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Product Updates 3 Min read May, 2017 | Updated on: May, 2022

Salesmate CRM Integration with Slack

Great things in business are never done by one person, they’re done by a team of people – Steve Jobs

Two heads are better than one; working together as a team can help in reaping fruitful results. But working as a team also gives rise to many complexities. To ease these complications and help sales teams perform efficiently, Salesmate was developed by proficient engineers. It is an all-in-one sales management, automation, and acceleration software designed for teams of all sizes & shapes.

To fuel the team’s performance, Salesmate has been integrated with Slack, a cloud-based messaging application that fosters teamwork by centralizing all the communication of the team at one place.
This integration will help in creating synergy within the team. The users will be instantly updated on Slack when any deal related activity takes place in their Salesmate CRM. The team can coordinate and perform better without switching between applications. It will save their valuable time and help in brainstorming new ideas together. The individuals in the team can even filter and set their preferences about the notifications of the information they want to display on their Slack channel.

Read below to see how this integration of two best applications can be beneficial for your team:

Stay vigilant with the changing deal status

Get notified on your Slack channel whenever a deal enters (new deal) or exits (deal won/lost) the sales pipeline. Keep everyone in the company informed about the status of deals with instant deal update mechanism and increase coordination between teams. Your sales team can discuss and efficiently plan to counter any complicated lead related situation on Slack and help you to stay sharp for such circumstances.

Speed up your search through Slack

Procuring information gets easier with Slack integration. Quickly search your contact, company, activity and deal records using Slack commands. It is easy, instantaneous and effective.

Control activities

Don’t fill your Slack app with unwanted notifications, filter your preference with Slack integration. Select what kind of notifications should be sent to your Slack account when records owned by you are updated.

Quit toggling between applications

Now spare yourself from the hectic task of switching apps. Quickly plan your activities from Slack itself, to avoid missing any follow-ups or calls.

We hope this integration will increase your team’s efficiency and help you to reach your sales goals faster.

To integrate with Slack, you must have a free trial or paid Salesmate account. Don’t have any account? Start a Free Trial now!

Read our support article for better insights on how to install Slack Addon.

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