Slack Archives - Salesforce.com Partner

The Role of Salesforce in B2B Digital Transformation

Cstreet — Fri, 29 Sep 2023 13:04:58 +0000

In a world of constant innovations in technology and evolving consumer demands, B2B companies are awakening to an important realization—the urgency to embrace the digital shift to be able to thrive and stay ahead of competitors.

Adopted by forward-thinking businesses, Customer Relationship Management (CRM) software emerges to be a vital aspect of the digital shift. Salesforce, a CRM platform, is the pioneer of this development. It enables B2B organizations to adapt, evolve, and thrive in the digital era.

What is Salesforce?

With technological advancements, computers became more common; businesses began using Excel sheets and files to manage their customer data. However, this method soon became laborious and inefficient, especially for huge amounts of data. Every person in the organization needed to be capable of handling and analyzing enormous amounts of user data. This was the time when CRM entered the scene of the digital revolution, delivering the best CRM platform, Salesforce, to the world.

Salesforce is a well-known American cloud-based software corporation that offers CRM services. It is a prevalent CRM solution used by support, marketing, and advertising departments all across the world.

Salesforce services empower organizations to capitalize on cloud-based technology to interact more effectively with clients, suppliers, and prospective clients. Businesses can monitor customer behavior, promote to customers, and perform many other tasks with the Salesforce CRM.

Salesforce is a multi-tenant layout that began as software-as-a-service (SaaS) and offers advantages, including API Integration, installation, scaling, unlimited capabilities, inexpensive possession, interface assistance, etc.

Salesforce has a subscription-based payment system. It stores all the data in the cloud. So, you can access it from every device with an internet connection.

Working Elements of Salesforce

Salesforce is a well-designed platform with multiple elements that work collaboratively for effective CRM solutions. Here are the essential elements of Salesforce:

Storing Data: Salesforce’s comprehensive database, which houses all customer data, such as prospects, user accounts, links, possibilities, and more, is the driving force behind the software. All engagements and activities carried out on this platform are built on an understanding of this data.

Interface: Users may access their customized workstations and functions on Salesforce by logging in with their specific credentials.

Records: Salesforce objects, which consist of leads, accounts, contacts, and Prospects, are used for organizing different kinds of data. Records are specific entries contained under these objects.

Workflow: By automating activities, notices, and activities based on default requirements, workflow guidelines, workflow developers, and procedure approvals can ensure accuracy and effectiveness.

Customization: Through customized code or low-code resources like Salesforce Lightning App Builder, managers can change design elements, fields, and objects, develop personalized programs, and add automation.

Security: The organizations may establish restricted access to ensure employees have sufficient privileges and are able to access relevant details. Features like two-factor authentication increase additional security.

Collaboration: Salesforce has collaborative services, for example, Salesforce Chatter, which facilitates users to interact and work together within the application. Teams may communicate more efficiently, explore prospects, and share insights.

Analytics: Users can design unique dashboards and reports that quantify key performance indicators, illustrate data trends, and help in decision-making.

Integration: Salesforce’s ability to integrate improves connectivity and makes sure that data is updated across several platforms.

Upgrades: Salesforce is an application that relies on the cloud; therefore, it is regularly updated and modified. The smooth implementation of such updates guarantees that businesses are constantly granted access to the current services and security upgrades.

Salesforce Services

Salesforce is a lot more than just client contact details and sales data. It is an extensive network designed to facilitate the whole business, sales, marketing, and client service under a single, complete perspective of every client. The clouds can see Salesforce’s primary service solutions; they are fundamental solutions that may be used independently or in collaboration with other brand-specific sales stack integrations. The following “Clouds” are used to categorize Salesforce services.

Sales Cloud

Sales Cloud is a CRM developed to help data-driven sales departments. Salesforce integration is a prominent sales solution that enables organizations to increase the pace of their sales funnel and streamline leads to profit. It benefits organizations by helping in sales and offering marketing support. Moreover, it helps with client service for B2B and B2C relationships. It offers the ability to use numerous additional applications via the AppExchange and covers sales, marketing, lead creation, customer support, business data analysis, etc.

