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Natural Language CRM Query Tool

aka “CRM Chat”

Ask your CRM questions in English, get answers instantly

Ask pipeline and CRM questions in plain English and get back a clean answer. Works best against CRM exports, synced reports, or connected CRM data if you have it.

House RecipeWork3 min setup
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INGREDIENTS

📄Google Docs💬Slack

PROMPT

Create a skill called "CRM Chat". Use my CRM exports, saved reports, or connected CRM data so I can ask questions in natural language. Support filtering by any field, time comparisons, pipeline snapshots as of a specific date, cohort analysis by source or segment, and follow-up questions that refine the prior result. Return formatted tables with totals, and let me export the result to a document or shareable summary.

How It Works

The skill translates natural language questions into structured filters over your CRM exports, saved reports, or connected CRM data. No report-builder wrestling required.

What You Get

  • Natural language querying: "which reps are below 50% of quota?"
  • Time-series comparisons: "compare Q1 win rates to Q1 last year"
  • Pipeline snapshots: "show me pipeline as of March 1st vs. today"
  • Complex filters: "deals over $100K in healthcare that haven't had a meeting in 2 weeks"
  • Cohort analysis: "how do deals sourced from events compare to outbound?"
  • Export to Google Sheets or Slack for sharing

Setup Steps

  1. Connect your CRM or provide a recurring export with read access
  2. No further setup — start asking questions immediately
  3. Save frequently used queries as bookmarks for quick re-runs

Tips

  • Start with simple questions and build complexity as you learn what's possible
  • Bookmark your top 5 queries — they'll become your personal dashboard
  • Time-series snapshots are the killer feature Salesforce doesn't have
  • Share query results in Slack to answer ad-hoc leadership questions in real time
Tags:#crm#reporting#analytics#sales

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