Slack 和 Salesforce 整合

無需離開對話,也能將 Saleforce 的深刻見解帶入 Slack。

世界首屈一指採用 AI 技術的 CRM,結合最受全球使用者喜愛的工作作業系統。

隆重介紹 Salesforce 頻道

結合資料與對話,協助客戶轉型,獲取成功。

統一 CRM 資料與對話資料,使團隊間能步調一致的密切合作,縮短資訊差距並提高工作速度。在工作流程中,利用 AI 更深入分析資料。

深入瞭解 Salesforce 頻道

    GIF:顯示 Slack Sales Elevate 在 Slack 中如何運作。
    現已推出 Slack Sales Elevate

    直接在 Slack 使用世界第一的 CRM,更快完成交易。

    隨時隨地管理你的業務,全面掌握客戶與商機。更新交易,根據智慧快訊即時採取行動,並利用可自訂的範本與自動化擴充最佳實務。

    探索 Slack Sales Elevate

      敬請期待 Slack 中的 Agentforce

      與員工代理一起幫助客戶邁向成功之道。

      將代理帶入對話,協助員工提供更優質的客戶體驗,並加快成交速度。Agentforce 提供內容和執行操作時會參考客戶資料和 Slack 情境資訊,幫助員工大幅提升生產力。

      深入瞭解

        GIF:說明 Salesforce Starter CRM 在 Slack 中如何運作
        敬請期待 Salesforce Starter CRM

        Slack 的 Salesforce 專為成長中的小型企業而生。

        全世界最完整的小型企業 CRM 即將登陸 Slack。為你的獨特需求找出合適的解答,利用 Starter CRM 資料加快做出決策,探索隨著你的業務而成長的各種解決方案。

        深入瞭解 Salesforce Starter CRM

          常見問題

          For Salesforce customers, Slack can help you get the most out of your existing Customer 360 solutions. It puts the single source of truth about your customer at every employee’s fingertips, when and where they need it.

          Slack’s deep integrations are reimagining business needs for the era of AI productivity — unlocking CRM data with Agentforce for predictive insights and even generating next best actions and responses, while using workflow automation to minimize administrative overhead for sellers and service agents.

          For Salesforce customers, Slack can help you get the most out of your existing Customer 360 solutions. It puts the single source of truth about your customer at every employee’s fingertips, when and where they need it.

          Slack’s deep integrations are reimagining business needs for the era of AI productivity — unlocking CRM data with Agentforce for predictive insights and even generating next best actions and responses, while using workflow automation to minimize administrative overhead for sellers and service agents.

          Simply put, in order to drive performance across your business, you need to make sure your teams are working around business context. That’s the value of customer CRM data from Salesforce. But you also need to make sure that the CRM data tells the whole story, and that’s the value of conversational data from Slack. Slack can help drive adoption of Salesforce, and Salesforce helps ground Slack conversations, so customers get additional value from technology.

          Yes. Slack is an open, flexible platform that allows customers to integrate other apps and tools, including their CRM. But we recommend a unified approach that allows customers to reap the biggest benefits from both Salesforce and Slack.