Service Cloud

Service Cloud is a platform for customer service that helps organizations perform more efficient and effective customer support. It has elements including case management, database and live conversations. With the help of the service cloud, clients may contact customer support from any system and receive assistance as needed.

Marketing Cloud

Salesforce’s Marketing Cloud is an application intended to help marketing professionals manage customer interactions that traverse an overwhelming, constantly growing list of platforms and technologies. It offers one of the top digital marketing solutions to advance the marketing objectives of any business. With just one click, it enables businesses to send personalized bulk emails to any number of prospective customers. Additionally, it helps in resolving consumer problems with any product.

Commerce Cloud

It is an e-commerce system. It helps organizations in the development and management of their virtual shops. It aids with order administration, inventory management, and handling payments. Salesforce offers a pre-built platform for creating online shops, product landing pages, marketing initiatives, and AI-powered suggestions. To offer an enhanced customer experience, it integrates consumer data.

Community Cloud

The community cloud service offers a platform for upholding interactions among staff members, clients, and business associates. Businesses can provide a customized solution to every user when using the community cloud. Customers have access to communities that can efficiently address their issues or concerns. Also, it allows users to share any information and pictures.

What do the Numbers Say for Salesforce?

When we talk about any successful technology or business tool, statistics play an important role in knowing their success over the years. Here are some interesting statistics about Salesforce that would compel you to accept it as the face of B2B transformation:

Salesforce has generated a net income of over $200 million in 2023.
Over 150,000 companies worldwide have integrated Salesforce into their workflow to enhance their business growth.
The annual revenue of Salesforce reached its record high in fiscal year 2023 with $31 billion.
Salesforce ranks 11th in Fortune’s list of the World’s most admired companies.
Salesforce functions successfully from 95 offices in 84 countries around the world.
Salesforce reached 100% renewable energy usage and zero residual emissions across all its chains in 2021.
There are approximately over 6,349 Salesforce consultants working in the United States of America.

Salesforce Features for Digital Transformation

Salesforce has been a leading CRM tool for many businesses and organizations around the world. What makes it the first choice of businesses is the transformation it brings to the working environment of an organization. The ease of performing various functions and workflows makes it an ideal solution. Here are some of the key features of Salesforce:

Enhanced Marketing and Sales Process

Salesforce eliminates the gap across the marketing and sales departments, providing more effective coordination and communication. B2B businesses can easily manage and nurture prospects, organize marketing initiatives, and obtain more insight into consumer habits with integrated technologies like Salesforce Sales Cloud and Marketing Cloud to help enhance sales effectiveness.

Salesforce’s Marketing Cloud gives companies the ability to design personalized and targeted marketing campaigns that reach the right customers at the ideal moment with the right content. Salesforce’s Commerce Cloud helps companies offer consumers an effortless and customized online buying experience.

Improved Customer Experience

Salesforce as an application offers numerous ways for an organization to strengthen customer engagement, including organizing data concerning a customer’s business, offering perspectives on consumer choices or ordering items, using social media platforms, tracking specific client experiences, and comprehending and solving customer support issues.

Salesforce unifies all client data into a single, integrated viewpoint, giving businesses a comprehensive understanding of their clients. With the help of such a broad perspective, marketing, sales, and customer support teams are more familiar with client demands, choices, and connections, resulting in more customized and efficient engagement.

Data and Inventory Management

In the world of e-commerce, supply management is an essential responsibility that can improve business operations and enable companies to provide consumers with a seamless multichannel shopping experience. Distributors may have an effortless order processing procedure with the Salesforce B2B eCommerce system and a straightforward, uniform picture of their supply chain for both their online and offline businesses. Furthermore, they are able to keep track of stock levels and make requests according to product order records, supply and demand, earnings a product generates, and its lifespan.

Customizable Solution

Businesses must be flexible and quick in the age of digital revolution. Salesforce offers organizations a highly adaptable framework that can be customized to meet the particular requirements of various organizations. When a customer visits an eCommerce site, B2B companies can show off a customized shop layout using a Salesforce platform’s customizable product display.

