Salesforce and Slack, read together
Salesforce holds the pipeline: leads, accounts, opportunities and the activity logged against each. Slack is where the team actually talks: decisions, asks and updates in channels and threads, gone from view in a day. The real status of a deal is in a thread: "they want a discount", "legal is stuck", "champion left". The Salesforce record still says "negotiation, 70%".
Liaison reads Slack and Salesforce together and tells you which deals changed in conversation but not in the record, what was promised to a customer in a channel, and which questions asked in Slack the pipeline can already answer.
Where Salesforce and Slack disagree
- Deal changes discussed in Slack that the Salesforce record does not reflect: stage, amount, risk, close date.
- Customer promises made in a channel that nobody logged on the Salesforce account.
- Questions asked in Slack ("where are we with this account?") that someone answers by hand from Salesforce every time.
- Deals that went quiet in both, which nobody notices until the forecast review.
- Deal threads in Slack named by nickname, deals in Salesforce named by company, and no link between them.
Questions it answers across both
- “Which deals were discussed in Slack this week with a change that is not in Salesforce?”
- “What did we promise the customer in the account channel last month?”
- “Which forecast deals have had no mention anywhere in two weeks?”
- “Where are we with this account?”
What Liaison does with Salesforce and Slack
- Reads the deal channels you choose and lists the deals whose Salesforce record disagrees with the conversation, with the message that changed it.
- Drafts the Salesforce update for each, for you to confirm; after the first approval it keeps that kind of field current.
- Answers "where are we with this account?" in Slack from Salesforce, with the record linked.
- Posts the weekly pipeline note in the channel you choose, once you have approved it.
What it reads and does in each
Liaison across Salesforce and Slack, set up with you, for $629 a month.
- Connects to Salesforce and Slack with access you grant and reads them as one record; nothing is replaced or re-entered.
- Does the routine work in your voice; each kind of work is approved once.
- Answers across both: what Salesforce says, what Slack says, and where they disagree.
On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.
“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner
$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.
Questions
Does Liaison change Salesforce from what it reads in Slack?
Only after a yes. It drafts the change and shows you the message it came from; once you have approved that kind of change, it keeps it current.
Does it post in Slack on its own?
It answers when asked and posts the updates you approved once, such as a weekly note in a channel you chose. Nothing else.
Which channels does it read?
The ones you give it access to. Private channels and DMs stay private unless you add it.
What does it cost?
Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.
See it on your own business.
Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.
Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.