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.
INGREDIENTS
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
- Connect your CRM or provide a recurring export with read access
- No further setup — start asking questions immediately
- 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