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Best practices, tips, and tricks to help your revenue team excel

 

Troops Boosts Quote-To-Cash Collaboration & Efficiency for  Salesforce CPQ
3 min read

Salesforce CPQ is designed to help make the quote-to-cash process fast, efficient and collaborative for your team, so that you...


Sally & Troops: How Do They Differ?
4 min read

Gainsight, the leading Customer Cloud Platform, helps customer success teams grow faster and retain more accounts. They’ve...


Updating Your Go To Market Systems Just Got a Lot Faster With Troops’s Latest Release: Grid
5 min read

If you’re like most people who work in Sales, Customer Success, Sales Development or Revenue Operations roles, then you spend...


How to Choose the Right Strategy for CRM + Messaging Connectivity
11 min read

You’ve been using Slack or Microsoft Teams. Perhaps, alternatively, you’re helping a client who is. 

 

You’ve also heard about...


Messaging Platforms's Effects On Company Culture
3 min read

Business messaging platforms like Slack and Microsoft Teams are increasingly being seen as the backbone of communication for...


Troops Helps Customer Success Teams Use Slack and Microsoft Teams to Realize the Full Value of Gainsight
2 min read

We are excited to announce that Troops now officially integrates into Gainsight, the leading customer success management SaaS...


A Guide to Human Workflow (and how its different than integrations)
13 min read
We’ve heard it 1,000 times in a 100 different “how the world is changing” pitch decks:

“There’s more cloud applications than...


Troops Now Connects Outreach with Slack and Microsoft Teams
3 min read

For the past few years, Troops has been focused on connecting Salesforce with enterprise messaging systems including Slack and...


Salesforce Completes Acquisition of Slack: The Future of System to Human Connectivity
2 min read

Today, Salesforce announced that their deal to acquire Slack has been finalized and the two teams will get to work making...


Troops teams up with Microsoft on Teams, Dynamics 365 and Azure and joins the Microsoft for Startups Program
2 min read

Troops is taking another step today to meet our customers where they are: we are joining the Microsoft for Startups program...


How to Improve Your Pre Sales Process with Workflows & Automation
9 min read

Driving growth is what keeps business owners up at night. Luckily, digital tools and automation are making growth easier than...


Workflow Rules vs. Process Builder: Pros, Cons & Other Viable Options
9 min read

If you’ve ever wondered about the pros and cons of using Workflow Rules vs Process Builder in Salesforce, you are not alone.Go...


How Terrapinn Increases Visibility and Engagement with Microsoft Teams & Troops
3 min read

Terrapinn is a global events company set on promoting innovative ideas and technology across the globe. Through niche...


Always ready to help: Troops helps to empower Thycotic’s global customer support team to hit a 99+% response rate
6 min read

As an industry-leading Cybersecurity company, Thycotic Software’s products protects companies around the world from...


New Research: Slack outpaces MS teams by more than 2X+ in CRM integration and codeless is officially here
4 min read

Unless you’ve been living under a rock for the past few months, you’ve probably heard that CRM powerhouse Salesforce is...


How Andela uses Troops to increase pipeline, shorten sales cycles, and prevent churn
7 min read

Andela builds and trains remote engineering teams for leading tech companies like Viacom, GitHub, Grow with Google, Microsoft,...


What a year it has been: 2020 in review
3 min read

To say “what a year” is an understatement, but here a few things we accomplished in 2020.


What could Salesforce do with Slack?
12 min read

“This is a match made in heaven,” — Marc Benioff

As someone who has been embedded in the collision of CRM and messaging for...


Best Workflows Contest Winners Announced!
4 min read

Have you ever won money for doing less work? Three of our cleverest customers have! For the first annual Troops Best Workflows...


Workflow contest winner Royce Marcus saves DoorDash 156 manager hours a month with Troops
9 min read

For the first annual Troops Best Workflows Contest, we challenged Troops users to: 1) share the most powerful ways their teams...


Salesforce acquiring Slack: Why that's a good thing for the future of work
10 min read

"Did you see the news that Salesforce is acquiring Slack?"I've been getting a lot of notes like this over the past few days....


