If you’re a RevOps professional, you are responsible for driving revenue growth and building customer relationships via tools such as HubSpot, Salesforce, or Pipedrive. You strive to streamline the sales process and improve conversion rates while tracking sales performance metrics and setting up successful sales strategies.
RevOps requires working closely with cross-functional teams such as marketing, product, and customer support to ensure successful sales outcomes and customer satisfaction.
To perform your job at its best, ideally, you should have all your tools and resources at your fingertips. However, managing them consumes your time and your energy.
Using Actioner, you can take all sales actions in Slack, such as creating and updating deals, leads, and other CRM data. You can also broadcast important updates to the right people as soon as they happen, automatically or manually, and bring visibility to your work by keeping stakeholders informed on deal progress and other important changes.
Dedicate Slack channels to key accounts to keep all comms and updates in one place for easier access and clear history.
Loop in subject matter experts, streamline handoffs with a single click and collaborate with the broader team in deal rooms.
Whether you need to research companies and leads faster, enrich lead data, or request a sales engineer for a POC or demo, do them all in Slack.
RevOps apps available in Actioner app directory
📍 This app is available in Actioner app directory and built by the Actioner team using Actioner. It’s ready to install and be used in Slack right away. After you install it, you can customize it for Zoho, Pipedrive, or any other CRM. Feel free to contact us through hello@actioner.com or our community.
RevOps automation use cases
We’ve wrapped up some Slack-first sales best practices in detail that you might want to check out.
📍 These use cases come with the app Slack-first sales automation with HubSpot itself, but they can be customized. If you need help building another type of workflow or require a different type of automation, please contact us.
When there’s a new deal in your CRM, you’ll be informed in Slack with the context and can update the deal or its owner through quick action buttons.
Notifications for new contacts allow your SDR team to keep track of leads throughout their lifecycle. You can convert leads, add notes or tasks, or update their status faster without leaving Slack. They can improve the lead work rate by decreasing response time.
Deal rooms allow you and your team to collaborate with different subject matter experts, providing you with a 360-degree view of your clients. You can access and enrich client data (whether it’s located in a CRM, product analytics, or a CS tool) anytime in deal rooms, which are dedicated Slack channels for specific deals.
When a company is assigned to your Account executive or Customer success manager, they get a DM from Actioner in Slack. They can show associated leads and add tasks and notes through smart action buttons in the DM.
When a new contact is created and associated with the company you own in HubSpot, you’ll receive a DM in Slack from Actioner. You can quickly log a meeting or run other relevant actions without leaving Slack.
When a lead is turned into an opportunity in HubSpot, you and your team will be notified to celebrate the brand-new opportunity. The smart actions in the notification also allow you to add handoff notes for the associated Account executive or share the news with the AE team instantly in Slack.
You can set criteria for ready-to-convert leads, such as “When the lead score is higher than X, the lead is ready to be converted.” In this case, Actioner notifies you to follow up on the lead through actions such as sending emails, adding tasks, and more right in Slack.
Through warnings for missing lead sources, you can let your SDR team avoid missing out on how and why your audience finds you.
Your SDR team will be notified in the #leads channel when a contact is updated but does not have an owner, allowing you to assign an SDR without leaving Slack.
When there’s a new opportunity, your AE team will receive a notification in a dedicated Slack channel to ensure ease of the handoff between SDR and AE.
Account executives receive a direct message from Actioner in Slack when a new deal is assigned to them in HubSpot, allowing them to update the deal, view notes, and more without leaving Slack.
You can define key deals as deals meeting certain criteria. Actioner, then, allows you to collaborate on key deals in a separate Slack channel (deal room) when a new deal is created and fits the criteria you’ve set previously.
You’ll get a Slack alert when the estimated close date of a deal is moved to the next quarter in HubSpot.
Actioner notifies you in Slack when key fields are missing for a deal in HubSpot.
Whenever a deal amount changes or a deal is closed in HubSpot, you get reminded in Slack to update the next steps.
You’ll keep up with a deal's progress in HubSpot easily through Slack. Actioner notifies Account executives when a deal moves to the next stage.
When a deal is closed, your AEs and CSMs will be informed that the customer is ready to handoff through the #handoffs channel. They can view previous notes and add handoff notes or tasks easily using the smart action button in the notification.
Actioner sends Slack notifications to help your team when a meeting ends so that you can add notes, update a deal or create a task on time.
For won deals in HubSpot, you’ll get notified with a celebration gif to mark won deals in a dedicated Slack channel. You can add notes to the deal or create a winning story quickly through the notification.
Whenever a deal in HubSpot is lost, your team will be notified in your Slack channel for lost opportunities and details. You can add or update the loss reason or a re-engagement task through the notification.
When a deal is closed without any explanation in HubSpot, your sales manager and Account executive will be notified in Slack with the follow-up actions to add a note or update the closing reason.