A Salesforce B2B eCommerce system that satisfies customer demands for specific goods can succeed in online sales platforms and foster client loyalty. Additionally, Salesforce’s AppExchange offers a number of external apps that may be coupled with Salesforce to improve flexibility and agility.

All-In-One Source

Salesforce includes all of the following services: social, mobile, data analytics, and cloud. It is totally cloud-based and accessible on mobile gadgets as well. It enables the integration of mobile technology into sales operations and guarantees that organizations may benefit from new developments like the Internet of Things (IoT) to improve the user experience. Salesforce helps businesses create integrated experiences while handling their social networking activity efficiently. Last but not least, Salesforce acts as a force of analysis by transforming data into useful insights using AI and machine learning.

What’s Next

Adapting to the growing technologies is necessary for all industries. It is necessary for B2B companies to adapt to this change and turn to e-commerce for effective marketing and great ROIs. Salesforce plays a significant role in helping companies enhance their customer experience and overall growth in marketing and sales funnel. Salesforce implementation can be overwhelming for certain businesses. To overcome this hurdle and have a smooth implementation, Cloudstreet has been at the forefront of Salesforce consultancy. With a team of experienced professionals, we work on the various Salesforce services and help you at every step.

FAQs about Role of Salesforce in B2B Digital Transformation

1. What are the three main components of digital transformation?

The three main components of digital transformation include:

Process optimization
Enhancing the customer experience
Supporting employees and empowering their relationship with customers

2.Is Salesforce used for digital marketing?

Salesforce Marketing Cloud service is used in digital marketing. You will have the chance to get more consumers, grow leads, generate attractive personalized emails, advertise on social media, and additionally have access to predictive intelligence skills with Marketing Cloud’s leading-edge automated marketing, creative templates, and analytics tools.

3. What is the benefit of Salesforce automation?

Salesforce automation is used to speed up and simplify sales procedures. It improves accuracy. Organizations may additionally minimize expenses, boost production, and enhance effectiveness by implementing workflow automation.

4. What technology is used in Salesforce development?

The most prevalent languages and tools used for Salesforce development include JavaScript, HTML, CSS, Apex, Visualforce, and Visualforce Lightning. Furthermore, tools such as Heroku, Git, and Ant can be implemented to improve the Salesforce development procedure.

5. What is Salesforce digital engagement?

Salesforce Digital Engagement (SFDE) is an extensive suite of tools, methods, and features. It allows enterprises to build engaging and tailored client experiences across a range of digital platforms and interfaces, as well as send replies to messages through several platforms, such as Facebook Messenger, WhatsApp, and SMS. It can link your consumers around the world through various messaging techniques and enable your representatives to communicate with any number of customers simultaneously in a chat window.

6. How do I use digital experience in Salesforce?

With the following steps, you can effortlessly use digital experience in Salesforce:

Enter “Digital Experiences” in the Quick Find box under Setup, then click “All Sites.”
Make your choice for Digital Experiences.
Put in a distinctive domain name.
Choose Check Availability.
Click OK after clicking Save.

7. What is an example of digital transformation?

Some of the best examples of digital transformation are Netflix, Nike’s SNKRS app, Airbnb, Tesla, CRM systems in businesses, IKEA applications, etc.

The post The Role of Salesforce in B2B Digital Transformation appeared first on Salesforce.com Partner.

Slack Launches New Design That Increases Focus and Productivity

Cstreet — Tue, 26 Sep 2023 07:50:14 +0000

Productivity is the key to business success and Slack from Salesforce is going all-in. Top companies are more than 40 percent more productive than other companies, according to Harvard Business Review. And 71 percent of business leaders say they feel pressure to make their teams more productive.

One of the most significant ways companies improve productivity is through Artificial Intelligence (AI) and automation. Salesforce is rolling out a new update to its productivity and messaging platform, Slack , to help employees better navigate the platform. The update will also make productivity-enhancing tools more easily accessible. The rollout will occur gradually over the next few months.

