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55 Topics
BrynjaHill
Community Manager
BrynjaHillCommunity Manager
published in Cadence
Are your reps following through with their cadences? 👀

Hey Champions!  Brynja here - Your Community Manager! 👋🏼 Cadences allow you and your team to configure personalized touch points to engage buyers. But, what’s the best way to track whether or not your reps are actually following through with their cadences?  Check out the Salesloft Best Practice linked below that our team wrote, which highlights the number of prospects added by reps, viewing overdue steps, reviewing calls by reps, and more! Measure Cadence Accountability in Salesloft 🤓 What are your thoughts? Are there other ways you go about it?       

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BrynjaHill
Community Manager
O
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OliviaRundioChampion
asked in Conversations
Issues with Zoom Meeting Recordings

In the past 30 days we’ve had about 171 incomplete Zoom Recordings. I’ve surfaced this 2X in Salesloft office hours but with no resolve to our issues and am curious if other admins have found tips to prevent issues. From what I can see, Zoom settings are enabled, Calendar syncs are on, Video Conferencing is on, but we are still seeing incomplete calls. 

171
Alice Bedford
Discussions Moderator
Salesloft_Rob
Discussions Moderator
Salesloft_RobDiscussions Moderator
posted in Conversations
The Public Sector and Call/Meeting Recordings

📣 Calling all Public Sector Sellers  📣 Does your organization have a team selling into PubSec? If so, how are you handling Call Recording best practices? Whether it’s calls made through the Dialer or recorded meetings with Zoom, Google Meet, etc. I want to hear from you in the comments!  Do you a have recording message announced at the start of call/meeting?  Are you asking to record calls/meetings prior to recording?  Are you auto recording all calls/meetings, unless specifically asked to not record by meeting attendee?  Do you keep your call recordings for a specific amount of time?  I have a customer ramping up their efforts to create a PubSec selling team, so I’d love to hear what’s worked well for your sellers, any best practices you’ve defined, and how you handle security and compliance concerns around recording. If you’re open to an exploratory conversation with my customer to share your expertise here, I’m not afraid to send you some Salesloft swag in return 😁  

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A
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T
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TaureanCurryChampion
asked in Analytics
Email Opened Feature

Hi-I notice when I click on an email within my inbox I receive a notification stating the account just opened the email I sent. Is there a way to only receive those notifications when the intended account opens the email only?Thanks in advance. 

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seknorton
Discussions Moderator
N
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NevilleDePassChampion
asked in Cadence
How long are your cadences to prospects?

Hi all, I’m looking for some feedback on these questions:How long (period of time) are your cadences to prospects? How long (length of email) are your messages to prospects? What have you found to be helpful in getting high open rates and replies? Thanks for your help!V/r,Neville  

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Jeff_Burns
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A
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AdamChampion
asked in Cadence
Ownership over Team Cadence Creation

Hi allWe have a high volume of personal cadences and would like to create a library of Team Cadences in 25’.  Our challenge is we don’t have a copywriter who can write these. We have SME’s in Product Marketing but they don’t have experience writing sales emails. I'm wondering how other people are creating team cadences at scale. Is it sales-owned? SDR/BDR Managers? Marketing? A combination of everyone pitching in? We’re a large, multinational organization with a complex product so would be particularly interested in people working in similar types orgs who also don’t have one person creating cadences for the sales org. Thanks, everyone. 

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E
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V
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VivekVibhakarChampion
asked in Analytics
Cadences analytics not getting fetched within salesforce.

I create Cadences and BDR work on those cadences but I am not able to pull those salesloft analytics within salesforce by creating reports there. As my salesloft instance perfectly syncing with salesforce and fields were mapped also .

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V
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eddie.sempek
Champion
eddie.sempekChampion
asked in Cadence
Multi-Threading Best Practices

I’m seeking best practices for implementing and tracking multi-threading in Salesloft for BDR/SDR team. The parent cadence will have steps the team member doesn’t need to complete on a multi-thread. I’m not certain I want the BDR skipping steps, so I’m considering adding separate cadences that are “linked” to the parent cadence so we can track the implementation and activity of additional people at a company. One of the workspace cadence groupings is by account, so the BDR will have an efficient way to see all steps for an account. Any feedback and suggestions would be much appreciated!

