Best Practices:
The recommended number of people in Deal Rooms is 7-10
Invite teams as your deal progresses: For instance /invite @Legal [Contact #1] once the order form has been spun up or /invite @Finance when discussing deal approvals
Share all deal docs in the channel, quickly access them by pressing “Docs”
Review key features below and start using them
Why it’s important?
Reduce email overload and multiple threads where info gets lost or people may be left off
Quick access to available key info on opportunities and documents shared
Help keep everyone involved in the deal and the conversations in one place (@mention and call out folks real-time - get things done faster, discuss next steps)
Fewer meetings, spend time strategically vs. tactically
Update Salesforce from Slack
Fewer meetings - spend time strategically vs. tactically
Update Salesforce from Slack
Critical updates from Salesforce in Slack
Storing Slack messages back to Salesforce
Summaries to quickly catch up on deals
Aligning around key meetings
Relevant news to spark touchpoints
Quick access to important documents
Automatic access to data from Salesforce