“We know millions of people start and end their workday in Slack, so we took great care to ensure these improvements make it a more productive and pleasant home. The new experience helps teams stay better organized, focus on what’s important, and quickly access a growing set of tools in Slack,” says Noah Weiss, Slack’s chief product officer.

Slack helps organizations share information and ideas, breaking down silos and helping teams to collaborate. Team members can share information through audio and video clips, huddling with colleagues (audio and video calls), and adding links to work in other systems. Teams also use Slack to keep their information organized within their channels. The new design puts the capabilities within easier reach.

Key Changes

The update will give users more control over their time and allow for many ways of working. It will improve the user experience in several significant ways.

A Single View

The update will allow employees to view direct channels, apps, and direct messages in a well-organized “Home” view. Enterprise Grid customers can view channels from every workspace in “Home” without toggling back and forth between workspaces.

Dedicated Views

The update also features new dedicated views, which help teams better focus their attention and navigate tools and conversations faster. The new structure supports both focused solo work and collaboration with colleagues.

For example, at the beginning of the day, a team can jump into “Activity” to tackle work that is in motion. They can set aside time to respond to unread “Direct Messages” when they are in between tasks or meetings. They can also save messages and action items to “Later” and set reminders to complete them on time. Teams also can find other productivity tools in “More.” These tools include workflows, apps, and Canvas, a feature that allows teams to share documents and documentation within the Stack application.

New “Create” Button

The update adds a new “create” button, which allows teams to quickly start new messages, channels, canvases, and huddles. Salesforce also has updated the “Search” experience so that users can now click on each result to see its full context without jumping back and forth, searching for what they need.

Slackers Reactions to the Update (pun intended!)

Slack customers are reacting positively to the news of the update, noting that the new design meets customer needs now and creates space for the easy addition of new features in the future.

Wayne Kurtzman, vice president of Social, Communities and Collaboration at IDC, says:

“Slack continues to evolve its productivity platform to meet changing workplace and workspace needs. Slack did more than respond to customer requests: With this user interface update, Slack made it easier for people to control their flow of work better and maintain focus on what matters most to each user. At the same time, these updates create a path for more substantial features in the future.”

Customers also see the update reinforcing Slack’s value as a primary business tool.

Andy Kahn, Manager of Artist Relations at Sixthman, says:

Over the years, Slack’s value has grown from being a helpful tool that keeps us connected to our primary platform — one that is essential to our operations. This new interface has further optimized our workspace, allowing us to stay better focused and keep momentum going on tasks while making it easier to quickly access our favorite tools in Slack.”

A History of Innovation

Slack’s mission is to make people’s lives simpler. To fulfill that mission, Slack has always been an innovator.

The platform first launched in 2013 and was an internal communication tool in Tiny Speck, a game company owned by Stewart Butterfield. Butterfield developed the name from Searchable Log of All Conversation and Knowledge.”

In 2020, Slack acquired Rimeto, a startup specializing in employee directories and profiles. A year later, it included the Rimeto functionality as an optional feature within Slack named “Slack Atlas.”

Salesforce acquired Slack in 2021. Salesforce provides cloud-based software that helps companies across a variety of industries connect to their customers. Industry-specific innovations help companies modernize.

Its software is beneficial for manufacturers. Salesforce for Manufacturing helps manufacturers connect the value chain and solve their challenges. CloudStreet, a Salesforce partner, has implemented B2B stores for manufacturers in the industrial, IT services, and consumer goods sectors.

Slack Today

Slack now integrates with many third-party services and has become a command center for modern work. It integrates apps into one place, automates time-consuming processes, and brings teams into one platform to collaborate.

Its innovation continues. Salesforce has made more than 100 improvements to the Slack platform within the past year, all of them to improve the work lives of its customers. Slack will continue to enhance its design based on customer feedback. Customers can quickly provide feedback by clicking the question mark on the right in the desktop app and then clicking “Give feedback on the new design.”

