Back in Slack, a notification is pushed into the account channel, so other team members have all the context they need and can start discovery and work on converting the lead into an opportunity.Ĭollaborate Across Sales and Services by Sending Records Directly to Slack He had a discovery call with the VP of Risk Management at Edge Communications and is ready to add the VP as a new lead. What else can this integration do? With the Salesforce for Slack integration, sales reps receive customized notifications immediately in Slack, so they don’t have to stop what they’re doing and log in to a separate tool. Stay in the Know with Customized Notifications He messages her in Slack to see if she can connect him with a decision maker. He sees his colleague Jennifer, a business development rep, has already been working on the account. While in Slack, Johann searches for “Edge Communications” and previews the Salesforce account record.
#Slack salesforce software
He’d like to connect with an executive at a hot new company and pitch how Simple Enterprise’s risk management software can meet its business needs. He’s been having a discussion in Slack with his teammates about getting more leads. He’s a sales rep at Simple Enterprise, which provides financial and risk management services to small and medium businesses. Let’s dig deeper into how sales teams get the most out of this integration, starting with searching and previewing Salesforce records in Slack. It allows your sales team to collaborate more efficiently with groups from across the organization-including service agents, finance, and even legal. The integration is designed to help your sales team get work done. They receive alerts when a new lead has been generated, or when a deal has been moved to the next stage. Sales teams use the Salesforce for Slack integration to search and share new leads with their team members.
Salesforce for Slack Brings Just What You Ordered It allows colleagues to share messages, records, and alerts without having to switch back and forth between applications.
It connects sales and services teams to key account information within context to manage the sales pipeline more efficiently. So think of the Salesforce for Slack integration like that friendly waiter.
Business operations is coming up with new recipes. From the comfort of the table, teams collaborate about work and ideas they’re having about upcoming projects. Slack is the table where all the sales and service teams are, their collaboration hub. In this way, the waiter makes everyone’s lives easier by bringing together the dining room and the kitchen. The cook relies on the waiter to tell her what customers want to eat, deliver food to the table, and alert her to compliments to the chef or requests for modifications. Diners rely on the waiter to bring the menu, alert them to the specials, and bring their food all from the comfort of their table. What Is the Salesforce for Slack Integration? This module was produced in collaboration with Slack, which owns, supports, and maintains the products, services, and features described here.
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