Learn from 13 different startups how their sales and customer success teams increase efficiency using Slack.

1. https://troops.ai
13 SLACK TIPS & USE CASES
FOR SALES TEAMS ON SLACK

2. https://troops.ai
So maybe you’ve heard about this company called Slack…

3. https://troops.ai
But how can my
sales and customer
success teams
use it?

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We were curious…
so we asked some
modern sales leaders

5. https://troops.ai
LET’S LEARN FROM

6. https://troops.ai
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7. Unify Remote Teams

8. https://troops.ai
Ryan Burke VP of Sales
“Slack is invaluable at InVision, which is a 100%
remote company. Our #sales channel updates
the entire team on the latest going's on for the
enterprise business. Whether we are discussing
beta customers, engaging with finance,
promoting customer success, or celebrating
sales achievements,the channel's focus is on our
enterprise clients and prospects and how we can
better serve them.”

9. Communicate On New Projects

10. https://troops.ai
“Standing up new projects are hard.
Whenever I have a team working on
new projects everyone is thrown into
a Slack Channel...All questions are
forced through Slack (ie will not be
answered offline) so that duplicate
questions do not exist.”
Dave Greenberger VP of Sales

11. Replace Unnecessary Meetings

12. https://troops.ai
Matéo Askaripour Director of Sales Development
“Slack Channels allow us to have
quick check-ins opposed to blocking
out 30 minutes on everyone's
calendar and booking a conference
room to discuss an item that could
be worked through in minutes.”

13. Track Stage Movement

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Kevin Chiu Manager Sales and Operations
“We use a channel called
#salesaction to highlight new
meetings set by the team, when a
customer scales their server usage
on DigitalOcean to the next tier on
their own, when an Opportunity
moves stages, etc”

15. Connect Sales and Non-Sales

16. https://troops.ai
Dan Grossberg Business Operations Manager
“It definitely bridges the gap in
communication between our Sales
and non-sales team, allowing for
immediate feedback, accountability,
and transparency, org-wide.”

17. On Site Engagement
With Inbound Leads

18. https://troops.ai
Kevin Karner Head of Growth
“I use our own product at Drift to talk
to people while they're live on our site
- so all of our inbound leads - and I
can reply right from a channel that
we set up in Slack.”

19. Increase Focus Through
Automated Pipeline Delivery

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Eric Taylor Account Executive
“Honestly, Troops has probably been the most
helpful bot in Slack at this point for me. It's damn
simple, but here's how: Every day at 8 am I get an
automated Troops report in Slack of all my deals.
Sure I could go into SFDC and pull that every day,
but I like simply glancing down at my phone and
reminding myself of the top deals I need to push
forward every day…”

21. Collaborate Around
an RFP Process

22. https://troops.ai
Bernard Sullivan Sales Director
“A slack channel works great for
collaboration around an RFP process. It is
especially helpful when there are
numerous contributors because we can
create one slack channel per RFP, and it's a
dedicated environment to that RFP. When
the RFP is complete we can either archive
or provide updates to the team so everyone
knows where their hard work goes!”

23. Centralize Tribal Knowledge

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Brad Rosen Director of Sales, Marketing Solutions
“We have channels to share important
ideas...We discuss how to handle
objections, share examples of customers
using our product, get updates on new
features from our product team, and brag
about last night’s big floor hockey win
(#sales#customersusingg2crowd
#new-features#floorhockey)”

25. Salesforce Onboarding

26. https://troops.ai
Chris Waldron SVP Sales & Marketing
“We have a Salesforce training
channel where new people can ask
questions about how we use
Salesforce. Each week this content
informs our next week’s training.”

27. Mobile Salesforce Lookups

28. https://troops.ai
Jana Orenstein Head of Sales Operations
“Troops and Slack ease the daily pain
my reps have of looking up customer
information on the go. With Troops,
we're able to easily and instantly pull
up customer information on mobile
without the hassle of combing
through CRM records."

29. Sales Gong In Slack

30. https://troops.ai
Mike Paladini Director of Sales, Smart Recruiter
“Getting a (Troops) sales gong alert in Slack
is huge.Not only is the team kept up to date
with important wins in real-time, but it's
done in a way that is actually fun and
engaging. I've never had anything like this
before.”

31. Internal Sales Wiki

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Jason Gelman Sales Operations
“At Percolate, we have an "All Sales"
channel where sales team members
ask public questions about situations
they're encountering (objections,
collateral, messaging, strategy), and
other sellers will jump in to help by
sharing their own experiences and best
practices.”

33. https://troops.ai
THE BOTTOMLINE
Use public channels & integrations for improved visibility
between sales, marketing, product, and support so
you’re working towards the same goals.
Slack helps sales teams close more deals and
work smarter with cross-functional partners.

34. https://troops.ai
The Troops Team
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