Man sitting at desk with laptop, closing deals with his team while collaborating in Slack.

The hub for your sales management process

From research to pitch slides to contracts, Slack is where sales happens.

Learn how sales teams use Slack for:

COMMUNICATION

Have clearer conversations

Slack is where everyone, from the managing director to the new account executive, comes together to move deals forward. Conversations happen in channels – organised by topic, territory, etc. – so the full context of a deal or a customer’s history can be seen easily by everyone.

A sample conversation in Slack
lead-gen
Sarah Parker14:33Hi @Emily Anderson! I recently received 150+ leads, is this an error? Seems like way too many.
Emily Anderson14:36No error, the recent outreach campaign went wild on Monday.
💥3📈5
Matt Brewer14:37💰 TeaThyme – Closed Won! 💰
• ACV is £74,000
• TeaThyme is the UK’s number one tea supplier
• Full credit for this upgrade goes to @Emily Anderson who did all the heavy lifting
🎉9👍2💖1
Suggested channels
What are channels?

Channels are where you can share files and messages with your teams. They can be created for every project, topic, department or whatever makes sense for your company.

for communication:
  • accounts-teathyme

    A place to share customer information and ask questions.

  • announcements-sales-team

    Make department-wide announcements and post helpful resources.

  • q3-goals

    Share sales goals and track progress to keep everyone motivated and aligned.

Suggested channels
What are channels?

Channels are where you can share files and messages with your teams. They can be created for every project, topic, department or whatever makes sense for your company.

for communication:
  • accounts-teathyme

    A place to share customer information and ask questions.

  • announcements-sales-team

    Coordinate the pipeline and collaborate on job descriptions.

  • Q3-goals

    Share sales goals and track progress to keep everyone motivated and aligned.

21%

Faster response time to sales leads

“The sales team is very busy and travelling all the time, and Slack is super user-friendly, especially on mobile. Just being able to quickly access documents and communicate with one another is really cutting down on the time it takes to follow up with leads and put together a proposal.”

Excerpted from IDC research, sponsored by Slack

Read report

AUTOMATION

Streamline your sales cycle

Simplify sales by bringing the tools your team use every day into Slack.

A sample conversation in Slack
accounts-auldreekie
Emily Anderson10:53AuldReekie MD has just confirmed they can make it for coffee tomorrow at 15:00.
☕️3
SalesforceBOT
AuldReekie Account
Account Owner: Jill Null
Annual Revenue: £5,000,000
Industry: Retail
Website: auldreekie.com
Type: Customer - Won
Sarah Parker11:04Thanks! I can see Mike is the AE, I’ll give him a shout and get more info.
  • See CRM details on the fly

    Share important account details and respond to inbound leads faster with real-time updates and reminders that won’t get lost in inboxes.

  • Turn customer feedback into action

    Resolve issues faster by bringing customer health data such as NPS scores and renewal history into Slack or responding to customers in real time.

  • Unlock pipeline visibility and accuracy

    The latest numbers are just a few keystrokes away, so you can discuss critical deal flow as a team any time.

TEAM BUILDING

Celebrate wins together

Give successes the attention they deserve: celebrate together as a team, no matter which office you’re in. Slack lets you express congratulations with an emoji rather than a reply-all email.

A sample conversation in Slack
hello-new-starters
Sarah Parker09:54Hi everyone! Please say a big hello to @Elena Nowak. She starts today as our newest AE in Enterprise Sales.
👋10🎉4🙌2
Elena Nowak10:47Hi there 👋 Thanks for the welcome! Looking fwd to catching up with some of you 1-to-1 later this week.
👍7☕️2
Suggested channels
What are channels?

Channels are where you can share files and messages with your teams. They can be created for every project, topic, department or whatever makes sense for your company.

for team building:
  • deal-of-the-week

    Congratulate a sales superstar by showcasing their deal.

  • sales-wins

    Share exciting new accounts or upgrades with the whole company.

  • hello-new-starters

    Welcome new starters and introduce them to the team.

Suggested channels
What are channels?

Channels are where you can share files and messages with your teams. They can be created for every project, topic, department or whatever makes sense for your company.

for team building:
  • deal-of-the-week

    Congratulate a sales superstar by showcasing their deal.

  • sales-wins

    Share exciting new accounts or upgrades with the whole company.

  • hello-new-starters

    Welcome new starters and introduce them to the team.

“When managing three hubs nationally you can’t have a good conversation over email – it’s not quick enough. Coming together in Slack channels allows us to easily discuss day-to-day management topics. That’s invaluable.”

Benjamin Sternsmith

Area Vice President of Sales, Lyft Business

Read story

HANDOVERS

Smoother handovers, happier customers

You’ve done it. You closed the deal. Congrats! Now make sure your customer receives the care they need. In Slack, information is organised and accessible. So new reps can be onboarded seamlessly, with nothing getting lost in the changeover.

A sample conversation in Slack
sales-to-cs-handovers
Emily Anderson13:52The TeaThyme deal has officially closed! 👏 Now we’re ready to transition the relationship to customer success. @Lisa Amos and I met to discuss the handover. Here’s the plan for next week’s roll-out meeting

• I will cover the agenda and kick things off
@Lisa Amos will do a quick run-through of the roll-out plan
• Then we’ll have a Q&A and finish off w/ next steps
👏10🎉14
Suggested channels
What are channels?

Channels are where you can share files and messages with your teams. They can be created for every project, topic, department or whatever makes sense for your company.

for handovers:
  • sales-to-cs-handovers

    Coordinate the logistics of handovers, such as timing or contracts.

  • upgrade-requests

    Track customers’ payment and subscription changes and follow their implementation.

  • feature-requests

    Pass along customer feedback or requests to engineering and other teams.

Suggested channels
What are channels?

Channels are where you can share files and messages with your teams. They can be created for every project, topic, department or whatever makes sense for your company.

for handovers:
  • sales-to-cs-handovers

    Coordinate the logistics of handovers, such as timing or contracts.

  • upgrade-requests

    Track customers’ payment and subscription changes and follow their implementation.

  • feature-requests

    Pass along customer feedback or requests to engineering and other teams.

13%

Overall shorter sales cycle

“Slack has helped promote information sharing across our sales verticals, as well as generally increase access to knowledge across our business.”

Excerpted from IDC research, sponsored by Slack

Read report

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