like "apollo webhooks", "apollo events","apollo notifications", "apollo webhook handler", "apollo triggers".
attio-mcp-usage
★ 37Provides universal workflow patterns and best practices for using the Attio MCP server. Complements the attio-workspace-schema skill with HOW-TO guidance for MCP tools and error prevention.
attio-skill-generator
★ 37Generate use-case-specific Attio workflow skills from templates. Use when creating new skills for lead qualification, deal management, customer onboarding, or custom Attio workflows.
rfm-customer-segmentation
★ 32Perform RFM (Recency, Frequency, Monetary) customer segmentation analysis on e-commerce data. Use when you need to analyze customer value, identify VIP customers, or create marketing segments. Automatically cleans data, calculates RFM metrics, applies K-means clustering, and generates visualization reports with Chinese language support.
registration-ops
★ 31Use when configuring registration flows, reminders, and data sync for webinars.
forecast-discipline
★ 31Use to drive consistent forecast methodology, grading, and inspection cadences.
quota-health
★ 31Use to analyze quota distribution, attainment fairness, and productivity signals.
crm-hygiene
★ 31Use to enforce stage definitions, next-step requirements, and data completeness across the pipeline.
deal-review
★ 31Use to run structured opportunity inspections that align pipeline data with buyer reality.
routing-logic
★ 31Use when defining or adjusting marketing-to-sales assignment rules.
sla-tracking
★ 31Use to design measurement, alerting, and reporting for MQL→SQL SLAs.
meddic-checklist
★ 31Use to inspect qualification coverage across Metrics, Economic buyer, Decision criteria, Decision process, Implications, Champion.