Enforces stage definitions, mandatory fields, and data completeness to ensure high-quality CRM pipeline management.
The CRM Hygiene skill provides a structured framework for maintaining high-quality sales data within Claude Code. It automates the enforcement of stage exit criteria, mandatory field completion, and next-step requirements, ensuring that CRM pipelines are accurate and audit-ready. By implementing aging thresholds and monitoring alerts, it helps sales leaders and operations teams identify stagnant deals and gaps in documentation before critical forecast calls or executive reviews.
주요 기능
01Customizable aging thresholds to flag stagnant deals
02Structured exception handling for deal overrides and re-opens
03Automated auditing for missing contacts, products, and close dates
04Standardized hygiene scorecards for reps and managers
0529 GitHub stars
06Standardized stage entry and exit criteria enforcement
사용 사례
01Coaching sales representatives on consistent CRM update habits
02Preparing clean data for executive forecast calls and board decks
03Conducting pipeline audits to identify missing next steps or overdue tasks
