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.
The sales process is the lifeblood of any manufacturing organization – and yet, despite its importance, it remains a source of frustration for many organizations. Blue sheets, log books, cumbersome spreadsheets; these hallmarks of a manual sales process bring with them headaches, siloed processes, and often missed opportunities.
Faced with trying to overhaul their sales process, PTR Group turned to Salesforce. In this episode of Transformation @ Work, find out how Gerent was able to help PTR group achieve this goal, unlocking valuable new cross-selling opportunities along the way.
Key Takeaways
01:30: How PTR Group’s manual sales process impacted collaboration and cross-selling opportunities
04:57: How Gerent worked to overcome PTR Group’s hesitance in learning new technology, and helped them embrace Salesforce
06:45: Choosing the right Salesforce administrator, and why that is an essential step in the implementation process
08:40: The importance of relationship building: How Gerent and PTR group worked together to build a better sales process
11:27: Unlocking greater visibility and cross-collaboration with Salesforce Sales Cloud
14:50: The impact that Sales Cloud has had on PTR group’s sales process and ability to cross-sell to existing customers
Guest Bios
Philip Moroco, Chief Commercial Officer, PTR Group
Philip brings over 19 years of experience to his current role as Chief Commercial Officer for PTR Group, a manufacturer of metal and plastic components that create sub assemblies for OEMs and suppliers across a range of industries.
Roger Yeager, Supply Chain Manager, PTR Group
Roger has acted as Supply Chain Manager for American Cap, a subsidiary of PTR Group, for over 23 years. In addition to his current role, he acts as Salesforce administrator for PTR Group, and worked alongside Gerent throughout the implementation process.
Zohaib Noorani, Senior Solution Consultant, Gerent
In his current role as Senior Solution Consultant, Zohaib combines over a decade of manufacturing experience with four years spent in the Salesforce ecosystem to help clients solve complex business problems using agile & hybrid methodologies.
Indubala Kachhawa, Project Manager, Gerent
Prior to joining Gerent, Indubala has worked in the technology and consulting space for over 15 years. That extensive experience provides her with valuable insights in how clients can build better processes and digital workflows through technology.
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.
