NotifyPlus is a powerful extension of LeanData’s Revenue Orchestration platform that simplifies manual tasks and accelerates pipeline actions by integrating directly with Slack. It enables revenue teams to update Salesforce faster and more accurately using interactive buttons in Slack notifications. NotifyPlus eliminates overdue updates and constant reminders by automating requests for action at any moment, across any process in LeanData Orchestration. This no-code solution empowers operations teams to streamline workflows, improve adherence to processes, and maximize impact by embedding actionable notifications into daily collaboration tools.

Features

• Streamline Operations
  • Automatically request action from reps at any moment
  • Provide context from any Salesforce record
  • Request simple updates via custom Slack buttons
  • Auto-create and update Slack channels for collaboration
• Accelerate Pipeline
  • Enable participants to take action directly from Slack
  • Engage, disqualify, or reassign leads faster
  • Limit actions to specific time windows
  • Allow team members to escalate quickly
  • Automate next steps in the sales process
• Improve Process Adherence
  • Get critical data into Salesforce immediately
  • Suggest values for requested inputs to keep records clean
  • Update deal rooms to keep sellers informed
  • Ensure timely follow-up, engagement, support, and renewal
• Maximize Ops Impact
  • Add context, transparency, and visibility for stakeholders
  • Leverage LeanData’s industry-leading matching capabilities
  • Drop NotifyPlus into FlowBuilder graphs with ease
  • Track SLA compliance for each action
  • View detailed audit logs of every action and outcome

Benefits

• Faster Salesforce Updates
  • Reduce delays and overdue tasks with real-time Slack prompts
  • Eliminate the need for manual follow-ups and reminders
• Improved Collaboration
  • Keep teams aligned with automated deal room updates
  • Enable seamless communication and action within Slack
• Enhanced Data Quality
  • Ensure clean and complete records with suggested input values
  • Maintain CRM hygiene without interrupting workflows
• Operational Efficiency
  • Automate repetitive tasks and reduce manual workload
  • Empower operations teams to manage processes without code
• Scalable and Transparent
  • Easily integrate into existing orchestration flows
  • Provide full visibility into actions and outcomes for compliance and optimization