Research shows that businesses using integrated tools are 23% more likely to hit their sales targets. Moreover, 70% of sales professionals report improved communication and collaboration when using integrated platforms.
Staying connected and streamlined is crucial for success in the sales process. So, how do you ensure your team stays on track with their sales efforts?
Slack, a cornerstone of modern team collaboration, offers a suite of powerful integrations that can revolutionize your sales process. From real-time notifications to seamless data syncing, these tools bring everything you need into one central hub.
By leveraging these Slack apps, you can enhance productivity, keep your sales team aligned, and ultimately drive more revenue.
11 Best Slack Apps & Integrations for B2B Sales
Let’s dive into the 11 best Slack apps and integrations for B2B sales, including cutting-edge AI tools, to boost your performance.
1. Salesforce for Slack
At the top of our list is Salesforce, the powerhouse in cloud-based customer relationship management (CRM) solutions. It's your go-to for managing sales, customer service, marketing, and more—all from one robust platform. It offers a suite of applications for managing customer data, automating workflows, and improving collaboration across teams.
Salesforce for Slack is a game-changer for sales teams. This integration brings Salesforce's CRM muscle right into your Slack workspace, giving you instant access to customer data, updates, and sales progress without skipping a beat. Real-time notifications ensure your team stays agile, responding swiftly to customer needs and closing deals faster than ever.
Key features:
Access standard and custom Salesforce objects directly within Slack.
Handle Salesforce approval processes within Slack, enhancing efficiency.
Connect and manage up to five Salesforce orgs in a single Slack workspace.
Personalize customer experiences with custom Slack Record Layouts and preview Salesforce record details using URL unfurling.
2. DocketAI
Next we have, DocketAI, the AI platform that serves as a virtual sales engineer for AEs. By integrating with knowledge sources and using multiple AI models, DocketAI retrieves, qualifies, and delivers answers to you.
When integrated with Slack, It enhances your sales enablement by providing on-demand responses allowing your team to focus on selling rather than searching. Simply tag "@docket" followed by your question in an approved Slack channel, and Docket will answer you in a thread.
Key features:
Get instant answers to complex queries from your tribal knowledge base within Slack.
Unify scattered information across different platforms.
Easily access competitive data, user testimonials, and product features via Slack queries.
Analyzes historical data, and generates new answer akin to your top performing AEs.
3. HubSpot
Next in line we have is HubSpot, an AI-powered customer platform that offers integrated tools for marketing, sales, and customer service. It helps businesses to grow by providing a unified view of the customer journey.
And here's where it gets really cool: HubSpot plays nice with Slack. This integration brings sales, support, and marketing teams together, keeping everyone in the loop and ready to act right from Slack. No more juggling between tools—just streamlined workflows and more time to focus on what matters most: your customers.
Key features:
Create or search for HubSpot records directly within Slack.
Manage live chat and email conversations seamlessly with real-time notifications and responses.
Sync tickets and updates between HubSpot and Slack for improved customer service.
Receive real-time updates and custom notifications from HubSpot workflows.
4. Asana
Next in the list is Asana, a top-tier work management platform designed to help teams organize, track, and manage their work. It has got everything from task assignments to project timelines and workload management, making collaboration a breeze.
And here's the best part: Asana hooks right into Slack. With this integration, you can turn any conversation into a to-do list item without ever leaving Slack. Track progress, assign tasks, and keep your sales activities on point—all seamlessly integrated. It's the ultimate combo for streamlining workflows and boosting productivity.
Key features:
Manage task details, complete tasks, change assignees or due dates, and add tasks to projects directly from Slack.
Turn Slack messages into Asana tasks or append them to existing tasks.
Receive updates on tasks assigned to you or tasks you’re following.
Link specific Asana projects to Slack channels to get updates on project changes.
5. Clari
Next up is Clari, a cutting-edge revenue operations platform powered by AI. It's all about boosting sales forecasting and pipeline management, helping teams nail down accurate predictions and drive steady revenue growth. It integrates data from various sources to provide actionable insights for optimizing sales processes.
But here's where it gets better: Clari's Slack integration comes with Copilot, your own personalized sales assistant. Copilot delivers tailored sales insights to reps, managers, and executives. Using machine learning, Copilot understands the specific needs of each user and provides relevant insights directly in their Slack channels. This intelligent tool continually learns and improves, making it the smartest sales assistant for Slack.
Key features:
Real-time sales pipeline insights.
AI-driven sales forecasting.
Prioritize deals and identify potential risks.
Continuously learns and adapts to user needs.
6. Dealbot by Pipedrive
Another great option to keep your sales efforts streamlined and efficient is Pipedrive.
Pipedrive is a CRM tool known for its intuitive interface and robust features that streamline sales pipeline management, lead tracking, and deal closing. Dealbot, an automation feature within Pipedrive, automates routine tasks like updating deal stages, sending notifications, and suggesting actions based on rules.
