sales-manager

What problem does it solve?

This Skill encapsulates a Sales Manager AI that prevents lost deals, enforces disciplined follow-ups, and keeps PulseVolt BESS CRM up to date, reducing manual toil and human error.

Core Features & Use Cases

• Coaching diario and deal follow-ups to ensure every opportunity is tracked.
• Registro de interacciones and CRM updates in real time at each user interaction.
• Role-based access and automated data routing to the right team members for accountability.
• Use Case: A sales rep updates a deal after a call and the Skill updates the last_interaction_date, next_followup_date, and next_action in the CRM.

Quick Start

Envía un Brief Matutino para sincronizar tu pipeline y, en cada interacción, registra los datos en el CRM en el mismo turno.