Troops Reviews & Product Details


What is Troops?

Troops enables sales teams to collaborate on deals in Slack and acquire more customers by selling as a team. Bring Salesforce to Slack and set up intelligent workflows with Troops to empower your sales team to collaborate on deals, manage their pipeline and celebrate wins with custom GIFs. Troops helps world-class brands like Slack, HubSpot, Looker, WeWork and Intercom improve pipeline accuracy, organizational transparency and win rates!

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Troops Profile Details

Troops Profile Details

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Languages Supported
English
Vendor
Troops
Company Website
Year Founded
2015
HQ Location
New York, NY
LinkedIn® Page
www.linkedin.com
Employees on LinkedIn®
39
Twitter
@troops
Twitter Followers
733
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Companies Using Troops

Cisco
Salesforce
Uber
Dropbox
Slack
Square
Trello
Talkable
Splash
Georgetown University
Forbes
InVision

Troops Reviews

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Revenue Operations Analyst
Computer Software
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Verified Current User
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"Great for visibility into deals"

What do you like best?

Troops is amazing for pushing key deal info into Slack. We use it primarily for sharing Closed Won deals with the full team, which is a great way to let the Engineering, Product and Marketing teams know that their work behind the scenes is leading to deals closing. Troops has helped us to create a strong culture of celebrating won deals despite having our team split across three different offices.

What do you dislike?

Sometimes I'll update a field on a closed won opportunity and it will push to Slack and notify people that we won a deal, but I think that's user error on my end!

Recommendations to others considering the product:

Troops is great, I would highly recommend it. We worked with Prasannah to get it set up and she was awesome.

What problems are you solving with the product? What benefits have you realized?

We're solving the problem of giving the full team visibility into our deals. We also push every new meeting booked into Slack to get eyes on it from people who might have someone in their network at the company we're meeting with. Overall, it's amazing for putting hard to find Salesforce data in front of our entire company without them needing to do any work to find it.

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Manager, Sales Operations & Enablement
Computer Software
Mid-Market
(51-200 employees)
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"Easiest way for our team to stay in the loop"

What do you like best?

Our busy team members across all departments - including C-suite - like the ease of being informed instantly on the topics they care about with the Salesforce Troops channels we have in Slack. We are a Slack-heavy org, and it's the preferred communication tool, so they rely on it as an informative resource, and tag in others for comments and ideas as well.

Everyone really loves the Sales Wins channel to both be instantly informed, and to celebrate or laugh at the gifs.

What do you dislike?

Our only issue has been some combinations of fields and triggers can limit some ability to customize your message or alert fully, or don't include a link to the record in Salesforce.

Although it has good technology to update CRM information in the channel that many people surely like, I prefer to keep everyone working in Salesforce as much as possible so they continue to see that as the key location for working updates.

Recommendations to others considering the product:

Make sure you decide how you want your teams to work in Slack before implementing editable fields, etc.

What problems are you solving with the product? What benefits have you realized?

We have seen great involvement in tracking and discussing both Wins and Loses. Sales has really enjoyed the ease of reviewing and assigning or taking new Inbound Leads that come in through our various channels. It's easiest to see here in the channel, and let everyone discuss there who should take next steps.

We also use email templates and status change next steps requirements heavily as a solution to keep things moving efficiently and correctly. It's been a great auditing tool for the cross-departmental teams to ensure Sales is managing appropriately at each stage.

It's also been key in making sure I can see the progress of specific changes that are harder to track in Salesforce itself, like opportunity name changes and close date/value changes that affect reporting. It's easier to see all that in one channel than to pull reports with lots of filters as needed.

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Sr. Account Executive
Mid-Market
(501-1000 employees)
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"Troops is great"

What do you like best?

I love the notifications that come through via Slack/email! Mine is set up for 1.) new leads 2.) if anyone from my Accounts does anything (i.e. viewed pricing page, started a trial, signed up for a webinar, downloaded an eGuide, if the status of their trial changed, etc.) 3.) If I need to update the "close date" for an Opp - I can do it directly from Slack without going to SFDC. I can set up other alerts but haven't gotten around to it yet. I'm using Troops at its most basic level. There are probably other features/functionality available, but I'm not sure. The alerts alone that I'm currently receiving are helpful and convenient, though. I should find out what else I can use Troops for...

What do you dislike?

Some of my teammates think they receive too many notifications. I don't have a problem with the volume at all though. They should probably update their notifications and eliminate any that they don't care about. So, I can't say there's anything that I dislike.