Best workflows contest, 2nd prize: Allison August removed Slack’s deal support bottleneck with Troops
11 min read

For the first annual Troops Best Workflows Contest, we challenged Troops users to 1) share the most powerful ways their teams...


Best workflows contest, 3rd Prize: WeWork uses Troops to respond to hot leads in real time
8 min read

For the first annual Troops Best Workflows Contest, we challenged Troops users to share the most powerful ways their teams are...


Looker saves hours by updating deal forecasts using Troops
1 min read

Frustration with pipeline updates

Like most reps, Nick Pompeo, an Account Executive at Looker, found updating his...


More visibility, more sales: How WeWork uses Troops to boost sales efficiency
4 min read
WeWork is a commercial real estate company that manages shared co-working office spaces around the world. Their buildings...
A note from Troops CEO: Making new connections for our customers
4 min read

Between 1943 and 1945 the ENIAC was built. This was the first Electronic Numerical Integrator and Calculator, and was...


Introducing the Troops Revenue Communications Platform
10 min read

What if everyone on your team knew exactly what they needed to drive customer and prospect experiences at any given time?Your...


Making Connections: iPaaS vs. Troops
11 min read

There are platforms and tools in the market today that make it easier to connect disparate systems. The challenge remains that...


The Future of Data at Work Depends on Revenue Communications
10 min read

What good is data if you don’t do anything with it? We’re witnessing an era in which revenue operations and go-to-market teams...


Why the Human<>Data Disconnect Matters
8 min read

The way businesses collect and use data is broken. We understand the importance of data, particularly for go-to-market and...


Reactive to proactive: How Troops helped Intercom turn CRM data into hypergrowth
6 min read

In the past five years, Intercom has grown from $1 million to $150 million in annual recurring revenue. It's recognized as one...


Roll it out: Troops first helped Handshake win at MEDDIC, then customer retention
6 min read

Handshake is the college career network of the future, built to transform the recruiting experience for college students,...


How Troops is different from the native Slack- Salesforce integration
21 min read

In October 2019, at Slack Frontiers London, Slack and Salesforce announced availability of a deeper integration between Slack...


How mParticle uses Troops to build business-wide processes that scale
6 min read

mParticle is a customer data platform that connects to more than 300 marketing and analytics tools to provide brands like...


More wins, bigger deals: How Dynamic Yield made closing business a collaborative effort
6 min read

Dynamic Yield is a Personalization Anywhere™ Platform working with industry leaders across eCommerce, finance, iGaming,...


Mental fitness: New webinar series to help you reduce stress, stay focused & productive
2 min read

When we started Troops, our original goal was to make business software easier to use. We spend so much of our lifetimes at...


How Lucid went beyond SFDC to gain more operational flexibility
4 min read

Lucid is a market research platform connecting companies like Verizon, HubSpot, LiveRamp, and BCG to consumers. They take a...


How better visibility into deal progression helped ScoutRFP double deal size
4 min read

Scout RFP is a strategic sourcing solution that’s dedicated to giving companies like Biogen, Levi’s, Netflix, and Uber the...


How Troops helped Stack Overflow cut deal approval times by 93%
6 min read

Stack Overflow is the largest and most trusted online community for developers and technologists, with more than 50 million...


PandaDoc cut meeting prep time by 40% by enlisting Troops
2 min read

PandaDoc saw priority lead response time decrease to UNDER 5 MIN after using Troops

 


Periscope Data brought in Troops to improve lead response time
2 min read

Bringing leads into Slack via Troops helped improve responsiveness by 3X

 


Sales Management Tactics To Help You Become a Better Frontline Leader
6 min read

Frontline managers have some of the most difficult jobs in sales. You manage anywhere from four to eight sales reps on a...


Using Troops to Stay Agile and Effective During COVID
6 min read

The word that keeps coming up again and again on every leadership call I’ve been on is “agility.”


Making Sense of COVID-19 with CRM Tracking
8 min read

"You can only manage what you measure” - Peter Drucker

Companies everywhere are trying to get a grasp on how—and how much— the...


