Grow Your Portfolio and Manage Client Relationships in Slack
Hear best practices about how Slack helps consulting firms, service providers and system integrators win more business and drive revenue by speeding up the bid to delivery process.
Important: This session is first come, first seated. You do not have a reserved seat.
, Head of Professional Services, Slack, APAC, Salesforce
, Director of Engineering, Federal Civilian, Ad Hoc
, Principal Solution Engineer, Salesforce
Role: Partner, Consultant
Industry: Professional Services, Public Sector
Product: Slack
Topic: Productivity
Session Level: Beginner
Session Type: Theater
Wednesday, Sep 1812:00 PM - 12:20 PM PDT
(7:00 PM - 7:20 PM GMT)
Moscone West, L3, Slack Theater
Session Summary by Einstein: The session provided a comprehensive exploration of how professional services at Slack enhance customer relationship management, efficiency, and project outcomes, with a particular focus on knowledge sharing, collaboration, and real-time feedback. The integration of generative AI into Slack channels was highlighted, demonstrating its capability to summarize activities and provide contextual information, significantly improving project management and proposal development. Statistics such as 47% of knowledge workers struggling to find necessary information and 78% of employees seeking flexible work arrangements underscored the challenges addressed by Slack's platform. The session showcased Slack as a work operating system that fosters a natural and intuitive collaboration space for humans and AI, with connected data, apps, and actionable insights all in one place.
Key Takeaways by Einstein:
• Slack's platform has transformed professional services by centralizing data and deliverables, enabling employees to work more flexibly and productively.
• Generative AI within Slack channels offers a powerful tool for summarizing project activities, aiding in the onboarding process and ensuring continuity of information.
• The session illustrated real-world applications of Slack in professional services, including the management of RFP processes and the delivery of projects through structured, collaborative channels.
With sessions and hands-on activities led by product experts, visionaries, and fellow Trailblazers, Dreamforce offers a deep dive into the latest in CRM + AI + Data + Trust.
Merlinda Lu
Salesforce Developer, IBM
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