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In today's fast-paced sales environment, time is your most valuable asset. Sales professionals like AEs and SDRs often find themselves spending significant time crafting personalized email replies and unique one-off messages, pulling them away from core selling activities. The Email AI Assistant enhancements are designed to streamline this process, offering a powerful way to refine your emails quickly and effectively.By following these best practices, you can ensure you're maximizing the benefits of this powerful tool while maintaining your personal touch and achieving optimal results in your email outreach.Key Practices:Practice 1: Experiment with Tone Options for Optimal Resonance The AI Assistant offers a range of tone adjustments to help you tailor your message to different recipients and situations. You can explore options from "More Formal" for executive communications to "Casual" for warm leads, and even options like "Confident" or "Empathetic." Understanding how different tones

Hey Champions 👋🏼 We’re back with another Sideline Strategy for you! This week Eric Luetters, Senior CSM, is here to talk about influencing a Cadence with the AI Knowledge Library. 🎬👀 Watch the ~3 minute video below and make sure to drop your questions or thoughts for Eric in the comments!  Thanks everyone. We’ll see you next Wednesday! 💚

 🧠❓What's your strategy for auditing and retiring old or underperforming Cadences and Templates?  Let your fellow admins know in the comments so we can all learn from one another!

Anyone else have constant disconnection issues with the Chrome Extension? Each and every day, and sometimes multiple times a day, my team members have to re-login with the Chrome Extension.Unfortunately there is no glaring !! RECONNECT NOW !! notification or icon for the users so half way through their day emails stop be tracking into SFDC. Wondering if anyone else has come across this issue and if there is a solve. Any ideas welcome :) 

Hey Salesloft Admins! 👋 I’m Nellie, Senior Customer Education Instructional Designer at Salesloft. I’m excited to announce that the refreshed Salesloft Administrator Certification and the brand-new 2025 Recertification course are now available. As Salesloft continues to innovate, we want to ensure your skills are always current. We've updated the content in our main certification, and we've launched a new recertification to keep our experts sharp. Which course is right for you?Salesloft Administrator Certification: If you need to earn your certification for the first time, this course contains refreshed content to provide you with the most relevant and up-to-date information on Salesloft product capabilities and best practices. 2025 Recertification course: If you are already certified, this new (FREE) course is designed to brief you on all the latest product releases and major platform changes since you last certified. It's the simplest way to ensure your expertise (and your Salesloft

Question why did we move the Succes button, think this needs to be a quick step. Not going to the dots and mark it like it now.

Hey Champions,  Happy Wednesday! Here’s your latest Sideline Strategy of the week.  Andi Gunadi, Solutions Architect, is here to talk about how you can make sure your cadences get credit for meetings and opportunities.  Watch the ~3 minute video about attribution below and make sure to drop your questions for Andi in the comments 👇🏼  Thanks for tuning in! 🎬

This session explained how Salesloft’s revenue team uses AI across the entire selling cycle to simplify daily work and help sellers focus on meaningful customer conversations. Everything operates on one connected loop: Signal, Research, Action, Review, Improve.In this session we covered:Research Agents prepare sellers with account and contact insights in seconds. Buyer Identification Agents uncover missing stakeholders and expand deal coverage. Meeting Prep Agents generate agendas and capture next steps automatically. Deal Health and Forecast tools highlight risks and predict deal outcomes with greater accuracy. Gemini notebooks analyze Salesloft call transcripts to uncover coaching moments, identify trends, and track questions from prospects. Gemini POVs connect our story to each prospect’s business context early in the cycle. A live walk through from a Salesloft AE on how he is leveraging AI throughout his sales processes. Access this Saleslove On Tour session deck below and fill out

The best GTM strategies are built on a deep understanding of the fundamentals. In this session we walked through how you can use buyer signals to drive precise seller action.  First we set the foundation with your Ideal Customer Profile (ICP) and the key personas within your buying committees. Using that strategic context, we then architected a modern, omnichannel signal engagement framework to help you deliver the right message to the right person at the right time.Once we had our strategic playbook for the "who" and "how," we turned to the "what." In our final exercise, we showed you how to craft hyper-personalised and effective sales emails with AI.  Access this Saleslove On Tour session deck below and fill out the workbook prompts for added learning! 💚 Tactics you can apply todayRefine your ICP: Combine firmographic, infographic, and “psychographic” (behavioural) data with anecdotes from interviews with your sales team in order to uncover who your best potential customers are and

