Slack for sales

Slack helps sales teams close more deals and work smarter with cross-functional partners. Use public channels for improved visibility between sales, marketing, product, and support so you’re working towards the same goals.

 

Benefits

Using Slack, you can:
  • Celebrate new deals and share important context across the company.
  • Create an archive of deal history for any account by communicating in public channels.
  • Speed up decision making by sharing all of the context your stakeholders need in one place.
  • Automatically get sales data and alerts for important deadlines right in Slack by connecting your CRM.

Tips for using Slack

Share wins and important context in your company-wide #sales channel

Announce deals and congratulate teammates across distributed teams and offices.

Share context behind the deal, like challenges and lessons, so everyone can grow together. It’s also nice to recognize and thank colleagues who helped get the deal across the line.

Use emoji reactions to congratulate teammates and eliminate those lengthy reply-all email chains.

Grow your team’s collective knowledge with public channels

Communicating in public channels facilitates transparency and creates a searchable archive of past deals, decisions, and conversations. Here are a few workflows we recommend:

  • Onboarding: Invite new team members to your key sales channels. Simply following what the rest of the sales team is talking about helps them get up to speed quickly.
  • Offboarding: Similarly, communicating in Slack ensures valuable information doesn’t get locked away in archived inboxes when people leave the company.
  • Account transitions: Invite your Account Manager or Customer Success Manager to the appropriate channel(s) after a sale closes so they can catch up on deal history, key players, and more.

  • Problem solving: If there’s a potential issue with a deal, search key terms to identify strategies and tactics that solved similar issues for teammates in the past. Learn what didn’t work for teammates so your team can avoid making the same mistakes. Be sure to provide context so your teammates can you give informed advice by referencing an earlier message, file, or email.

  • Track initiatives outside of sales: Join key channels for teams across the company so you can follow what the product team is working on, the status of a new marketing campaign, or any other topic you’re interested in.

Monitor customer activity across channels by creating highlight words for terms you care about — like your vertical or key accounts — so you receive notifications whenever they’re mentioned.

Try only to use private channels or Direct Messages for confidential or sensitive topics like budgets, deal approval, and commissions.


Organize your channels to keep conversations focused and relevant

Create new channels if it becomes clear that too many topics of conversation are happening in the same place. This helps keep communication organized so you can focus on the topics that you care about.

Tip: As you create more channels, be sure to name them in a consistent and predictable way so it’s easy for teammates to browse and identify the channels they want to join.

Set up targeted channels to share expertise and keep your main #sales channel clean and relevant to the whole company. A few examples:

  • #sales-meetings: use posts to capture and share meeting/call notes with your team.

  • #sales-vertical: for discussions related to each vertical you sell in.
  • #sales-team: for general team discussions — use this to talk through deals, share your internal team meeting notes, and more.

  • #sales-emails: forward emails to this channel so you can see discussions your teammates are having with customers and learn from one another.
  • #sales-presentations: use this channel to keep a collection of presentations and slide decks that teammates can draw inspiration from. 
  • #sales-approvals: for discussing negotiations and gaining discounting approvals from leadership.

Create channels for cross-functional partners. For each channel, it helps to come up with a template to ensure you’re providing all the details your stakeholders need, speeding up your approval process. Use emoji to indicate priority/urgency, and emoji react with "➕ " if a teammate shares feedback that you agree with. Here are some suggestions for cross-functional channels you can create:

  • #sales-feedback: create a loop of customer feedback with the product team so the product improves, and you close more deals.

  • #sales-legal: work with your legal partners to get contracts approved and keep deals moving forward.
  • #sales-support: this channel can act as your internal support “hotline” to quickly get answers to customers’ questions while in on a call or out in the field.

Learn more about naming and organizing your channels in Slack.


Bring customer information and important deal alerts into Slack

Work with a developer to create a custom integration with Salesforce or the CRM of your choice. This allows you to bring key account information into Slack, and makes it easy for anyone in your company to pull information from your CRM without having to switch between apps and manage multiple logins.

Pipe new leads into the channel of your choice and @mention relevant Account Managers or User Groups. This way, you don’t have to constantly switch between your CRM, Slack, and email, and allows you to triage any assignments all within Slack.

Get a weekly summary of top deals and opportunities into your main #sales channel. This gives managers and executives key information so you can spend more time with your customers and less time reporting on past deals.

Receive actionable notifications if an opportunity approaches its close date or if a deal is sitting too long.

Create a slash command like /accounts [customer name] to pull relevant information about any account like who owns it, the current status, ACV, and anything else you think is important. This is helpful when someone outside of the Sales team has a question about an account but doesn’t know who owns it or who to ask.


Customer examples

To ensure Stripe's growing sales organization got back to customers around the world quickly and accurately, the team implemented a "run" schedule in their Slack channel. Now, anyone with questions can ask in the channel and the person on "run" provides an immediate response. They also generate a real-time feed of closed deals by automatically posting them into a channel from Salesforce. In addition, the team sends strong leads into channels for specific verticals, ensuring that the right Account Executives can get on the phone immediately and provide a better experience for potential customers.

The team at Survey Monkey uses Slack to work together, even if they’re out of office. They share meeting notes in public channels so they can see what teammates are working on and share expertise. They also post travel itineraries so teammates know who will be out of office, and when.

Our very own sales team runs everything in Slack, and created a (small yet growing) army of apps and bots connected to our Salesforce instance to help automate reporting processes. For example, First Response Time (FRT) is a key metric for the sales team so we created a bot that gently nudges Account Managers if they haven’t reached out to a lead after 2 hours. Since launching the bot, FRT is down by over 50%. 


Apps for sales


Datafox

Connect Slack with DataFox to receive notifications when the companies you care about reach key milestones like new office openings or product launches. Set up alerts for individual prospects or for an entire territory by headcount, location, industry, and more. Getting these alerts directly in Slack ensures you’re up to date with your accounts so you can send highly personalized messages to prospects at the right time, without spending hours each week searching for the latest news.

Troops

Keep your team motivated by celebrating wins with Troops’ Digital Sales Gong. Closed deals are shared in a channel of your choice — transforming Slack into a digital sales floor. Teammates can use emoji reactions to congratulate one another, keeping inboxes and channel clear of chatter. Customize alerts to share information about the deal with your company — like industry or deal size — making it easier to find out who has expertise related to an opportunity.

Guru

Guru helps you capture and uncover information so your team can close more deals. As conversations about customers or prospects unfold in Slack, emoji react on helpful messages to store them in Guru — effectively building profiles that are searchable and effortless maintain. When it’s time to find information or collateral, just message @guru and the bot will deliver pitch decks, product FAQs, case studies, and more!

Tip: Discover more apps for your sales team in our App Directory.✨

 

 

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