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Tailorbird (Slack): Estimated Project

Case Study

Enhancing sales efficiency and collaboration through Slack.

Achieving Unified Communication, Improved Tracking, and Faster Lead Conversion

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engagement type

Estimated Project
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product

Sales Cloud, Community Cloud, Slack
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industry

High Tech
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A SaaS company supporting the real estate companies dealing with renovation projects. A unique offering to support contract bidding to project execution.

Overview
    • Key Challenges: Needed unified communication and sales tracking.
    • Key Solutions: Deployed Slack for integrated communication and tracking.
    • Key Results: Boosted conversions by 30%, reduced lead time by 20%.
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challenges
    • Omni-Channel Communication: Needed a centralized platform for internal teams and client interactions.
    • Sales Tracking: Complexities in managing sales data across multiple applications.
    • Lead Notifications: Inefficient tracking of communication history with email-based lead notifications.
    • Modern Communication Tools: Desire for a contemporary tool to streamline communications.
    • Lead/Opportunity Management: Required better integration with communication tools for managing leads and opportunities.
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Solutions
    • Unified Communication Channel: Deployed Slack Enterprise Grid org wide, as an enterprise-level centralized messaging platform. 
    • Dedicated Channels for Teams: Set up channels for teams to monitor unified lead and opportunity data within Sales Cloud.
    • Seamless Lead/Opportunity Creation: Enabled creation and management of leads and opportunities through integrated messaging channels.
    • Automated Notifications and Reminders: Custom-configured notifications for changes in lead and opportunity stages, with reminders for timely follow-ups and updates.
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Impact
    • 30% Increase in Conversion Rates: Automated notifications and reminders improved traceability, boosting opportunity conversions.
    • 20% Reduction in Lead-to-Order Time: Centralized customer data in Salesforce optimized operational efficiency.
    • Enhanced Collaboration: Improved coordination between sales teams streamlined processes and communication.
    • Smoother Transitions: Facilitated seamless transitions from sales to account management, enhancing overall efficiency.

Discover how integrating Slack can transform your sales operations.

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