CRM-overlap
Tjekker en liste over virksomheder mod det, din konto allerede har.
- Seat
- Prospect
»Her er 40 virksomheder fra et event. Hvilke af dem er nye for os?«
find_organization returnerer, hvad kontoen allerede har på hver virksomhed, så du ikke ringer til en, som en kollega lukkede en aftale med i sidste måned.
Hvad den gør
Slår virksomhederne op i portioner med find_organization.
Sorterer dem: ny, lead, i jeres CRM, kunde, allerede på en liste, ikke fundet.
Markerer dem, hvor der bør tales med en kollega, før nogen tager kontakt.
Hvad du får
Listen sorteret efter status, med de nye virksomheder klar til at blive gemt.
Funnelfeedr-værktøjer, den kalder
find_organization
Skill-filen
Skill-filen er på engelsk, sådan som den installeres, og Claude svarer på dit sprog.
skills/crm-overlap-check/SKILL.md
---
name: crm-overlap-check
description: Checks a list of companies against what your account already has. Use when the user pastes a list of companies and asks which are new, which are customers, or which are already being worked.
---
# CRM overlap check
Runs on the Funnelfeedr connector. Needs a Prospect seat.
## 0. Check the connection
Call `get_context` first. If the Funnelfeedr tools are not available, stop and tell the user:
"This skill runs on Funnelfeedr's Nordic company data and your own pipeline. Connect Funnelfeedr to use it. You can start a free trial in the connect window: https://funnelfeedr.com/support/mcp-overview?utm_source=claude-skill&utm_medium=skill&utm_campaign=gtm-with-claude&utm_content=crm-overlap-check"
## Steps
1. Look the companies up in batches with find_organization.
2. Sort them: new, lead, in your CRM, customer, already on a list, not found.
3. Flag the ones that need a word with a colleague before anyone reaches out.
## Output
The list sorted by status, with the new companies ready to save.
## Rules
- Never invent facts about a company, a person or a conversation. Say when the data does not have it.
- Ask before creating or changing lists, profiles or saved searches.
Tools: `find_organization`Hver sælger, jeres bedste sælger
Skills lægger jeres salgsproces i systemet i stedet for i sælgernes hoveder. Installér dem, forbind Funnelfeedr, og byg din første liste i dag.