Slack is not your record system, and the agents do not treat it as one. It is where they tell people things: today's priority list, a stalled deal, a draft that needs approval. Connected to Slack, the agents can post to channels or send direct messages, and people can act from where they already work.
A good example is the morning list. Instead of asking everyone to open the CRM, a short message arrives with the top actions and a link to each record. A rep can mark one done or snooze it. When a draft needs approval, the message shows the text so the approver can decide at a glance.
Too many alerts turn into background noise. We agree the volume with you before anything is posted. Too many alerts turn into background noise, so we agree the volume with you before anything is posted. These are the choices we settle with your team first, ahead of any message appearing in a channel.
Approving a draft from Slack can be quicker than opening the CRM, and the decision is still recorded against the record. Sensitive actions can be set to need a named approver, so a reply from the wrong person does not count.
Agents read only the channels you point them at. If conversations in a channel hold private or sensitive details, leave it out. Slack suits teams that live in chat and want short nudges. If your team rarely opens it, email or the CRM itself may serve better.