The Basics
We built this add-on because our customers had a huge gap of customer data in their CRM. The same expectations of fluid data flow from emails and video calls to their CRM did not exist for their Slack conversations and interactions.
We set out to fix this by focusing on:
Conversations
Every conversation in email or a video call would’ve been synced to your CRM as an Activity. Now those are chats happening in your shared Slack channel and are not tracked.
Contacts
Every contact that you email or have a calendar meeting with would’ve been synced as a Contact and Contact Role. Now they get added into your Slack channel and don’t get tracked.
Supercharging Pylon Workflows
Every email tool is able to work off of CRM logic, Pylon should be no different.
Reasons to Consider the CRM Sync
#1 Your CRM is your Source of Truth
If your Sales or Customer Success team uses your CRM as a place to have visibility on deals, and your conversations are happening in Slack, you have a huge gap.
Your options are:
- Ask reps to mannually log conversations 👎
- Have missing data in your CRM 📭
- Let Pylon log all conversations automatically ✅
Here’s a table with conservative estimates of how much time your team would need to spend keeping your CRM up to date with Slack conversations. This assumes summarizing a conversation and logging it in your CRM will take 5 minutes.
| Reps | Customer Conversations in Slack / Day | Time Spent Logging Data / Month |
|---|---|---|
| 1 | 5 | 8hrs |
| 5 | 25 | 40hrs |
| 10 | 50 | 80hrs |
| 20 | 100 | 160hrs |
#2 You have Workflows Powered by CRM Data
If your Sales, RevOps, or Customer Success teams leverage Activity data, not
including Slack conversations means those workflows won’t work.
Let’s say you have 1 conversation per week per account on average. For 100 accounts your CRM is missing 5,200 activities per year.
Common workflows that break without Activity data:
- Pipeline Cleaning
- Revenue Forecasting
- Reminders to Checkin after Periods of No Activity
- Customer Health Calculations to Predict Churn
- Syncing Data to Customer Success Tool
#3 You want your CRM Data Powering Pylon
When you connect your CRM to Pylon, existing features become much more powerful.
In particular:
- Sending Broadcasts to customers who have certain attributes
- Filter Analytics based on CRM Attributes
- Setup a Prospect or Customer Channel directly from your CRM