Background
Despite technological advancements, such as the incorporation of smartphones and high-speed 5G, professionals still encounter difficulties when switching between work on their phones and computers. Many individuals desire the convenience of communicating efficiently, monitoring their business, and finalizing transactions from their mobile devices. Eustace Consulting has encountered this issue themselves, quite literally in the palm of their hand.
Slack is a popular communication app businesses use to message each other instantly. At Eustace Consulting, internal teams and clients use Slack to collaborate and find solutions to any issues.
Keep track, no matter where you are!
Deals from Salesforce into Slack
When you’re away from your computer, keeping track of the tasks you need to do for work can be challenging. Sales and deals occur across industries, locations, and methods. In today’s American culture, a desire for immediate results is exhilarating. Technology has made it possible to speed up this process.
Currently, to finalize sales deals on Salesforce, sales agents are obligated to manually access, modify data, and confirm for approval. This procedure is not only time-intensive but also subject to inaccuracies. There are numerous possibilities for interruptions, delayed notifications, and managing multiple interfaces. As such, acting promptly is critical to prevent any potential oversights.
However, some things are about to change. With the latest update, seamlessly integrating Salesforce into your Slack account has become a reality. Enjoy the convenience of using both platforms together without any hassle. Sales reps can quickly approve deals using their cell phone without the need to access their computer, or even open the Salesforce Mobile App! When a deal is won using Salesforce, the company’s sales reps will receive a notification through Slack. The Salesforce plug-in offers convenient buttons within the Slack mobile app to make adjustments, corrections and finalize project details.
Some projects take longer than anticipated
Project renewals through Slack
When a project reaches its agreed-upon hour limit, it hits the breakpoint. The breakpoint alters those to stop all project work until a contract between parties is renewed. The act of contract renewal can be time-consuming, with multiple manual steps. These include creating a new opportunity in Salesforce, sending a proposal to the client, waiting for the client to approve the proposal, and then generating and sending an invoice through QuickBooks.
Today, Eustace Consulting managers and service team members receive automated Slack messages from Salesforce when a project has a certain amount of billable hours left. This assists in minimizing the duration required for scheduling all those steps. But the automation continues beyond time tracking notifications.
In the future, this incredible innovation could get even better with another mechanization. Slack will prompt the project team to update the contract for more hours. Using integrated buttons within Slack would allow for easy contract renewal with just a few clicks. These buttons would include blocks of time, such as 10, 20, or 30+ hours, and offer the option to take no action. Once one of the options was selected, a new contract would automatically be made in Salesforce, an invoice would be generated, and all the necessary information would be sent to the client. This streamlined process saves time for the team and makes it more convenient for clients to receive and respond to the contract.
Everyone can benefit from using these tools
Emphasis on the decision-making process
Simply clicking on the Slack app does not grant decision-making power. Authority is required for that. With this integration, you can confidently authorize agreements from anywhere, whether in the car, gym, or the beach. The aim is to allow individuals to swiftly and efficiently present and or view a deal to the appropriate parties by facilitating their movement.
So what are you waiting for? How are you going to implement this salesforce integration?
Are you still trying to figure out where to start? Contact us! We’d happily help you with all your Salesforce and Slack needs!