Deals & Forecast

"What are the risks on this deal?"My RVP asked that exact question — not to our team, but to our AI agent inside Salesloft “Ask Salesloft”.In seconds, she had a list:* MEDDPICC gaps* Champion isn’t the budget owner* Low engagement from the economic buyer10 seconds. Not an hour scrubbing through emails and call recordings. Not relying on gut feel. Just a clear, AI-driven snapshot of what could make the deal fall apart.This shift — from reactive to proactive — is a game-changer. Not just for reps, but for leaders who need clarity across dozens of deals.You can’t coach what you can’t see. But now, the signals are surfaced for us.Deal strats should no longer be rep story time.👀 If you’re leading a team and curious how this kind of insight changes deal momentum, let me know in the comments!

Hello Salesloft community members,I’ve been exploring SalesLoft as a potential sales engagement platform, and while the features look impressive on paper, I’d love to hear real-world experiences from those actively using it.Key Questions for the Community:Daily Usability:How intuitive is the interface for your sales team? Any steep learning curves?Does the cadence automation actually save time compared to manual outreach?Impact on Results:What measurable improvements have you seen in response rates or pipeline growth?Any surprising limitations in reporting/analytics?Integration & Workflow:How well does it play with your CRM (Salesforce, HubSpot, etc.) in practice?Any clever hacks to maximize efficiency?Pricing vs. Value:For the cost, would you say it’s a ‘must-have’ or ‘nice-to-have’ for SMBs vs. enterprises?My Initial Take:Testing showed strong email sequencing, but I’m curious about long-term deliverability.The ‘Phone & Video’ tools seem promising—do they work as seamlessly a

Hey Champions!It's Ashley from Salesloft Consulting Services, and I wanted to chat with you about something that I truly believe can transform how you manage your pipeline: Salesloft Deals. You know, we're all about maximizing efficiency and driving growth, right? And that's exactly what Deals is designed to do. Think about it: how much time do you spend trying to get a clear picture of your pipeline? Jumping between spreadsheets, trying to piece together the latest updates... it's a lot, isn't it? Well, Salesloft Deals gives you that single, unified view you've been looking for. Imagine having instant access to all your key metrics, seeing exactly where each deal stands, and spotting those potential roadblocks before they become real problems. That's the power of having everything in one place.  As you can see from the screenshot, Salesloft Deals provides a clean, intuitive interface that puts all your critical opportunity information at your fingertips. This visual representation all

Salesloft Deals is an opportunity management tool that integrates seamlessly within your sellers workflow's - helping increase team efficiency and effectiveness within their sales process.In the first Admin Essentials session on Deals, our very own Matthew Wakefield and Margaret Caswell discussed the intricacies of configuring the Salesloft Deals platform for Salesforce users. They delved into features such as the pipeline view, deal status, and buying groups, highlighting how these tools integrate into daily workflows to enhance productivity and streamline opportunity management.Throughout the session, they provided insights on optimizing deal tracking and leveraging analytics for improved sales processes.  Here are some key moments we took away from this session:The Salesloft 'Deals' platform is designed to streamline opportunity management for sales reps by integrating it into their daily tasks and providing a clear pipeline view. The platform offers features like inline editing and

I’ve been focusing on supporting sales managers to use Salesloft to revolutionize their pipeline calls. However, this is a new tool. The sales team recently went through MEDDIC training and I’m curious if anyone has ideas on how I can bridge the gap to better help the team. They keep their pipeline calls private, so I run independent training with the sales managers. 

As a Customer Success Manager here, we don’t own the renewal process however we are really close to customers and if there is any risk on an opportunity. I wanted to share one way our team uses Deals/Pipeline View to help communicate the health and risk of our renewals, and set our Renewals team up for success, By pulling in required fields—Best Case, Worst Case and Expected Values along with our CS Next Step Notes field - we created a more streamlined and informative dashboard for Managers and Executives. Here are a few reasons why this approach could be a game changer for our team: Increased Clarity: Having these fields visible in the Pipeline view allows us to quickly assess the status of each deal at a glance and we only need to update the information that matters. We can also easily identify which renewals need immediate attention and which ones are on track. Improved Accountability: By us all using this shared dashboard it encourages our team to keep the data updated and accura

Alice here, a Senior Customer Success Manager in EMEA! I’ve been with Salesloft for two years but my background has mainly been sales.  How often do you ask your team, how confident are you that this deal will close? I know in my previous sales career, I was asked this alot.  Tired of asking the same questions when reviewing team pipelines? I’d recommend having a look at our deal gaps.  Deal gaps are a great way to identify leading indicators of pipeline health. We will then assign color coded numbers to notify you of whether your Deal is healthy or not.  Salesloft uses deal gaps such as how many stakeholders are assigned to this deal? & when was the last activity associated with this deal? I’d love to hear what your deal gaps would be? Comment below