When integrated with Slack, Dealbot can trigger a notification for relevant team members instantly when a deal stage changes in Pipedrive. This integration ensures everyone stays informed with real-time updates, helping your team move deals forward.
Key features:
Get notifications for new, won, or lost deals right in Slack.
Alert colleagues when deals progress to the next stage.
Quickly search and find deals, contacts, or organizations. Set up reminders and follow-up alerts seamlessly.
Prompt team members to qualify new leads as soon as they’re added.
7. Zapier for Slack
Following closely is Zapier, a popular automation tool that connects apps and automates workflows without requiring coding skills. Zapier is widely used to automate repetitive processes, synchronize data between apps, and improve overall productivity within teams and businesses.
It seamlessly integrates with Slack and provides access to thousands of apps like Gmail, HubSpot, and Typeform, automating tasks so you can focus on what matters most. Setting up automated workflows, or "Zaps," transforms Slack into a powerful command center. Imagine getting social media mentions, calendar events, or new lead details directly in Slack. You can also turn saved Slack messages into to-do list items automatically. Zapier helps to keep your team in sync and your workflows smooth without the need to juggle multiple apps.
Key features:
Automated notifications about the new orders or form responses directly to Slack.
Seamlessly move tasks from Slack to project management apps.
Access the status of your Zaps within Slack.
Easily manage Zaps and start new workflows.
8. Klue
Coming in next is, Klue, a competitive enablement platform that helps teams track competitors' activities and stay on top of industry trends using real-time data and analysis.
Klue integrates smoothly with Slack, making it simple for teams to gather, analyze, and share competitive intelligence. This integration streamlines workflows, keeping your team informed and agile without the hassle of switching between the tools.
Key features:
Quick access to full information instead of snippets or summaries directly in Slack.
Share competitor news alerts in Slack channels instantly.
Easily share Klue content or battlecards with previews in Slack.
Capture Slack conversations and send them to Klue for better tracking and context.
9. People.ai
Next up is People.ai, a top-notch revenue intelligence platform. It leverages AI to transform everyday business interactions—like emails, meetings, and contacts—into actionable insights for managing accounts and opportunities.
When integrated with Slack, People.ai streamlines sales workflows by intelligently attaching business activity details to accounts and opportunities. This integration boosts data accuracy, speeds up pipeline development, and enhances deal execution, making it easier for sales teams to stay organized and efficient.
Key features:
Automatically captures Slack activities and matches them to the correct account and opportunity in the CRM, eliminating manual data entry.
Consolidates interactions across Slack, email, LinkedIn, and meetings, providing insights into at-risk deals and next steps.
Ensures every new contact in Slack is captured and enriched in the CRM with relevant details.
Provides real-time answers to pipeline-related questions, highlighting the latest developments and potential risks in opportunities.
10. Gong.io
Next in line is Gong’s Revenue Intelligence Platform, which harnesses AI to analyze customer interactions across calls, meetings, and emails. It offers insights that empower sales teams to boost performance, polish pitches, and strengthen customer relationships.
The Gong for Slack app seamlessly integrates these insights into Slack, delivering timely notifications about crucial topics discussed in calls, such as competitors or promotions. This keeps your team updated and ensures important alerts aren't lost in emails. This integration helps to keep your sales team aligned and informed, enhancing communication and strategy.
Key features:
Get real-time notifications in Slack about calls mentioning competitors, concerns, or training moments.
Receive personalized notifications for comments, replies, and mentions on calls.
Automatically collect and notify relevant calls based on set criteria.
Choose whether to receive notifications in public or private channel, ensuring your team stays informed in the right places.
11. Drift
And last but not the least, there's Drift—an awesome conversational marketing and sales platform that lets businesses connect with prospects instantly using chatbots and live chat. It's all about personalized interactions, automating lead qualification, and boosting customer engagement across websites and messaging channels. Drift's clever use of conversational AI aims to make the buyer's journey smoother and drive more conversions for sales teams.
Drift too plays well with Slack, shooting notifications and updates straight into channels. This keeps sales and marketing teams in the loop on new leads and customer interactions, making it easy to respond in real-time without jumping between apps. It's like having your sales toolbox and communication hub working hand in hand.
Key features:
Get instant alerts in Slack for new conversations, leads, and customer inquiries from Drift.
Automatically convert Drift conversations into actionable tasks in Slack.
Keeps you updated on new pipeline generation through Drift.
Alerts for when you’re added to a chat or when someone from a targeted account list visits your site, ensuring timely responses.
To sum up
So, these were the 11 Slack apps and integration for B2B sales that we recommend to boost your sales team productivity. Whether you need advanced CRM capabilities, task management, or AI-powered insights, choose wisely.
Make the adoption seamless by evaluating through demos to find the perfect fit for your team. Want to know how DocketAI can streamline your sales process? Take the first step here!
