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SalesRevOpsPipeline

Quickly for Sales & RevOps

Query your pipeline, update deals, enrich contacts, and prep for calls—all from Slack.

#sales-revops
Emily Rodriguez
Emily Rodriguez10:42 AM

@Quickly what is my pipeline for this quarter?

Q
QuicklyAPP
Done!

I've completed the workflow. Check the linked tools for details.

For teams who need this solved.

AEs spend hours updating Salesforce instead of selling.

Pipeline questions require logging into dashboards.

Researching accounts and prepping for calls takes too long.

Quickly's solution: Quickly gives sales teams instant access to pipeline data, CRM updates, contact enrichment, and account research—all from deal channels where work already happens.

Key workflows

Query pipeline from Slack

Get instant pipeline summaries, deal statuses, and forecasts without opening Salesforce.

@Quickly what is my pipeline for this quarter?
@Quickly show deals closing this month over $50k

Update deals and log activities

Move deals through stages, log calls, and update CRM records without leaving Slack.

@Quickly move the Acme deal to Negotiation
@Quickly log a call with Sarah at Acme today

Enrich contacts and accounts

Find decision-makers, get verified emails, and research target accounts.

@Quickly find VPs of Engineering at Acme Corp
@Quickly what can you tell me about this company?

Prep for calls

Get instant account briefings with company info, deal history, and recent activity.

@Quickly give me a briefing on Acme before my call
@Quickly show all activities on the Acme opportunity

End-to-end example

1

AE finishes a discovery call.

The call went well but updating Salesforce feels like a chore.

2

Quick update with @Quickly.

"@Quickly log a discovery call with Acme and move the deal to Discovery stage."

3

CRM updated instantly.

Quickly logs the activity, updates the opportunity stage in Salesforce, and posts a confirmation.

What teams get with Quickly

Less time in Salesforce, more time selling.

Pipeline visibility without dashboard hopping.

Research accounts and prep for calls in seconds.

Ready to streamline your sales & revops workflows?

Get early access and set up your first workflow in minutes.

Apply for early access