Slack-First Customer 360

Slack Connects Customers, Employees, and Partners with Conversations Data Apps

We’re here for you every step of the way


We’ll help evaluate whether Salesforce is a good fit for you. We’ll find the right clouds and supporting applications/integrations you need to accomplish your business goals.


We will design an effective system that empowers users while providing leadership with the insights on the overall performance they need to make business decisions.


The solution is built in a transparent manner where you understand what is being built and why design patterns are being used, so you can successfully and fully own the product.


We want you to get the most out of your investment and will provide the stakeholders and product owners with the training and tools to measure and encourage the adoption of Salesforce.


We’ll provide you with metrics to understand what’s working well and what can be improved, so you can plan and be agile and respond to changing market conditions.

Slack Solutions

Setting Up Slack

We’ll help you and your team get up and running with Slack. We’ll configure your Slack workspace and integrations into your organization’s essential applications. In order to ensure successful end-user adoption, we’ll provide your team with the knowledge to maintain these integrations and the workspace. Additionally, we’ll provide your organization with the training needed to successfully use your new workspace.

Slack Integrations

Create custom integrations and leverage out-of-the-box integrations to get the most out of your Slack workspace. We’ll help you establish new integrations and/or expand upon existing integrations. Integrate with applications such as: 

  • Salesforce
  • Jira
  • Outlook
  • Zendesk
  • Trello
  • Box
  • BlueJeans
  • Sharepoint

If needed we can leverage custom development for those specific use cases that can’t be solved with out-of-the-box integrations.

Slack Administration

Your Slack workspace can connect your organization, customers, and partners. As you and your organization grow, you’ll need assistance managing user accounts and handling requests. We can help you manage requests that come through various channels to provision accounts, integrations, and private workspaces while providing recommendations on best practices for using Slack.

Slack Automation/Workflows

We’ll help you leverage workflows in Slack to automate repetitive tasks so you can get back to running your business. You can automate everyday tasks like announcing new hires, approving PTO, and welcoming new Slack users. With Slack automation you can:

  • Submit Slack Cases in Slack Connect
  • Add new tasks to your Project Management tools
  • Collect and manage PTO
  • Add new deals to your CRM
  • Send information to Google sheets
  • Leverage an anonymous suggestion box for polls
  • Post recurring meetings with agendas
  • Celebrate with birthday reminders

With so many more options to automate with Slack, let us help you get the most out of Slack automation.

Related Articles

Demystifying AI for Business

Demystifying AI for Business

Introduction to AI for Business In today's digital age, Artificial Intelligence (AI) stands as a beacon of innovation, driving change across industries and reshaping the way businesses operate. This multipart series aims to unravel the complexities of AI in the...

read more
How to Install Apps from the Salesforce AppExchange

How to Install Apps from the Salesforce AppExchange

In today's video, we'll show you how to install apps from the Salesforce AppExchange. The AppExchange is full of solutions that allow you to easily add capabilities to your Salesforce org. Note that you'll need the permission "Download AppExchange Packages" to do...

read more
Salesforce Validation Rules: Best Practices

Salesforce Validation Rules: Best Practices

Salesforce Validation Rules can be incredibly powerful. They can provide guidance for end users, ensure all of the necessary data is filled out, and they can verify that the data being entered is clean and useful.  However, if not managed well, validation rules can...

read more

What is Slack?

Slack is a messaging app that is changing the way organizations do business by bringing everyone together, from your organization, customers, and partners, to work together in one workspace. The Workspace offers break-out spaces for individual teams to come together to collaborate. With integrations to third-party applications and the flexibility to communicate and work from anywhere,  it’s no wonder it has become the leading communication channel for organizations.

Roycon, a Salesforce consulting partner

We’re an Austin-based, Salesforce implementation and consulting partner, specializing in custom Salesforce solutions, business analysis, custom development, training, implementations, and integrations.

(512) 318-2488

Copyright ©2021 Roycon | Privacy