The Troops integration with Salesforce enables sales, success, and support teams to receive signals and take action right from Slack and Microsoft Teams.
This guide details some top real-time and scheduled signal use cases your team can leverage. As always, you can customize any of these signals to your team’s use case:
Signal to an account executive or customer success manager when a new contact on one of their accounts is created
Signal to an account executive or customer success manager when a new account is assigned to them
Signal to a support agent when a new case has been added
Opportunity Stage, Close Date, or Amount Changes
Signal to a sales manager or a channel when key opportunity data changes
Opportunity Won/Loss Reason Missing
Signal to a sales manager or account executive when an opportunity has been closed but doesn’t include a won/loss reason
Leads from a Campaign
Signal to a marketing manager all of the leads created from a campaign
New Unworked Leads
Signal to a marketing or sales manager all unworked leads from the past week
Upcoming Close Dates
Signal to a sales team all opportunities that are set to close in the next week, month, etc.
Opportunity Next Steps
Signal to a sales team all the next steps for opportunities projected to close in the next week, month, etc.
Signal to a support team all the cases that remain open from the last week