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

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