How to Improve Team Selling with Slack and New Salesforce Channels
Connect team conversations, AI, apps, and automation with CRM data, giving sales a complete, actionable view of every customer, from any device.
Sales teams need to maximize impact with fewer resources. But work today is fragmented, with siloed tools, conversations, and complex processes costing teams valuable time and slowing down deal cycles. Successful sales organizations are unifying their tools, customer data, and conversations and leveraging AI, agents, and automation to improve deal visibility and close deals faster as a team.
Enter Salesforce channels, our latest innovation that brings Salesforce into Slack and Slack into Salesforce. These channels combine structured customer data from Salesforce with unstructured conversational data from Slack to give sales teams a unified place to efficiently collaborate on deals and deliver on customer needs.
Join this webinar to learn how Salesforce channels, enhanced with Slack Sales Elevate and AI in Slack, accelerate team selling by bringing real-time CRM data, process automation, and trusted AI into selling conversations. See Salesforce Account and Opportunity channels in action in a demo, and dive deeper into critical sales use cases that your team can adopt today.
Things you’ll learn:
- Align the extended account team to navigate complex deals in dedicated Account and Opportunity Salesforce channels
- Manage your CRM data, log activity, and make customer-data-driven decisions all without leaving the team conversation, right from your mobile device
- Drive seller action to keep deals moving forward with intelligent alerts
- Talk directly to your CRM and quickly get up to speed with Einstein Copilot in Slack
