3 min read

Guide Your Sales and Success Plays With New Link Actions

By Scott on Jun 7, 2018 1:53:24 PM

The best sales and customer operations professionals constantly strive to turn actions in scenarios that work, into scalable plays that can been implemented across the organization.

In concept, this isn’t brain surgery.

In X scenario, do Y...seems easy enough right?

The more challenging part of the equation is getting an entire swath of people to consistently and effectively execute the next best actions across a diverse range of constantly evolving scenarios.

With Troops Link Actions, we’re one step closer to making it as easy as possible for your team to execute your sales and success plays.

What is a Link Action?

The goal of Troops has always been to simplify work by showing the right people, the right information and actions at the right time.

In the world of sales and customer success, this is commonly referred to as “sales & success plays.”

With the introduction of Link Actions, you can now create custom call to actions that direct your team to anywhere on the web whenever a certain scenario occurs.

In practical terms, these appear as customized buttons in Slack that link out to your designated web address.

Popular use cases we’re already seeing include:

  • Viewing playbooks stored in Google docs or other systems
  • Creating Jira tickets
  • Linking to your admin dashboard
  • Updating proprietary internal systems
  • Executing a LinkedIn search
  • Adding prospects to a drip campaign
  • Creating a calendar invite
  • Creating a new Google doc
  • Updating Trello cards or Asana tasks

The use cases are literally endless, but the core idea remains the same:

How can we make it as easy as possible for my team to do exactly what they need to do, in any given scenario?

The best sales and operations leaders know, the easier they make it to execute a given play, the more likely their team is to do it.

Getting Started With Link Actions

Link actions can be created in the action section of any new or existing workflow:

Simply name your button, enter the URL you’d like to send someone to, and you’re off to the races!

It doesn’t get any easier than that : )

To get started with your first link action, log into your existing Troops account or create a free one here!




Written by Scott