sales-and-crm

Coordinate order-to-cash workflows and tenant provisioning across CRM and sales services.

Updated May 15, 2026
One-click install
npx skills add https://github.com/pphatdev/erp-prompt --skill sales-and-crm
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: sales-and-crm
Source: https://github.com/pphatdev/erp-prompt/tree/main/skills/sales
Command: npx skills add https://github.com/pphatdev/erp-prompt --skill sales-and-crm

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Coordinate end-to-end order-to-cash workflow and tenant provisioning across CRM, sales, and tenancy services.

Core Features & Use Cases

  • End-to-end O2C workflow: quotes, orders, invoices, and subscriptions are coordinated with transactional integrity.
  • Tenant provisioning integration: provisioning of central tenants and domains triggered as part of the sale lifecycle.
  • Cross-module governance: unified surface for customers, quotations, and sales orders with links to invoices and subscriptions.

Quick Start

Create a quotation from a lead, convert it to a sales order, issue an invoice, activate a subscription, and trigger tenant provisioning for a new customer.

Frequently Asked Questions about sales-and-crm

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate the order-to-cash workflow from quotation to subscription activation?

To automate the order-to-cash workflow, this Skill coordinates quotations, sales orders, invoices, and subscriptions end-to-end with transactional integrity. It links lead qualification directly to sale order fulfillment and subscription activation.

Can I trigger tenant provisioning automatically when a new customer subscription is activated?

Yes, tenant provisioning integrates directly into the sale lifecycle, automatically triggering central tenant and domain provisioning when a new customer activates a subscription.

What is the best way to manage quotes, orders, and invoices across CRM and tenancy services?

The best way to manage quotes and orders is through a unified cross-module governance surface that links CRM customers, quotations, and sales orders directly to invoices and subscriptions.

How does transactional safety work during order-to-cash and provisioning orchestration?

Transactional safety in order-to-cash orchestration ensures that quote conversions, order fulfillment, invoicing, and tenant provisioning execute consistently across CRM and tenancy services without data loss.