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Activate for: enrich, CRM enrichment, update CRM, data enrichment, stale data, missing data, contact data, company data, verify email, verify contact, update record, data hygiene, CRM cleanup, enrich leads, refresh accounts, outdated records, data quality. NOT for: prospect research briefs (use prospect-research), lead scoring (use lead-scoring), bulk automated enrichment scheduling (use crm-hygiene-agent), pipeline analysis (use pipeline).
How this skill is triggered — by the user, by Claude, or both
Slash command
/sales-revops-marketing:crm-enrichmentThe summary Claude sees in its skill listing — used to decide when to auto-load this skill
Before enriching, confirm scope:
Before enriching, confirm scope:
For each contact record, verify and update:
MANDATORY FIELDS: Full name: Verify spelling against LinkedIn Current title: Update if changed; flag role change for re-routing Current company: Update if changed; trigger re-scoring if new company Work email: Verify deliverability; update if bouncing Direct phone: Verify if present; add if findable LinkedIn URL: Add if missing
INTELLIGENCE FIELDS: Time in current role: Calculate from LinkedIn start date Recent public activity: Posts, articles, quotes (last 30 days) New pain signals: Any new posts or interviews about your problem area Career change flag: Has this person changed jobs since last enrichment?
For each company record:
MANDATORY FIELDS: Legal company name: Verify against Companies House / equivalent Revenue estimate: Update from latest public sources (label: estimated) Headcount: Current LinkedIn company page; flag >20% change Headquarters: Verify current registered address Website: Verify current; update if changed
INTELLIGENCE FIELDS: News events (last 30 days): Funding, contracts, M&A, leadership changes Hiring signal: New job postings in target departments (last 30 days) Tech stack changes: New tools or dropped tools visible in job postings Financial signals: Revenue growth/decline indicators Timing signal refresh: Re-classify HOT / WARM / WATCH
HOT leads: Weekly enrichment + immediate alert if new signal Tier 1 accounts: Monthly full enrichment Tier 2 accounts: Quarterly enrichment All active pipeline: Monthly enrichment Trigger-based: Within 24 hours of website visit or content download
Scope: [Description of records enriched] Total: [N] records processed
CHANGES MADE: [Company / Contact] -- [Field updated: old value -> new value]
ROLE CHANGES DETECTED (require re-routing): [Contact name] -- changed from [old role] at [company] to [new role] at [new company] -- CRM record flagged for rep review
NEW HOT SIGNALS IDENTIFIED: [Company]: [Signal description] -- [source] -- Score updated [X -> Y] Action: [Rep name] to be alerted; /research brief recommended
RECORDS WITH MISSING MANDATORY FIELDS: [N] records still missing: [field list] -- manual review required
npx claudepluginhub panaversity/agentfactory-business-plugins --plugin sales-revops-marketingMines high-value prospects from CRM lost/churned stages by cross-referencing LinkedIn data, Apify company scrapes, domain filters, and comms history for re-engagement.
Syncs marketing data with CRM platforms (Salesforce, HubSpot, Zoho, Pipedrive) with deduplication, field mapping, and compliance checks. Includes bi-directional sync for contacts, deals, and campaigns.
Automates Apollo.io lead generation: search organizations, discover contacts, enrich prospect data, manage stages, and build outreach lists via natural language through Composio MCP.