Data tells you what happened. Signals tell you what to do next.  Access this Saleslove On Tour session deck below and fill out the workbook prompts for added learning! 💚 Prompts: Step 1: Discover the problemIdentify a single, pressing bottleneck or problem your team is facing (e.g., deals are getting stuck, manual research wastes time). My problem/bottleneck:   Step 2: Define the signal Based on the problem, determine the signal that would indicate this problem is happening. What specific action, tag, or data update would serve as the trigger? My signal (the trigger):   Step 3: Design the play Outline the sequence of actions that Salesloft would take in response to that signal. What steps would be in this new Play (e.g., Send an automated email, create a task for a rep/manager, alert a manager)? The play sequence: Action:  Action:  Action: Have questions or want to share your takeaways? Drop them below!

AI has reshaped the GTM landscape and, while a few companies are achieving rapid growth, most are still struggling to capture real value. Today is about bridging that gap by exploring the top AI use cases for revenue, collaborating with peers, and learning how to combine AI with buyer signals to drive growth. You’ll leave equipped with your own actionable playbook for using AI to drive immediate results and lasting transformation. Access this Saleslove On Tour session deck below and fill out the workbook prompts for added learning! 💚 Tactics you can apply todayIdentify a quick-win AI use case to test this week  Map the top buyer behaviours and signals your team can act on with AI Highlight the top AI opportunities to build team skills and drive strategic impact  Prompts: Which idea am I most excited to try?Where do I see new possibilities to use AI in my GTM motion? Who in my organisation should I share these insights with?  Have questions or want to share your takeaways? Drop them be

This session shows how to coach with data two ways — first the manual Salesloft flow, then the faster Sales Strategist Agent flow. Everything runs on one loop: Signal → Hypothesis → Validate → Behaviour change → Outcome. The agent returns a manager briefing, rep plans, and assignable tasks you can push to Rhythm so your time goes to coaching, not spelunking. Access this Saleslove On Tour session deck below and the tactics you can apply today! 💚 Tactics you can apply todayManager briefing > data diggingOpen the weekly brief, pick one team theme + one rep focus, assign two Rhythm tasks. Two CI touches/weekRequire two Request-to-Score calls per rep; review in 1:1s from the Coaching Page. Personalization floor Enforce ≥25% via a saved view; have the agent draft rep micro-plans for anyone under the line. ​​​​​​Have questions or want to share your takeaways? Drop them below!

Despite significant investment, the vast majority of GenAI initiatives fail. Yet, 5% of companies are realizing outsized AI ROI, according to recent MIT research. What makes these companies successful? It’s not model quality or regulation.  It comes down to a specific approach that marries technology with culture and process. This session covers the best practices for building your AI-first GTM plan and will provide you with an actionable framework for maturing your revenue program.  You'll have an opportunity to baseline your current AI maturity and will leave with a personalised roadmap to achieving AI success. Access this Saleslove On Tour session deck below and fill out the workbook prompts for added learning! 💚 Prompts: What are the 1-2 moments in my sales process where I think AI could make the most impact? What are my key use cases?What metrics could I measure as early indicators and use as internal proof to begin building consensus?​​​​​​How will I best ensure my AI programs a

Evolving buyer expectations, driven by a preference for digital, self-service, and personalised experiences, are reshaping the traditional go-to-market model. To meet today’s buyer where they are, marketing and sales must operate as a unified team.  We’ll explore real examples of what alignment looks like in action: building trust through joint planning and pipeline councils, using AI assistants to scale messaging and enablement, and turning real-time buyer signals into seller actions with LeanData and Salesloft.  Discover tactical examples to improve GTM collaboration and accelerate revenue growth. TakeawaysAlign on shared goals across sales and marketing Bake partnership into process Form a cross-functional marketing and sales pipeline council for regular alignment  Build a “one team” culture through intentional time together Operationalise success Bring marketing signals, messaging, and content directly into the seller workflow with LeanData + Salesloft Use AI to help drive consi

