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55 Topics
L
Champion
LaurenHChampion
asked in Drift
Will articles from community.drift.com migrate over to champions.salesloft.com? 

Will the articles from community.drift.com migrate over to this hub? A coworker wanted to share a discussion post with me related to "IntegrationRequest failed and no fallback available" failures in Drift that she found last week, but I get redirected to the Champions Hub homepage when I click the link and nothing pops up when I search "IntegrationRequest”. I’m not in desperate need of the info in the discussion, but it did bring up this point that I’m curious about. 

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A
Champion
danielleb
Champion
daniellebChampion
asked in Analytics
Activity Tracking for Email Replies

Activity Tracking for Replies: When we respond to a prospect’s email, it doesn't register as an email activity in the tracking dashboard. Could you clarify why this is happening?

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Salesloft_Rob
Discussions Moderator
miminoto
Lofter
miminotoLofter
posted in Conversations
Takeaways from our first Admin Essentials session on Salesloft Conversations!

Salesloft Conversations leverages powerful AI to transcribe, analyze, and summarize every conversation to save your team time and sell more confidently.In our first session, our very own David Harris and Joshua Keeler discuss the benefits and setup of Salesloft's Conversations within organizations. They explore how to configure Salesloft to integrate with web conferencing platforms and demonstrate how frontline users can effectively utilize conversation recordings to improve performance and facilitate collaboration. Additionally, they cover best practices for capturing, transcribing, and leveraging call data to enhance team efficiency and engagement.The webinar focuses on the benefits and configuration of Salesloft's conversation tools, aiming to improve sales team efficiency and collaboration. The tool captures and processes recordings of calls and web meetings, providing transcriptions, summaries, and action items to streamline follow-up processes. Configuration includes enabling con

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miminoto
Lofter
miminoto
Lofter
miminotoLofter
posted in Deals & Forecast
Takeaways from our first Admin Essentials session on Salesloft Deals!

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

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miminoto
Lofter
N
Lofter
nellie.pavluscencoLofter
posted in Rhythm
New course: Rhythm Fundamentals

Learn the basics of Rhythm in 30 minutes! We just released a new Rhythm training geared toward all users. If you or your team are new to Rhythm, this is for you. We cover:how to use Rhythm to prioritize your workflow  how Rhythm helps you take action on the most important buyer signalsCheck it out here, and let us know what you think!

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N
Lofter
N
Lofter
nellie.pavluscencoLofter
posted in Cadence
New course: Cadence Fundamentals

Looking for some fresh training on Cadences? 👀We just released a new Cadence: Fundamentals course to our catalog.This will teach you how to use Cadence to structure and scale your selling motion, so you can focus on building pipelines, closing deals, and up-leveling customer engagement.Check it out here, and let us know what you think!

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N
Lofter
B
Champion
BrianChampion
asked in Platform & CRM
Why is the loft it button in Gcal creating multiple events in Gcal and Salesforce?

Our team recently observed the appearance of a new “Loft It” button within Google Calendar (GCal) events, seemingly replacing the standard “Save” button. When users update a Google Calendar event and select the “Loft It” button, both a new GCal and Salesforce event are created, which also triggers an additional meeting notification for external participants.Key ConcernsDuplicate Notifications and Records: When the "Loft It" button is used, external recipients receive another notification for the meeting, which can lead to confusion. Additionally, multiple entries in GCal and Salesforce may appear as duplicate records, potentially cluttering calendars and systems. Documentation Gap: There’s currently no official Salesloft documentation that outlines the function and expected behavior of this feature. The existing knowledge article, last updated on November 21, 2023, still refers to the previous Chrome extension. The features between the two different extensions are different.  Saleslo

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K
Lofter
K
Champion
KoletsbChampion
asked in Cadence
Cadence Ideas for selling through a Broker (Third Party Gatekeeper)

I’d love to hear some best practices on handling a sales cadence that may not involve the end customer until later in the sales funnel

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SheenaJohnson
Discussions Moderator
J
Champion
jasonhensonChampion
asked in Platform & CRM
Maildoso

Does anyone use Maildoso or a similar service with Salesloft? Maildoso is telling me that it’s possible and that they have clients who use it with Salesloft but Salesloft support is telling me that it is not supported.

