Troops
Speed Up Your Sales Cycle with Leading Salesforce Automation Platform
What is Troops
Sales teams rely on real-time data, collaboration, and workflow automation to close deals faster. But manual Salesforce updates, approvals, and notifications slow down productivity. Troops, a powerful Salesforce automation platform, solves this by connecting Salesforce with Slack and Microsoft Teams, keeping teams aligned, and automating repetitive tasks. Whether you want instant CRM notifications, faster approvals, or a more collaborative deal process, Troops.ai helps revenue teams work smarter and more efficiently.
What is Troops?
Troops is a no-code Salesforce automation platform designed to help sales and revenue teams optimize their CRM workflows. It connects Salesforce with messaging apps like Slack and Microsoft Teams, providing instant updates, automated workflows, and easy collaboration.
With Troops, teams can automate sales processes, receive real-time deal alerts, approve tasks quickly, and keep their CRM data accurate, all within their preferred communication platform. By automating tasks and improving visibility, it boosts efficiency and helps close deals faster.
How to Use Troops?
Getting started with Troops is simple and doesn’t require any coding skills. Here’s how you can integrate and use it:
- Integration: You can integrate Troops to Salesforce and your messaging app like Slack or Microsoft Teams easily without any coding.
- Configuration: Set up custom real-time alerts with Troops Signals to get notified about key Salesforce events.
- Utilize Grid: You can use the Grid feature for quick inline editing, updating multiple CRM records at once to save time on leads and pipeline updates.
- Create Deal Rooms: Create Deal Rooms in Slack or Teams for seamless collaboration, giving teams a full view of the customer.
- Enable Approvals: Speed up Salesforce approvals by enabling the Approvals, ensuring they reach the right people with the right context.
- Real-time Action: You can respond to real-time alerts and update the CRM directly from your messaging app.
Technical Highlights
- Seamless Integrations: Troops easily connects Salesforce, Slack, and Teams, automating workflows and streamlining data flow.
- Real-Time Signals: Signals sends real-time, customizable alerts with key insights and reminders for revenue-impacting events.
- Grid Inline Editing: Grid allows you to view, edit, and update multiple CRM records at once, cutting down on manual data entry.
- API-Driven Architecture: Troops's API-driven design makes it scalable, flexible, and easy to integrate with other business systems.
- Secure Data Handling: Troops prioritizes data security, keeping your sensitive CRM information protected.
Features
- Intelligent Alerts: Troops send real-time Salesforce alerts to Slack or Teams, helping you take timely action.
- CRM Insights: Get valuable insights directly within your messaging app for smarter decisions.
- Inline Editing: Update CRM data directly from Slack or Teams, saving time and improving data accuracy.
- Deal Rooms: Boost teamwork with Deal Rooms, giving a complete view of customer accounts.
- Automated Approvals: Troops, a no-code automation platform, simplifies Salesforce approvals for faster decisions.
Benefits
- Increased Sales Productivity: Troops boost sales productivity by automating tasks and providing real-time insights, so teams can focus on closing deals.
- Improved Team Collaboration: Deal Rooms and real-time alerts improve team communication and collaboration.
- Enhanced Data Accuracy: Inline editing and automated data synchronization keep your CRM data accurate and up-to-date.
- Faster Sales Cycles: Troops speeds up sales cycles with streamlined workflows and real-time insights.
- Reduced CRM Update Time: The grid feature and messaging app integration significantly reduce the time spent on manual CRM updates.
Troops is a Salesforce automation platform for sales and revenue teams. It connects Salesforce with Slack and Microsoft Teams to simplify CRM tasks, improve collaboration, and speed up deal closures. With real-time alerts, seamless integrations, and easy automation, Troops eliminates manual CRM work. If your team struggles with updates, approvals, or cross-team collaboration, Troops is the solution. Start automating your sales processes today and boost productivity effortlessly!
Pricing
For customized pricing information on Troops, we recommend contacting Salesforce sales.
No Free Trial
The latest revision of this document was made on 18 March, 2025.
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