Slack-First Customer 360
Slack Connects Customers, Employees, and Partners with Conversations Data Apps
We’re here for you every step of the way
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.
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:
If needed we can leverage custom development for those specific use cases that can’t be solved with out-of-the-box integrations.
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.
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.
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...
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...
Prospecting Based on Last Completed Activity
In this video, we show you how you can start prospecting based on the last completed activity. This can be used on any object that you'd use to prospect off of, but in this example, we'll use contacts. In order to begin prospecting based on the last completed...
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.
We’re an Austin-based, Salesforce implementation and consulting partner, specializing in custom Salesforce solutions, business analysis, custom development, training, implementations, and integrations.