Share Salesforce Closed Lost Deals In Slack

Although a closed lost is never fun, they represent an amazing learning opportunity. Troops’ Slack Salesforce closed lost notifications are an amazing way for the entire company to understand where they can improve. You can add specific filters to your trigger conditions so that only deals of a certain size, source, or type are shared across the team, managers or executives. Even more powerful is the ability to append customizable data to your Slack Salesforce closed lost notifications. This might include why customers chose not to buy, the size of the deal, or how long you’ve been working it. What’s cool about this workflow is it’s something the entire company can benefit from. Whether it’s the product team that wants to understand the impact of their work or the marketing team that is curious how to best position their product effectively. It’s important to share why you’re winning, but perhaps just as important to share those closed losts amongst the team!

  • Custom Trigger Filters
  • Custom Salesforce Actions
  • Real-time
  • Cross-Object Attributes
  • Routing to Salesforce Reference Users, Slack Channels, and Direct Messages
ServicesSalesforce, SlackObjectOpportunityRolesSales, CS, Sales Ops, C-Suite, Marketing
Suggested ActionsAdd Loss Reason, Re-Engagement Date, DM Manager