When it comes to syncing data with Salesloft, you’ve got options. 

Here’s a quick rundown of the pros and cons of syncing all records versus selective syncing to help you decide what’s right for your team:

Syncing All Records

Pros: 

• Streamlined Syncing: All records are synced, including calendars and emails, reducing errors and missed syncs.

Cons: 

• Cluttered Workspace: Pulling in all records can create a cluttered environment, making it harder to focus on the right prospects.

System of Action: Salesloft should be your system of action, not just a system of record. Too many records can make it challenging to drill down and prioritize effectively.

Selective Syncing

Pros:

• Focused Efficiency: Sync only the most relevant records, keeping your workspace cleaner and more manageable.
• Better Prioritization: Easier to target and engage with high-value prospects without the distraction of unnecessary records.

Cons: 

• Potential Sync Gaps: May require more manual setup and monitoring to ensure all relevant data is synced properly.

Which Option is Right for You?

It ultimately depends on the cleanliness of your Salesforce data. If your Salesforce is well-maintained with minimal duplicates and misalignments, syncing all records might be a viable option. However, if data quality is a concern, selective syncing might be the better choice to maintain a more organized and actionable workspace.

What’s your approach to syncing records? Share your thoughts and experiences in the comments below!

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Additional Resources:

• Manage CRM Sync