553
SheenaJohnson
Discussions Moderator
G
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GalenWeaverChampion
asked in Platform & CRM
Meeting Creation integration with Salesforce

When creating meeting in Salesloft I want the meeting to be created in Salesforce as well.   The issue is I need the meeting to be assigned to the AE but its created by the SDR.  If I make the meeting owner the AE is both the Assigned To in Salesforce (which is good) but the AE also shows as the Created By in Salesforce (which is bad)  I  can use the booked by field but then my reporting in Salesforce get messed up.  I need to for the SDR to be able to create the meeting in Salesloft for the AE, then in Salesforce I need the meeting to be Assigned To the AE and created by the SDR. I’ve tried everything I can think of, any suggestions? 

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Salesloft_Rob
Discussions Moderator
T
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TanyaFChampion
asked in Rhythm
Managing teams' workload

How do managers/admins quickly view their teams daily workload or have visibility into the teams' rhythm activity? Our manager is looking for a way to have visibility into her teams' daily outreach activity. In our current system we have a way to view this but have not been able to find a way to view daily outreach activity without 'acting on behalf' of a user and looking at individual rhythms. We learned that SL does not have a direct feature to view what is specifically due for users in terms of daily outreach activity but that there is a “scheduled actions” report in Coaching and I will check this out. We would love to learn how other managers and leads are reviewing daily outreach activity for teams. This is useful for several reasons and one is understanding how available or not team members are based on daily outreach activity workload.

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Alice Bedford
Discussions Moderator
D
Lofter
dave.peaseLofter
posted in Drift
Drift Contact Attributes: Displayed Name versus API Name

Contact attributes in Drift have two names- the display name seen within the Drift app and the API name used by Drift systems and the Drift developer API.  Sometimes, you may need to refer to a Contact attribute via the API name, such as when using personalization tokens within a Drift playbook. How do I find the API name of a Drift contact attribute?There are several ways to find the API name of a Drift Contact attribute but first it’s important to understand that Drift will automatically convert the display name of an attribute to snake_case. In other words, if you create a custom contact attribute with a display name of “My Awesome Attribute”, Drift will record the API name as “my_awesome_attribute”. Special characters are ignored during this conversion to snake_case, so that a display name of “Dave’s Awesome Attribute!” would be given an API name of “daves_awesome_attribute”.  And finally, Drift will also convert other case styles to snake_case. Some examples include: Display Name

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D
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EstherBex
Champion
EstherBexChampion
asked in Cadence
eMail frames/tables cadences

Hi all, I have a question about the email layout in cadences. As soon as I try to add mutable pictures, I struggle to get a nice layout as I would get in Outlook direct. Has anybody ideas how I can import, add nice email layouts to cadences in SalesLoft? Thanks

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Salesloft_Rob
Discussions Moderator
P
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PaulGilbertChampion
asked in Cadence
To link or not link that is the question

I tend to start off outbound cadences with text emails and then during the cadence steps add links. I Get good views but wanted to get feedback from others on what works best for them with building out cadences targeting new prospects. 

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P
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EstherBex
Champion
EstherBexChampion
asked in Drift
Can you filter by region in Drift?

Hi all, I am new to Drift, and I am struggling to get the best out of it. We are divided by federal State, but I don’t see a filter option in Drift. Thus, I see many accounts and contacts that are not relevant to me.  Can somebody help? Thanks,Esther 

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SheenaJohnson
Discussions Moderator
D
Lofter
dave.peaseLofter
posted in Drift
Dynamic URLs in Drift Playbooks using personalization tokens

Did you know that you can build dynamic links within a playbook by inserting a contact attribute as a personalization token into the URL?  This let’s you do things like build a unique link to a resource depending on the site visitor or direct a site visitor to a knowledge base search page with the search query pre-populated.Setting this up is fairly easy, you just need two things:The Drift contact attribute holding the value you’d like to add to the dynamic URL.  In the demo shared below, I use a custom field called “search_term” which holds the site visitor’s input from a previous question node in the playbook. The URL to which you’d like to append or insert the dynamic value.  In the demo I use the Salesloft help page search URL which looks like: https://help.salesloft.com/s/global-search/With these two pieces of information you can build your dynamic URL. In the editor of the playbook node where the dynamic link will be displayed, use the create a link button to populate the visible

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D
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Mark Tonsetic
Lofter
Mark TonseticLofter
posted in Platform & CRM
Have you checked out the Salesloft AI Assistant?

Have you used the Salesloft AI Assistant? If you look on the lower-right corner of your screen, you’ll see it represented by a small icon that looks like a speech balloon (click on the icon to launch it). Better yet, you can also find it in the Salesloft platform - go to your Profile, then click on ‘Ask a Question.’ I’d love your feedback on two questions -Have you used the Assistant? How can we continue to improve it? ‘Salesloft AI Assistant’ can be a mouthful. Should we name it to something more personal (for example, like ‘Siri’ on your iPhone)?

