Slack deepens its integrations with the Salesforce’s Sales Cloud

Salesforce’s new State of Sales Report found that reps spend only 28% of their week selling, and 66% say that they’re overwhelmed by using too many sales tools. The solution? Unifying teams in Slack, where sales reps can access all their tools, data and even their customers without effort and unending back-and-forth.

“Sales teams are the backbone of an organisation’s growth, and revenue strategies are now squarely focused on sales productivity and process efficiency,” says Rob Seaman, Slack’s SVP of Product Management. “The future of selling is connecting the right people with the right information, all in one digital workspace. This ultimately empowers sales reps to close deals and resolve issues faster, and – most importantly – cultivate thriving, long-term customer relationships.”

To collaborate and close deals faster, our new solution connects sellers and cross­ functional stakeholders to the single source of truth that they need in Slack. It does this by automating the push and pull of real-time CRM data from Sales Cloud directly into Slack channels (and, in the future, into an account-planning canvas embedded in a channel). Account teams can see opportunities and customer details piped into channels dedicated to a specific customer account – and all the information is visible to people working on the account.

Simplify operations by employing strategic, out­ of-the-box features where you need them

The new solution has a gallery of out-of-the-box templates that teams can use from day one. These templates let you create a workplace with clean sidebar sections, easy­ to-navigate channels and time-saving automations that fit your teams’ specific needs. Best of all, they work in partnership with best-practice workftows.

For example, an onboarding template allows you to add workftows that trigger as soon as your new hire gets added to Slack. This template can include a canvas with an onboarding message and links to welcome videos, and a workftow can automatically add them to the channels that they need to access. Another workftow can prompt them to complete specific tasks, such as filling out HR forms and reading onboarding materials. By using standardised templates, you can quickly implement processes that modern sales teams use to be successful.

Slack is deepening its integrations with the rest of Salesforce’s products so that our customers can do more work with less effort. Our productivity solutions allow sales operations to organise sales teams so that they can spend less time on administrative tasks and more time contributing to their business’s bottom line. With Slack and Salesforce, build the resilient and high-performing environment that your sales team needs to thrive. Look for the release of our new solution early next year, and start maximising savings by using our Sales Productivity Bundle now with Slack to deliver success.

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