This session discusses top agentic workflows for sellers and the ability to identify your agentic priorities.  Access this Saleslove On Tour session deck below and fill out the workbook prompts for added learning! 💚 Identifying Your Agentic Priorities Where do you need to zero in?  Diagnose the problem: Identify your biggest point of friction (e.g., losing leads to competitors, deals stalling, or excessive manual work). Identify the bottlenecks to your problem: What bottlenecks are most impacting your teams? This will allow you to understand your pain point. Prioritise the solution: Now you can focus on building the one agentic workflow that will deliver the highest and most immediate return on investment. Prompts: Stack rank which agentic workflows you want to integrate into your selling motion. ​​​​​​Looking at the agents you just stack-ranked, what are some of the reasons you prioritised them? And what challenges do you anticipate when incorporating them into your workflow? ​​​​​​H

Hey Champions! Welcome back to another Sideline Strategy episode where an expert is here to share their quick tips on how you can level-up your game within Salesloft!  Super excited to share this week’s video from Francisco Olmedo, Strategic Success Specialist, as he discusses how to use the Live feed to start and end your day in Salesloft. 🏆 👀🎬  Watch the ~3 minute video below and drop any questions for Francisco in the comments!   Thanks for tuning in! We’ll see you next Wednesday! 🫡  

Calling All Salesloft Admins!  We’re so excited to officially announce our first ever Admin User Group!  This is the dedicated space for YOU, our Salesloft Admins, to connect, collaborate, and grow together. 🤓🧠🏆 Our mission is to create a supportive community where we can share insights, discuss challenges, and celebrate each other’s wins. 👉 Join the Admin User Group and read all about how to use the group and what you can expect each week!  See you there!  👀 P.S. Looking for admin specific content? Don’t forget to check out our Admin Resource Page too!

Hey Admins! Brynja here! Your Community Manager 👋🏼 We’re so excited to officially announce our first Admin User Group!  This is the dedicated space for YOU, our Salesloft Admins, to connect, collaborate, and grow together. 🤓🧠🏆 Our mission is to create a supportive community where we can share insights, discuss challenges, and celebrate each other’s wins. How to use this space: Connect & Network: Get to know your fellow admins, build relationships, and expand your professional network. Discuss Challenges: Talk through common issues and challenges you face, and brainstorm solutions together. Share Strategies & Successes: Discuss different strategies you've tried and tested, and share your best success stories, tips, and tricks. Learn & Grow: Swap best practices to make the Champions Hub the best it can be! Visit the Group Weekly: We’ll be posting a new resource and/or question each week!   Think of this as your admin 'Huddle'—a place to be open, ask questions, an

When we have an event I like to send out a bulk invite and can no longer do this. This is a huge part of my sales strategy. Please get bulk send back. 

See what's new in Salesloft! In this article, we will highlight Salesloft's newest features and functionality. New features are releasing in the following product areas:Prospecting AI, Data, & CRM Workflow, Rhythm, & Cadence Channels & Conversations DriftProspectingAI Email AssistantThe AI Email Assistant provides an integrated, AI-powered tool to efficiently draft and refine high-quality, personalized emails directly within your existing Salesloft workflows so you can focus on strategic selling and relationship building.Who: Available to all Salesloft users with the Generative AI feature enabled.Where: Can be found as the "AI Email Assistant" button within all email composition windows in the Salesloft web app (one-off emails, Cadence steps, and Play email tasks).When: This feature is available and will be rolling out to users over the next few weeks.How: Explore the feature by opening a new email composer in Salesloft. To learn more, check out the Generate an Email Draft

Hi, as contacts are owned by several persons of the account team in D365 we have no option to automate the contact ownership in SL. Is there any way with a play that we can update the contact owner to the account owner or any other suggestions  .. I get stuck at this point Would love to see an option to update to current account owner. 

Hi all, looking for a best practice to see a report on overdue steps for my team. So not the % of steps which have been overdue but the actual open step. We don’t use Salesforce.