Nothing kills productivity like “swivel chair” moments, when employees have to pivot between multiple platforms and programs just to get their job done. But what if you could condense all of your daily tasks into the same platform you already use for daily communication, and work seamlessly in one place throughout the day– no pivoting required?
Whether you’re brand-new to the solution or you’ve been messaging coworkers on Slack for years, there are likely still some game-changing features you might not know about. From approvals to integrations, check out the latest Transformation @ Work to learn how to transform Slack into a superpowered collaboration station.
Key Insights
02:01: Understanding Slack’s transformation from a communications platform to an all-in-one collaboration solution
02:40: How switching between programs and solutions can add up to significant time costs for employees– and how Slack can help
04:36: Exploring Slack’s template library, and what its out-of-the-box automations have to offer
06:01: How employees can leverage Slack’s workflow builder to create custom third-party automations
08:15: Slack automation in action: real-world use cases for how teams are streamlining processes via automation
10:35: Leveraging Slack apps to strengthen company culture and deepen employee relationships
Guest Bios
Krishna Patel, Partner Engineer, Slack
Krish has spent the past several years working deeply with Slack as a solution, which gives him an in-depth understanding of the product and its capabilities. In his current role as Partner Engineer for the solution, he works closely with partners and developers to drive product integrations and deliver technical solutions to address needs across the Slack ecosystem.
Kishan Patel, Senior Solution Consultant, Gerent
An 18X Salesforce-certified product expert, Kish brings years of experience and a wealth of technical expertise to his current role as Senior Solution Consultant. He specializes in building strong relationships with internal and external partners to identify pain points and develop winning solutions that drive customer success.
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Nothing kills productivity like “swivel chair” moments, when employees have to pivot between multiple platforms and programs just to get their job done. But what if you could condense all of your daily tasks into the same platform you already use for daily communication, and work seamlessly in one place throughout the day– no pivoting required?
Whether you’re brand-new to the solution or you’ve been messaging coworkers on Slack for years, there are likely still some game-changing features you might not know about. From approvals to integrations, check out the latest Transformation @ Work to learn how to transform Slack into a superpowered collaboration station.
Key Insights
02:01: Understanding Slack’s transformation from a communications platform to an all-in-one collaboration solution
02:40: How switching between programs and solutions can add up to significant time costs for employees– and how Slack can help
04:36: Exploring Slack’s template library, and what its out-of-the-box automations have to offer
06:01: How employees can leverage Slack’s workflow builder to create custom third-party automations
08:15: Slack automation in action: real-world use cases for how teams are streamlining processes via automation
10:35: Leveraging Slack apps to strengthen company culture and deepen employee relationships
Guest Bios
Krishna Patel, Partner Engineer, Slack
Krish has spent the past several years working deeply with Slack as a solution, which gives him an in-depth understanding of the product and its capabilities. In his current role as Partner Engineer for the solution, he works closely with partners and developers to drive product integrations and deliver technical solutions to address needs across the Slack ecosystem.
Kishan Patel, Senior Solution Consultant, Gerent
An 18X Salesforce-certified product expert, Kish brings years of experience and a wealth of technical expertise to his current role as Senior Solution Consultant. He specializes in building strong relationships with internal and external partners to identify pain points and develop winning solutions that drive customer success.
Travel agencies take pride in offering customers a relaxing, simplified alternative to the chaos of booking flights, hotels, and vacation destinations. But what is simple for the traveler is often anything but for the professionals responsible for coordinating vacation logistics. Too often, agents are overwhelmed by data and left to navigate unsupportive, user-unfriendly booking and CRM systems.
This is precisely the problem Cruise & Vacation Desk was dealing with — and why the agency’s leaders reached out to Gerent to help them find a better solution. In this episode on Transformation @ Work, we break down the end result of that partnership: Travel Essentials, a bespoke Salesforce solution purpose-built for the needs of the travel industry.
Key Insights
01:40: Challenges faced by travel agents when booking vacations for customers: complicated data streams, managing multiple relationships, and more
03:41: The complexities of managing customer data and relationships without a comprehensive CRM
04:47: The current state of how travel agencies manage data: complicated, costly house-built CRM solutions
06:34: Why Cruise & Vacation Desk sought out a better option for managing customer data
07:20: Key features Cruise & Vacation Desk needed in their CRM to truly simplify the booking process
09:45: How Travel Essentials helped Cruise & Vacation Desk transform the booking experience
10:45: Business outcomes Cruise & Vacation Desk were able to unlock with Travel Essentials
11:24: Exploring the scalability that Travel Essentials offers Cruise & Vacation Desk and similar travel agencies
12:38: How Travel Essentials supercharges Cruise & Vacation Desk’s marketing capabilities
14:55: How Cruise & Vacation Desk plans to leverage Travel Essentials for future growth
16:58: Looking ahead: what Travel Essentials offers to the travel industry at large
Guest Bios
George A. Barnett, Jr., President and General Manager, Cruise & Vacation Desk
George has been part of the Cruise & Vacation Desk team for over 20 years, eventually taking over the company from his father and stepping into the role of president and general manager.
Andrew Bonichi, Vice President and COO, Cruise & Vacation Desk
Andrew has worked in the travel industry for over 30 years, the past 21 of which has been with Cruise & Vacation Desk. As Vice President and COO, Andrew leads his team in delivering industry-leading vacation packages and rewards programs to their customer base.
Ketta Riley, Practice Leader, Travel, Tourism, and Entertainment, Gerent
Ketta has over 35 years of travel and hospitality leadership experience, 10 of which have been spent working on Salesforce implementations. She leverages her experience combined with extensive knowledge of industry market trends to support our customers’ businesses.
Valentine Christopher, Director of Delivery, Gerent
Valentine brings over 25 years of experience in IT consulting to his current role, with over 8 years specifically in the Salesforce ecosystem. In his current role, he leverages that experience to help set up businesses in the travel, tourism, and entertainment industries for success with Salesforce.
Transformation @ Work
Nothing kills productivity like “swivel chair” moments, when employees have to pivot between multiple platforms and programs just to get their job done. But what if you could condense all of your daily tasks into the same platform you already use for daily communication, and work seamlessly in one place throughout the day– no pivoting required?
Whether you’re brand-new to the solution or you’ve been messaging coworkers on Slack for years, there are likely still some game-changing features you might not know about. From approvals to integrations, check out the latest Transformation @ Work to learn how to transform Slack into a superpowered collaboration station.
Key Insights
02:01: Understanding Slack’s transformation from a communications platform to an all-in-one collaboration solution
02:40: How switching between programs and solutions can add up to significant time costs for employees– and how Slack can help
04:36: Exploring Slack’s template library, and what its out-of-the-box automations have to offer
06:01: How employees can leverage Slack’s workflow builder to create custom third-party automations
08:15: Slack automation in action: real-world use cases for how teams are streamlining processes via automation
10:35: Leveraging Slack apps to strengthen company culture and deepen employee relationships
Guest Bios
Krishna Patel, Partner Engineer, Slack
Krish has spent the past several years working deeply with Slack as a solution, which gives him an in-depth understanding of the product and its capabilities. In his current role as Partner Engineer for the solution, he works closely with partners and developers to drive product integrations and deliver technical solutions to address needs across the Slack ecosystem.
Kishan Patel, Senior Solution Consultant, Gerent
An 18X Salesforce-certified product expert, Kish brings years of experience and a wealth of technical expertise to his current role as Senior Solution Consultant. He specializes in building strong relationships with internal and external partners to identify pain points and develop winning solutions that drive customer success.
