Salesforce Boosts Slack Sales Elevate: Introducing AI, Automation, and Tailored Team Performance Insights for Leaders

Salesforce, the world’s leading CRM platform, announced the launch of a new user experience tailored for sales leaders within Slack Sales Elevate. This innovative update integrates Sales Cloud seamlessly with Slack, providing sales leaders with a centralized workspace to streamline processes, automate tasks, and elevate team performance.

Enhanced User Experience

The enhanced experience of Sales Elevate empowers sales leaders with personalized insights into their team’s performance, pipeline data, and account records. Leveraging automation and Slack AI, the custom interface standardizes winning strategies, accelerates key deals, and simplifies forecast updates. This enables sales leaders to effectively support their teams in achieving targets and closing deals amidst evolving sales challenges.

Addressing Key Challenges

With 69% of sales professionals noting increased difficulty in selling, the pressure to hit targets continues to rise, as highlighted in the State of Sales report. Salesforce recognizes this trend and is committed to providing solutions that improve deal data quality, streamline pipeline management, and boost team efficiency. Sales Elevate plays a pivotal role in addressing these challenges, with early adopters reporting significant improvements in staying updated on deals and overall productivity.

Also Read: Recurly Strengthens C-Suite; Appoints Lina Tonk as Chief Marketing Officer

Innovation in Action

Sales leaders can now access consolidated information directly within Slack, regardless of the device they’re using. Key enhancements include:

• Deal Notifications: Receive daily or weekly summaries of top changes impacting forecasting, such as won, lost, increased, or decreased deals, ensuring improved forecast confidence.
• Deal Information at a Glance: Group deals by forecast category and utilize filters, sorting, and hiding options to focus on deals needing attention.
• Slack AI Integration: Stay informed on top deal activity through conversation summaries and the newly launched recap feature, facilitating proactive action.
• Coming Soon: Sales Templates and Record Channels: Streamline best practices with automated sales templates and improve visibility with record channels, ensuring seamless integration between Slack and Salesforce.

The Slack Perspective

Kaylin Voss, Chief Revenue Officer at Slack, commented, “We launched Slack Sales Elevate last year to help sellers reduce admin work, save time with process automation, and improve deal collaboration – directly in Slack. Since then, we’ve innovated Sales Elevate further to support sales leaders. This new set of capabilities, coupled with the recent launch of Slack AI, will be a breakthrough in time savings and real-time insights.”

Testimonials

Colin Strother, Executive Vice President, Global Sales, Marketing, Supplier Development, Product and Technology, Supply Chain, Operations, and Business Applications at Rochester Electronics, remarked, “Slack Sales Elevate is a game changer for our business. Our team now has the ability to work more collaboratively on sales deals and projects, while also allowing me and other leaders to communicate more efficiently.”

SOURCE: Salesforce