Alerts On Any Object and Salesforce Owner Routing

We’re thrilled to let you know that Troops now supports alerting across any Salesforce object field change, as well as the ability to route this alert directly to a Salesforce owner in Slack.

UsageBuyingSignal

This means that it has never been easier for your team to see the right information at the right time and take action, across devices.

Screen Recording 2017-07-18 at 07.45 AM

AND…with the ability to apply rich filters as well as support custom objects and fields, you can make sure these are always high signal!

The use cases for operationalizing your business are really endless.

Here’s a few that we’re working with other teams on:

Sales Development:

  • New lead assignment/creation
  • Lead scoring changes and prioritization
  • Marketing automation signals
  • Status and owner changes
  • Recognition on meetings set or key KPIs

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Sales:

  • Opportunity assignment and transition
  • Buying signals or thresholds hit
  • Task assignment
  • Call note distributions

UsageBuyingSignal

Sales Management

  • Close dates pushed
  • Stage changes
  • Call notes
  • Deals forecasted

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Customer Success:

  • Assignment & transition process
  • Health score changes
  • Upcoming renewal dates

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Support:

  • New cases created
  • Case status changes
  • Case re-assignment

CaseAssignment

We’re excited to bring you this product update, and plan on sharing more soon.

Want more information early access to this? Email Scott@troops.ai