Results for “b2b-sales”

4 skills

022-pre-c8b9ae3d

Provides a pre-built Salesforce B2B Commerce data model as a Mermaid flowchart with color coding and relationship indicators, plus an optional script to enrich the diagram with live org metadata.

More results

Build qualified prospect lists for B2B SaaS, general B2B, or local small businesses by defining an ICP, sourcing candidates, qualifying with evidence, scoring, and outputting a lead sheet.

36.3k · bundle

Turn a customer's stated goals into a success plan that predicts the renewal. It sets time-to-value milestones, names an owner on both sides for each, and picks the leading indicators that tell you a year early whether this account renews. Built for B2B customer success teams, customizable to your CRM and product analytics. Trigger on "build a success plan", "onboarding plan for this account", "what are the milestones", "how do I know they'll renew", "time-to-value plan", or any post-sale planning.

person-accounts

Enables, configures, and troubleshoots Salesforce Person Accounts, covering data model design, IsPersonAccount flag handling, reporting impact, migration planning, and integration requirements.