ViktorfromSales

Enterprise Account Executive

Updating salesforce opps via slack

I can’t be the only one frustrated how slow salesforce can be to load. I saw that slack gives you the opportunity (pun intended) to update sfdc with slash commands.

Does anyone here have experience with this to share? Did it make life more comfortable? Any other solution to keeping your opps up to date with minimum effort?

11 comments

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salesnerd

WR Officer

Head of Growth

I've never done it, but I'm waiting for the day that Salesforce does something with the fact that they spent $28 billion on Slack...

CadenceCombat

Tycoon

Account Executive

Man, I inevitably always have to switch back and forth between 'Classic' and 'Lighting' because of some janky config. Is that just me?

CuriousFox

WR Officer

🦊

No. I stay in Classic for that reason. Oh and the blue is easier on my eyes. Lighting gives me a headache.

GlenRoss

Politicker

Account Executive

I end up just updating my opps in Clark but it doesn’t have all fields

SalesPharaoh

Big Shot

Senior Account Executive

Clark is a CRM? or what, I've never heard of it

SalesPharaoh

Big Shot

Senior Account Executive

Outlook automatically syncs over hubspot if you do the settings correctly

ViktorfromSales

Opinionated

Enterprise Account Executive

Thanks for the reply! Yeah it does update the activity history but not the properties. Then again so does GSuite with SFDC. I
love HubSpot btw. Very user friendly under a certain ARR. SFDC is more customisable and more suited to growth as long as you have dedicated people on Sales Ops to scale and maintain it. Very slow and cumbersome to update though. Hence why I’m looking to recommend a solution/process internally. Hoping the community here will have some experience to share :)

SalesPharaoh

Big Shot

Senior Account Executive

the properties depend whether your prospect is on hubspot or was then it can fill automatically or so I noticed. But yea I agree usually we focus on filling a few things in the properties not all of them

vshlos

CEO

have you looked at troops.ai - helps you update SFDC info from Slack

SlinginSoftware

Politicker

Account Executive

Wild! I’m going to def look into that tomorrow

evasouth

Good Citizen

marketer-who-loves-selling

Give PeopleGlass a try. I use it to create/update records in my SFDC instance in real-time from a spreadsheet-like view. 100% free.

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ViktorfromSales

Updating salesforce opps via slack

11 comments

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