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Salesforce, Workday & Slack Integration
Connect customer relationships with workforce management for complete visibility into customer-facing team performance and capacity planning.
Benefits
- Customer-facing team visibility
- Skills-based routing for opportunities
- Automated quota setting from HR data
- Real-time team capacity alerts
- Unified performance management
- Seamless handoffs between teams
Use Cases
- Sales capacity planning
- Customer success team management
- Territory and quota automation
- New rep onboarding and ramping
Architecture Highlights
- Employee-to-user mapping
- Org hierarchy synchronization
- Real-time availability status
- Performance data aggregation
Key Metrics
30%
Better capacity utilization
50%
Faster rep ramping
Real-time
Team visibility
100%
Quota accuracy
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