Troops

Troops is a productivity tool that integrates Customer Relationship Management (CRM) systems with popular messaging platforms like Slack and Microsoft Teams. It enhances revenue team productivity by providing intelligent alerts, CRM insights, and inline editing capabilities, enabling teams to collaborate more effectively and drive increased revenue.

Key features:

- Intelligent Alerts and Notifications: Real-time, customizable notifications for critical events impacting revenue, sent to Slack and Microsoft Teams for immediate action.
- CRM Insights and Inline Editing: Grid, a web-based tool for updating multiple CRM records simultaneously, saving hours on repetitive tasks like lead dispositioning and pipeline updates.
- Deal Rooms: Transforms Slack channels into collaborative hubs for account-based teamwork, providing a 360-degree view of customer interactions, meeting notes, and deal movements.
- Faster Approvals: Streamlines Salesforce approval processes, ensuring approvals reach the right people with necessary context.
- Data Visibility and Collaboration: Un-silos data to improve handoffs and surface coaching opportunities, facilitating team alignment and collaboration to close deals faster.
- Recognition and Celebration: Tools to recognize achievements and celebrate wins, fostering team unity.

How it works:

1. Users integrate Troops with their existing CRM systems and messaging platforms like Slack and Microsoft Teams.
2. Users configure Troops Signals to set up real-time notifications for specific events or data changes in their CRM.
3. Teams use Grid to view and edit multiple CRM records in one place, streamlining data entry and updates.
4. Teams create Deal Rooms in Slack to collaborate on specific accounts, sharing insights and updates in real-time.
5. Configure approval workflows to expedite decision-making processes within Salesforce.

Integrations:
Slack, Microsoft Teams, Salesforce (including CPQ, Service Cloud, Marketing Cloud), HubSpot, Intercom, Jira Software and Service Desk, Zendesk and Zendesk Sell, Microsoft Dynamics, Gainsight, Outreach. Troops also integrates with over 6,000 apps via Zapier, including Google Sheets, Gmail, Google Calendar, Google Drive, Mailchimp, and Bullhorn CRM.

Use of AI:
Troops uses generative AI to enhance its notification and insights capabilities. By utilizing AI models, Troops provides more contextually relevant alerts and insights, helping teams make informed decisions faster. AI-driven features include contextual alerts that analyze CRM data and insights generation from CRM data to guide team actions.

Target users:
- Sales and Revenue Teams
- Customer Success Teams
- Marketing Teams
- Operations Teams

How to access:
Troops is available as a web app, through an API, and via integrations with Slack and Microsoft Teams.

Industry Applications:
- Technology
- Financial Services
- Healthcare
- Retail
- Manufacturing