Recommendations to others considering the product:

The setup was a breeze because I literally didn't have to do ANYTHING! I don't know who set up my account (must've been someone in Sales Ops), but it was convenient from an AE perspective. I'm sure I can get more value out of Troops - I just haven't had time to look into it.

What problems are you solving with the product? What benefits have you realized?

I can follow up with leads/Opps right away and add them to cadences (i.e. Salesloft or Outreach). Anything that helps me be more efficient, productive, and do my job better is a plus. Troops helps me provide better/quicker customer service. Time kills deals. You want to follow up with leads ASAP. So, Troops helps me do that.

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Account Executive
Information Technology and Services
Mid-Market
(51-200 employees)
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"if you use Slack and Salesforce you def need to check this out"

What do you like best?

I like a lot but the best probably it was super easy to setup, keeps us on top of info real-time across our whole company, don't need to go into salesforce for info but can get it directly in slack (keeps info from getting lost also), and it's just really proactive in getting us alerts when we have to update something.

What do you dislike?

maybe more integrations. but everything is great and I'm happy with that they have now.

Recommendations to others considering the product:

The team is really great and has helped as a lot along the way. I would definitely recommend. Great team and great product.

What problems are you solving with the product? What benefits have you realized?

troops helps with salesforce hygiene (and we need all the help we can get on this one), it holds us all accountable to process, helps our teams collaborate on big accounts, and gives everyone timely visibility into critical sales data.

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Manager
Enterprise
(1001-5000 employees)
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"Troops is very helpful"

What do you like best?

I like that Troops is a very straightforward UI and intuitive. I was able to learn how to use Troops quickly, allowing me to become more self sufficient in generating my own workflow rules. It helps keep my team in the loop on things that need their attention and also provides a fun way of celebrating our wins.

What do you dislike?

One week one of my workflow rules stopped working, so it seems like there needed to be more support or maintenance to help keep the integrity of the workflow high.

Recommendations to others considering the product:

If you have Salesforce and Slack, this tool is super handy.

What problems are you solving with the product? What benefits have you realized?

We have been able to streamline our team's workflows to create a more efficient process for getting things done. It also helps improve data completeness and integrity, as people can assign themselves directly via Troops vs. needing to go through Salesforce to do it.

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Business Strategist
Internet
Mid-Market
(501-1000 employees)
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"Great tool for growing teams"

What do you like best?

There is an ever-growing number of possibilities to use Troops to help the team. They bridge the gap between what you need to constantly monitor vs what you need several people to have a heads up on. Being able to use Slack in conjunction with Salesforce in such an easy way has helped the team immensely.

What do you dislike?

They're a growing company, so some features are more forthcoming, but I am still excited to see where they can go.

Recommendations to others considering the product:

Think of things that you would like your team to know, but not always keep 100% track of. Troops can fill almost all of those gaps in what you use today.

What problems are you solving with the product? What benefits have you realized?

Many teams need a heads up on what is happening within Sales and Service. Troops lets us do this in many ways that aren't overwhelming for the team to keep up with.

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Partner Growth
Computer Software
Mid-Market
(51-200 employees)
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"Favorite Sales Tool"

What do you like best?

Having access to our Salesforce data in Slack has been a game changer.

As with many salespeople, keeping up with all the tasks we need to do is tough. Being able to tackle all this manual Salesforce work in Slack just makes life so much easier and gives me more time back in my day.

Highly recommend.

What do you dislike?

There is a little I dislike about Troops. It's a simple, intuitive, and easy to use product. The product is extremely flexible and can be customized easily.

Recommendations to others considering the product:

Get started. You won't regret it.

What problems are you solving with the product? What benefits have you realized?

- Search & Edit: View and Updates Salesforce directly from Slack.

- Pipeline Automation: Custom pipeline notifications in Slack.

- Workflow Builder: Customized Salesforce notifications in Slack.

All of the above probably increased my productivity as a sales rep by 15% - 20%.

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Director of Sales
Mid-Market
(51-200 employees)
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Verified Current User
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"You should definitely check out Troops! "

What do you like best?

It was really easy to set-up. It's helping us keep the pipeline up to date with close date alerts, MQL alerts for certain size accounts, automating the alert when an account goes to provisioning for RevOps to take action and celebrating wins in the #winning channel!

What do you dislike?

We aren't using it fully right now so maybe an action plan on here is what you're using and here is what you aren't would be helpful.

What problems are you solving with the product? What benefits have you realized?

We are having conversations with MQLs faster, we're provisioning deals faster, we're improving moral on the team by celebrating wins in a dedicated slack channel driven by Troops and we're keeping our pipeline up to date with Troops notifications.

