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Get Real-Time Updates with Salesforce

Ensure seamless communication by automating deal stage updates in Salesforce. Notify your team via Slack and alert managers with SMS for high-priority deals using Make.

When a Deal Stage Changes
Solution
1. Trigger on Deal Stage Change

Detect any change in deal stages in Salesforce.

Filter Specific Deal Stage Changes
Solution
2. Filter Deal Stage Changes

Identify relevant changes in deal stages.

Send Notification to Slack Channel
Solution
3. Notify Team in Slack

Alert team members of deal stage updates.

Send SMS Alert to Managers
Solution
4. Notify Managers via SMS

Inform managers about high-priority deal updates.

- Repeat -

Automation Benefits

Benefits of Automation

Leverage automation to optimize your sales processes and achieve better outcomes.

Instant Team Awareness

Keep all team members informed of deal changes immediately.

Reduced Miscommunication

Prevent miscommunication with automated updates.

Priority Alerts for Managers

Managers stay informed of critical deal updates via SMS.

Streamlined Communication

Efficiently communicate updates to the entire team.

Improved Sales Efficiency

Enhance sales cycle with faster response to deal changes.

Seamless Integration

Integrate with existing tools for a smooth workflow.

Features

Key Features

Explore the standout features of this automation solution designed to improve sales team communication and efficiency.

  • 1
    Real-Time Slack Notifications

    Ensure team members receive instant updates in Slack.

  • 2
    Priority SMS Alerts

    Send SMS notifications for high-priority deals.

  • 3
    Efficient Communication Flow

    Reduce miscommunication with seamless updates.

Feature

Outcomes

Expected Outcomes

Implementing this automation leads to significant improvements in sales communication and efficiency.

30%
Faster Response Times
50%
Improved Team Communication
40%
Enhanced Sales Cycle Efficiency

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FAQ

Frequently Asked Questions

Answers to common questions about this automation solution.

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Pricing Plans

Our pricing plans

Choose a plan that is suitable for your needs.

One-Time
One-time Fee

Pay once for build out.

  • Custom project build (template / blueprint)

  • You choose platform (n8n, Zapier or Make)

  • Follows your requirements

  • Integrates with your systems

  • Paid after build maintenance

  • No recurring charges monthly

Build Fee + Maintenance Fee
from 300$/month

Pay for build + lower recurring maintenance fee.

  • Custom project build

  • We choose best platform

  • Follows your requirements

  • Integrates with your systems

  • Maintenance, priority email / Slack support

  • Monthly recurring charges, 3+ months contract

Recurring
from $600/month

Use our pre-built solution with no changes.

  • Existing solution access (no source code)

  • No platform selection

  • Integrates as described / documented

  • Integrates with specific systems and software

  • Maintenance, priority email / Slack support

  • Monthly recurring, 3+ months contract required