All Use Cases

Weekly Recap

Send a Weekly Recap of All Leads Assigned to Each SDR on Slack

Sidekick will keep a track of all the leads that have come in recently and send a weekly report to each SDR. Sidekick also tells them which leads have been contacted, and where they are in the Lead Status. Ensure that no lead falls through the cracks.

Customize Message

Create the message you want Sidekick to send. Choose the properties to populate with data along the message.

Create Your CTA

Choose the properties you want to update from Slack and the Call to Action buttons available with every message.

Choose Where to Publish

Choose whether to send this message to a Slack channel, as a Direct Message or to a group of users on Slack.

Your Sales Team Will Love Sidekick

Ensure all leads assigned are worked upon.

Ensure all leads assigned are worked upon.

Customize list based on your own criteria.

Customize list based on your own criteria.

Choose Call to Action buttons that work for you.

Choose Call to Action buttons that work for you.

Prioritize your followups right from Slack.

Prioritize your followups right from Slack.

Get Your Team a Sidekick

Create an account and take Sidekick for a spin.
No strings attached, no commitment, no credit card required.

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Request a Demo

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