crm-hygiene-gather

Community

Automate 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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