The cloud-based Slack platform has more than 2,500 apps to automate mundane tasks and put conversations in context. The platform has more than 200,000 paid customers in more than 150 countries and 12 languages. Seventy-seven of the Fortune 100 companies use Slack. Teams that use Slack are 47 percent more productive, according to the company’s surveys.

A basic version of Slack is free, and more advanced versions start at $7.25 a month.

The post Slack Launches New Design That Increases Focus and Productivity appeared first on Salesforce.com Partner.

Salesforce Adds Powerful Integrations to Slack Platform

Cstreet — Wed, 30 Aug 2023 13:46:59 +0000

Ever since Salesforce acquired Slack for $27.7 billion in 2021, the business system provider has been deepening the connections between the two tools.

In August 2023, Salesforce released several new features designed to strengthen the collaboration between the CRM producer and the messaging platform.

For manufacturers and other companies looking to quickly get information from their customer database to those who can leverage those opportunities, it’s an exciting advance.

Called Slack Sales Elevate, the new features allow Slack users to complete key sales management functions directly from the communications channel. It allows sales teams to see customer insights and track reminders of deal progress. It also enables Slack users to use configurable account update notifications that can then be sent back to the Salesforce CRM.

How Slack Sales Elevate Works

Slack Sales Elevate is an add-on to a Slack account. It’s designed to centralize information and processes directly from the Slack platform.

Once integrated, users in the Slack app can click on the Sales button and then the Connect to Salesforce button. Users then sign into their Salesforce account.

View and Update Opportunities

To look at opportunities captured in Salesforce while in Slack, you can select an opportunity list or search via a drop-down menu. Once you select an opportunity, you can update fields necessary within Slack. The updates will save automatically to Salesforce.

Create and Manage Notifications

Keeping tabs on deals and setting reminders helps teams stay on track with key steps.

Within Slack, you can now access notifications from the Sales Notification menu. When you click on Create notification, you can choose a template to use and customize the notification as you like. When complete, you can save the notification within Salesforce.

Metrics Management

When you want to manage progress on important sales targets, you can use Slack Sales Elevate. You can use the tool to configure up to three metrics, which will appear in Your insights. Simply click the Add metric button add a Salesforce report link to select a metric and name.

Advantages of New Integrations of Salesforce and Slack

The new tools are available generally now. Slack Sales Elevate costs $60 per month per user, in addition to subscription fees for Salesforce and Slack.

The tools are a powerful way to meet users where they are. Users are frequently in the Slack app. Automated notifications help sales managers who are constantly in Slack to know when a new sales opportunity appears. It can also indicate when an opportunity has been updated.

For CRMs, there’s a crucial need to deliver integrations into collaboration platforms like Slack, Teams, and others. The Salesforce Slack integration provides for scalable integration of technologies that are primed to deepen the value of both technology solutions.

The new integration tools have other major benefits for sales teams. By making notifications configurable, users can create reminders themselves. There’s no need to coordinate the reminders with an administrator, schedule meetings, or have reports run. Notification definitions can be defined directly by the end user and automation is also in the hands of the users themselves.

There’s also tremendous opportunity with the automation, notification, and configuration technologies. The notifications may present patterns of customer behaviors that sales teams can use and may not have seen earlier.

Artificial Intelligence Advances Pending

Artificial intelligence (AI) is disrupting multiple industries. The transformations of work operations, content, and speed are transformative.

Salesforce has recently announced an upcoming functionality that will let teams build no-code workflows using AI that will not require help from tech support. No release date has been announced for the tool.

The new tools are designed to save time and will be triggered by actions taken in Salesforce. Deal approvals or support requests can trigger the new workflows.

For example, if a Sales Cloud update in Slack prompts a workflow, the updated data could prompt a note sent to a Slack channel asking a work team to follow up with a client. It starts with a link that appears in Slack which creates a form and builds a case in Salesforce based on what’s entered into the form. That new data prompts the message sent back into the channel.

The end result? More team productivity.

Generative AI has already become prevalent on the Slack platform, with multiple third-party apps available to build into the solution. Salesforce expects to release its own native generative AI features for sales in the near future.

