Deal
Rooms

Get a 360-degree view of your key accounts—from warm lead to renewal, monitor your top accounts every step of the way.

Increase account awareness

Customizable account summary that surfaces the most critical information on command
Calendar reminders that keep everyone aligned on the latest movements
Notifications when important Salesforce fields change
Access to critical documents right from the channel

Collaborate & take action

Deal Rooms become a centralized hub for all collaboration around your strategic accounts
Everyone on the team is informed, aligned, and able to contribute value
Alerts can spark conversation and drive account strategy forward
Managers and executives can coach reps and engage directly when necessary
Key conversations can be stored back into Salesforce right from Slack

Deal Room outcomes

Better cross-functional collaboration
More executive engagement
Faster sales cycles
Higher close rates

Configuring a Deal Room

Select the Slack channel name from the dropdown menu.
Add the Salesforce object you’d like to link to the Deal Room. You can add more than one object and also include Child Objects.
Invite team members and Troops bot to the Slack channel.
Select the Salesforce Object fields you'd like to be alerted on when changes occur.
Select the team members' Google Calendars for in-room meeting notifications and select the alert timing.
Click on “Summary” to customize a deal summary that can be accessed by anyone at any time in your Deal Room!
You can also create Deal Rooms from Slack!

"I am heavily using the Deal Rooms functionality with the team. It’s been super useful in staying up to date on deals, how things are moving, and making sure the reps are keeping data/info up to date on the opps."

Chris Feroli

VP of Sales, Dynamic Yield

"Troops provides visibility into Salesforce data even for people who don’t have Salesforce licenses, so that everyone can stay on top of what’s happening with key accounts."