crm-hygiene-gather
CommunityAutomate CRM hygiene checks and sales readiness assessments.
AuthorPartners-in-Biz
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill automates the process of checking CRM data quality and sales readiness, providing a comprehensive analysis without the need for manual data verification.
Core Features & Use Cases
- CRM Data Quality Check: Verifies the existence of required CRM data in Firestore/API.
- Sales Readiness Analysis: Identifies gaps and issues in contacts, companies, deals, and sales tasks.
- Use Case: Use this Skill to quickly determine the top-value gaps for CEO action in the CRM, ensuring data accuracy and sales readiness.
Quick Start
Use the crm-hygiene-gather skill to perform a hygiene check on the CRM data for 'pib-platform-owner'.
Dependency Matrix
Required Modules
firebase-adminfirebase-admin/appfirebase-admin/firestore
Components
scripts
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: crm-hygiene-gather Download link: https://github.com/Partners-in-Biz/partnersinbiz-web/archive/main.zip#crm-hygiene-gather Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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