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odoo-deal-followup

Official

Automate deal follow-up actions and email drafting for sales.

Marketing & Sales#email drafting#risk assessment#sales automation#CRM integration#deal follow-up
AuthorViindoo
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill automates the process of analyzing deal health and generating follow-up actions and emails for sales professionals, saving time and reducing the risk of deals falling through due to missed follow-ups.

Core Features & Use Cases

  • Deal Health Analysis: Assess the status of a deal based on customer interaction, stage, and other factors.
  • Next-Best Action: Suggest the best course of action based on the deal's current state.
  • Email Drafting: Generate a draft follow-up email in the appropriate language, tailored to the customer's situation.
  • Use Case: For a sales rep working on a deal that has been inactive for over 30 days, the Skill can analyze the deal, suggest a follow-up email, and provide a risk score to indicate the urgency of the action.

Quick Start

Analyze the health of the deal with customer 'Customer A' and suggest a follow-up action.

Dependency Matrix

Required Modules

None required

Components

scriptsreferences

💻 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: odoo-deal-followup
Download link: https://github.com/Viindoo/odoo-mcp-client/archive/main.zip#odoo-deal-followup

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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