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Founding Member
Mid-Market
(501-1000 employees)
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Verified Current User
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"Information at my fingertips, and way faster than using Salesforce.com"

What do you like best?

Multiple times a day I need to know who is working an account or the status of an opportunity. As a C-Level executive I'm constantly on the go. Troops is the only way for me to get the information I need, and it delivers it seamlessly so I can make decisions and take action. I also love getting updates on Closed Won and Renewals. The entire company rallies around Troops notifications to celebrate our wins.

What do you dislike?

I likely only use a small amount of the full potential. Nothing I would change...

What problems are you solving with the product? What benefits have you realized?

Troops is all about getting everyone access to information in real-time and improving communication across our distributed team.

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Director of Student Success
Higher Education
Mid-Market
(51-200 employees)
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Verified Current User
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"Troops for Reminders"

What do you like best?

I liked the fact that Troops will automate Salesforce reporting and send them to the user, so you do not need to remember to pull a report every day. This enabled me to easily view the report as a reminder and then go into Salesforce to do any additional work that I needed to.

What do you dislike?

I did not like the limitations on the number of columns that could be included in the report. I have begun using the SF automated reporting email feature and found that it is a better fit for my needs. The transition between my email and SF has been smoother than the transition from the report I received in slack and SF.

Recommendations to others considering the product:

Take the time to set up the reports with only the

What problems are you solving with the product? What benefits have you realized?

The most significant benefit of Troops was the ease of setting up automated reporting. As long as you have the report created in SF, it is straightforward to be able to automate it with troops.

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Vice President of Sales
Computer Software
Mid-Market
(51-200 employees)
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Verified Current User
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"Keep Salesforce in your Slack workflow"

What do you like best?

Troops is a great way to keep your sales reps in Slack. Our sales reps are in Slack all day long and keeping them in their workflow is critical for their productivity. We can inject account/oppty info right into conversations (when I ask them about opptys), get Salesforce notifications in Slack, and they have an awesome virtual gong with some crazy fun Gifs for when you win an oppty.

What do you dislike?

As with anything, getting into the habit of using it is important. The notifications and virtual gong keep it a bit more front of mind for me. However we have quite a few bots in our environment, so at times I forget to use it to lookup sfdc info.

What problems are you solving with the product? What benefits have you realized?

Keeping sales reps where they work most, which is slack. Since the entire company is in Slack, and only half are in SFDC, the virtual gong is a great way to let everyone know of Sales wins in a fun way.

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Senior Business Development Manager
Internet
Mid-Market
(51-200 employees)
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Verified Current User
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"Troops improves Salesforce CRM data quality & reduces team headaches "

What do you like best?

Troops allows our team to focus our time on prospects and less time managing the sales process data in Salesforce. Auto alerts in Slack are relevant & easily updated to keep our data clean & ready for weekly management meetings. Troops has also helped us thinking smarter about our Salesforce fields and allowed us to optimize our instance. Mostly we love that the Troops team listens to our feedback and is constantly rolling out new features that are directly requested from us and other users!

What do you dislike?

The only downside is that as a new product, it cant do everything (yet!). Due to customized fields in Salesforce, Troops doesn't allow us to edit everything within Slack. Our end goal is to never log in to Salesforce again...they're helping us get there!

Recommendations to others considering the product:

Try it out & use Troops team to help identify ways it can save your team time! they care & will help solve your problems.

What problems are you solving with the product? What benefits have you realized?

Saves time for sales team and improves quality of data within the CRM.

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Sr. Enterprise Sales Engineer
Internet
Mid-Market
(201-500 employees)
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Verified Current User
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"Extremely fast time to value"

What do you like best?

After building some custom processes in Salesforce, I was having trouble getting data to the right people at our company. Troops enabled the team by offering better search directly from Slack, not requiring Salesforce login to view data, and simplified workflow/trigger configuration for object updates. Saves a lot of time and allows us to give more people access to important data.

What do you dislike?

Alerts are refreshed every 2 minutes. This isn't a huge issue, but in a world of realtime alerts, it seems a bit slow.

What problems are you solving with the product? What benefits have you realized?

Bottlenecks caused by housing important data in Saleforce only. Troops has benefited us by getting important data out to more people, faster.

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U
Mid-Market
(51-200 employees)
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"Easy and useful tool that integrates well across platforms"

What do you like best?

The simplicity and ease of use - pretty straightforward and support is quick.