891
SWaldman
Discussions Moderator
M
Champion
mjormitchChampion
posted in Deals & Forecast
New Business Forecasting with Deals, Pipeline Review and Forecasting

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. 

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RachelFoster
Lofter
SWaldman
Discussions Moderator
SWaldmanDiscussions Moderator
posted in Deals & Forecast
Customizing Your Pipeline View in Deals

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

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SWaldman
Discussions Moderator
M
Champion
MikeChampion
asked in Platform & CRM
Set person field to match account field on linking

When I have an account linked to CRM, the account pulls in the “Industry” field.I want everyone who gets linked to an account to get that data copied on to the person record.I only want to use Salesloft to do this. Lets get creative. Example.Person A gets created in Salesloft and associated to an account based on email domain.When person gets linked to account based on that rule, fill in the person industry with the account industry.

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M
Champion
Salesloft_Rob
Discussions Moderator
Salesloft_RobDiscussions Moderator
posted in Platform & CRM
Zoom Phone Customer Reference

Hi Champions 👋🏼 Are you leveraging Salesloft’s Zoom Phone integration for a global team? If so, I’d love to hear from you in the comments. What has your experience been? Did you opt for Zoom Phone over another dialer? How would you rate the quality of calls? Call connectivity? I’m working with a customer who has global BDR teams and are exploring options for their sellers in India, specifically, but also have a sellers throughout the US, EMEA, and APAC. 

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Salesloft_Rob
Discussions Moderator
R
Champion
RenataChampion
asked in Cadence
Cadence's reusing

Is it possible for a focal point in SalesSoft to reuse a digital Sales’s cadence built from another sales in previous time? 

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SheenaJohnson
Discussions Moderator
R
robwalte
asked in Platform & CRM
How to download CRM logs?

Something triggered an unknown-to-me automation rule and removed several contacts from their cadences. Can I download the CRM logs from that date to figure out which ones were affected?

891
Salesloft_Rob
Discussions Moderator
C
Champion
Christopher BChampion
posted in Conversations
Sales Analytics Reports

I work within Sales Operations. We deal with Analytics a lot.What are your most valuable Salesloft reports for your business?Recently we have been trying to look at the number of conversations that our Sales Reps record in Conversations vs the total external meetings they have to find the ratio. 

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D
Champion
AUdurhamlane
Champion
AUdurhamlaneChampion
posted in Cadence
Measuring Cadence Effectiveness

Hi All, How do you motivate your SDRs to actively engage in and become obsessed with analysing cadence performance in SalesLoft?I'm looking for strategies or best practices that have worked for others to encourage our SDRs to take ownership of their outreach and improve their results through data-driven insights.

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Salesloft_Rob
Discussions Moderator
SWaldman
Discussions Moderator
SWaldmanDiscussions Moderator
published in Cadence
Cadences - The importance of following the plan

Sara here, Enterprise Customer Manager going on 4 years here at Salesloft.  As we know cadences are those structured touchpoints designed to engage prospects and move them through the sales funnel. We often share with customers that effective sales cadence integrates different communication channels and timing and we drive the importance of completed steps when they are due. *It’s hard to know if a cadence is being effective or at what points are we converting when the Day 3 step happens 2 weeks after it was supposed to  We have found there are two ways to help reps stay on tasks: Set a daily goal/target for how many people reps are adding to a cadence every day. If reps start to add 100s of people every day to a cadence, completing those and future steps on time is going to be challenging and ultimately leave you with reps feeling overwhelmed. Good starting place - adding 15 to 25 people per day  As managers, keep an eye on their due/overdue tasks. There are a couple of places where y

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C
Champion
ChristianCompton
Champion
ChristianComptonChampion
posted in Cadence
What's your favorite Salesloft workaround you've learned?

I love discovering new tips and tricks in Salesloft, so I’m curious if anyone has some great workarounds to share?One of my favorites is inserting the current day using the time dynamic field “{{n_business_days_from_now}}".Did you know you can change the "n" to "0" to insert the current day? It's an awesome way to add a bit more personalization to your emails by including the current date automatically. 🔥 What are some of your favorite tricks or workarounds? I’d love to hear them!

