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 customizable dashboards, making it easier for sales reps to manage and update opportunities directly from Salesloft, with bi-directional sync to Salesforce.
- Salesloft Deals provides analytics and reporting tools to help sales leaders gain insights into pipeline health, deal conversion rates, and identify areas for improvement in the sales process.
If you missed this session, no worries! You can view the recording here on our Resource Center.
But if you want to experience this session live, we have 2 more sessions available that you can register for! We will continue hosting this session through the rest of 2024. See dates and links to register below:
Have any questions for us? Comment below to start the conversation!