Your team already spends the day in Slack. So what changes when the CRM comes to them, instead of the other way around?

That was the question behind Beyond Chat: Run Your Sales from Slack, a webinar we ran with Salesforce on 16 September 2026 for growing tech companies in Czechia and Slovakia. Patricia Chudjakova and Veronika Bunova (Account Executives, Salesforce) opened the session, Marek Piotrowicz (Sales Director CEE, Namíru Solutions) ran a live demo of a full sales day in Slack, and Miroshen Govender (Slack Specialist, Salesforce) answered questions.

Here is what we covered, with two short clips from the session. The full recording is available at the end of this article.

1. A sales day that starts in Slack

Marek has worked in sales for 30 years. For most of them, the advice was to start the day on the CRM homepage and its dashboards. Today he starts it in Slack. Slackbot builds his daily briefing from Salesforce, Google Calendar, Gmail and Slack conversations: today's meetings, pipeline alerts and what changed since yesterday. Before a customer call, it prepares the account summary, the people involved and the open opportunities.

2. Updates by chat, recorded in Salesforce

After a call with a new lead, Marek dictated the next steps in Slack. Slackbot created the opportunity with a close date, added a task to prepare a demo, booked the kickoff meeting and polished his follow-up email. Routine work such as daily priorities, meeting prep and account summaries runs on skills: saved prompts you can write yourself and share with your team.

3. The whole team in the deal, without a CRM licence for everyone

Many companies have far more Slack users than Salesforce users. Marek's example: 20 Sales Cloud licences and 150 Slack users. A deal room, a private Slack channel for one opportunity, lets sales share the Salesforce details with the people who help close the deal: presales, marketing, support and management. When his director asked for the September forecast, Slackbot pulled it from the pipeline and Marek shared it in the same conversation.

From the Q&A

• Is this overkill for a small team? No. Slack customers range from teams of five to ten people to large enterprises, and every person gains from not switching between tools all day.

• How long does it take? Connecting Salesforce to Slack works out of the box: you authenticate and the connectors are ready. For companies new to Salesforce, a CRM quick start typically takes four to eight weeks, depending on your data and processes.

• How do you create a skill? Save a prompt as a skill when Slackbot offers it, describe the skill in plain language and let Slackbot build it, or upload one you already use in another AI tool.

• How do you keep Slack tidy? Group channels into sections, leave or mute channels you no longer follow, and use AI recaps instead of reading every message.

A real example: AI Clearing

AI Clearing analyses drone imagery for construction projects. They use Salesforce as their CRM, and many more of their people work in Slack than in Salesforce. We set up Salesforce flows that post straight to the right Slack channel when:

• a new email lands on an opportunity or related record

• a record is created, or updated and matches specific criteria

• an opportunity is won, so the project and customer success teams see it at once

• a record hasn't been touched in 60 days

• a record is 30, 60 or 90 days from its end date

Nobody has to watch a dashboard. The people who need to act get the message where they already work.

Want to see it on your own data?

If your team already works in Slack and you want to know what this would look like with your Salesforce, book a short discovery call. We will look at how your team sells today and where Slack and Salesforce would save the most time.

Book a discovery call