CRM-overlappsjekk
Sjekker en liste med selskaper mot det kontoen deres allerede har.
- Seat
- Prospect
«Her er 40 selskaper fra et arrangement. Hvilke er nye for oss?»
find_organization returnerer det kontoen allerede har på hvert selskap, så du ikke ringer noen en kollega lukket forrige måned.
Hva den gjør
Slå opp selskapene i puljer med find_organization.
Sorter dem: nye, lead, i CRM-et, kunde, allerede på en liste, ikke funnet.
Marker de som krever en prat med en kollega før noen tar kontakt.
Hva du får
Listen sortert etter status, med de nye selskapene klare til å lagres.
Funnelfeedr-verktøy den kaller
find_organization
Skill-filen
Skill-filen er på engelsk, slik den installeres, og Claude svarer på ditt språk.
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 selger, din beste selger
Skillsene legger salgsprosessen deres inn i systemet i stedet for i hodene til selgerne. Installer dem, koble til Funnelfeedr og bygg den første listen i dag.