Workflow enhancement - a great tool to use for workflows when many teams work across many platforms

Slack integration - we heavily utilize slack so it's a big win to be able to get some quick snapshots of data from salesforce in slack to share across the team

What do you dislike?

Nothing at the moment- I think we could utilize it more. Particularly interested in helping out with projects and handoffs

What problems are you solving with the product? What benefits have you realized?

For my use, it is a great way for my team to stay informed about project statuses and celebrate wins more broadly.

It looks like we have implemented troops across our Revenue/Sales, Account Management, and Deployment team which is great. It seems to range from improving team workflows and collaboration to sales pipeline notifications and some CRM.

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U
Enterprise
(1001-5000 employees)
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Business partner of the vendor or vendor's competitor, not included in G2 scores.

"Account Executive"

What do you like best?

-Deal rooms, and being able to have live updates pump into account channels in Slack to keep everyone up-to-date

-Lead Notifications, and being flagged on customer data that we have routing into Salesforce so I can be proactive with customers

-Data Input, by being able to log my calls or updates opportunities directly from Slack, where I spend most of my time

What do you dislike?

-Nothing that comes to mind, anything I'd change is related to our own setup of it

What problems are you solving with the product? What benefits have you realized?

-Reducing the time spent on administrative tasks

-Troops allows me to keep Salesforce updated closer to real-time

-The types of notifications we've setup allow me to proactively reach out to customers at the right time

-Deal rooms make it easier to support customers as a team, and let me spend less time updating managers

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Wholesale Account Manager
Architecture & Planning
Small-Business
(11-50 employees)
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"Much needed efficiency for a busy workplace"

What do you like best?

I love how Troops lets me do more with less. The time I can save in my day with Troops in Slack is monumental. I would highly recommend Troops for folks dealing with not enough time in their day.

What do you dislike?

The only thing I would recommend is faster alert time after a meeting- though it really isn't too big of a deal.

Recommendations to others considering the product:

I would recommend this to any office dealing with time efficiency struggles. This will help to ensure proper and standardized reporting for your accounts in SalesForce. It has been an enormous time saver for us.

What problems are you solving with the product? What benefits have you realized?

Troops help me remain consistent with logging calls and showroom visits on time. This is a hugely important amount of information that I am able to maintain for all of my current and prospective accounts.

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Associate Director
Mid-Market
(201-500 employees)
Validated Reviewer
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"Improves workflows for Salesforce and Google Apps"

What do you like best?

Troops has been an incredible addition to our workflows. It creates ease in remembering to fill out / edit opportunities, reminders to log calls and meetings, and probably many more things that I haven't even tried out yet!

What do you dislike?

My only issue I have had is sending slack messages to a group rather than an individual based on opportunity owner. Everything else works very well.

Recommendations to others considering the product:

Do it!

What problems are you solving with the product? What benefits have you realized?

We've been using Troops to solve issues with pipelines and reporting in Salesforce. Many of our sales reps were not editing opportunities when their due dates expired-- Troops reminds them on the day after that they need to make changes and allows them to edit directly in Slack. We also use it as a reminder to log meetings or calls from Google Calendar.

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Senior Manager Strategic Projects
Mid-Market
(51-200 employees)
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Verified Current User
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"Transforming slack into a CRM and relegating SFDC to a database"

What do you like best?

From my side to be truly efficient you should be relatively focused and work in as few separate softwares as possible. With email being replaced by slack, the integration with SFDC reduces the time spent there and gives more time back to spend in Slack with colleagues and with clients directly.

What do you dislike?

For what we use it for I don't have many things I dislike.

What problems are you solving with the product? What benefits have you realized?

In general SFDC is cumbersome and not very intuitive for users, with Slack and Troops it makes it much easier to make edits and set reminders.

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Global Account Executive
Enterprise
(1001-5000 employees)
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Verified Current User
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"Easy and painless"

What do you like best?

I like how the reminders are auto generated. It's also helpful when I'm notified if a client or prospective client signs up for a class or even doesn't attend.

What do you dislike?

I don't actually know how it all works. It would be nice if someone gave a training on how to take full advantage of Troops. It just runs automatically in the background.

Recommendations to others considering the product:

Take advantage of the features

What problems are you solving with the product? What benefits have you realized?

Troops has helped me stay more focused by prioritizing actionable items for me behind the scenes.

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Business Development Representative
Insurance
Mid-Market
(201-500 employees)
Validated Reviewer
Verified Current User
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"Troops boosts morale and keeps our BDR team on their toes"

What do you like best?