Salesforce-Slack Deal Deepens Connections

Salesforce acquired Slack in July 2021. At the time of the sale, the companies touted Slack as the core interface of Salesforce’s Customer 360 platform, giving users a complete view of customer activity across sales, marketing, e-commerce, and customer service.

The deal was Salesforce’s largest at the time, eclipsing the purchase of the data visualization tool Tableau, bought for $15.7 billion in 2019.

Salesforce has gradually added integrations to the tool. Other announced advances include a channel for customers to engage with salespeople. The functionality allows salespeople to access and update Sales Cloud data directly from Slack.

A new workflow orchestration tool, based on Slack Workflow Builder, includes templates for common tasks, such as new staff onboarding or deal approvals.

CloudStreet Enhances Salesforce Investment

Getting the most out of Salesforce is essential, especially given the new advances in Slack integrations. With CLOUDSTREET, you can leverage certified Salesforce consultants and developers to maximize your Salesforce ROI.

CLOUDSTREET has developed Salesforce implementations for manufacturers in the industrial, IT services, and consumer goods sectors. It’s a way for B2B to leverage the powerful technologies and data within Salesforce to deliver exceptional solutions for B2B customers.

CLOUDSTREET helps clients get the most out of the Salesforce Commerce Cloud services to create dynamic customer experiences. Our services will benefit your Salesforce and e-commerce solutions in multiple ways, including:

Updates and Upgrades – With updates and upgrades frequently released on Salesforce Commerce Cloud, it can be hard to keep up. CLOUDSTREET will ensure that the updates that you need are implemented without disrupting your daily operations.
Scalability – Are you ready for increases in traffic to your e-commerce site? CLOUDSTREET can ensure that you’re able to handle product and service expansion, major marketing initiatives, or increased traffic while providing customers with exceptional service.
Customization – One size does not fit all. That’s why CLOUDSTREET uses customized solutions for each client designed to address critical business needs and meet goals.
Optimize Marketing Tools – You want a marketing platform that integrates smoothly with Salesforce. CLOUDSTREET lets you get the most out of your marketing technology to optimize open rates, conversions, and sales.

Salesforce continues to push the envelope with its Slack integrations, delivering more opportunities to close sales. With CLOUDSTREET, you can optimize your Salesforce solution to empower salespeople and close more sales.

The post Salesforce Adds Powerful Integrations to Slack Platform appeared first on Salesforce.com Partner.

Salesforce Integrates Slack with AI-Driven CRM Tools

Cstreet — Fri, 11 Aug 2023 18:26:38 +0000

Salesforce, the industry-leading cloud-based customer relationship management (CRM) platform, has recently announced the launch of Slack Sales Elevate. Dubbed a “personalized sales home,” it’s a new array of features designed to integrate Slack’s already robust collaboration tools with the Sales Cloud, aka Salesforce’s CRM. This move will help the company continue its mission to allow businesses of all shapes and sizes to better manage not only customer data, but also sales operations, and even marketing campaigns as well.

Slack Sales Elevate also marks Salesforce’s entry into the world of artificial intelligence with open arms. AI is everywhere these days, thanks in large part to the launch of tools like ChatGPT. There has already been much discussion about how artificial intelligence has the potential to positively disrupt just about every industry you can think of, changing the way consumers interact with brands and how brands manage their affairs in a highly cost-effective, scalable way.

It would appear that the team at Salesforce agrees with this idea wholeheartedly and has designed Slack Sales Elevate as a way to take the efficiency gains inherent in AI to the next level.

Slack Sales Elevate: What You Need to Know

At its core, Slack Sales Elevate isn’t a new product – instead, it is built into Slack, the instant messaging program that countless organizations already use for communication and collaboration. It is designed to act as a centralized repository or single source of “truth,” that consolidates all critical business data into one easy-to-use, easy-to-access environment.

The end result is that it can not only help a business simplify its own internal processes (thus freeing up valuable time to be used for more important matters), but also automate administrative tasks, and more. The end result is that sales teams will have an easier time collaborating with their peers, their partners, and most importantly their customers.

