For the last few quarters the Troops team has been hard at work building our newest product, and we’re proud to share it with our customers and partners:
Troops Deal Rooms drive collaboration, visibility, and organization around a team’s most important accounts. If your sales and success teams are focused on closing and growing key deals, Deal Rooms is a product your team needs to have.
What is a Deal Room?
Deal Rooms are superpowered Slack channels that give your team access to everything it needs to close a deal and grow an account, right in Slack.
Here’s what your team can leverage in Deal Rooms:
✅ Quickly catch up with a custom summary
- Anyone in your Deal Room has access to a summary
- Customize which Salesforce fields your team cares about
- New channel members receive a summary to immediately understand context
📅 Calendar reminders that keep everyone aligned
- Receive notifications before and after critical meetings
- Brainstorm strategy for meetings to drive outcomes
- Share updates post-meeting so the team knows about progress or obstacles
☁️ Automated Salesforce updates (including Chatter!)
- Know immediately when important fields change
- Keep track of records being created
- For the first time Troops will pull in Chatter posts (and tag any users)
🗂 Access critical documents
- Pull a key file in Slack and Salesforce to drive collaboration
- Ensure that documents are being stored where you expect
🔺 Store conversation back to Salesforce
- Skip duplicative work and put next steps or status updates in Slack right into Salesforce
- Spend more time working with your team and less time working in CRM
📜 Receive key news about an account
- Notifications for any relevant updates going on with your Account
- Spark touchpoints to keep threads actives
We know that the best sales and success teams will be collaborating in this way moving forward.
Get ahead of the curve: Deal Rooms is now live to turn on here!