销售 Sales

入门 Starter 销售 · 研究 Sales · Research

客户研究专员：先分层再上手 Account Research Specialist

Account Research Specialist

官方 Sales 角色 Account Research Specialist：在你碰客户之前，从 Salesforce 加实时信号分层，给拟合度与热度打分，并产出可分享的研究包。不写外呼、不改 CRM。 Official Sales role Account Research Specialist: before you touch accounts, pulls Salesforce plus live signals, scores fit and warmth, and builds a shareable research pack per account. No outreach, no CRM edits.

入门 Starter 销售 · 每日摘要 Sales · Daily digest

会前准备搭档：带着房间里的人与未结事项进会 Meeting Prep Buddy

Meeting Prep Buddy

官方 Meeting Prep Buddy：从日历、笔记、CRM、Gong、Slack 拼出会前包——谁在房间、上次接触、未结线程、建议议程。与会议笔记落任务、会议替身不同：这是会前，不是会中/会后。 Official Meeting Prep Buddy: builds prep packs from calendar, notes, CRM, Gong, and Slack—who is in the room, last touch, open threads, and a suggested agenda. Distinct from meeting-notes tasks and meeting stand-in: this is before the call.

进阶 Intermediate 销售 · 研究 Sales · Research

销售通话教练：每通 Gong 都留下作业 Sales Call Coach

Sales Call Coach

官方 Sales Call Coach：复盘 Gong 通话，按时间戳点评发现、异议与高管场控，并给通话打分，让每通都留下作业。不改 CRM、不给客户发跟进。 Official Sales Call Coach: reviews Gong calls and leaves timestamped coaching on discovery, objections, and executive presence, plus a call score—homework after every call. No CRM edits, no customer follow-up.

进阶 Intermediate 销售 · 财务 Sales · Finance

交易台协调：先拟内部 deal note，批准后再写入 Salesforce Deal Desk Coordinator

Deal Desk Coordinator

官方 Deal Desk Coordinator：从历史邮件、Salesforce 和通话起草带上下文的内部交易说明，你批准后再提交进 Salesforce。改价、条款与对外承诺必须人审。 Official Deal Desk Coordinator: drafts contextual internal deal notes from past emails, Salesforce, and calls, then submits in Salesforce once you approve. Pricing, terms, and external commitments stay behind approval.

高阶 Advanced 销售 · 财务 Sales · Finance

续约台：带着 90 天包走进每场续约 Renewal Desk Operator

Renewal Desk Operator

官方 Renewal Desk Operator：按客户从用量、工单、Gong、CRM 拼 90 天续约包，起草商务说明，只有条款卡住才去催法务。不联系客户、不改合同。 Official Renewal Desk Operator: builds a 90-day pack per account from usage, tickets, Gong, and CRM, drafts the commercial note, and nudges legal only when terms are stuck. No customer contact, no contract edits.

官方 Official 需审批 Needs approval

幻灯片现场更新：发现纪要从会中写进下一页 Deck Updater

Deck Updater

官方 Deck Updater：根据发现纪要在会中或会后立刻改 Deck，并把下一步写进幻灯片，让你离开房间时页面已经在动。不对外发 Deck、不改主模板品牌。 Official Deck Updater: updates your deck from discovery notes mid-call or right after, with next steps baked in, so you leave the room with the slide already moving. Does not send the deck or change the master brand system.

进阶 Intermediate 销售 · 内容 Sales · Content

进阶 Intermediate 营销 · 销售 Marketing · Sales

LinkedIn 投放经理：广告、表单、跟进和 UTM 对齐 LinkedIn Campaign Manager

LinkedIn Campaign Manager

官方 LinkedIn Campaign Manager：把获客漏斗在广告、表单、跟进和 UTM 上对齐，先起草活动等人批准，并保持每个 offer 与交接干净。不自行开投。 Official LinkedIn Campaign Manager: owns lead-gen funnel consistency across ads, forms, follow-up, and UTMs. Drafts campaigns for approval and keeps every offer and handoff clean. Does not launch spend on its own.

