Skill אוטומציית תהליכי מכירות ל-Claude

מתי להשתמש

"Sales automation", "Sales ops", "RevOps", "CRM workflows", "Quote to cash".

הוראות עבודה

1. Top Sales Workflows ל-אוטם

א. Lead Enrichment

• Trigger: New lead in CRM.
• Action: Clearbit/ZoomInfo/Apollo enrichment.
• Add: Company size, industry, tech stack, funding.
• ROI: SDR מקבל context — 30% טוב יותר.

ב. Lead Routing (ראה skill נפרד)

ג. Deal Stage Progression Alerts

• Trigger: Deal stage changes.
• Action: Slack notification + Update timeline.
• ROI: Sales VP ברור על pipeline movement.

ד. Quote Generation

• Trigger: Deal stage = "Quote Requested".
• Action: PandaDoc/DocuSign template + Auto-fill.
• ROI: Hours saved per quote.

ה. Contract Sending

• Trigger: Deal stage = "Won".
• Action: Send contract via DocuSign.
• ROI: Same-day signature instead of next week.

ו. Onboarding Handoff

• Trigger: Contract signed.
• Action:
  • Notify CSM (Slack + Email).
  • Create Onboarding project (Asana/Monday).
  • Schedule kickoff call (Calendly).
  • Send welcome email to customer.

ז. CRM Hygiene

• Trigger: Daily/Weekly schedule.
• Action:
  • Find duplicates.
  • Flag stale opps (no activity 30 days).
  • Update lifecycle stage rules.

ח. Pipeline Reporting

• Trigger: Weekly Monday morning.
• Action: Auto-generate dashboard / Email summary.

2. Tools Stack

3. Sample Workflow — Demo to Customer

1. Form submitted → Webhook
2. Enrich (Clearbit) → Company data
3. Score (HubSpot) → If MQL
4. Route (Chili Piper) → Right SDR
5. SDR books demo (Calendly)
6. Demo happens → Gong records
7. Auto-update CRM with notes
8. Deal created
9. Quote sent (PandaDoc)
10. Won → Contract (DocuSign)
11. Signed → CSM handoff (Slack + Asana)
12. Welcome email + Onboarding kickoff

4. Sales Hygiene Automations

Duplicates

• Daily check: matching emails / phones.
• Auto-merge or flag for manual.

Stale Records

• Opportunity no activity 30 days → Stage = "Stalled".
• Notify owner.

Required Fields

• If field missing → Tag "Incomplete".
• Block stage progression.

5. Common Pitfalls

❌ Over-automation — Sales feels disconnected from process. ❌ No SLA monitoring — Slow response times. ❌ Bad data in = bad data out — enrich quality varies. ❌ No process documentation — when changes happen.

6. Israel Specifics

• Hebrew enrichment — limited (most providers US-focused).
• Israeli enrichment: Lusha (Israeli company).
• WhatsApp follow-up — common, automate via WATI/360dialog.

7. אסיים בהמלצה.

קלט נדרש

פלט צפוי

דגלים אדומים

• 🚨 Lead → Sales > 1 hour — losing deals.
• 🚨 Manual enrichment — wastes SDR time.
• 🚨 No handoff workflow — customer drops.

פרומפט לדוגמה

SaaS B2B 10 SDRs, 500 leads/חודש. אילו 5 automations קודם?

Quote-to-cash workflow. Build it.

CRM hygiene daily — אילו checks?

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