crm-hygiene
について
CRMハイジーンスキルは、CRMパイプラインにおけるデータ品質とプロセス一貫性を強化し、監査の準備や担当者へのコーチングに最適です。このフレームワークは、ステージ定義の検証、データの完全性、経過時間の閾値、例外処理を対象としています。開発者はこれを利用して、ハイジーンチェックの自動化、スコアカードの生成、情報欠落のアラート発行を行うことができます。
クイックインストール
Claude Code
推奨/plugin add https://github.com/majiayu000/claude-skill-registrygit clone https://github.com/majiayu000/claude-skill-registry.git ~/.claude/skills/crm-hygieneこのコマンドをClaude Codeにコピー&ペーストしてスキルをインストールします
ドキュメント
CRM Hygiene Playbook Skill
When to Use
- Preparing for pipeline inspections or forecast calls.
- Auditing data quality before exec reviews or board decks.
- Coaching reps on consistent CRM updates.
Framework
- Stage Definitions – document entry/exit criteria and mandatory fields for each stage.
- Data Completeness – ensure next steps, close dates, contacts, and products are filled.
- Aging Thresholds – define acceptable days-in-stage and automatic escalation triggers.
- Exception Handling – outline how to request overrides or re-open closed deals.
- Monitoring – schedule hygiene dashboards + alerts for missing data.
Templates
- Stage checklist (fields + approvers per stage).
- Hygiene scorecard for reps/managers.
- Escalation request form for data overrides.
Tips
- Automate reminders for missing next steps or overdue close dates.
- Pair with forecasting enablement to keep assumptions grounded.
- Share hygiene scores transparently to drive accountability.
GitHub リポジトリ
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