CRM
190 skills in Business > CRM
sf-imagen
AI-powered visual content generation for Salesforce development. Generates ERD diagrams, LWC mockups, architecture visuals using Nano Banana Pro. Also provides Gemini as a parallel sub-agent for code review and research.
sf-diagram
Creates Salesforce architecture diagrams using Mermaid with ASCII fallback. Use when visualizing OAuth flows, data models (ERDs), integration sequences, system landscapes, role hierarchies, or Agentforce agent architectures.
sf-lwc
Lightning Web Components development skill with PICKLES architecture methodology, component scaffolding, wire service patterns, event handling, Apex integration, GraphQL support, and Jest test generation. Build modern Salesforce UIs with proper reactivity, accessibility, dark mode compatibility, and performance patterns.
sf-testing
Comprehensive Salesforce testing skill with test execution, code coverage analysis, and agentic test-fix loops. Run Apex tests, analyze coverage, generate test patterns, and automatically fix failing tests with 120-point scoring.
sf-data
Salesforce data operations expert with 130-point scoring. Use when writing SOQL queries, creating test data, performing bulk data operations, or importing/exporting data via sf CLI.
sf-integration
Creates comprehensive Salesforce integrations with 120-point scoring. Use when setting up Named Credentials, External Services, REST/SOAP callouts, Platform Events, Change Data Capture, or connecting Salesforce to external systems.
language
Research and use customer language across Product and Marketing. Sales Safari methodology for finding watering holes, extracting pain language, and creating "OH YEAH!" resonance.
marketing-strategy
Build a custom marketing strategy through an interactive interview. Develops business positioning, audience targeting, channel selection, and customer journey—then exports as a reusable JSON profile.
email-nurture
Design automated email nurture sequences and drip campaigns with segmentation strategies, behavioral triggers, and conversion-optimized copy for welcome, educational, re-engagement, and sales sequences.
sales-playbook
Create comprehensive sales playbooks with discovery frameworks, objection handling, competitive positioning, demo scripts, and closing techniques for B2B sales teams.
case-study-writer
Create compelling customer case studies for marketing. Guides through information gathering and produces polished case study documents.
outbound-sequences
Design cold outreach sequences for email and LinkedIn with personalization frameworks, follow-up cadences, and response handling for B2B sales prospecting.
salesforce-developer
Use when developing Salesforce applications, Apex code, Lightning Web Components, SOQL queries, triggers, integrations, or CRM customizations. Invoke for governor limits, bulk processing, platform events, Salesforce DX.
sales-and-crm-management
Complete sales funnel design, B2B sales playbook, CRM setup, and customer success management. Use when building sales processes or reducing churn.
create-module
创建新的业务模块。当需要添加新模块如 ec、crm 时使用。
agent-product-manager
Expert product manager specializing in product strategy, user-centric development, and business outcomes. Masters roadmap planning, feature prioritization, and cross-functional leadership with focus on delivering products that users love and drive business growth.
agent-sales-engineer
Expert sales engineer specializing in technical pre-sales, solution architecture, and proof of concepts. Masters technical demonstrations, competitive positioning, and translating complex technology into business value for prospects and customers.
researching-ai-news
Research and compile the latest AI news from across the industry. Use this skill when asked to find AI news, get AI updates, research what's happening in AI, check for AI announcements, or gather intelligence on AI companies. Triggers include requests for "AI news", "latest AI developments", "what's new in AI", "AI industry updates", or news about specific AI companies (OpenAI, Anthropic, Google, Microsoft, Meta, Amazon, Nvidia, xAI, Mistral, Cohere, Apple, Salesforce).
bitrix
Bitrix24 REST API via curl. Use this skill to manage CRM (leads, deals, contacts), tasks, and users.
sap-odata-explorer
Query and explore SAP OData endpoints with secure logging and configurable output. Use this skill when the user needs to fetch data from SAP systems, explore SAP entity structures, or query SAP business objects like BusinessPartner, SalesOrder, Product, etc.