We Are More Than COVID-19 Numbers
3 min read

“Another COVID-19 email…”

Like many of you, I continue to receive emails from company leaders about what they are doing about...


How DoorDash Overcomes Top Outside Sales Team Challenges
7 min read

Outside sales reps deal with challenges on the road that most office-bound reps rarely think about — what to wear, where to...


Spotinst Relies on Troops for Sales Productivity and Visibility
3 min read

Spotinst automates cloud infrastructure to improve performance, reduce complexity, and optimize costs. The company has a...


Sales Forecasting in the Clouds? How to Ground It in Reality with Sales Process
7 min read

When it comes to sales forecasting, people usually talk about the big five forecast data points: forecast category, stage,...


Your 2020 Sales Kickoff Meeting Is Useless Without Reinforcement
8 min read

Companies spend a lot of money on sales kickoff meetings. They often drop $1,000-$2,000 a sales rep on the event alone. Add in...


Hey '19: Another year of making work easier with Troops
2 min read

When we started Troops we told people we wanted to make work easy. Turns out, when you’re building a company from scratch,...


Troops vs. the Native Slack Salesforce Integration
20 min read

In October 2019, at Slack Frontiers London, Slack and Salesforce announced availability of a deeper integration between Slack...


How to Roll Out a New Sales Process (So That It Actually Works)
11 min read

Many sales organizations spend a small fortune implementing a new sales process. For example, expect to pay a trainer...


How to Keep Your Team Accountable to Pre-Meeting Research
9 min read

We’ve discussed this in previous posts, but the average discovery meeting costs over $700. In some enterprise environments,...


Revenue Operations vs. Sales Operations: What They Do and When to Hire for Each
8 min read

In the tech industry, we’ve seen plenty of absurd job titles such as “Full Stack Magician” and “Chief Heart Officer.” And...


Making Salesforce Validation Rules Work Without Alienating Your Team
9 min read

Ask any sales rep on your team about validation rules, and they will probably start rolling their eyes.


Troops Surpasses 10,000 Users and Sees a 178% Year-on-Year Growth
5 min read

2018 was a milestone year for Troops with tremendous year-on-year growth.


eBook: The Definitive Guide to Account Based Collaboration: Part 1
1 min read

Companies that are winning are about delivering the ultimate customer experience.


Should You Use a Sales Deck or Show Product on Your First Call?
9 min read

Using a sales deck to present your product or service seems like a tradition as old as time. 

But recently, I've noticed a...


How to Improve the Quality of Your Discovery Meetings at Scale
7 min read

The average first meeting for a B2B SaaS company today costs over $700. At many enterprise companies, it often costs a lot...


Should Your Sales Team Live in Salesforce?
7 min read

About a month ago, I posed a (controversial) question on LinkedIn: 


How to Rapidly Improve Your SDRs Cold Call Quality Using Automation
6 min read

Here at Troops, we’re always looking for new ways to optimize our own workflows to drive better sales processes and improve...


Success Story: LaunchDarkly and the Power of Team Selling
3 min read

LaunchDarkly, one of the fastest growing SaaS companies (according to the Cloud 100’s Rising Stars), found themselves running...


SaaStr Podcast Episode 216: Troops.ai CEO Dan Reich on Account Based Collaboration
10 min read

Last year, our Co-Founder and CEO, Dan Reich, joined Harry Stebbings for an episode of the SaaStr Podcast. In the episode, Dan...


How to Implement Account Based Collaboration
5 min read

Successful sales strategies require the right tools. That’s why we’ve created a step-by-step guide on how to implement Account...


8 Key Benefits of Account Based Collaboration
5 min read

In previous posts, we’ve talked about what Account Based Collaboration is, why it’s important, and what type of companies...


Who Should Use Account Based Collaboration?
8 min read

Previously, we talked about what Account Based Collaboration is and why it’s important.


What Is Account Based Collaboration?
10 min read

Account Based Collaboration is a transformative approach to selling that has emerged in the last few years among...


Troops Raises $12 Million Series B And Launches Deal Rooms to Increase Account Based Collaboration In Sales
6 min read

We’re excited to announce an additional $12m Series B funding round led by Aspect Ventures. Since closing the round, Troops...


