Slack Integration Datasheet

Datasheets that provide the latest information for understanding how LeanData is helping businesses master their complicated lead-flow process.

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LeanData & Slack Integration Accelerate response times with instant and automatic notifications LeanData Technology Partner Challenge Go-to-market teams often don't know they have been assigned a new lead, contact, account, opportunity or case until it is too late. This can negatively impact not only time-to-first touch, conversion rates, and SLA agreements, but also revenue and the customer experience. Solution LeanData's integration with Slack provides the ability to automate push notifications that rapidly alert team members any time a record is assigned to them. By providing teams with access to another communication channel besides email to receive updates, individuals can respond faster. This results in faster time-to-revenue, stronger cross-functional relationships, and an improved customer experience. Key Benefits • Increase response times & conversion rates • Achieve SLA targets • Build stronger cross-functional relationships • Grow revenue faster • Improve the customer experience Customize your message with tags and fields New lead or case enters flow Record follows routing logic Add the Slack node within your LeanData routing flow Send Notication New Owner Previous Owner Additonal Recipients Record is assigned to recipient Message: Let's act on this Lead ASAP <@New.Owner>! Select notification recipients Slack sends message to recipient Recipient is alerted How It Works FlowBuilder, LeanData's visual routing tool, makes it easy to specify who and when someone should be notified via Slack as well as what message should be delivered at any point during the routing process. "Having one place to see all of our inbound lead requests and all of our hand raises, each in a separate Slack channel en masse, has been very exciting." Tanya Dracolakis, Senior Marketing & Sales Operations Manager To learn more about how to optimize response times using instant notifications, visit us at Get Started Today PRODUCT SHEET

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