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Slack

Integrated collaboration: the customer work where the team already chats — with AI and CRM flows in the channels.

FOCUS · WORK WHERE THE TALK ISChannels per customer and deal rooms: the context that doesn't get lost in email
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YoctoIT material for clients and partners · Salesforce, Agentforce, Tableau, Slack and the other products mentioned are trademarks of Salesforce, Inc.
01 · What it is

Slack, made clear.

Slack is where work gets coordinated: channels per project and per customer, huddles to talk on the fly, clips to update without meetings. In the Salesforce family it becomes the CRM's front end: the deal room with the opportunity's data inside, the critical-case alerts in the right channel, the AI that summarizes what you missed.

Canali
the context per customer/project: the history searchable, not buried in inboxes
Sales Elevate
the Salesforce pipeline inside Slack: the CRM where the seller lives
Slack AI
channel summaries and smart search: the recap in one click
Slack
OFFICIAL SALESFORCE BRANDING · SLACK
INTERFACCIA REALE · SLACK CON CANALE SALESFORCE · FONTE: SLACK
REAL INTERFACE · SLACK WITH A SALESFORCE CHANNEL · SOURCE: SLACK
02 · How to use it well

The things that make the difference.

The workflow

The team, in conversationsales, service, projects
Channels & huddles
Workflow builder
CRM apps & alerts
talk · automate · act
Slack AI & searchthe memory that answers
Salesforce & toolsthe systems behind the scenes
Fewer meetings, more context

Channel architecture

Naming conventions and rules: a tidy Slack is a tool, a chaotic one is noise.

Deal and case rooms

The channel with the customer/deal and the CRM data inside: collaboration on the real context.

Workflows without code

Approvals, requests and onboarding automated in the channels: the micro-processes solved.

Governance and retention

Permissions, guests and retention: compliance in the chat too.

03 · In depth

Slack as the work surface: channels, workflows and AI

Slack organizes work in channels (internal and Connect with customers/suppliers), huddles replace short calls, canvases pin the knowledge next to the conversation; the Workflow Builder automates without code (forms, approvals, integrations) and the apps bring the CRM and tools into the channels; Slack's AI summarizes channels and threads and searches across all the knowledge; Salesforce lives in Slack with shared records and case swarming.

  • Slack Connect — the channels with the outside: the supplier email retires
  • Workflow Builder — no-code forms and approvals: the small processes automated right away
  • Canvas — the living document in the channel: the decision and the context together
  • AI recap — summaries of channels and threads: the return from vacation in minutes
  • Huddle — instant audio with screen sharing: the 30' call becomes 5'
  • Salesforce in Slack — records, alerts and swarming: the CRM where the talking happens
04 · Numbers and lifecycle

The numbers that matter.

-32%
the internal email reported by Slack customers
36'
saved per day per user (Salesforce figure)
2600+
the integrable apps
EKM
your own encryption keys: enterprise for real
Slack pays off with the right rules: naming, governance and workflows set up by us — collaboration that doesn't become noise.
05 · Use cases

Where it really pays off.

Sales teams

The deal coordinated in the deal room.

Incidents and service

The critical case managed in a channel, with a timeline.

Projects with customers

Slack Connect: the shared channel instead of endless emails.

Collaboration IS an information system: we connect it to the CRM and give it the rules.