We love Slack, so we built an integration for clients and ourselves. With well structured Segments or Lead Scoring, the results are awesome.
This guide we cover:
✅ Sending new leads to Slack
✅ Updating individual team members
✅ Sending high intent visits to Slack
✅ Spotting new opportunities
✅ Notifications on old or lost deals
If you haven't already, it's a good idea to set up Segments and Stages to get the most from Snitcher and Slack.
You will also need to know how to use Automations.
Segments that work best with Slack
1️⃣ Segment of new ideal leads + high intent + relevant Slack channel
2️⃣ Individual reps leads + individual Slack channel
3️⃣ Lost or old deal Segment + team or individual Slack channel
4️⃣ Customers + team Slack channel
Sending leads to Slack manually
Send individual leads to Slack manually, using the Actions button 👇
Sending leads to Slack with Automations
Let's kick things off with the example of sending new High Intent Ideal Leads to Slack 👇
Step 1: Create the relevant Slack channel e.g. "To Qualify" or ''New ICP Leads".
Step 2: Configure an automation to send new leads entering the relevant Segment to the Slack channel you just created.
💡 Along with sending leads through to Slack, our sales team uses a process to mark each high priority lead as ✅ or ❌ to confirm it's been checked and qualified.
Sending new visits to Slack
For existing leads currently being worked or in the opportunity, deal or lost stages. You will want to send a visit notification through to Slack 👇
Notifications can be sent to individual contributors channels so they can stay informed on actions from their own leads or they can of course be bucketed at a team level.
Step 1: create the Slack channel you would like to use.
Step 2: create the automation to send new visits through.
And there you have it, Lost Deal reactivation notifications 🎉
💡 If you don't have a native integration between your CRM and Snitcher, we recommending using the Lists feature to import and track companies such as lost deals or active opportunities.
Conclusion
We won't bore you by repeating the above steps for every different combination of leads and visits you would like to send through to Slack.
👉 Our team has a channel for each lead group (stage or segment) in Snitcher and their own personal channels for the information they feel is important.
👉 We've also created stages for old or lost deals in Snitcher and use these with team wide channels in Slack.
💡 The important part is deciding what information is important who needs to receive the notifications. Avoid setting up too many notifications or the valuable ones get missed through the noise and team members end up ignoring messages.
As always, feel free to drop us a message if you'd like to talk ideas, need some help or would just like to say hello. Team Snitcher signing off 👋