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.
Deploying Salesforce within an organization is often a massive undertaking – which makes ensuring high levels of adoption absolutely essential. Attempt to overhaul too many processes at once, and you risk wasting valuable time and a considerable investment. But by aiming too small, or going for an “out-of-the-box” solution without the customizations necessary for your business, you run the risk of deploying a solution that doesn’t ultimately provide real value. For businesses in this position — who want to address specific pain points quickly, and with a high degree of employee confidence — a Strategic implementation might be the best option.
In this episode of Transformation @ Work, we’re continuing our multi-part deep-dive on our team’s approaches to Salesforce deployment, and unpacking Strategic implementations: Salesforce deployments that offer a tight turnaround time and target focused, achievable goals for a quick unlocking of value.
Key Insights
00:50: At a high level, what is a Strategic Implementation?
01:56: Why Crescent, Methods Machine Tools (MMT), and Solugen chose a Strategic Implementation
04:36: Signs a business might be the right fit for a Strategic Implementation
05:11: Why an “out-of-the-box” approach to Salesforce deployment might not work for many businesses
06:06: Breaking down the components and goals of a Strategic Implementation
07:31: What are the major benefits of going with a Strategic Implementation?
09:50: Client perspectives on what it’s like to work through the process
13:01: Outlining the benefits Crescent, MMT, and Solugen experienced from implementing Salesforce
17:55: Advice for teams considering a Strategic Implementation
Guest Bios
Crescent Electric
Crescent Electric is an electrical distributor that provides the inventory and expertise needed for industrial, residential, and construction projects. The company prides itself on its deep industry knowledge, job site efficiency, and leading-edge training and certifications.
Methods Machine Tools
Methods Machine Tools is a national distributor of machining equipment, automation, and engineering tools. They focus on providing best-in-class tools, backed by proven engineering expertise and a commitment to long-term customer relationships.
Solugen
Solugen is a specialty chemical company that creates safe, cost effective, and environmentally-friendly chemical formulations. The company designs its own formulations through bioforge operations; it also distributes common chemistries in full and dilute concentrations.
Nick Holbik-Siu, Director of Distribution, Gerent
Nicholas Holbik-Siu is an experienced leader with a strong track record in the wholesale distribution space. After graduating from McMaster University, he went on to work his way up the ladder at EMCO and Norwood Waterworks before joining the Gerent Family.
Andy Ramspott, VP, Sales Operations and Sales Enablement, Crescent Electric
Andy brings years of sales, marketing, strategy, and commercial operations experience to his current role as vice president of sales operations and enablement at Crescent Electric. In his current position, his focus is on guiding and overseeing the sales teams in their efforts to drive growth to new levels.
Andrew Winker
Associate Director of Business Development and Strategy, Solugen
As associate director of business development and strategy, Andrew works closely with Solugen’s commercial, sales, and business development teams to ensure business decisions are data-driven and successful. He brings over 3 years of experience in consulting and a strong marketing background to the role.
Tiffany A. Hess, Product Lifestyle Specialist, Methods Machine Tools
Tiffany has worked with MMT for over eight years in a variety of roles, from office management to sales to her current position as product lifestyle consultant. In her current role, she works with the sales and product management teams to ensure their systems are operating successfully and efficiently.
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.
