First Post : CRM/BOT = CRM + Slack

Please fill in a survey to validate our idea

CRM/Bot is a SAAS service targeting organisations and individuals who ,

  1. Use Slack for their business conversations
  2. Understand the power of Slack notifications, channels and slash(/)commands
  3. Are tired of clunky CRM UIs
  4. Want to customize CRM alerts and notifications to alert users of important milestones triggering within CRM
  5. Want to view CRM reports right and important insights right in Slack

Organisations that uses CRM software typically spend a lot of time and money customizing, training people and implementing custom CRM features.

Adoption & user engagement is a challenge as many feel CRM is a blackbox which holds data without showing meaningful insights and CRM being CRM doesn’t have group collaborations, messaging and meaningful notifications.

Many of the features above could be implemented in CRM software though at a cost and making the CRM a more complex maze with a cluttered user-interface.

Value proposition

We are targeting users and companies using the Slack messaging platform. Slack would be the interface that communicates with our software using a smart bot and Slash commands to search, create & edit data right from Slack.

Users who use Slack all the time would appreciate the workflows built by us to help them in closing deals by monitoring their sales pipelines.

We are a Slack first company. Slack is used by 5 million users daily, mostly business and is valued at about $ 9 billion. Slack is free to use (has paid tiers too) and can be used in a browser or by its fantastic mobile app.

What is Slack?

Slack is a cloud-based set of team collaboration tools and services. Slack is basically a messaging app. It’s meant for teams and workplaces, can be used across multiple devices and platforms, and is equipped with robust features that allow you to not only chat one-on-one with associates but also in groups. You’re able to upload and share files with them too, as well as integrate with other apps and services, such as Skype for video calls, and you can granularly control almost every setting, including the ability to create custom emoji.

Slack is extensible and by using its api we can integrate with other applications to push notifications and get data.

What is CRM/Bot?

Working with various CRMs like Microsoft Dynamics, Salesforce and SugarCRM we become acutely aware of the following,

1. In many organisations, CRM software becomes a database which isn’t the best way to use its potential.

2. Getting actionable or insightful data becomes a challenge.

3. Difficult to monitor the pipeline and various stages of an opportunity or lead.

4. CRM by itself is a poor system for group collaboration and messaging. Messaging made popular by Whatsapp, Facebook and Skype is essential in today’s connected world.

CRM/Bot to the rescue.

CRM/Bot is an intelligent CRM platform that integrates deep into your Slack to create an end-to-end pipeline management & monitoring tool with valuable insights into your data. Using Slack slash commands you can create opportunities, leads and also search for contacts and other entities.

By using CRM/Bot,

1. You can completely customize when your sales reps get notified in Slack and what data they can update via Slack.

2. Easily assign leads and opportunities and notify your team in minutes.

3. Align timing of notifications to existing process and meetings.

CRM/Bot : The Easiest and Fastest Way to Keep Your Pipeline Clean

For example if a deal is stuck in a stage or has an upcoming close date, you can create completely customizable workflows that would help your team make critical updates to improve accuracy in a fraction of the time.

Improve Forecasting Accuracy

With pipeline automation, your team is automatically notified. Take action at critical deal junctures. Finally, a pipeline that’s always right.

Eliminate Unnecessary Status Meetings

Replace the operational overhead of meetings with intelligent automation to increase time spent on customer activity.

No More Nagging Reps

Instead of running reports and bugging your sales reps, let CRMBot do the work for you with streamlined workflows. Your reps will thank you.

Roadmap : What are we developing?

CRM/Bot

A Slack bot which listens to specified events concerning your sales pipeline from inside CRM and notifies slack users and channels.

Insights

Configure CRM reports to be delivered right into Slack. We plan to use machine learning algos to find relationships between different entities.

Workflow Designer

Create new workflows for pipeline notifications for CRM events that run in Slack in a rich interactive designer

CRM Search & Edit

View and update your CRM data directly from Slack using slash commands.

We are still in an initial stage. Would appreciate,

  1. Mentors
  2. Advisors
  3. Beta testers
  4. Seed Capital (Though we are going ahead with bootstrapping for now)

Please comment below for any feedback. Our site crmslashbot.org would soon be live.

Thanks!