Skills
Daily BriefingSalesforce, Inc. • Morning rundown: meetings + context, deals closing soon, unread email
SkillWeekly WrapSalesforce, Inc. • Week in review: closed / moved / slipped / on deck
SkillCalendar EventsSalesforce, Inc. • Salesforce calendar for any date range
SkillPipeline ReviewSalesforce, Inc. • Your pipeline: coverage, aging, conversion, at-risk
SkillTeam PipelineSalesforce, Inc. • Manager roll-up by rep & stage
SkillForecast NarrativeSalesforce, Inc. • Commit / best-case / pipeline story
SkillDeal SignalsSalesforce, Inc. • Change alerts: quiet deals, slipping dates, champion changes
SkillDeal Slip ScenarioSalesforce, Inc. • Models quota/coverage impact if a deal slips
SkillDeal ReviewSalesforce, Inc. • Health score, risks, gaps, next actions
SkillDeal Advance GapSalesforce, Inc. • What's missing to advance / close
SkillClose PlanSalesforce, Inc. • Business case + path to signature
SkillHandle ObjectionSalesforce, Inc. • Works an objection w/ win-loss + quotes
SkillStakeholder MapSalesforce, Inc. • Roles, influence, sentiment, who's missing
SkillUpdate OpportunitySalesforce, Inc. • Push stage, move date, set next steps
SkillAccount ContextSalesforce, Inc. • 360 across Salesforce + email + docs + Slack
SkillAccount TieringSalesforce, Inc. • Score/tier your book by ICP fit
SkillCustomer HealthSalesforce, Inc. • Health check + QBR prep
SkillExpansion WhitespaceSalesforce, Inc. • Own vs. could-own, evidence per play
SkillRenewal RadarSalesforce, Inc. • Renewals w/ timing, risk, uplift
SkillCustomer VoiceSalesforce, Inc. • Direct customer quotes on a topic
SkillResearch ProspectSalesforce, Inc. • Company/contact research + ICP fit
SkillDraft OutreachSalesforce, Inc. • Personalized outreach email
SkillLead TriageSalesforce, Inc. • Scores/routes one inbound lead
SkillCall PrepSalesforce, Inc. • Pre-call brief: attendees, history, questions
SkillCall Follow-UpSalesforce, Inc. • Transcript → follow-up email + Slack summary
SkillInbox SweepSalesforce, Inc. • Batch-triages unread email
SkillRep ContextSalesforce, Inc. • Manager catch-up on a rep before a 1:1
SkillSalesforce Hygiene CheckSalesforce, Inc. • Audits opps for missing/stale fields
SkillQuery Activity HistorySalesforce, Inc. • Activity for one record
SkillFind Internal AnswerSalesforce, Inc. • Finds policy/approver/doc across sources
SkillWin-Loss ReviewSalesforce, Inc. • Patterns in closed opps
SkillVoice ProfileSalesforce, Inc. • Learns your writing voice (one-time)
Skill