Unlock your
Sales potential
Ahead of the recent launch of Salesforce Channels, we put together the Sales Elevate Launch Package to help your teams unlock the full value of Sales Elevate.
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Key Components:
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Slack workspace design
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Admin + end-user training (Slack 101)
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‘Sales Elevate’ integration
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Sales Home enrichment
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Account Planning design
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Sales Leader + Team enablement
Key Components
& Rollout Schedule
Slack Workspace Design
Customized workspace setup tailored to your team’s workflow.
Key Activities: Channel structuring, user roles, and permission/settings review.
Admin & End-User Training (Slack Essentials)
Comprehensive training for both Slack admins and end-user teams.
Key Activities: Onboarding automation, Live Slack 101 training, and best practice documentation.
Sales Elevate Setup
Seamless integration of Slack with Salesforce using Sales Elevate.
Key Activities: Configuration of Sales Elevate, setting up admin-created notifications.
Sales Home Enrichment
Enhancing Sales Home to deliver critical data right to reps dashboard in Slack.
Key Activities: Customizing dashboards, setting up deal-focused notifications .
Salesforce Channel Design
Effective strategies for building and managing Salesforce Channels.
Key Activities: Data organization, account segmentation, list creation.
Sales Leader & Team Enablement
Empowering sales leaders and teams for peak performance.
Key Activities: Strategy session, Leader alerts channels, Sales team training