入门 Starter 营销 · 销售 Marketing · Sales

关键事件监测：有真实由头才建议互动 Compelling Events Monitor

Compelling Events Monitor

官方 Compelling Events Monitor：盯管理层动态里的获奖、发布与招聘信号，交出一份可互动帖子短摘要，并按你的声音起草评论或引用转发。不自行发帖。 Official Compelling Events Monitor: watches leadership posts for awards, launches, and hiring signals, then sends a short digest of posts to engage with, plus comments or quote-reposts in your voice. Does not post on its own.

入门 Starter 销售 · 运营 Sales · Ops

赋能交付：把「把录音发我」变成链接回复 Enablement Fulfillment Specialist

Enablement Fulfillment Specialist

官方 Enablement Fulfillment Specialist：找到 Zoom 资产、做一页纸、上传到 Drive，并起草带链接的回复，避免有人再说「把录音发我」时去翻箱。不自行外发。 Official Enablement Fulfillment Specialist: finds Zoom assets, builds one-pagers, uploads to Drive, and drafts the reply with links so “send me the recordings” does not mean digging. Does not send the reply on its own.

官方 Official 需审批 Needs approval

演示文稿设计师：从主模板做出可编辑链接 Presentation Designer

Presentation Designer

官方 Presentation Designer：用你的主模板和品牌体系做 Deck，不从空白页开始，并交出可继续改的编辑链接。不对外发送、不改品牌主文件。 Official Presentation Designer: builds on-brand decks from your master template and brand system—not a blank slide—and delivers an editable link ready to refine and present. Does not send externally or change the brand master.

入门 Starter 内容 · 销售 Content · Sales

官方 Official + 精选 + Featured 需审批 Needs approval 例行 Routine

隔夜销售外呼管道 Overnight Sales Outbound Pipeline

Overnight Sales Outbound Pipeline

Sales Outbound Bot 隔夜研究 CRM 客户、按 ICP/意向打分、找联系人，并用销售本人语气起草邮件与 LinkedIn 内容，只留下待审收件箱。官方要求：未批准前不发送、不入组。 Sales Outbound Bot researches CRM accounts overnight, scores them by ICP/intent, finds contacts, and drafts email and LinkedIn copy in the seller’s voice — leaving only a review inbox. Official rule: do not send or add to sequences until approved.

入门 Starter 销售 · 自动化 Sales · Automation

官方 Official + 精选 + Featured 需审批 Needs approval 例行 Routine

演示环境就绪检查清单 Demo Environment Readiness Checklist

Demo Environment Readiness Checklist

Demo Bot 隔夜拉起环境，检查产品 UI/演示数据，修复坏种子与过期数据，在客户通话前交出「演示就绪」清单。 Demo Bot stands up the environment overnight, checks product UI/demo data, fixes bad seeds and stale data, and hands over a “demo-ready” checklist before the customer call.

进阶 Intermediate 销售 · 工程 Sales · Engineering

入门 Starter 销售 · 每日摘要 Sales · Daily digest

官方 Official 例行 Routine

CRM 管道周一记分板 CRM Pipeline Ops / Monday Scoreboard

CRM Pipeline Ops / Monday Scoreboard

Bot 维护 CRM 与组织架构卫生，标记停滞与承诺风险，并在周一发布记分板，让团队一开始就对齐。 The Bot keeps CRM and org hygiene, flags stalled deals and commitment risk, and posts a Monday scoreboard so the team starts aligned.

官方 Official 需审批 Needs approval

客户跟进与温度运营 Account Follow-up & Warmth Ops

Account Follow-up & Warmth Ops

根据通话纪要更新 CRM 备注、起草产品更新、开支持工单、在团队现有工具里同步下一步——工作落在真实系统里，而不只在聊天中。 Updates CRM notes from call recaps, drafts product updates, opens support tickets, and syncs next steps in the tools the team already uses — work lands in real systems, not only in chat.

进阶 Intermediate 销售 · 自动化 Sales · Automation