Guides - Troops

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Create Gongs or Alerts Specific To Your Team

Maybe you work at a big company and want to create an sales gong or opportunity creation alert just for your team… This is totally possible using Troops enhanced filtering. Below we’ll show you how to create a Sales gong just for your team as an example. Here’s a quick example of a filter by […]

How to Search and Edit your Salesforce Records in Slack

Whether it’s research before a call or tweaking an opp with your manager before your one-on-one, looking up information on your customers is something a lot of us do constantly. We also often want to make changes to the records we see when we search. Slogging through myriads of fields over and over again just to […]

Get Real-Time Alerts on your Team’s Pipeline Movement

As a Sales Leader, getting instant visibility into your team’s pipeline movement is critical. Unfortunately, staying on top of this between leadership activities like ramping new reps and attending meetings isn’t always easy. One way many modern sales leaders keep a real-time pulse of pipeline movement is by using Troops’ Opportunity Stage Change Alerts, which notifies […]

Shoutout your SDRs when they Set Meetings

Ahh, your Sales Development team. A key function in most sales orgs that often goes under-recognized. Well, not anymore! Now you can shoutout their hustle and hard work using Troops’ Opportunity Stage Change Alerts to automatically inform your company in Slack whenever an SDR creates an opportunity in Salesforce after successfully setting up a meeting. In […]

Celebrate Deal Wins with Digital Gong

Congratulations – you closed a deal! Obviously, it’s time to celebrate (and brag a little). Use Troops Digital Gong to automatically post your awesome win with details to Slack and let the love come raining down upon you. In Order To Make Magic Happen…. Integrations Needed: Channels: Sales Win Channel Recommended Schedule: N/A (Real-time) […]

Celebrate Upsells with Digital Gong

Congratulations – you upsold an account! Obviously, it’s time to celebrate (and brag a little). Use Troops Digital Gong to automatically post your awesome win with details to Slack and let the love come raining down upon you. In Order To Make Magic Happen…. Integrations Needed: Channels: Win Channel Recommended Schedule: N/A (Real-time) ⚠️ To […]

Monitor and Prioritize your Deals with a Pipeline by Rep Report

As you know, monitoring your team’s pipeline is probably the most critical functionality for your sales org. In fact, it’s probably one of the primary reasons you invested in a CRM. It allows you to track rep performance, monitor deals, set priorities, and forecast an outlook for your team. With Troops and a Pipeline by […]

Drive Pipeline with No Activity Reports

Every rep will tell you, the hardest part of their job is “managing the chaos” amidst everything going on. One way to give your sellers a safety net is by sending them a No Activity Report using Troops that alerts them when opportunities may be slipping through the cracks. In Order To Make Magic Happen…. Integrations […]

Prevent Leads from Going Stale

Responding to leads quickly is critical. With Troops, you can automatically keep track of extended lead response times for you or your team by setting up a Stale Leads scheduled report in Slack. #LeadsSuperhero™ In Order To Make Magic Happen…. Integrations Needed: Channels: Direct Message, SDR, Leads Recommended Schedule: Daily ⚠️ Before you […]

Save Deals in Danger of Stalling with a Deals at Risk Report

Your SDRs and AEs puts in a lot of great work to get the lead, disco call, follow up, meet again. Then sometimes…nothing. As a sales leader or C-suite exec, you know that stalled deals often lead to bad results, and you want to do whatever it takes to help move the deal forward. The […]

Increase Visibility into Meetings Set

One of the best ways for managers to understand how they can help coach their team is visibility into their upcoming meetings 📅 Shared calendars, like anything that requires someone to log in and view, often fall by the wayside amidst chaos which is why automatically delivering your teams upcoming schedule has become a popular trend. Troops […]

Monitor Pipeline Momentum with a Recent Stage Changes Reports

Sales team momentum (aka the Big Mo) is a real thing. As a team, you want to monitor that velocity by looking at what opportunities are progressing on a regular basis. With Troops, you can automatically surface deals that are on the move by setting up a Stage Change Date scheduled report in Slack. #TheBigMo […]

Mitigate Churn with Upcoming Renewal Reports

The easiest way to save relationships and customers is to be proactive… …and the easiest way to be proactive is to automate reporting and triggers that nudge you to take the appropriate actions. This guide shares how account management and CS teams are using Troops to streamline Upcoming Renewal Reports. In Order To Make Magic […]

Improve Forecasting with [Close] Date Hygiene Reports

It says this deal was going to close yesterday, but we didn’t ring the gong??? 🎉 Smells like dirty data in here… One way teams leverage Troops is by automatically disseminating overdue date reports on information like Close Dates. These report types can obviously used for any date, but below we’ll discuss automation of close date reports. In […]

Always have Next Steps with Field Hygiene Reports

To move things forward there always needs to be a next step…and as one sales leader told me, it better not just say “follow up”. Troops makes it easy to identify when key field or values are not accounted for using “Field Hygiene” reports. Below we’ll walk through creating and scheduling a Next Step Missing report. In Order To Make […]