A Step by Step Guide to Enable Your Sales Team to Tell More Stories
10 min read

Dry sales pitches that list product features don’t close deals. Because people don’t relate to featuresthey relate to...


Slack and Salesforce Integration: Zapier vs Workato vs Troops
19 min read

Sales teams are collaborating more than ever on Slack. But to get the most out of Slack for revenue generating teams, you need...


How Dynamic Yield Uses Automation to Improve Their Quarterly Business Review (QBR) Process
6 min read

As the Head of Customer Success Operations at Dynamic Yield, Rona Yang’s job is clear: equip her team with the tools they need...


How This Organization Improved Executive Visibility to Drive a Better Customer Experience Using Troops
5 min read

Manuel Harnisch is Head of Customer Success at network analytics provider Kentik. His team handles onboarding, continuous...


How to Drive Executive Engagement in Key Sales Conversations
5 min read

When executives assist on a deal, good things happen. People love to talk to someone in power and often they are able to...


2018 Troops Year in Review
2 min read

Troops friends, family, partners, customers,


Better Forecasting, Lower Churn. How Sales Engineers Positively Impact the Sales Process at Optimizely
9 min read

Salespeople are notorious for having rose-colored glasses and happy ears. Many think every deal will close—and at the highest...


The Definitive Guide to Avoid Being ‘Single-Threaded’ in Sales
8 min read

Any salesperson will tell you that being single-threaded is one of the biggest risks you subject yourself to in any given deal.


Slack Is the New Chatter for Sales Teams (Slack vs. Chatter)
8 min read

We revealed recently that 70% of sales teams using Slack have dedicated Slack channels to organize communication around...


Time Is the Enemy of High-Quality, Complex Deals. Team Selling Is the Solution (Interview with Tim Sanders)
10 min read

When you’re working a high-quality B2B deal, the biggest enemy to success is time.


Increase Inbound Close Rates by Bringing Lead Activity into Slack
4 min read

Following up quickly with an inbound lead can make or break your deal.


How Top Orgs Use Slack Sales Channels: Data From HubSpot, Slack, Intercom, and More
7 min read

Top organizations are using Slack for sales now more than ever.We wanted to see in detail how — exactly — top sales teams use...


How to Keep a Remote Sales Team Motivated & Engaged (Interview with Kyle MacKenzie Taylor of InVision)
8 min read

Some say a remote sales team can't work, but they're making it work at InVision — makers of a product design platform with a...


SaaStr Podcast with Dan Reich, Co-Founder & CEO at Troops
1 min read

Our Co-Founder & CEO, Dan Reich, has been interviewed for the SaaStr Podcast.Here's the link to the iTunes SaaStr podcast. You...


Research: The Explosive Growth of Slack Is Creating New Roles to Manage Collaboration
10 min read

Five years ago, no one had ever heard of Slack.


How Contently Uses Slack, Salesforce, and Troops to Excel at Client Onboarding
5 min read

 

Greg Merson has been working in Sales Operations at Contently for a year and a half and has been involved in sales operations


Fill Your Sales Pipeline by Finding “The Entry Point” (Interview with Craig Rosenberg)
8 min read

When Craig Rosenberg conducted training for sales reps at an enterprise software company, he pushed them to consider alternate...


We Fixed Our Ideal Customer Profile (in Salesforce) Using This Data-Driven Process
7 min read

If you’re like most sales professionals, you could probably describe your ideal customer profile in your sleep. And you know...


Sales Compensation Plans: How Much Do Salespeople Make at Top Tech Companies?
8 min read

How much do top tech companies structure their sales compensation plans? The answer, it turns out, can vary widely.


Andrew Berger Built Square’s Sales Organization. Here’s His Advice on How to Motivate a Sales Team
9 min read

In a past life, Andrew Berger was a minor-league baseball pitcher with dreams of the big leagues.


How Slack’s Sales Team Uses Slack to Close More Deals
6 min read

Tom Pae knows how salespeople can use Slack to close more deals.


