Demo Center

The best place to learn more about Troops, understand outcomes we drive for customers, and how you can start using our product today.

Learn about Troops

Troops Overview

This video gives you a high-level overview of what Troops does, how the technology works, and the outcomes we drive for our customers. 

Motivate and Inspire with Troops

This video showcases 3 Troops use-cases that help leaders motivate and inspire their teams by highlighting big wins, increasing transparency, and sharing key information.

Adopt and Administer New Processes with Troops

This video showcases how Troops allows teams to create and deploy new business processes and ensure that they are easily adopted.

How Troops Makes Salesforce Easy

This video showcases 3 Troops use-cases designed to make using Salesforce as easy as possible for the reps on your team.

How to set up a Troops account

This video walks you through how to create a Troops account, connect the relevant systems (Salesforce, Slack & Gcal), and install the Troops bot into Slack.

How to build a Win Gong in Troops

This video walks you through how to build a Troops Win Gong so you can celebrate all types of wins with your entire company like big deals and key renewals. 

How to build a Lost Deal Alert in Troops

This video walks you through how to build a Troops Loss Gong. These share key lost deals with the rest of the team so that everyone is aware of why deals are lost and can make the appropriate adjustments.

How to Build a Meeting Alert in Troops

This video shows you how to build a Meeting Workflow. Meeting Workflow alerts reps of upcoming meetings or ones that just happened and guides them to the correct next course of action (all from within Slack). 

How to setup Troops Reports workflows

This video walks you through how to set up Troops Reports workflows. Reports workflows allow you to send key Salesforce Reports to execs, managers, or channels so that everyone can keep track of activity metrics on a daily, weekly, or monthly basis.

Take action with Troops

How to Set Up Troops Deal Rooms

This video walks you through how to build a Troops Deal Room. Deal Rooms allow you to collaborate around your most important accounts and opportunities.

How to Set Up Troops Command

This video walks you through how to configure your Troops Command. Command allows your team to search, edit, and access information in Salesforce whenever they want right from Slack. 

How to Design Troops Actions Buttons

This video walks you through how to design Troops Action buttons. Action buttons allow the recipient of Troops alerts to take immediate action from Slack (like updating Salesforce).

How to Build Troops Coaching Alerts

This video walks you through how to build a Troops Coaching alert. Troops Coaching alerts allow managers and leaders to get great visibility into the most critical parts of the sales funnel. This allows them to step in and coach reps when they need it most. 

How To Setup Troops Overdue Close Dates & Next Steps Alerts 

This video walks you through how to build alerts that ensure reps keep close dates and next steps all up-to-date so that your forecast stays accurate. 

How To Setup Troops Daily Task and Pipeline Management Alerts

This video walks you through how to build alerts that allow reps to manage Salesforce Tasks  and update their pipeline right from Slack.

How To Setup Troops Account Health Alerts  

This video walks you through how to build an Account Health alert. The Account Health alert automatically notifies the appropriate Account Manager when one of the customers in their book of business has seen a decrease in their customer health score.

How To Setup Troops BDR-AE Handoff Alerts

This video walks you through how to build a Troops handoff alert between the BDR and AE. This helps ensure that AEs have all the context they need to run a proper discovery call with a new prospect. 

9 min read

Workflow contest winner Royce Marcus saves DoorDash 156 manager hours/month with Troops

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

11 min read

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

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

10 min read

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

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

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