What is Skipper and how it works?

Summary
- Skipper helps reduce sales admin tasks and keeps your CRM organized. It listens to calls and emails, drafts the updates you need (Next Steps, MEDDIC, close dates), identifies risks, and lets you review or automatically apply changes with safeguards.
- Works with Salesforce, HubSpot, and Microsoft Dynamics 365.

Core Components
- Sales Sheets: Easy spreadsheet-style edits that sync directly with your CRM.
- Update Agent: Creates and applies field updates with clear citations and confidence levels.
- Coach Agent: Points out missing information based on MEDDIC, BANT, or SPICED frameworks.
- Hygiene & Risk: Evaluates data quality and flags deals that might be slipping or have outdated next steps.
- Deal Rooms: Provides Slack and Teams summaries, highlights risks, and offers one-click actions.
- Browser Overlay: Allows quick editing of CRM fields right from Gmail, LinkedIn, or other web apps.
- Knowledge Graph Q&A: Lets you ask questions about your pipeline with answers that include sources.
- Governance & Audit: Offers field-level controls, simulation mode, and unchangeable logs for transparency.

Prerequisites
- Connected CRM (Salesforce, HubSpot, or Dynamics).
- Optional: Integrations for meetings and emails.
- Admin needed to set up field mappings and guardrails.

How It Works
1) Gathers data from calls, emails, and CRM.
2) Applies methodology prompts and maps fields.
3) Drafts suggestions with confidence scores and citations.
4) Sales reps can review, edit, accept, or let updates apply automatically based on admin settings.
5) Keeps track of data quality and risks, sending helpful alerts.

Verification
- Suggestions include confidence levels and sources.
- Accepted updates go to the right CRM fields.
- Audit log records who made changes, what was changed, and when.

Safety
- You can dismiss or adjust suggestions before accepting.
- Admins can control permissions by field, role, or team.
- Skipper confirms CRM updates before reporting success.

FAQs
- Is Skipper a CRM? No—Skipper updates and analyzes your existing CRM.
- Does Skipper train on my data? By default, no (see Security & Privacy).
- Which methodologies are supported? MEDDIC/MEDDPICC, BANT, and SPICED.
- Can we run suggest-only mode? Yes—you can enable automatic updates later.

Related
- Connect Salesforce to Skipper
- Connect HubSpot to Skipper
- Connect Dynamics 365 to Skipper
- Configure autonomy by field
- Security, privacy, and audit logs