for Customer Success, Entire Organization, Sales Leaders, Sales Ops, SDRs

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.

GongGifUpdated

Here’s a quick  example of a filter by owner setup in action.

FilterByOwner

Takeaways


WHAT: Customize gongs and alerts specific to your team w/ filtering
TYPE: Troops Alert
FOR: Sales Leaders, Sales Ops, SDRs, Entire Organization
WHY USE THIS: To celebrate or be notified in Slack when only a subset of users performs something in Salesforce
HOW: Use filters like owner, record type, territory or others that silo notifications to your team

 

Outcomes: ➕visibility into wins, ➕team morale

 

In Order To Make Magic Happen….


Integrations Needed:  search   search
Channels: Team Specific Channel (i.e. Mid-market)
Recommended Schedule: N/A (Real-time)

 How To Do It


1. Go to your Troops dashboard and click create on Digital Gong. *This works for Opp Stage Change Alerts too

Screen_Shot_2017-03-13_at_10_56_30_AM

 

2. Select which Slack channel you want to be alerted in

 

3. Choose the opportunity stage in which you want to be alerted

 

4. Add an additional filter for the way which you’d like to distinguish your team. In this example, we’ll filter by owners.

Screen_Shot_2017-03-13_at_11_01_46_AM

*Make sure to use the “is one of” filtering option to select multiple owners or linked objects.

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Here’s a gif in action

FilterByOwner

6. Name your alert & add up to 5 attributes to your message and you’re done!

 

Screen Shot 2017-01-11 at 3.41.23 PM

Killer use cases:

  • Sales gong for your team
  • Opp creation alert for your team
  • Gong or alert for a specific product

Set yours up here right now!

If you have any other questions that we haven’t answered, feel free to get in touch with us at support@troops.ai!