Troops.ai surveyed more than 1,000 companies in order to highlight how C-Suite executives use Troops in order to easily access information from Salesforce to understand the health of their business. Learn what reports, notifications, and commands help them stay on top of everything! Create your free account today at https://troops.ai/

1. The Execs Guide
To Staying Out of
Salesforce

2. You run your business on Salesforce

3. THE STATE OF CRM
Yet this is how many of you feel about
using it day to day

4. And let’s not forget the folks you
constantly ask for stuff from...
Can’t they just learn
to do this themselves

5. We looked at the data and
C-Level executives are power
users of Troops.ai

6. We wanted to share with you how
they use it so you can too

7. Use Salesforce directly from Slack and configure workflow
& reports to make better decisions using TROOPS.

8. Popular C-Level Use Cases
*Source: Troops data, over 1000 organizations surveyed
"I love that Troops brings the heartbeat of
the sales team to the entire organization in
such an accessible and exciting way."
Clark Valberg, CEO & Founder

9. Top Reports The C-Suite Cares About
Forecasted Revenue1.
2.
3.
4.
Deals Closing This Month
Pipeline Created This Week
Stage Changes Weekly
*reports can be scheduled or pull ad-hoc using /troops-report and
viewed on mobile

10. Top C-Suite
Notifications
Big closed-wons1.
2.
3.
4.
Contracts/proposals sent
Closed losts w/ loss reason
Opportunities created over
a certain size
Flexible trigger
conditions
Customizable text
and data display
Streamlined
collaboration
Optional media
enhancements

11. Salesforce UI The
C-Suite Can Manage
The CEO view:
✓ Who owns an account
✓ Stage
✓ Amount
✓ Close date
✓ Contacts
✓ Next steps
*Any standard or custom field can be added to Troops
search & edit and pulled using /troops

12. You know what execs really like?

13. When Troops makes it easy for
their team for them to provide a
reliable forecast

14. Did we mention setting this up
requires no coding….

15. ...and actually works on mobile

16. Already have an account? Email us
at exec@troops.ai and we can
schedule time to get you set up

17. Or join over 1,000+ other companies
and get started for free at Troops.ai