Discuss Salesloft Products

Hey Champions! Turner Green, Salesloft Enterprise Account Executive, here! 👋🏼 I wanted to share a quick win I recently had with both our 🔍Account Research Agent and ✏️ AI Cadence Email Step Agent. A few weeks ago 6sense tossed a high-intent 6QA lead into Salesloft. In seconds, the AI Research Agent drafted a cold email for me, highlighting a key financial insight I would've spent ages digging for. Later that day, Salesloft then flagged high activity on the account’s receiving end (the email had been opened 13 times 👀), so I took a screenshot of the email analytics and sent it again through another email outreach. That led to me getting the meeting booked. Talk about less time researching, more time selling! I’m curious, have you tried using the Account Research Agent yet? Let me know of any wins you’ve seen yourself!  

Hi everyone,At my organization, we have a weekly KPI for our BDRs to add 5–10 net new accounts into sequence per AE. By net new, I mean accounts that aren’t currently active in any other sequence—essentially, fresh accounts being introduced into outbound efforts each week.We’re having a hard time figuring out how to track this in Salesloft. I’m aware of the “People Added” metric, which is great for tracking contacts, but I’m looking for the equivalent on the account level.The “Accounts Engaged” metric doesn’t quite help here, as it includes any accounts with activity, including those where BDRs are just following up with the sequence steps. We specifically want to measure whether BDRs are consistently replenishing their outreach pipeline with new targets.This feels like a pretty fundamental KPI. Am I missing something obvious? Or has anyone figured out a good workaround?Thanks in advance!

Hey there, I’m looking to see if there’s any way to access and export the sales calls and recordings outside of Conversations Insights. While there are some insights available in Conversations Insights, I’m looking for more specific trends, specifically, frequently asked questions. I’m guessing it’s not possible within Salesloft, but would love to be able to export, upload to my own LLM and then extract FAQs, recurring topics, etc. Has anyone had success in something like this? 

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 Salesloft Champions! 👋Sabrina Boyd here, a Customer Success Manager at Salesloft, and I'm personally using Meeting Agents every single day! It makes my life as a CSM so much easier, and I promise you, it's a super helpful tool for anyone who talks to customers and for all our amazing sellers. 🤩 This great tool is available right now, and it's helping so many of you achieve incredible efficiency and impact in your daily interactions.We all know the struggle: back-to-back Zoom calls, promising follow-ups, then trying to remember everything at the end of the day. Meeting Agents changes all that!Here's why our customers (and I!) are absolutely loving Meeting Agents because it helps us reach our Goal of being fully present, truly understanding what our prospects need, and focusing on bringing maximum value to our customers and closing deals:What makes it tough (Challenges):Forgetting call details after many calls. Having to write too many notes and not being able to truly listen. Wast

Any suggestions on the idea to set Preference for which phone number to use in dialer? Eg we have mobile as preference but we need to switch every time. Yes we can map our numbers differently but will have confusing naming conventions in the system.

Hi all,I have tried this a few times without success so thought I would ask the community.Has anyone had success pushing Conversation Intelligence data to Salesforce? It is pretty useless for us right now given that the information is locked into Salesloft and I cannot push it to an activity record. They just updated the API documentation (Fetch an extensive conversation | Salesloft API) allowing us to fetch basically any data we want from conversations but it is somewhat useless since I cannot pass a conversation ID along to an event. I was hoping to use Clay to create some systematic actions based on transcript content but I am at a loss on how I could do that without manually exporting conversation IDs every so often and then somehow manually linking them to their respective accounts, opportunities, etc.

Hey Champions!Ambar Estevez, Senior CSM here at Salesloft 💚I’m excited to share some insights on a game-changing Salesloft feature: the Account Research Agent. As a Salesloft expert, I’m always looking for ways to boost efficiency and drive better results for sales teams. This new tool is a total game-changer, and here are some things I love about it:Saves Time: Sales reps can save hours they used to spend on researching accounts. The Account Research Agent develops robust account briefs on demand. Improves Productivity: Teams can focus on high-value activities and increase productivity in pipeline generation and progression. Enhances Personalization: AI emails can reference account research to personalize each engagement. Provides Actionable Insights: The Account Research Agent doesn't just provide data; it suggests multiple sales angles and talking points. Streamlines Workflow: By integrating research directly into the prospecting workflow, Salesloft eliminates the need for reps to

Hi,Any suggestions on how to setup a process that enables a customer to answer a question, and based on the question route to a specific SalesLoft user’s meeting scheduler page?Example, if state = CA, use SalesLoft User A or if state = B, use SalesLoft User B.The meeting scheduler form in SalesLoft is limited and can’t support conditional logic. So I know I have to user some other solution. I can’t even send in values in the querystring into a Salesloft booking’s page :( Any suggestions, are welcomed. ThanksDavid

Hi Champions! I have a customer expanding into the EU and being mindful of GDPR laws, we are exploring the use of a custom email preference center link in place of Salesloft opt-out links. Anyone taking this approach? What works well? What doesn’t? Are you using a Marketing Automation platform for EPC links?  

I was unable to find an existing help article on this topic. We have a BDR out on leave. I’d prefer not to change the Salesforce flow to have all their leads be assigned to another team member. I’d prefer to use salesloft to process the re-assignment. Any best practices for managing team members out of office? If the best practice is to edit the source assignment rule then I’ll work with our SF admin.

Hi fellow Lofters - I’m a Salesloft admin for my org and I wanted to see how other admins and users might navigate this “issue.”Our org has established a domain send limit and it sometimes frustrates reps as they are trying to engage their prospects/customers (and especially multithread).  A particular problem some reps have is not knowing when/why they’ve hit our daily domain limit.Has anyone else found a way to easily investigate how many cadence emails are being sent to a particular domain?  Perhaps a Salesforce report?Curious to hear how other Salesloft teams are helping their reps with this.

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

Hello,  I noticed a new field on the Account Mapping Field Config Page. Called Company ID. What is it used for? Thanks!

Hello all!Not sure if this is the right place to ask this. Please point me to the right direction otherwise.Does anyone has an issue with MS Teams meetings not uploading to Salesloft?Thank in advance for any tips and trick you can share regarding this. :) 

HI Champions - I’m opening a ticket with Salesloft and plan to attend office hours, but I thought I’d also post here in case anyone is having a similar issue and found a magical solution. Case 1: The dialer is not allowing a user to connect in Salesloft (2nd image) Case 2:  User is working out of Salesforce and the call won’t connect, tested on several records (1st image)Steps taken:Chrome is updated Uninstalled, reinstalled extension Using latest Salesloft Chrome extension Restarted computer  

Hi Team - I am curious what is a realistic goal for weekly imports for a BDR/SDR. Currently I have their targets set at 200 imports/week to achieve 15 meetings / week and 10 opportunities / week. In addition, I am having issues with my team hitting their email domain limit which is postponing their outreach for days / weeks. This is effecting their on-time steps. Does anyone have a solution to this problem? Thanks! 

We’re interested in separating out activities from the analytics dashboard based on the account type. We deal with both end user customers and partners - and would like to be able to focus on each separately.Is there a method to do this within the Analytics section, or a workaround? If not, could we add this as an enhancement suggestion?Brian

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. 

📣 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 😁  

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. 

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  

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.