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Salesforce Account Management Workflow

Create rich Salesforce Account Management workflows between Salesforce, Slack, and other business systems using Troops.

Troops automatically pulls in all of your custom fields on the Account , which can be used as the basis of any workflow. Monitoring key field changes, important dates, and your most important accounts are all great examples of things that can be automated using Troops’ Salesforce Account Management workflow.

Since there are often many people involved in a particular account, workflows can be built to be distributed individually or collaboratively. Maybe when a health score drops you’d like your customer success team member to know, but when a renewal is upcoming, you’d like everyone working the account to get involved. Any and of all of these scenarios can be streamlined using Troops.

The bottom line is sales and customer success teams love Troops’ Salesforce Account Management workflows because they make it easy for their team to stay on top of their most important customer relationships.

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Salesforce Account Management Workflow