Troops.ai Blog - Sales, Automation, and Success Tips

Automating Your Sales Call Reports in Slack

I can’t be on every single call, but I want to know what’s going on! Whether you’re a sales manager, rep trying to ramp quickly, or c-level executive, the reality is you can’t be everywhere listening to what customers are saying and keeping a tight pulse on the market. Many companies have instituted a best […]

How PandaDoc Got Lead Response Time Under 5 Minutes

Fact: following up with an inbound lead immediately after they reach out significantly increases your chances of success. Some studies show that your ability to respond to them within 5 minutes, increases your chances of actually getting a meeting by about 10x! For this reason, many sales development and marketing teams closely monitor their time […]

Using Workflow to Keep Next Steps Updated

“So what are the next steps?” At many companies, weekly meetings are dedicated to answering this question! This is partially due to the fact this information is rarely documented accurately in your CRM. Holding status meetings is certainly one approach. It just requires a lot of time and operational overhead that could be spent on customer activity […]

How to Use Automation to Engage Buyers at the Perfect Moment

In the days where everyone has outbound automation robots at their disposal, cutting through the noise come down to one thing: engaging buyers with the right message at the right moment. At the right “time” just isn’t good enough any more. In the attention economy, if you’re 5 minutes late, your prospect’s mindshare may be already be long […]

How Managers Use Troops to Keep a Better Pulse on Their Teams

Once upon a time there were no giphys in the workplace… Now we live in a world where it’s a company staple for many of us at least once a day. The reality is that the technology is transforming how we get things done. Traditional ways sales managers have kept a pulse on their team are methods like weekly […]

Using Workflow to Improve the Handoff Process

“My AEs are showing up to calls asking questions my SDRs already answered” “CS is scrambling to collect information 5 minutes before an onboarding from my AEs” Handoffs can be messy. And a bad first impression could mean a demo gone sideways or botched onboarding. We’ve been quietly working with a few companies on ways […]

How The C-Suite Uses Troops.ai

More and more one of the things we’ve been noticing is how many Troops’ power users there are in the C-Suite. As part of a hack day project, we analyzed over 1,000 companies to see what were the most popular C-suite use cases and compile them in this short guide: We learned lots of interesting things and were […]

How SmartRecruiters Increased Visibility While Reducing Inbox Clutter

“The amount of Salesforce notifications emails and unnecessary reply-alls was getting out of control.” Meet Mike, a Sales Director at SmartRecruiters Like a lot of companies, for a long time Mike & his team used email notifications to stay on top of things happening in Salesforce…like when someone closed a deal or assigned an account. […]