Slack Sales Elevate is fully powered by Salesforce data, ushering in a new era of productivity and collaboration among sales teams everywhere.

Salesforce put out a press release alongside the announcement, acknowledging the “growing pressure” that sales teams are constantly facing to improve productivity and “do more with less.” Doing so is not only a way to increase revenue, but to preserve what are already often razor-thin profit margins as well. These goals are important, yes – but they should never come at the expense of the high-quality customer service that consumers have come to expect. Now, thanks to Slack Sales Elevate, the team behind Salesforce hopes that businesses won’t need to make that choice.

According to Salesforce’s recent “State of Sales Report” study, it was revealed that sales representatives spend around 70% of their time at work on “non-selling tasks.” If even a fraction of that number can be automated, it can free up time when those employees can spend directly relating to and serving customers.

So not only does a tool like Slack Sales Elevate make it easier for teams to maintain the same level of customer service quality that people have become accustomed to, it actually allows them to improve it dramatically. Indeed, working “smarter, not harder” is one of the simple ideas that led to the development of the Slack Sales Elevate tool in the first place.

Customers of the Slack Business+ plan will be pleased to know that Slack Sales Elevate has already begun its formal rollout and should be available to use now. The same is true of any customers using the Professional, Enterprise, and Unlimited Sales Cloud payment tiers of the tool. It is priced at just $60 per user per month.

The AI-Driven Future Has Arrived

The overall goal of Slack Sales Elevate isn’t to replace human employees at all. Instead, it is a tool designed to support and empower them – from organizational leaders all the way down to sales reps and everyone in between. It does this by giving them access to industry-leading tool sets and automation that can be used to maximize productivity in any way deemed necessary given an organization’s unique goals.

One prime example of this comes by way of Slack Sales Elevate’s artificial intelligence-powered workflows. For the first time, teams are in a position to build no-code workflows with Salesforce-triggered notifications in a matter of moments. These can include practically anything – from support requests to deal approvals and more. All this can be set up instantly without requiring any member of the team to have any extensive technical experience at all.

The example that Salesforce used has to do with new opportunities from Sales Cloud. When that new opportunity updates in Slack, an AI-powered workflow could take the data and use it to create and message a note in a particular account channel to make sure that sales representatives know to follow up. So not only does the customer get a follow-up far faster than ever, but that sales representative is also instantly armed with any information they need to close the deal.

Naturally, this has ramifications in virtually every industry you can think of. CLOUDSTREET is just one example of a provider that has implemented B2B solutions for businesses in the industrial, IT services, and consumer goods sectors.

Slack Sales Elevate’s personalized user interface also allows representatives to work with rich customer data and business insights at their fingertips. They don’t have to try to manage many different solutions or navigate across multiple windows to do so. A Slack Sales Elevate user can customize their dashboards in any way they want, complete with helpful reminders, while also tracking their individualized progress towards the KPIs (key performance indicators) that matter most to them.

It’s also important to note that the “Opportunities” view can also be quickly updated and automatically synced to Salesforce, allowing information to flow freely across the enterprise.

Another example of this idea in action would be a sales representative who wants to keep the others on their team in-the-loop on deal movements. They can toggle team-wide instant notifications that make doing so easier than ever before. This can help everyone stay up-to-date on when successful deals happen, along with new opportunities, pipeline updates, and more.

Using this type of AI-powered tool, a team manager could select to be notified whenever an opportunity changes so that they can finally have a “bird’s eye view” of what is going on. This can be a great way to identify opportunities for further coaching, empowering the entirety of their representative team through knowledge and ongoing education.

The Slack Sales Elevate tool is powered in part by Slack GPT, which is a conversational AI tool that Salesforce originally announced in May 2023. It was designed to help businesses boost productivity in multiple ways and this new integration is just one example.

In the end, artificial intelligence is here to stay – much to the benefit of businesses everywhere. When you consider how far this technology has come in a relatively short amount of time, it’s truly exciting to think about what businesses will be able to do with it over the next few months and beyond.

The post Salesforce Integrates Slack with AI-Driven CRM Tools appeared first on Salesforce.com Partner.