When collaborating with team members or customers, analytics can drive the conversation. It provides insights and data to support decision-making and improve productivity.
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You can further enhance the collaboration experience for your Slack users by integrating your Salesforce reports directly in Slack. This lets users view and analyze Salesforce data without leaving the Slack platform.
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By integrating your Salesforce reports directly into Slack, users can easily monitor their key metrics and make data-driven decisions without having to switch between multiple applications.
Let’s take you through how you can set up this integration.
Step 1: enable Salesforce for Slack
Follow these steps to connect Slack to your Salesforce org:
Go to “Setup” and then “Initial Slack Setup”
Agree to the terms and conditions in the “Agree to Terms and Conditions” section
Give your user the following permissions: “Connect Salesforce with Slack,” “Manage Slack app organization connections for Slack apps,” and “Manage Slack user mappings.”
Step 2: set up the CRM analytics app in Salesforce and Slack
A single view of your customers can be extremely useful for sales and service professionals.
By bringing sales and service data directly into Slack, teams can better understand their customers. This enables them to identify their challenges and provide relevant solutions.
In doing so, your teams can create trusted, long-term relationships with your customers.
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Easy access to data also helps sales professionals quickly get up to speed, promote team selling and scale processes. Analytics and data also improve customer satisfaction, increase productivity, and drive revenue.
According to Slack, it has more than 10 million daily active users. So, now more than ever, you should take advantage of its extensive Salesforce data and customer base capabilities.
Harald is the Co-Founder of Hutte, bringing his vision of no-code DevOps to life. His passion enables teams and individuals to focus on what matters most – bringing value to the users they build for.
Samantha is Hutte's Content Manager and Chief Editor. She has over six years of experience as both a content writer and a copywriter. Bringing the written word to life is the name of her game.
