POV: You’re the (newest) Salesloft admin for your company

First off, a huge congrats! With great power comes great responsibility, but you’ve totally got this. We’re here to help you navigate your new role with some essential dos and don’ts. 
 

✅ Do: Configure your CRM like a pro! As the Salesloft Admin, you’re the gatekeeper of smooth data flow and ensuring key info gets logged properly. 

🚫 Don’t: Let that CRM data go stale. Help your sales team’s track all activities and engagements.

✅ Do: Set up user management and governance to boost efficiency. Give your team the access they need. 

🚫 Don’t: Overlook the importance of guardrails and group hierarchy. They are critical to protecting sensitive data. 

✅ Do: Keep your Salesloft environment neat and user-friendly. Organization is key! 

🚫 Don’t: Mix up the roles – Salesloft Owner, CRM Owner, and Cadence Assignee should be clearly defined to streamline your team’s workflow. 

✅ Do: Connect with other admins like you

🚫 Don’t: Feel overwhelmed. There’s a whole community here to help!
 

Being an admin is no small feat! What dos and don’ts have you picked up from your experience? Drop your tips below! 👇