Say Hello to Slack Sales Elevate
Learning Objectives
After completing this unit, you’ll be able to:
- Describe the benefits of using Slack Sales Elevate.
- Identify the team roles needed to configure Slack Sales Elevate.
Sales Cloud + Slack = Slack Sales Elevate
If you manage Sales Cloud for your org, you know your team benefits from real-time digital selling, intelligence, and automation. With Slack in the mix, your teams, partners, and customers can work better and faster together and increase efficiency.
And with Slack Sales Elevate, you can sync the data from Sales Cloud to a personalized Sales Home for every seller, bringing everything your sales team needs into one unified platform. This means no more context switching and mismatched data.
Take a look at how Salesforce and Slack work together to promote the success and productivity of the sales organization with Slack Sales Elevate.
Slack Sales Elevate brings real-time CRM data from Sales Cloud to the place where conversations happen—in Slack. And we’re simplifying and automating that work to drive sales productivity. With Slack Sales Elevate, you can centralize team selling and improve visibility for everyone.
Here are some features in Slack Sales Elevate you can set up for your teams to use.
- KPIs
- Slack Connect
- Real-time alerts
- Pipeline and data management
- Customized insights dashboard
- Mobile access
The Team
As an admin, you have the important job of configuring Slack Sales Elevate. But it’s unlikely you’ll be working alone. Configuring Slack Sales Elevate will involve one or more people, depending on the structure of your organization. Let’s look at some of the people you might work with when configuring Slack Sales Elevate.
Role |
Responsibility |
|---|---|
Executive Sponsor |
This is the person in charge of your sales team. They ensure the project aligns with the overall sales strategy at your company. They help with resources and roadblocks throughout the project. |
Salesforce Admin |
The person(s) who manages your Sales Cloud configuration should own the configuration and maintenance of Slack Sales Elevate. Your Slack admin will need to assign the Sales Admin role to your Salesforce Admin to give them appropriate permissions to configure Elevate without securing Slack owner or administrator privileges. |
Slack Admin |
This person(s) should guide how Slack Sales Elevate fits into the overall plan and management of Slack at your organization. |
Sales Operations (Ops) Stakeholder |
This person(s) advises on internal processes used by the Sales team and identifies areas where Slack Sales Elevate can be implemented. |
Sales Enablement |
The person(s) who typically manages training and communication for the sales team to ensure everyone is aware of changes and has the skills necessary to succeed. |
Additional Stakeholders |
Depending on your organization’s processes and policies, you may involve stakeholders from Security, Legal, or your Data Governance organization. |
Now that your team is in place, let’s see how to get Slack ready for Slack Sales Elevate.