Drive Revenue By Accelerating Quote to Cash Inside Slack

Troops connects Salesforce CPQ to Slack helping your team quickly create, approve and process quotes.


Why Integrate?

Give your team the real-time visibility through Slack into Salesforce CPQ they need to better collaborate on deals and drive more revenue more quickly.

Notify The Right People When They Need to Get Involved in the Deal

Selling is a team sport, and many people need to get involved for the win. With Salesforce CPQ, your team doesn’t always know that it’s their turn to help, slowing the deal process down. Troops helps alert the right people at the right time that they need to jump into the process:
  • Real time alerts in Slack when quotes are created and updated, require approval, sent out for signature, and fully executed
  • Alert people when they need to get involved for review, approval, or fulfillment
  • Approve / Reject Quotes Directly From Slack - Remove approval bottlenecks that slow down and kill deals
  • Speed up quote to cash process and provide a better customer experience

Drive Greater Visibility and Foster Better Collaboration

Help ensure each quote is accurately configured, priced, and termed correctly.  

  • Provide visibility on quotes to all key stakeholders, especially those who aren’t in Salesforce
  • Deal teams can quickly comment in Slack on all elements of the quote including products and bundles, pricing, discounts, terms and conditions
  • Trigger downstream processes, including fulfillment, onboarding, and invoicing once a contract has been signed.
  • Speed up cash collections with reports delivered in Slack notifying Deal teams of past due invoices.