Centro solves problems

We wanted to highlight some use cases that we've seen with our customers. Don't see yours? Don't worry, we've seen it all and are ready to help craft your solution.

Slack-to-Case

Create a custom Form for internal employees or customers in Slack Connect to create Cases in Salesforce. Expose the fields and data you want. Keep the conversations logged and discoverable in Salesforce. Upload files to the Cases from the discussion.

Replace Chatter

Our patent-pending technology allows you to embed Slack on Salesforce records or even Experience Cloud sites. This unlocks  all the Slack conversations to your team. If you don't want to leave Salesforce, no problem: we include a mini-Slack client.

Slack Quote Approvals

Plug Slack into your existing approval process. We respect all existing workflows, making approvals in Slack a snap. Set the approval for a public channel, a private channel, or even a DM. The approver doesn't need to be a Salesforce user either: we audit the Slack user so you know who did what, saving you time and money.

Channel Management

Our automations keep Slack clean and make your team more effective. Create channels and add the team automatically when the opportunity hits a certain stage. Rename a channel when the deal progresses to a different team. Archive the channel once the project is complete - all with Centros intuitive automation.

Slack Activity Tracking

What's the biggest bummer moving the team to Slack? The conversation rolls off the page, making it difficult to capture. Our AI package Grok will summarize those conversations, and our automation will memorialize it for you, wherever you want it in Salesforce. Centro saves the Customer 360.

Escalation Rooms

When something goes wrong, it's no fun for anyone. Get the right context to the right team, so they can react quickly. Your customers want updates, we can email or SMS them straight from Slack. Don't worry: all of this is saved for retrospections so it doesn't happen again.

Shared Lead Rooms

You know that research that showed if you respond to a lead in an hour or less, your chance of closing increases significantly? Centro will pass your team the Leads instantly for them to coordinate, react to, and start a conversation faster than ever. 1 hour response time? Try 2 minutes with Centro.

Project Team Rooms

Implementation teams have the most success when they know exactly what they're doing, when they need to do it by, and who's doing what. Integrate your favorite Salesforce project management tool in Slack, where they can keep the project on pace for success.

Deal Progression

What makes a deal a mess? Hand offs. From the business development team, to pre-sales, to account executives and finally customer success, a lot can get lost in translation. Keep context and understanding through all handoffs with Centro.

Want help getting started?

We include quick start packages for the most common use cases. Need something super custom? Don't worry we have your back with professional services from our trusted partners.

Slalom is a global consulting firm focused on strategy, technology, and business transformation.In 41 markets around the world, Slalom's teams have autonomy to move fast and do what's right. They are backed by regional innovation hubs, a global culture of collaboration, and partnerships with the world's top technology providers. Founded in 2001 and headquartered in Seattle, Slalom has organically grown to over 11,000 employees. Slalom has been named one ofFortune's 100 Best Companies to Work For six years running and is regularly recognized by employees as a best place to work.

Visit Slalom

Trust us when we tell you, our heads are in the clouds! At NuAge Experts (A ConvergeOne Company), we live, eat, and breathe Salesforce. Our team of experts, with over 235 certifications among them, comes to you with deep technical and business experience. Many of our consultants have come from companies where they drove a digital transformation from within and understand the challenges that go alongside large projects rooted in the very processes that drive a business.

Visit Nuage Experts

Northbound Consulting delivers world class professional services for Salesforce and AppExchange implementations. We specialize in streamlining processes, developing requirements, and translating your future state dreams into a reality. Whether you are implementing a brand new Salesforce project, recently purchased App from the App Exchange, need to complete a special project, or just need some additional support; we will meet you at the Trailhead and show you the way.

Visit Northbound

Vantage Point Consulting is the Salesforce implementation and consulting partner for Financial Services. We are an employee-first and client-success-focused boutique end-to-end Salesforce Silver Consulting Partner with an exclusive focus on Financial Services and deep expertise across all Salesforce products. We partner with our clients to help them get the most out of their investment in the Salesforce platform to meet business goals and objectives. Whatever your needs, we’re here to serve.

Visit Vantage Point Consulting

Increase capacity. Expand Expertise. Data migration, integration, LWC, Apex, and Heroku help for the Salesforce Partner Community.

Visit Pylons

The CRM Firm is a registered Salesforce® Consulting Partner, Non-Profit Partner, and Equality Partner. The CRM Firm is your choice for delivering expert implementation services and creating custom CRM solutions to help your business succeed.

Visit The CRM Firm

Start saving time in Slack and Salesforce

Tell us about your use case and we'll get you started in minutes. Don't know what you want yet? No problem, we'll help you craft your dream integration based on your business.

Try Centro
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