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Writer's pictureMani Anand

Enhance Your Business With The Mightly Collaboration of Slack and Salesforce



The all-new Salesforce and Slack's inbuilt features unite teams and organize workflows built around CRM data, giving them a single source of truth for their business and a single, shared view of the customer.


Slack can streamline business operations to make work more straightforward, productive, flexible, and enjoyable. Companies can now collaborate seamlessly with external partners, providers, and customers with Slack Connect, resulting in better partnerships and quicker outcomes.


In this blog, we will go through some of the important benefits of Slack and Salesforce collaboration for Businesses.


Slack-First Analytics puts data at the center of every conversation.


Tableau and Slack let clients stay on top of data from anywhere by increasing analytics visibility across the enterprise. People can now get data-driven Tableau insights on Slack, allowing them to make better choices faster.


Users can stay connected to Tableau data they need to act on via automated notifications in Slack, such as when a sales funnel falls below a certain level.


Renewals optimize dashboard updates in team channels, giving business users access to data and insights in the location where they're already working. Watchlist digests provide a daily update on selected metrics and trends, while Subscriptions automate dashboard updates in team channels, giving business users access to data and insights in the location where they're already working.


Slack-First Service helps you resolve problems faster.


Teams may cooperate to deliver real-time customer assistance using Salesforce and Slack, bringing customers right into the channel when necessary. These Slack-First technologies assist service teams in automatically identifying and bringing the proper specialists into a case, allowing them to respond to customers faster.


Swarming develops a Slack channel for service teams to communicate on complicated and high-priority situations, bringing in the appropriate employee and external partners to address problems more quickly.


Expert Finder finds the ideal specialists for a swarm channel based on their mobility, ability, and expertise.


With Slack-First Sales, you can close more transactions.


Salesforce and Slack enable salespeople to collaborate on deals in real-time and drive growth from anywhere, with sales reps using Slack seeing 15% shorter sales cycles on average. The new features in Sales Cloud enable greater access into account information and link the necessary individuals to complete sales quickly – all while using Slack as the engagement mechanism.


In Slack, sales teams may securely interact around a client or deal cycle using digital deal rooms. Sales professionals may use Slack to view and update Salesforce records and meeting details. Teams can simply prepare for meetings with files, chats, and data in one place, new reps can swiftly onboard by accessing account details in Slack, and external partners and customers can join in directly to conclude transactions quickly.


Slack's automated daily briefs help representatives focus on what matters most by offering a tailored daily list of assignments, engagements, and critical deals to execute.


With Slack-First Marketing, you can efficiently streamline campaigns.


Slack provides a shared digital workplace for marketing teams and agency partners, and with today's advances, marketers can collaborate on customer journeys and gain insights quickly.


Marketing Cloud and Datorama's intelligent, AI-driven insights – such as lower-than-expected engagement – are delivered immediately in Slack, allowing teams to act quickly to keep campaigns on track.


When changes to a marketing journey (such as a new email headline) are generated, workflow notifications automatically update Slack channels, allowing teams to examine, collaborate on, and approve changes in real-time.



In a nutshell, Salesforce and Slack bring all of your teams together in a single, collaborative workspace with all of the tools and data they require. Internal teams may use Slack Connect to collaborate more effectively with external partners, vendors, agencies, and customers. So you can provide unique experiences that help your company flourish.


If you are looking to boost and enhance the productivity and efficiency of your business which in turn will help in increasing the revenue and ROI, get in touch with us today. We at Apphienz are dedicated to providing you with Salesforce solutions tailored and customized to your needs and goals.


Visit our website for more information and write to us in case of any queries.

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