Overview
RB2B’s integration with Slack allows teams to receive real-time notifications about de-anonymized website visitors directly in their Slack workspace. This integration bridges the gap between website traffic data and actionable insights, enabling swift collaboration and strategic decision-making.
This playbook outlines best practices and strategies for using Slack in conjunction with RB2B to optimize your lead engagement and sales efforts.
Best Practices for Using RB2B Notifications in Slack
1. Designate a Dedicated Slack Channel
Create a channel such as #rb2b-notifications to centralize all RB2B updates.
Limit channel access to relevant team members (e.g., Sales, Marketing, Customer Success).
2. Create Notification Rules and Tags
Use RB2B’s filtering tools to focus notifications on high-value opportunities.
Consider leveraging RB2B's Hot Leads tagging feature to send only visitors matching your Ideal Customer Profile to Slack.
3. Integrate Notifications with Workflow Tools
Pair Slack notifications with tools like CRM systems to log visitor data and assign tasks automatically.
Use Slack apps like Zapier or Make.com to automate workflows based on RB2B events.
Collaborating Around Notifications
1. Establish a Response Protocol
Define a clear process for handling notifications. For example:
Sales representative acknowledges the notification by reacting with an emoji.
Assign follow-up tasks within Slack or your CRM.
Update the team on the status of the lead.
2. Use Threads for Discussions
Start a thread under each notification to:
Discuss strategies for engaging the lead.
Share context from past interactions.
Tag team members who should take action.
3. Escalate High-Priority Leads
Set up keyword-based alerts in Slack (e.g., “CEO” or “Fortune 500”) to notify key stakeholders when significant leads appear.
Use Slack’s “@here” or “@channel” mentions sparingly for urgent leads.
Enhancing Engagement with Slack Tools
1. Use Slack Reminders
Set reminders for follow-ups on leads using
/remind. For example:/remind me to check back on Acme Corp tomorrow at 9 AM.
2. Leverage Slack Apps
Integrate Slack with tools like Google Calendar or Trello to schedule and track lead engagement activities directly from Slack.
3. Pin Key Notifications
Pin high-priority notifications in the channel for easy access and reference.
Metrics and Reporting
1. Track Engagement
Monitor Slack activity metrics to ensure timely responses to RB2B notifications.
Use tools like "Slack Analytics" or third-party reporting apps to evaluate team performance.
2. Review Lead Outcomes
Cross-reference RB2B notifications with CRM data to analyze:
Conversion rates
Average response times
Revenue generated from Slack-sourced leads