![]() So, when a new opportunity from Sales Cloud updates in Slack, a workflow could use that data to generate and send a note in an account channel to alert the sales rep to follow up. ![]() Notably, Slack Sales Elevate also allows users to leverage AI-powered, no-code workflows with Salesforce-triggered notifications, like support requests and deal approvals, without any technical expertise. No more need to run a report or go on a one-on-one. This way, when an executive closes a deal and updates that information on their opportunity pipeline within the Sales tab, the manager can be notified right away - with all the changes syncing back to Salesforce at the same time. Meanwhile, sales managers who get a view of all team opportunities with more comprehensive pipeline tools can set up automatic notifications for all kinds of deal updates - be it stage change for a specific opportunity, amount updates or new opportunities. For example, executives can be notified about updating their opportunity pipeline before a forecast call. ![]() More importantly, the new experience also ties in with notifications and reminders. As the changes are made, they are updated directly back in Salesforce. It pulls in data from the Sales Cloud and even allows the executives to take action on their pipeline without moving out of Slack.įor instance, executives could bump up the amount for an account, change the stage it is in, or add the next steps planned to close the deal. Offering a bird’s eye viewĪs the company explains, the offering brings a new Sales tab to Slack, where reps can go to get a bird’s-eye view of their open opportunities, opportunities closing soon, and the revenue generated. Slack Sales Elevate brings a personalized selling home on Slack, centralizing information from Sales Cloud and giving executives data and admin tools right where they are having their conversations about selling. Then, when the manager asks for a forecast, they go get all these notes and update them in batch in Salesforce.” “They’re figuring out things like how much a deal is worth or when it could be closed, and taking notes of all this along with what the next steps are. “Throughout the course of a week, sales reps are constantly communicating with their colleagues and customers,” Seaman told VentureBeat.
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