new-opportunity

What problem does it solve?

This Skill simplifies the process of creating and qualifying new sales opportunities in the Keboola CRM, guiding users through account lookup, opportunity creation, and initial MEDDPICC qualification.

Core Features & Use Cases

• Account Lookup and Creation: Efficiently find or create accounts within the CRM.
• Opportunity Creation: Build opportunities with proper segmentation and stage setup.
• MEDDPICC Qualification: Guide users through initial MEDDPICC entries for opportunity tracking.
• Use Case: Ideal for sales operations assistants who need to assist with new deal creation, prospect tracking, or logging new sales engagements.

Quick Start

Create a new opportunity for Acme Corp, they want to replace their Informatica ETL, about $120K.