CRM

Complete sales funnel design, B2B sales playbook, CRM setup, and customer success management. Use when building sales processes or reducing churn.

Requirements prioritization techniques including MoSCoW, Kano Model, WSJF (SAFe), and Wiegers' Value/Cost/Risk matrix. Provides scoring frameworks, trade-off analysis, and priority visualization. Use when ranking requirements by business value, customer impact, or implementation efficiency.

This skill should be used when working with the CRM PostgreSQL database for sales, contacts, companies, and opportunities. Use this skill when the user asks to insert, update, query, or analyze data in the CRM database (may be called crm or db), or when SQL queries need to be created for company_site, person, sales_opportunity, or event tables. This skill provides comprehensive schema knowledge and PostgreSQL-specific SQL examples tailored to the CRM data model.

CRITICAL: PostgreSQL MCP Server SQL limitations and correct patterns.This skill MUST be consulted before writing any SQL for the CRM database.Documents what works and what DOES NOT work with mcp__postgresql__ tools.

Full access to Twenty CRM (People, Companies, Opportunities, Tasks, Notes) using curl and the Twenty REST API directly - no MCP server or additional dependencies required.

Manage contacts, companies, deals, and relationships. Use when adding contacts, logging interactions, or working with CRM data to prevent duplicates and maintain data quality.

Uses the mcp postgresql to read and write crm relevant data to the crm database: Its about: sales_opportunity (Verkaufschancen) person (Kontaktperson im Unternehmen) company_site (Ein Standort eines Unternehmens) event (Aktivität, TODO, ... insgesamt bilden die Aktivitäten die Historie und die Zukunft von company_site, person und sales_opportunity ab) data_files (Dateien: PDFs, Bilder, E-Mail-Anhänge, Office-Dokumente - verknüpft mit CRM-Entitäten)

This skill should be used when inserting files (images, PDFs, Excel files, documents) into the CRM database and linking them to companies, people, events, or sales opportunities. The skill handles base64 encoding, hash calculation, MIME type detection, and SQL insertion automatically through a Python script.

Conducts user experience research and analysis to inform design decisions. Reviews first-party and third-party user data, analyzes industry trends from UX and visual design perspectives, and plans user research studies. Creates personas, customer segments, design principles, design roadmaps, and research discussion guides.

This skill should be used when the user wants to download or retrieve a file from the CRM database and save it to the filesystem. Triggers on requests like "download the contract from CRM", "save the database file to disk", "get the PDF from the database", or "retrieve the attachment from CRM". Uses the bel-crm-db skill for schema knowledge.

This skill should be used when the user asks to create a contact in Outlook from freeform text data (e.g., business cards, email signatures, addresses). It handles parsing contact information and creating properly structured Outlook contacts that sync to mobile devices.

Generates personalized marketing content for Unite-Hub. Creates followup emails, proposals, and case studies based on contact data and interaction history. Uses Claude AI for high-quality, contextual content generation.

Comprehensive Salesforce DevOps automation

Comprehensive Salesforce DevOps automation

Creates and validates Salesforce flows using best practices and metadata standards

Jobs-to-be-Done (JTBD) customer persona development with priority matrix, buying journey mapping, and decision criteria analysis. Creates actionable buyer personas for product and marketing decisions.

Cluster data using K-Means, DBSCAN, hierarchical clustering. Use for customer segmentation, pattern discovery, or data grouping.

Core marketing concepts, psychology, and frameworks for effective marketing. Use for foundational knowledge on funnels, customer journey, positioning, value propositions, and marketing psychology.

Pre-sales intelligence system. Ingests incoming emails, analyzes sender context, clusters related conversations, detects business opportunities, builds relationship timelines, and surfaces high-potential prospects for outreach.

Processes incoming emails for Unite-Hub. Extracts sender data, identifies communication intents, links to CRM contacts, analyzes sentiment, and updates contact records with AI insights.