I like the in-time notifications in our slack channel when someone books a call. It's instant gratification for the BDR who booked it, and a little push to level-up and work harder to the rest of our team. In this line of work, little joys throughout the day are super important to keep spirits high and that aspect of troops gives us that.

What do you dislike?

Sometimes the integration isn't working and then we all get sad

What problems are you solving with the product? What benefits have you realized?

See what I like best section

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UI
Mid-Market
(51-200 employees)
Validated Reviewer
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"Love using Troops in my day to day workflow! "

What do you like best?

Troops take the work out of searching Salesforce or remembering to check Salesforce reports for upgrades opportunities, usage overages, etc. Every morning I wake up to custom alerts for my customers that are pushed to me from Slack. I then use the list of alerts as a to-do for that day's outreach or flag accounts I need to take a deeper look at. I also love how it pushes notifications to my team when we close a big deal or renewal-- it really rallies everyone together to bring in new or existing business. I am also horrible at remembering to put in call notes to Salesforce after the fact, but Troops makes it so easy by pushing me a slack notification after my calls. I just type my notes right into Slack and never even have to open Salesforce. It's great, I definitely recommend checking out Troops to see how it can make you and your team more efficient in your day to day.

What do you dislike?

I don't have much to say in terms of what I don't like about Troops. The one thing I can think of is sometimes I'll get a ton of alerts in our Slack channel and either forget to look back at the list later in the day or have to scroll through a ton of alerts to find the one I'm looking for. There are workarounds I could put in place though like sending an email as well, or setting a reminder in Slack to remind me of specific alerts I need to follow up on later.

What problems are you solving with the product? What benefits have you realized?

-Time management and productivity

-Exisiting business opportunity identification and qualification

-Prioritization around customer outreach-- which accounts need my time today and why?

-Cross-team communication, collaboration and accountability

-Identifying churn risks and acting on them before they become an issue/cancellation

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Senior Account Manager
Mid-Market
(201-500 employees)
Validated Reviewer
Verified Current User
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"Super handy and useful day to day"

What do you like best?

I love the automation of the product and how it syncs so seamlessly with Slack - its makes me more productive and in tune with what going on in the business with my clients without having to deep dive into Saleforce

What do you dislike?

A couple of teething issues at the start for me getting the system synced.

Recommendations to others considering the product:

Very easy to use and the support are incredibly helpful

What problems are you solving with the product? What benefits have you realized?

transparency within the org for our customers

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UH
Mid-Market
(51-200 employees)
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"Great for saving time and collaborating"

What do you like best?

Troops helps me quickly view details on an account and change key values without having to pull up a browser and login to salesforce and searching from there.

What do you dislike?

I don't have anything I can think of, it works perfectly for what I use it for.

Recommendations to others considering the product:

Pilot with a group of people who are on the ground, they can often think of innovative ways to use the product and streamline processes for a full roll out.

What problems are you solving with the product? What benefits have you realized?

It has made our sales handover process much easier as well. As a company that lives in slack and collaborates openly, troops has moved us along in efficiency and collaboration.

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A
Mid-Market
(51-200 employees)
Validated Reviewer
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"Great tool for SFDC ease of use"

What do you like best?

Salesforce, while being an integral part of a lot of businesses, is a clunky tool and isn't that easy to use. For organizations that utilize slack, Troops is an essential tool for easing the pains that SFDC causes, increasing access to information, and making it easier to enforce SFDC hygiene. It's been an indispensable tool for me.

What do you dislike?

Unfortunately, Troops is limited by the limitations of Salesforce. I've looked to Troops to help workaround issues that aren't easily solved by SFDC, and not been able to resolve them. However, objectively this is an unrealistic expectation.

What problems are you solving with the product? What benefits have you realized?

I've used Troops to help facilitate executive level communication and data sharing, ease updating for my sales team, and facilitate our sales process with workflow notifications. It's helped save time and stress, at a very reasonable price point.

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Operations
Mid-Market
(201-500 employees)
Validated Reviewer
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"Great sales tool to keep SFDC updated"

What do you like best?

Ability to update SFDC via slack, great for our AEs who are on the go. Great support team! Highly recommend Troops.

What do you dislike?

Limitations due to Slack. For example, Slack limiting 5 editable fields. Troops support team is great for coming up with ideas for workarounds.

What problems are you solving with the product? What benefits have you realized?

SFDC timely data entry and celebrating wins together.

Troops User Ratings

9.3
Ease of Use
Average: 9.0*
9.7
Quality of Support
Average: 9.4*
9.1
Ease of Setup
Average: 9.0*
* AI Sales Assistant Category
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