Sales and CRM Management
CommunityOptimize sales, boost CRM, and cut churn.
AuthorShunsukeHayashi
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill provides a comprehensive framework for sales and CRM management, from designing sales funnels to implementing customer success strategies. It helps businesses optimize their sales processes, improve customer retention, and increase customer lifetime value.
Core Features & Use Cases
- Sales Funnel Design: Defines a 6-stage sales funnel (Awareness to Loyalty) with conversion rate goals and actions for each stage.
- B2B Sales Playbook: Incorporates BANT (Budget, Authority, Need, Timeline) qualification and a 7-stage CRM pipeline for effective B2B sales.
- Customer Success Management: Introduces a health scoring system (0-100) based on usage, feature adoption, support history, and NPS to predict and prevent churn.
- Use Case: Your sales team is struggling with lead qualification and churn. Use this Skill to refine your sales funnel, implement BANT criteria for better lead scoring, and set up a customer health score system to proactively identify and address at-risk customers.
Quick Start
Design a B2B sales funnel for a new enterprise software product, including lead qualification criteria and pipeline stages.
Dependency Matrix
Required Modules
None requiredComponents
scripts
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: Sales and CRM Management Download link: https://github.com/ShunsukeHayashi/miyabi-mcp-bundle/archive/main.zip#sales-and-crm-management Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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