Logging data in Salesforce is difficult and cumbersome. As a result, extracting data is time-consuming, which allows for little insight into the pipeline and projections.
Orchestrate an entire deal desk, including creating quotes and managing approvals, all via chat. Get a complete view of your accounts including support tickets, personnel changes, and other relevant activity.
No need for context switching - significant time saved in logging sales data straight from your chat app. Win more with streamlined deal management and easy-to-access data reporting and insights.
- Allows you to update a deal status in seconds
- Log all sales activities in a single interface
- Speedy deal approvals
- Automated reporting and actionable insights
- Reminders on key accounts
Deal Status Updates
Update all of your opportunities and sales records in seconds
A single interface
Log all sales activities in Slack, leave the messiness of CRMs behind
Reporting and insights
Leverage all logged sales activity to gather data and surface actionable insights
Track meetings, schedule demos, and know exactly where you stand in a deal
Discovery & Research
Discuss best practices from market leaders
Outcome: Prioritized Automation Plan
Outcome: Working Automation
Testing & business unit training