How Slack Uses Slack: Naming Conventions, Emojis, and a Raccoon
10 min read

How does Slack use Slack internally?


How Feedvisor Built a Super High Performance Customer Success Team
10 min read

What does it look like to empower and equip a high-performance customer success team?


From Dispositioning Meetings to Task Management - Popular Salesforce Action Button Use Cases
4 min read

A few weeks ago, Troops launched our most anticipated functionality to date: Action Buttons.


InsightSquared vs. Clari vs. Troops (Alternatives and Competitors)
11 min read

In this article, we provide an in-depth analysis of how Troops compares to other platforms, including InsightSquared, Clari,...


How Honor transformed field sales with a simple hack
4 min read

“It’s next to impossible to get reps using Salesforce in the field...this has turned into a logistical nightmare”


How Salesforce Automation Helped this Public Company Improve Sales Forecast Accuracy by 20% in 2 Months
5 min read

The head of sales for a well-known, global company hit a major roadblock in summer 2017. He wanted his sales team to grow. At...


How Culture Amp Got Their Team to Use Data as a Weapon
3 min read

For Salesforce geeks like myself, building a new dashboard can be a very satisfying feeling.


A Sales Plan Template To Supercharge Your Growth
7 min read

Looking for a thorough sales plan template to get your sales process moving?


18 Ways to Maximize Sales Pipeline Stages' Conversion
6 min read

It's great if you can fill the top of the funnel, but you won't get far if your sales pipeline is a leaky bucket.


Designing A Sales Pipeline 101
7 min read

When your salespeople walk into the office every day do you think they get excited about shifting numbers around in a...


The New Rules of Sales Prospecting
6 min read

When was the last time you made a purchase from a cold call without any prior engagement with that company?


6 Steps to Creating a Successful Sales Plan
8 min read

Creating a sales plan from scratch can be overwhelming. This can make it easy to overthink things.


2017 Troops Year in Review
3 min read

A little over two years ago we were talking about the future of work in a little office on 60th and Madison. It seemed crazy...


The Easiest Way to Manage and Update Close Dates
4 min read

We’ve all walked into a deal review only to find some of the opportunities on the board have close dates in the past. 


Optimize your Product Feedback & Launch Loop
2 min read

Want to feel great?

Tell a customer that thing they had requested and really really really wanted is now live in your product.


Automating Your Sales Call Reports in Slack
2 min read

I can’t be on every single call, but I want to know what’s going on!

Whether you’re a sales manager, rep trying to ramp...


How PandaDoc Got Lead Response Time Under 5 Minutes
3 min read

Fact: following up with an inbound lead immediately after they reach out significantly increases your chances of success.


Using Workflow to Keep Next Steps Updated
2 min read

“So what are the next steps?”

 

At many companies, weekly meetings are dedicated to answering this question!

This is...


How to Use Automation to Engage Buyers at the Perfect Moment
2 min read

In the days where everyone has outbound automation robots at their disposal, cutting through the noise come down to one thing:


How Managers Use Troops to Keep a Better Pulse on Their Teams
2 min read

Once upon a time there were no giphys in the workplace...


Using Workflow to Improve the Handoff Process
3 min read

“My AEs are showing up to calls asking questions my SDRs already answered”


How The C-Suite Uses Troops.ai
1 min read

More and more one of the things we've been noticing is how many Troops' power users there are in the C-Suite.


How SmartRecruiters Increased Visibility While Reducing Inbox Clutter
2 min read

"The amount of Salesforce notifications emails and unnecessary reply-alls was getting out of control."

Meet Mike, a Sales...


4 Slack Workflows That Can Help You Better Understand Customers
6 min read

We mostly just use Slack for chatting

I hear this a lot when I talk to sales and customer success teams about how they use...


Breakout Sales Startups in 2017 (our predictions)
2 min read

Artificial intelligence. Machine learning. Bots. Messaging. Drones.


How to use Slack's threading to power up your Sales team
7 min read

Not too long ago Slack released a new feature called Threading.


How To Build A Lead Follow Up Machine On Slack
8 min read

If you haven’t heard, following up with an inbound lead immediately after they raise their hand vastly increases your chances...


