Results for “sales-process”

18 skills

Approval Processes

Design, review, or troubleshoot Salesforce Approval Processes, covering entry criteria, approver routing, record locking, and recall behavior.

Cpq Guided Selling

Configures and troubleshoots Salesforce CPQ Guided Selling, covering Quote Process and ProcessInput setup, field mirroring, search types, and Auto Select Product behavior.

Help founders close their first customers and build repeatable sales processes. Use when someone is doing founder-led sales, trying to get their first customers, writing cold outreach, running early sales calls, or asking when to hire their first salesperson.

Salesforce Apex

Routes Salesforce Apex and SOQL questions to the right skill package from a registry of 158, covering triggers, governor limits, async processing, callouts, security, and tests.

Selects and reviews Queueable, Batch, Future, and Schedulable Apex for callouts, large data processing, retries, and background work, with decision guidance and validation checklists.

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Apex Email Services

Implements inbound email processing in Apex: parsing messages, creating or updating records, handling attachments, and configuring Email Service routing.

Sales Story Framework

当需要设计说服性内容（如销售文案、演讲、提案）时

Daily Sales Assistant

Daily-Sales-Assistant

Build and prioritize the acquirer universe for a sell-side M&A process — strategic and financial buyers scored on strategic fit, ability to pay, and likelihood to transact.

Partner Sales — 渠道合作伙伴销售

Pastor Framework

当需要制作详细的推广材料（如销售页、促销邮件）时

Plan auction events with items and bidding. TRIGGERS - Use when user needs help with auction-plan related tasks.

Draft an anonymous one-page teaser for a sell-side M&A process — enough to spark buyer interest without revealing the target's identity before an NDA is signed.

Exception Handling

Guides Apex exception handling design: catching expected failures, bulk DML semantics, boundary-specific error translation, and logging once at the right layer.

Deal Health Analyst

Turn "is this deal real?" into a deal-by-deal risk verdict. An 8-state risk taxonomy, a qualification-vs-stage gap check, multi-thread coverage, days-dark per deal, and a commit-creep watch. Built for B2B sales teams, customizable to your CRM and your sales process. Trigger on "how are my deals", "which deals are stuck", "what's at risk this month", "is the rep sandbagging", "multi-thread check", or any open-deal diagnostic.

Negotiation Prep

Walk into the negotiation with a plan, not a hope. Sets your walk-away and your target, builds the concession ladder (what you trade and what you get for it), maps their likely asks, and drafts the responses that protect price and terms. Built for B2B sales teams, customizable to your CRM and your deal process. Trigger on "prep me for this negotiation", "the prospect wants a discount", "what should I concede", "build my concession ladder", "hold price on a new deal", or any pre-negotiation planning.

Run a real win/loss debrief on a single deal, not a shrug. It reconstructs what actually moved the deal, what nearly killed it, and the one repeatable lesson, then captures it so the next deal is run better instead of relearned the hard way. Built for B2B sales teams, customizable to your CRM and your deal process. Trigger on "debrief this deal", "why did we win", "why did we lose", "win/loss on this one", "what should we learn from this deal", or any single-deal retrospective.

Proposal Builder

Build a proposal that closes, not a brochure. It opens with their problem in their words, scopes the solution to that problem, frames the price on the value it returns, states the terms plainly, and ends with one clear next step. Written to send, not to rewrite. Built for B2B sales teams, customizable to your CRM and your deal process. Trigger on "write a proposal", "build the SOW", "draft the quote", "turn this deal into a proposal", "make a proposal I can send", or any proposal or quote request.