Does it track deal velocity or aging?

Yes, it includes framework components for defining aging thresholds and triggers for escalating deals that have exceeded acceptable timeframes in a specific stage.

How does this skill help with revenue forecasting?

By ensuring all deals have mandatory fields like close dates and next steps filled, it provides cleaner, more reliable data for accurate revenue predictions.

Can I customize the stage exit criteria?

Yes, the skill framework is designed to let you document and enforce specific entry and exit criteria tailored to your company's unique sales process.

What is the CRM Hygiene skill for Claude Code?

It is a specialized skill designed to help sales and RevOps teams maintain high data quality in their CRM by enforcing stage definitions and entry/exit criteria via Claude Code.

CRM Hygiene & Pipeline Quality

Name: CRM Hygiene & Pipeline Quality
Author: gtmagents

bygtmagents

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Analytics & Monitoring

Enforces stage definitions, mandatory fields, and data completeness to ensure high-quality CRM pipeline management.

About

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.

Key Features

Customizable aging thresholds to flag stagnant deals
Structured exception handling for deal overrides and re-opens
Automated auditing for missing contacts, products, and close dates
Standardized hygiene scorecards for reps and managers
29 GitHub stars
Standardized stage entry and exit criteria enforcement

Use Cases

Coaching sales representatives on consistent CRM update habits
Preparing clean data for executive forecast calls and board decks
Conducting pipeline audits to identify missing next steps or overdue tasks

About

Key Features

Customizable aging thresholds to flag stagnant deals
Structured exception handling for deal overrides and re-opens
Automated auditing for missing contacts, products, and close dates
Standardized hygiene scorecards for reps and managers
29 GitHub stars
Standardized stage entry and exit criteria enforcement

Use Cases

Coaching sales representatives on consistent CRM update habits
Preparing clean data for executive forecast calls and board decks
Conducting pipeline audits to identify missing next steps or overdue tasks