How does it work?To be able to setup this integration, you will need the most powerful, yet free, app integration platform – Zapier. With this platform you can connect various products into one solution to use them on a daily basis. So, you need to connect Teamgate with Slack over Zapier using easy selection steps inside the platform. [optin-monster-shortcode id=”kandoug21absj0ox”] Create a new channel on Slack, e.g. #DealsWeWin, and make sure to invite the entire sales team, as well as other interested parties, to join the channel. Now, when everybody, including the Teamgate Winbot, is there, real-time notifications about winning deals will be pushed and the good news shared on the channel. You can setup the notification message yourself – include details about a customer, deal size and value, sales reps, etc. It is even possible to add more sophisticated messages and use them to congratulate your sales team member for doing a great job. Because they deserve this, right?
Added value hides in simple thingsFor those wondering why this integration is better than tracking winning deals inside Teamgate, for example, using pipelines, insights, dashboard, or the daily “Morning Muffin” email summary, here’s our argument: with this small feature you can be informed the same minute wherever you are, with no extra action required. As Slack is a multi-device platform, one can be notified instantly, even on-the-go, because we cannot live without our smartphones and smartwatches! Use Zapier wisely to build different information structure and you will improve your team communication by spreading the good news and appreciating great work. You’ll not only be the first one to do that, you’ll also save precious time spent in status update meetings where, most of the times, information shared is often outdated. In a nutshell, if you decide to use the Slack integration, you will be able to:
- Instantly share information about winning deals with a group of people.
- Build the structure of information the way you want.
- Improve team communication and reach those on-the-go.
- Appreciate the excellent work.