Data meets dialogue to transform Customer Success in Salesforce Channels.
Salesforce channels are a new type of channel built in Slack and available in Salesforce that bring CRM data together with related customer-focused conversations happening in Slack. Serve customers better by aligning every team around a unified customer view in the flow of work, accelerate business growth by bringing CRM data into conversations to drive faster decision-making, and unlock deeper, actionable AI insights with Slack AI and Agentforce fueled by structured and unstructured data.
Bridge together critical customer data found in Salesforce records with team conversations. Updates are done bidirectionally, meaning that the same information is accurate in both Salesforce and Slack. Keep cross-functional teams aligned, help them navigate complex deals, get answers, and triage cases faster.
Save time and reduce app toggling by logging activity in your CRM directly from the team conversation in Slack. Teams can focus on customers and accomplish key tasks, whether they are working in Salesforce or Slack, on both desktop and mobile devices.
Get quick visibility into focus areas and risks with Slack AI summaries across related conversations. Make decisions with full context, save time spent searching and summarizing, and get to team productivity even faster.
Drive Sales Productivity, build relationships, and close deals directly from Slack.
Run your business better with complete visibility into accounts and opportunities. Take action on changes in real-time with intelligent alerts. Share best practices with customizable templates and automations. All in Slack.
Align sales teams through access to customer records, accounts, opportunities, and key metrics. Surface real-time deal information to improve team visibility at every stage of the deal cycle. Keep teams focused on selling and speed up wins with deal alerts, automated deal support and approvals, and easy CRM updates — from anywhere, on any device.
Automate routine tasks like pipeline management to approvals with AI-ready workflows that can be used across channels and apps. Progress deals forward by giving sellers and leaders context on account updates, wins and changes through search and summary powered by conversational AI. Replicate winning strategies with a library of pre-built sales templates to scale winning strategies for close planning, customer briefings, and more.
Move deals forward on any device with CRM access from Slack, whether that's mobile or on the desktop. Quickly update Salesforce opportunity records and log activities on the go and get instant CRM updates, leaving your team more time to sell.
Empower leaders to easily track changes that impact forecasting with real-time visibility into deal expansions, compressions, pulled in or pushed out of quarter, closed and won, right from their mobile device or desktop app. Surface deal information in easy-to-read views that leaders can filter with custom settings, allowing them to identify the right opportunities for manager guidance.
Extend the impact of the world's #1 CRM with the power of Slack.
Conversational Work OS
Work smarter and get more done with Slack.
Work Orchestration in Slack
Empower people to work with agents to get more done
Salesforce and Slack
Bring all your CRM data into Slack with native integrations
Slack for Departments
Connect Slack with your CRM data from sales and service to marketing and more to better connect with customers.
Slack for Industries
Slack makes all kinds of work seamless, to help teams in any industry boost productivity.
