Sales Customer Manager

Problem

Sales follow-up often depends on scattered chat history, spreadsheets, and memory. Customer facts, budgets, decision makers, and next actions are easy to lose, while teams may also face missed follow-ups, duplicate outreach, inconsistent scripts, and ownership conflicts. This skill turns that informal context into queryable customer profiles, follow-up tasks, and funnel views, making the sales process easier to track and review.

How It Works

• Customer profiles: record customer, find customer, and list customers extract fields such as name, company, role, contact, requirement, budget, decision power, purchase intent, stage, and next action.
• Follow-up and tasks: today follow-up, follow-up list, and add task create daily reminders, task lists, and overdue alerts.
• Personas and scripts: the skill labels personality, concerns, decision speed, and deal likelihood, then generates scripts for first contact, requirement discovery, pricing, objection handling, closing, and maintenance.
• Team operations: it can integrate with Feishu documents for sharing, permissions, and performance dashboards, and extend to contract payment tracking, channel source analysis, collision detection, public pool reassignment, performance accounting, and custom fields.

Boundaries

It is better suited as a lightweight sales CRM and script assistant than a full finance or order system. Persona quality depends on the completeness of recorded conversations, and collision or permission logic depends on consistent customer ownership. Sensitive fields should be masked, while exports, sharing, and permission changes should still follow organizational compliance reviews.