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Sales & Support · Salesforce · By JoelLewis
1 skill found.
Skills
| # | Skill | Repository | Stars | Used in | Tokens | Auto-check | Licence | Updated |
|---|---|---|---|---|---|---|---|---|
| 1 | Design and optimize CRM systems and client lifecycle workflows for advisory firms, covering segmentation, household management, service tiers, and retention analytics. | JoelLewis/ | 206 | — | ~8.4k | Automated safety check: Pass | MIT | 2 mo ago |
