Slack For Sales Teams

slack for sales teams

Be honest – how overwhelmed or frustrated, do you feel when searching through multiple platforms or threads to find critical information from past discussions? We communicate online in so many different ways these days, whether through text messages, emails, or social media chats; it’s easy to forget where the conversation happened. Slack for sales teams takes the guesswork out – and makes communicating a streamlined process. However, if you’re still unsure whether Slack is for your sales team, check out the nine reasons companies should use Slack for sales teams below.

6 Reasons Why Companies Should Be Using Slack For Sales Teams

1. Save time

Every sales leader wants increased productivity. Therefore, sales teams turn to Slack because traditional remote communication forms, such as the dreaded email thread, are disorganized and overwhelming. The problem is that crucial information gets lost by slipping through the cracks. For this reason, Slack is an invaluable tool to keep your internal communications tidy, and better yet? Your sales team’s response time will be faster because their inboxes are clean and ready to receive prospect emails.

2. Communication increase = fewer mistakes and missed opportunities

You can pin important messages to the top of channels, and Slack is also easily searchable. So if you remember someone sharing how they answered an objection in the past, you can search your phone or computer to find it again.

3. Align sales and marketing teams

Making it easy for teams to discuss and collaborate is the first step in encouraging teamwork. With Slack, everyone can share their tips and stories with relevant groups.

4. Answer client questions immediately

You might not have all the answers that a client needs, make getting them easier by using Slack. Instead of sending an email that might not be read for a while, you can send a message to a group of people or individuals to get a faster response.

5. Set reminders for important messages

Did one of your colleagues share something you need to take action on? With 2 clicks, you can add a reminder to any message so you won’t forget to complete the task.

6. Stay motivated

Use different Slack channels to share wins, losses, and words of encouragement. Whether sales reps are in the same office or geographically dispersed, they can all feel connected and share their ups and downs by using Slack.

Also read: How To Build A Sales Team From The Ground Up In 11 Steps

How to use Slack channels for sales teams

Wouldn’t it be great if the whole sales team could share their wins, tips, recent objections, and questions on a platform that could be accessed and searched from their computer or mobile phone? That’s where Slack comes in -by using Slack for sales teams, you can create multiple channels (groups) with different members in each to discuss, collaborate, and share. Check out our recommendations for getting started on the platform below. 

1. Configure your channels

When starting with Slack for sales teams, you’ll first want to set up different channels, each serving a specific function. For example, you could create a channel for each major project you’re working on, each team, and general tips. Examples of these channels are:


Use a sales meeting channel on Slack to keep track of what was discussed at the last meeting, what steps are required for the next one and what actionable takeaways should be implemented.


Create separate channels for major projects that multiple team members work on. This allows everyone to share updates with each other easily.


Create groups for different teams, whether regional sales teams, team leaders, or outbound or inbound sales.


Ring the winners’ bell with announcements of closed sales to inspire the sales team on Slack.


Create a channel to share common objections and how to handle them.


On this Slack channel, you can update your sales team members on what your competition is up to and what new products they are offering. This enables everyone to stay informed and ahead of the competition.


When a customer gives feedback, this channel lets the product team stay informed on the client’s needs and improve quality when necessary.


Are team members always asking where they can find different files? Keep track of the most important documents in a documents channel.

These are just a few ideas for Slack channels for sales teams. The number of channels is up to you and your teams’ work. Slack also provides private channels to enable private 1-on-1 discussions.

2. Integrate Slack With Your Existing Systems

While Slack is a great messaging platform, it integrates nicely with many other tools making it even more valuable to sales teams.

Slack Integration With Salesforce

For teams using Salesforce, with this integration, you can send messages from Chatter to the Slack Channels you have linked. Moreover, you can search for an item on Salesforce and share it with your channels on Slack.

Slack Integration With Troops

If you’re using Salesforce and Slack, this AI software is a great way to integrate everything. With Troops, you can search and edit Salesforce Objects, get an alert if an Opportunity stage hasn’t changed in over 30 days, and be notified if a deal is scheduled to close soon, among many more customizable alerts.

Slack Integration With Google Docs

Google Drive allows you to store documents in the cloud. Linking it to Slack allows you to create, share, and access any document on Slack.

Slack With SOCO Academy

Online learning can sometimes feel lonely. By integrating Slack with our online sales training program SOCO Academy, sales teams can discuss the learning in their private channels and be notified when team members complete a lesson, pass a quiz, or when someone hasn’t logged in for a while. It brings a whole new level of accountability as well as collaboration.

Hone Essential Management Skills & Build High-Performance Sales Teams

A high-performing team is highly motivated. They take on challenges with an eagerness to exceed expectations, and they don’t blindly follow orders; they look to improve upon them.

Leading a team to new heights takes understanding your team’s unique strengths, how to navigate uncharted territory and how to inspire them to reach their maximum potential. It takes a talented leader to do that.

Join SOCO’s Management Mastery course, where we cover the essential management skills every leader needs to bring out the best of their team, whether they’re working in the office, at home, or in a blended environment.

Management online course
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