Wiser for Slack
Smarter deal and account briefings—delivered where your team works
Overview
Wiser connects your sales intelligence directly into Slack so your team never misses a beat. Get scheduled briefings on your pipeline, upcoming calls, and account activity—all without leaving Slack.
Instead of digging through your CRM or listening back to calls, Wiser brings the right insights to your team’s Slack channels at the right time.
How It Works in Slack
Once connected, Wiser sends automated updates directly into Slack, tailored to your workflow:
Call Briefings
Summaries of past or upcoming calls so reps walk in prepared and walk out aligned.
Deal & Account Updates:
CRM insights (stage, value, recent activity) delivered straight into Slack.
Scheduled Reports:
Daily or weekly team briefings on pipeline health, account trends, or competitor mentions.
Note: Wiser does not respond to direct messages in Slack. All updates are triggered by scheduled workflows or events (e.g., when a call is scheduled or completed).
Why Teams Use Wiser in Slack
Once connected, Wiser sends automated updates directly into Slack, tailored to your workflow:
Stay Aligned
Everyone from reps to managers sees the same account context in real time.
Save Time:
No more chasing down call notes or deal updates.
Win More:
Teams can spot risks and opportunities faster when intelligence flows directly into Slack.
Getting Started
Once connected, Wiser sends automated updates directly into Slack, tailored to your workflow:
Click Add to Slack to connect Wiser to your workspace.
Choose which channels and teams should receive updates.
Set your preferences for scheduled briefings or event-based triggers.
Start receiving insights automatically—no manual setup required.