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Mark Tonsetic
Lofter
S
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silveroliveChampion
asked in Analytics
Analytics

Is there a way to identify specific emails within a cadence where the BDR has personalized the content? Is it possible to determine which step in the cadence has been personalized the most? How does the snippets reporting work? e.g. if we want snippets to be factored as personalization, is there a way to show that usage by individual user?

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SWaldman
Discussions Moderator
S
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sakinnaChampion
posted in Cadence
Hack I Learned to Increase Personalization

Personalization increases success, without a doubt.Where I’ve had issues in the past is being able to enforce it or draw rep’s attention to the fact that they should be personalizing in their cadences or templates. The lovely team at Salesloft informed me that a great and quick way to do this is by creating a custom field called Personalize Here, not mapping it to anything, and then adding to emails where you want reps to personalize.When they attempt to send the email without personalizing, they’ll get an error because the variable isn’t pulling anything in.Definitely not foolproof, as they could remove it, but at least they get the automated guidance that they should be personalizing in-app in real time.

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Jeff_Burns
Champion
M
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MarkBaileyChampion
posted in Platform & CRM
AI Parallel Dialer

We are evaluating AI Parallel Dialers to increase the number of live conversations. Any tips?

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Alice Bedford
Discussions Moderator
P
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pmurraycc2024Champion
asked in Platform & CRM
User can't import leads form Salesforce to Salesloft

A user cannot import leads from Salesforce to Salesloft. All CRM connections, Chrome ext.., etc., have been checked, re-installed, etc. He clicks on leads and it seems to start moving to the Salesloft screen as if the import will complete, and then the Salesloft screen view just disappears. The leads do not import.Any suggestions?

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BrynjaHill
Community Manager
B
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BrianChampion
asked in Platform & CRM
Import bug fix not mentioned in the Salesloft Chrome release notes

I recently logged a support case because several coworkers were having trouble importing a Salesforce report into Salesloft. The import would get stuck on the 100% screen and wouldn’t finish. Salesloft support confirmed it was a bug that their engineering team was investigating.I noticed that a new version of the Salesloft Chrome extension (v1.4.0) was released on 11/14/24, according to the release notes. I went ahead and updated the extension, but I didn’t see anything in the notes mentioning a fix for the import issue. Will the release notes be updated to reflect whether this bug was addressed?Here’s the link for reference:Salesloft Chrome Extension Release Notes

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K
Lofter
S
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silveroliveChampion
asked in Cadence
Using a single cadence to reach to both registered v. attendees in a webinar follow-up cadence?

Has anyone implemented a single team cadence for a post-webinar follow up for both registered and actual attendees? We’d like to provide different messaging to each group on the first step. I was looking at leaving the email step blank and offering two templates for our reps to insert, depending on the lead. Any other ideas?

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SWaldman
Discussions Moderator
seknorton
Discussions Moderator
seknortonDiscussions Moderator
published in Analytics
Fall Launch 2024: Command Center & AI InsightsNews

 Hey, Champions!As you might have heard, today we launched our brand new Command Center, your new home base for revenue insights within Salesloft Analytics. ✨ This also includes the launch of new AI Insights, your agents for optimizing revenue performance derived from your historical data and actionable in your workflow.  👉 What does that mean for you?Make smarter decisions with insights from your entire revenue lifecycle streamlined and structured in one place  Improve performance with tailored AI Insights that prompt immediate actions in your team’s existing workflows Increase win rates and scale winning behaviors by better understanding at-risk deals, prospecting opportunities and coaching gaps.  ‼️ Ready to learn more?Visit our Command Center Product Spotlight to dive deeper into what Command Center is all about. Register for our upcoming webinars to learn more about Command Center & AI Insights.🔗 From Insight to Action: Introducing Your AI-Powered Command Center - November 1

2010
seknorton
Discussions Moderator
J
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JorgeDiazChampion
asked in Platform & CRM
Salesforce Integration

Anyone know why I cannot use a Salesforce dedicated “Integration User” license for the Salesloft → Salesforce Integration?Salesloft is adamant about giving up a Salesforce User License 

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T
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B
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BrianChampion
asked in Platform & CRM
Salesloft Chrome Extension Banner won't go away

My coworkers and I have noticed the Salesloft Chrome extension banner appearing more frequently today. I checked the Salesloft Chrome extension release notes, and it looks like a bug fix was released on 11/5/24 to roll back to version 1.3.12 due to reported issues with the "Loft It" button.After reloading the browser, the banner still appears sporadically throughout the day. Do you know when this issue will be fully resolved?  

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B
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