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vinnypoliseno
Champion
RebeccaHeyse
Champion
RebeccaHeyseChampion
posted in Platform & CRM
Maximizing Efficiency with Salesloft's Scheduled Import Feature

Hey everyone!We've recently started leveraging Salesloft's Scheduled Import feature, and it's been a game-changer for our sales and marketing teams. I wanted to share our experience and hear how others are using this feature. Here’s a breakdown of what we’ve been doing:Breaking Silos Between Marketing and Sales: Our Marketing team has been running special direct mail campaigns with Sendoso. Once these mailers are delivered, our sales team identifies contacts with a status of 'Delivered' in a Salesforce Report. We use the Scheduled Import feature to automatically import these contacts into Salesloft, placing them right into a tailored cadence. Each cadence is designed specifically for the direct mail campaigns, starting with an automated email that provides immediate follow-up. This process ensures that our marketing efforts directly feed into our sales outreach, fostering better collaboration and efficiency between the two teams. Increased Salesloft Utilization: By automating the impor

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RebeccaHeyse
Champion
K
Champion
kclairChampion
asked in Drift
Drift Playbooks

What playbooks has everyone seen the most impact on their business? Any tips and tricks that have improved your engagement rates?

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SheenaJohnson
Discussions Moderator
M
Champion
MikeChampion
asked in Platform & CRM
Scheduled Imports with missing data

I use scheduled imports in order to fire off cadences at different points in the life of a open renewal opportunity. The importer breaks if the first row of the SFDC report is missing a sold to contact, which is the ID it is looking for a person. Its fine if that row errors out, but I still need the rest of the report to fire. This is only an issue if the first row fails. If row 1 is fine and row 2 fails, it still works.Is this working as intended? Would love to be able to work around this.

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Salesloft_Rob
Discussions Moderator
J
Discussions Moderator
jackie.realeDiscussions Moderator
published in Rhythm
Play smart, win big

I’m Jackie, I’ve been with Salesloft for 6 years and I’m a Senior Customer Success Manager on our Commercial team in EMEA!  Every account I speak with tells me the same thing - how can we give our reps time back or make them more efficient?  If you haven’t yet enabled Plays, this is the place to get convinced. Let’s start with what they are: Plays generate tasks based on the activities captured in Salesloft. It’s a great way to help surface the right actions at exactly the right time within Rhythm.  Here are the top 3 plays I recommend enabling to get started:Meeting reminder play - reduce no shows  Meeting Follow Up Play - look sharp & build trust  Vidyard 50% video watched - convert opportunities with this buyer engagement alertI’m curious to know… What plays have you enabled? And what new plays do you want to test out to help your reps capture people at the right time?

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J
Discussions Moderator
Alice Bedford
Discussions Moderator
Alice BedfordDiscussions Moderator
published in Deals & Forecast
Will your deal close?

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 

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Alice Bedford
Discussions Moderator
SheenaJohnson
Discussions Moderator
SheenaJohnsonDiscussions Moderator
published in Drift
Beyond Chat: 3 Drift Features to Boost Efficiency and Drive Revenue

Hello! I’m Sheena, former Onboarding Manager turned Customer Success Manager, and Drift expert at Salesloft. Many customers make the mistake of thinking Drift is a set it and forget it, chat tool. Today, I'm sharing three of my favorite "beyond live chat" features that will make an immediate impact on your team's efficiency and revenue generation! These are available today to ALL paid plan Drift customers: Leverage Prospector to help reps to prioritize activities and never miss an opportunity to engage with a high intent or target account. Help reps save time by enabling AI Suggested Replies Carve out 20 minutes to install the Drift for Salesforce App, which provides quick and easy reporting on all the areas mentioned above (and more) -- right within Salesforce, where many of us are already spending a large chunk of our day. I’m curious to hear… Which of these is your favorite? What other Drift features would you add to my list to boost efficiency? 

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SheenaJohnson
Discussions Moderator
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