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DEPLOYED TROOPS AS A SMART SALES ASSISTANT TO IMPROVE TEAM
TRANSPARENCY AND DATA HYGIENE
Famly, with a small but
growing sales team, wanted
to operationalize good
Salesforce hygiene practices
with limited resources
They brought in Troops,
which helps management and
the team stay aligned on deal
progression, bad data, &
team activity
As key workflows become
integrated into messaging
platforms, Famly is well
positioned to scale their sales
team effectively
Executing the same old Salesforce playbook
was ineffective
For Famly, a software platform for nurseries and parents, the
traditional method of a manager running around and pinging
reps to update their deals was proving to be ineffective, time
consuming, and costly.
Growing a small team quickly meant sales resources were
tight. Often, teams see their Salesforce adoption and data
cleanliness dip as they pursue a growing list of deals and try
to move quickly to establish the business. Jonas Gundersen,
Head of Sales, wanted to make sure this didn’t happen with
his team. He saw sales operations priorities falling by the
wayside, and along with it sales performance. However, his
team wasn’t at a point where hiring a full time sales
operations role made sense.
Troops is my helpful sales
assistant, and I see it as the
future of automating Salesforce.“
PARTNER
STORIES
INDUSTRY
Nursery Management
LOCATION
Copenhagen, DK
TEAM SIZE
20 - 50
Get in touch: info@troops.ai | Visit: troops.ai
Jonas Gundersen, Head of Sales
TAKEAWAYS
Because of
Troops, Famly is
well positioned to
scale their sales
team effectively
TROOPS PARTNER STORY
Jonas looked specifically for a Slack app to help since their company was dealing with such big users,
and immediately bought into Troops for his team. With Troops, Famly set up key alerts direct to reps
when they need to update their pipeline, & automated reporting that pulled in a leaderboard of daily
team activity.
The result? Greatly improved transparency and collaboration. “My team and I talk more openly about
pipelines and of course fixing bad data. That’s something that wasn’t happening when the data wasn’t
in Slack”, Jonas said. Troops acts as a sales assistant for their team, making sure key changes to the
CRM are surfaced so the whole team is acutely aware of deal statuses and pipeline velocity. Salesforce
updates are more frequent too, with Troops providing air cover support during team check-ins.
With Troops, Famly is able to
facilitate key team handoffs
with an alert and action
While reps were initially hesitant to adopt a tool they
thought could be noisy, with a smart implementation
they quickly learned to appreciate the help Troops
provided on their pipelines. At this point, the entire
team is bought into the change Troops represents.
In fact, Troops was the only tool that seemed to align
with their vision for the future. “We looked at and I read
about a bunch of other tools”, Jonas said, “but they all
seemed old in their vision and sales ops understanding
despite being new to the market”. As a Troops partner,
Famly is excited about unlocking additional workflows
in Slack for their team - including key triggers on the
entire opportunity lifecycle ending with the handoff to
Customer Success. With a clear understanding of how
sales workflows are shifting, they look forward to
Troops continuing to play a central role in team
accountability and sales efficiency.
Get in touch: info@troops.ai | Visit: troops.ai
Reps bought into automated
pipeline alerting
Troops came in as an easy way to provide air cover

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Troops Partner Stories: Famly

  • 1. DEPLOYED TROOPS AS A SMART SALES ASSISTANT TO IMPROVE TEAM TRANSPARENCY AND DATA HYGIENE Famly, with a small but growing sales team, wanted to operationalize good Salesforce hygiene practices with limited resources They brought in Troops, which helps management and the team stay aligned on deal progression, bad data, & team activity As key workflows become integrated into messaging platforms, Famly is well positioned to scale their sales team effectively Executing the same old Salesforce playbook was ineffective For Famly, a software platform for nurseries and parents, the traditional method of a manager running around and pinging reps to update their deals was proving to be ineffective, time consuming, and costly. Growing a small team quickly meant sales resources were tight. Often, teams see their Salesforce adoption and data cleanliness dip as they pursue a growing list of deals and try to move quickly to establish the business. Jonas Gundersen, Head of Sales, wanted to make sure this didn’t happen with his team. He saw sales operations priorities falling by the wayside, and along with it sales performance. However, his team wasn’t at a point where hiring a full time sales operations role made sense. Troops is my helpful sales assistant, and I see it as the future of automating Salesforce.“ PARTNER STORIES INDUSTRY Nursery Management LOCATION Copenhagen, DK TEAM SIZE 20 - 50 Get in touch: info@troops.ai | Visit: troops.ai Jonas Gundersen, Head of Sales TAKEAWAYS Because of Troops, Famly is well positioned to scale their sales team effectively
  • 2. TROOPS PARTNER STORY Jonas looked specifically for a Slack app to help since their company was dealing with such big users, and immediately bought into Troops for his team. With Troops, Famly set up key alerts direct to reps when they need to update their pipeline, & automated reporting that pulled in a leaderboard of daily team activity. The result? Greatly improved transparency and collaboration. “My team and I talk more openly about pipelines and of course fixing bad data. That’s something that wasn’t happening when the data wasn’t in Slack”, Jonas said. Troops acts as a sales assistant for their team, making sure key changes to the CRM are surfaced so the whole team is acutely aware of deal statuses and pipeline velocity. Salesforce updates are more frequent too, with Troops providing air cover support during team check-ins. With Troops, Famly is able to facilitate key team handoffs with an alert and action While reps were initially hesitant to adopt a tool they thought could be noisy, with a smart implementation they quickly learned to appreciate the help Troops provided on their pipelines. At this point, the entire team is bought into the change Troops represents. In fact, Troops was the only tool that seemed to align with their vision for the future. “We looked at and I read about a bunch of other tools”, Jonas said, “but they all seemed old in their vision and sales ops understanding despite being new to the market”. As a Troops partner, Famly is excited about unlocking additional workflows in Slack for their team - including key triggers on the entire opportunity lifecycle ending with the handoff to Customer Success. With a clear understanding of how sales workflows are shifting, they look forward to Troops continuing to play a central role in team accountability and sales efficiency. Get in touch: info@troops.ai | Visit: troops.ai Reps bought into automated pipeline alerting Troops came in as an easy way to provide air cover