The Fast and Easy Way to Keep Gainsight Success Plans, Sentiment, and Company Data Current
3 min read

Staying on top of your book of business is no easy task.

How to Help Your Reps Determine Next Steps on Accounts and Deals
8 min read

If you’ve been watching the sales and marketing technology space over the past few years, you probably have seen the rise of the...

Reinventing Clean Your Room Dashboards So They're Not a Chore
4 min read

The infamous clean your room dashboard is a staple of every sales operations team’s toolkit…and likely a thorn in your sales and...

Update Multiple Salesforce Objects from A Single Grid
3 min read

As Sales and Customer Success reps, keeping our accounts and deals up to date is time consuming. Spreading customer data across...

How to Successfully Roll Out Any Salesforce and Slack Integration
10 min read

If you’ve made it to this article, you have likely made the decision to bring the power of Salesforce to Slack...and by doing so,...

The Great Salesforce Alert Debate: Email or Slack?
21 min read
From closed won announcements, to telling you about an overdue close date on an opportunity, Salesforce email alerts have been a...
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...

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 to...

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

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

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 acquiring...

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 over...

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 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 opportunities a...

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

There are a variety of ways you can bring the Salesforce experience and customer 360 into Slack,  which we have detailed in ...

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 work...

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...

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 and...

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, this...

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 let’s...

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.

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 trend...

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 more.

Should Your Sales Team Live in Salesforce?
7 min read

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

SaaStr Podcast Episode 216: 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...

Who Should Use Account Based Collaboration?
8 min read

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

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 stories....

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 to...

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 specific...

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...

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.

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. 

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 partially...

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
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...

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 of...

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.

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...

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 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?

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.

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 an...

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 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.