Why we're excited to hire a Marketer
10 min read

We’re making our first marketing hire at Troops, and I gotta say I am pumpedddd.


Tactic Fatigue...If Things Aren't Working, This Could Be Why
2 min read

One way companies accelerate growth is by finding a sales or marketing tactic that works and doubling down on it.


Building Troops with Our Core Values in Mind
4 min read

“Congrats on your Series A! What are you going to do with all of that money?”

It’s not often you are in a position to be...


What Is Sales Operations and Why You Need It
2 min read

If you're in or around the world of high-growth technology companies, maybe you've noticed an increasing demand for Sales...


A Glimpse into the Future of Messaging-First Onboarding
17 min read

This post originally appeared on Medium.

In June, Slack announced that they had added buttons to their developer kit. From...


The Birth of the AI Powered Salesperson
5 min read

Last week, Salesforce announced Einstein - their upcoming project to introduce Artificial Intelligence (AI) to their platform....


The Next Chapter of Troops and How We Use Software At Work
4 min read

“What if using a CRM was as easy as sending a text message to a friend?”

When chat as an interface came onto the scene and...


6 Lessons Learned Using Preselling To Guide Product Development
10 min read

A lot of very smart people believe early stage startups are more poised to succeed if they have a very product-heavy team...


What Does Jarvis For Work Look Like?
7 min read

This post originally appeared on TechCrunch.


How to Close More Deals With The Neighborhood Technique
5 min read

Despite what modern screen share jockeys will tell you, sometimes it takes a little face time to get a customer across the...


11 Tools for the Modern Sales Rep
5 min read

This week on the Troops' blog we have a guest post from Walter Chen, Founder and CEO of iDoneThis  Walter dives in on 11 sales...


What A Deep Tissue Massage Can Teach You About Giving A Killer Presentation
4 min read

If I cry is this lady going to judge me?


26 of the Best Slack Integrations for Metrics Driven Teams
15 min read

Today there are over 500 bots and slack integrations that teams everywhere are using to level up their business. 


A Simple Hack To Massively Improve Outbound Email Campaigns
5 min read

Most outbound email campaigns suck.


Sales Styles: How to Have Hard Conversations Without Polarizing Prospects
6 min read

How do you tell a prospect something hard to hear without polarizing them...especially if you’re not naturally a “challenger”...


From Harvard to Bots...Surprises From My Tech Startup Internship
6 min read

When people think startup, they often think gourmet cafeterias, zany office designs, and unlimited perks for their young...


13 Slack Tips & Use Cases From Sales Teams On Slack
2 min read

There's a reason Slack has skyrocketed from $0 to a $4 billion dollar valuation in a just a few years...


We Asked Experts How to Use Slack…Here’s What They Said
5 min read

One thing we’re constantly trying to do at Troops is surround ourselves with  people we want to learn from.


How to Use Marketing Science To Get Your First 1,000 Email Subscribers
16 min read

Starting something new can be really tough...ask any startup founder.


Chat + AI Changing the Face of CRM
6 min read

This is a guest post written by Michael Gilroy, Venture Investor at Canaan Partners. It originally appeared on Medium.


3 Unique Ways to Personalize Emails & Create Brand Loyalty
8 min read

Most people you’re reaching out to are dying to be delighted and entertained.


How to Get Your Sales Team Using Slack
10 min read

Slack is the fastest growing enterprise software company of all time for a reason: there is immense value when companies make...


Less Obvious Habits of a Successful Salesperson
11 min read

After you've built your lead list, you'll find plenty of advice out there on best practices you should follow in order to be a...


How to Build A Remote Team for Outsourced Lead Generation
6 min read

In the last post, I described how to scrape LinkedIn to build massive leads lists of companies and contacts programmatically.


How to Build Lead Lists From LinkedIn Groups
7 min read

Editors Note: This post originally appeared as a guest post on the Building The Sales Machine Blog.


Introducing Troops - A Slackbot For Sales
4 min read

It wasn’t too long ago that my partners and I found ourselves obsessing over an idea for a product that we've always wanted....