This is case study on how SmartRecruiters leveraged Troops workflow builder to migrate Salesforce email workflow into Slack. The result was increased visibility into key sales activities across the organization and decreasing the amount of clutter that distracted from customer communication.

1. How SmartRecruiters increased visibility
while reducing inbox clutter.
A TROOPS SUCCESS STORY

2. The Situation
“Our team was spending a lot of time in Slack and the email notifications from
Salesforce in our inbox was getting unruly. We wanted to get the team excited
while improving the accountability and visibility across the organization”
Mike Paladini
Director, New Business
Inbox OverloadPipeline Visibility 21
Challenges

3. TROOPS centralizes key Salesforce workflow in Slack,
helping reps & companies update and share information in
order to make better decisions.
introducing

4. Challenge: Limited Pipeline Visibility
“Before I only saw deal changes in one-on-ones or on
our weekly report. Sometimes that was too late.
With Troops real-time pipeline notifications,
leadership will catch deals that require real-time
attention 1-2 times a week. Over the course of a year,
given our average deal size, being able to identify
these has a real impact on our bottom line.
Solution:
Sharing all pipeline changes with
leadership in a dedicated channel
using Opportunity Stage Change
Alerts.
Result:
Execs and managers can now
easily monitor pipeline movement
in real-time to understand key deal
points, save time and better coach
their team.
1

5. Challenge: Inbox Overload
Solution:
Moving all closed-won alerts to an opt-in
channel anyone at the company can
subscribe to with Troops Gong.
Result:
The entire team can celebrate wins
together without blowing up everyone’s
inbox.
2
"The amount of Salesforce notifications emails
and unnecessary reply-alls was getting out of
control.
Moving it all to opt-in Slack channels made it
much more manageable and had higher
engagement. I probably have 10% less noise in
my inbox now which makes it easier to focus on
revenue generating activities."

6. GET STARTED FOR FREE AT TROOPS.AI