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crm-hygiene

majiayu000
更新日 Yesterday
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デザインdesigndata

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
プラグインコマンド推奨
/plugin add https://github.com/majiayu000/claude-skill-registry
Git クローン代替
git 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

  1. Stage Definitions – document entry/exit criteria and mandatory fields for each stage.
  2. Data Completeness – ensure next steps, close dates, contacts, and products are filled.
  3. Aging Thresholds – define acceptable days-in-stage and automatic escalation triggers.
  4. Exception Handling – outline how to request overrides or re-open closed deals.
  5. 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

majiayu000/claude-skill-registry
パス: skills/crm-hygiene

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