Already on Slack
Health Check first, two to three weeks. What it finds decides what follows. It could be Slack Refresh where sprawl is the problem, or Enterprise Grid Uplift where structure is. It may be enabling the team or embedding AI.
Slack is no longer just chat. It now carries your apps, your CRM data and agents that act on both. We get the workspace governed first, then build the intelligence on top of it.
Book a Slack Health CheckNew Salesforce customers are provisioned with Slack from day one, so plenty of organisations already own a platform nobody has been made accountable for.
The conversation sits in one place, the record in another, and the decision in neither.
Channels multiply, naming drifts, sensitive material lands where nobody intended, and new starters cannot find anything.
Features arrive automatically. Staff are guessing what is safe to put through them.
Structure, permissions and data quality decide whether an agent helps or amplifies the mess.
Found, govern and secure the workspace, or clean up one that has sprawled.
Work the three layers in order, and reserve custom build for the work that needs it.
Enable one function at a time, against a measured result.
A retained partnership that keeps the environment healthy as the platform moves.
Health Check first, two to three weeks. What it finds decides what follows. It could be Slack Refresh where sprawl is the problem, or Enterprise Grid Uplift where structure is. It may be enabling the team or embedding AI.
Slack Foundations covers governance, architecture, security and integration, then the enablement that makes it stick.
Start with the AI Readiness and Data Grounding Assessment. It gives you the chance to check you have the foundations you need, and to explore the best way to move forward.
Pick the function and we enable it end to end, measured against a baseline we take on day one.
Most organisations treat AI in Slack as one decision and over-buy at the most expensive layer. Separating the three, and understanding the role and value of each, is a useful starting point.
Already carried by your plan on Business+ and Enterprise+. Nothing to buy. The work is governing what it may reach and codifying the skills, the repeat tasks, so anyone gets the same output and effort is saved.
Shared specialist teammates, Claude among them. Usage billed, light configuration, no data platform required.
Custom agents grounded in your CRM, acting on the system of record under Salesforce permissions and the Einstein Trust Layer. A real build.
The rule we apply: exhaust Layer 1, choose deliberately at Layer 2, and reach Layer 3 only where an agent must read and write the record. A fair share of briefs that arrive as “we need an agent” are finished at Layer 1.
Thin capability everywhere changes nothing.
Each engagement takes one named function, covers how that team works, builds the Slack and Salesforce capability under it, and measures the result against a baseline we take on day one.
Functions you may want to enable and enhance could include:
Event Delivery Enablement is a function that could be useful regardless of your organisation’s structure. A conference and a fundraising gala are the same operational problem in different words.
These can be standalone, bundled into Foundations, or run inside a managed service.
For Purpose delivery is adapted at no extra cost, including short sessions that fit around volunteer rosters.
A Solution Architect signs off the approach before build begins, and integration and agent work is evidenced against our testing standards before UAT. Client data handling follows the SalesFix AI Acceptable Use Policy in full.
Everything is scoped module by module and confirmed with you in a Statement of Work before work starts. Pricing in AUD.
You get a findings report, a roadmap and a straight answer about what to fix first, whether or not you do anything else with us.
Thanks. One of our Slack consultants will be in touch within one business day to arrange a short call and confirm what a Health Check would cover for you.