Sell faster together by bringing your people, Sales Cloud data, process automation, and AI into the flow of work in Slack. Drive performance in Salesforce channels. Align account teams on deal progress with access to CRM data. Improve team visibility at every stage of the deal cycle with Slack Sales Elevate. Focus teams on selling with real-time deal alerts, automated deal support and approvals, and easy CRM updates — from anywhere, on any device.
Get deals across the finish line with a single working space where CRM data, conversations, and all sales team productivity tools come together for every sales team member and their partners.
Bring Slack into Salesforce and Salesforce into Slack. Collaborate in one view that combines Sales Cloud record data with the related customer-focused conversations in Slack, whether you’re working in Salesforce or in Slack. Break down silos, collaborate on deals, and align with stakeholders across the business with work and conversations grounded in historical context and customer data.
Focus on customers and accomplish key tasks with Salesforce quick actions embedded in Slack, letting you update CRM data without leaving the team discussion. Standardise process automation and best practices by configuring CRM automations at scale across every Salesforce channel.
Take action faster with Slack AI summaries that provide instant visibility into focus areas and risks across accounts and opportunities. And soon, you can get caught up on the latest deal activity with Agentforce responses that pull from both structured customer data and unstructured conversational data.
Drive sales visibility with personalised, role-specific insights from Sales Cloud delivered in every seller's Slack workspace. Deliver a complete view of accounts, opportunities, key metrics, and deal alerts, accessible to sellers in a single click.
Track individual and team progress toward goals with a role-specific KPI dashboard connected to Sales Cloud. Help sales leaders, managers, and reps measure performance against key metrics including open opportunities and revenue generation inside of Slack.
Know what's changed in your business with regular and automatic deal insight notifications proactively delivered to where your team selling conversations happen. Empower leaders to easily track changes that impact forecasting with real-time visibility into deals that have been expanded, compressed, pulled in or pushed out of quarter, closed, and won, right from their mobile device.
Enrich the business conversations happening in Slack by surfacing deal information in an easy-to-consume, single, comprehensive list view. Leaders can customise what they see by filtering, sorting, or grouping deals, such as by forecast category, to identify the right opportunities for manager guidance. Give sellers visibility into all in-flight activity for a customer or deals that need the most attention right now.
Understand sales priorities with real-time notifications from Sales Cloud in Slack. Easily create and view automatic alerts and personalised reminders to keep everyone — from sales reps, managers and leaders — on top of deal movements, team wins, and pipeline changes.
Streamline day-to-day operations for teams with time-saving workflows that automate pipeline management, deal support, and approvals, right in Slack. Empower sellers and leaders to drive efficiency by using simple AI prompts to generate workflows — no manual work required.
Replicate your team's winning strategies with a library of pre-built, customisable templates for sales processes such as account planning, mutual close planning, customer briefings, and more. Bring process automation, sales best practices, and Sales Cloud together to standardise and scale the way your team operates to win, where team selling happens in Slack.
Give reps more time to sell by simplifying Sales Cloud account and data management without leaving Slack. Quickly view and update all opportunities with conversational context and immediately sync changes back to Sales Cloud with bi-directional CRM updates. Drive pipeline accuracy with more frequent CRM updates to forecast with confidence.
Ensure CRM data quality with automated workflows that make logging activities easy and fast. Eliminate context switching by quickly logging a call or meeting into Sales Cloud right from Slack. Efficiently capture activities and meetings that lead to revenue.
Move deals forward from anywhere on any device with CRM access from Slack. Quickly update the Salesforce opportunity record or add customer meeting notes on the go. Get advice from your team in Slack channels and connect with stakeholders, customers, and partners instantly from your mobile device.
Power productivity with automation, knowledge, AI, and collaboration at the center of an open, extensible platform in Slack.
Empower everyone with workflows and apps in Slack that take the work out of work.
Discover the potential benefits sales teams get when working in Slack and Slack Sales Elevate.
Slack Sales Elevate brings CRM to a system that Sales already knows and loves: Slack. It weaves all their work within a user-friendly platform, making pipeline management and actionable business insights infinitely more accessible and efficient.
Lauren FarberDirector, Business Operations, Roku
Looking to meet and learn from fellow sales professionals? Our Salesblazer Community is the place for you.
See what happens when you bring the power of Sales Cloud and Slack together.
Tell us a bit more so the right person can reach out faster.
Slack Sales Elevate is the sales team productivity tool for sales teams that brings the power of your CRM data into selling conversations in Slack to help teams stay aligned and accelerate deals with a single view of their customer and all the tools they need—all in one place.
Yes. Slack is an open, extensible platform that allows customers to integrate other apps and tools, including their CRM. Salesforce customers can get started today with our new, native Sales Cloud and Slack solution, Slack Sales Elevate by chatting with our sales team.
Slack Sales Elevate is a sales team productivity tool that natively integrates Sales Cloud with Slack. It's a tailored solution for sales teams that brings your opportunities, accounts, and metrics to the same place you’re already having selling conversations, powering your work with CRM data.
