![]() Customer success and support are a natural follow-on in the same channel post-signature. This process plays out daily as we engage via Slack Connect. We approached with commercial questions following the technical review. The iteration of the configuration/support process continued for a few days, and three new members from the client’s side were added during this time.Ĥ. We Created an External Channel, and invited the prospect.ģ. The prospect had a configuration question, so we pivoted support from email to the Slack Connect channel. We Slack Connected after an initial follow-up email was received. In less than three weeks, we had run an entire trial, provided technical support, and established a partnership – all without a single phone or Zoom call.ġ. In November, an Australian-based entertainment company approached Centro (native, no-code automations) with a use case for Slack-to-Case. It’s cumbersome to start a new conversation without the message history, so our advice is this: Public Channels are best. The old adage holds true: “ No one benefits from a DM, except those in it.” DMs don’t allow others to join the conversation, which becomes necessary as decision makers and additional evaluators are included during the sales cycle. Slack provides a useful guide for setting up Slack Connect channels. The tendency is to invite someone and start a DM or Group DM, but we recommend you to create a Public Slack Connect channel specific to the prospect. It’s important to preserve and respect its integrity!īoth require that you invite someone to Slack Connect into your Workspace (via email address). Slack Connect should not be used as a cold outreach mechanism it erodes trust and willingness to participate in Slack Connect. This may be after they have expressed an interest in your offering, or following an initial discovery meeting. ![]() ![]() Slack Connect should be used when you have an established relationship with a prospect. Clients may require approval from an Admin prior to accepting your invite.Slack Connect requires Pro Plan or above (Slack offers a 90-day free trial).Before you get started, here are some important technical considerations to take into account:
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