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Hi all, looking for a best practice to see a report on overdue steps for my team. So not the % of steps which have been overdue but the actual open step. We don’t use Salesforce.

In the cadences i run, 2,3 or 5 step/email cadences - i always thread all follow ups or steps under the subject/thread of the first email.I would like to know if people/users have received better responses with new subject lines for the follow up emails instead of threading them. For example - i could be talking about a suite of products under one umbrella offering but then choose to have different subjects per new product follow up. or new subject for each new use-case follow up

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. 

Hi all, my name is [removed by moderator] and I’m coming over from Crown Castle. I’m remote based out of [removed by moderator] . I’ve worked with Zayo in the passed as a partner selling to the US Census Bureau. I know some of the folks in the Zayo Federal team and looking forward to working with them again. I have a dog name TIto and he is the best. My passion is golf and I happen to live in an area where there is golf everywhere. I’m grateful to be part of this team.

I’ve been trying to create a type of round robin automated greeting for each of my contacts I am emailing on cadences, but I have not been able to make it work with the suggested Dynamic Fields {first.name] + Snippets. Could you please help me with this. Examples of a greeting + snippet:  1- Dear Scott, I’m reaching out with great respect for your time and focus.2- Hello Michael, trust this message finds you well.3-  Andres, this seemed like the perfect bridge to finally tell you that you've been on my thoughts. Your suggestion will be greatly appreciated.Cory

How many people can I BCC on one email?

Hi, as contacts are owned by several persons of the account team in D365 we have no option to automate the contact ownership in SL. Is there any way with a play that we can update the contact owner to the account owner or any other suggestions  .. I get stuck at this point Would love to see an option to update to current account owner. 

All my emails are bouncing and I’m not seeing any of my emails being sent in my outlook.

I have a few cadences where I want to A/B test the subject line in the first email. I then have 3 additional emails but when I choose ‘thread’ it only gives the option for ‘A’ in the previous email and not B. What happens when I launch the cadence? Will everyone getting the additional emails get threaded to the A option only (even if they receive the B option for the first email)? TIA!

Below is the definition of opens on this page https://help.salesloft.com/s/article/Salesloft-Analytics-FAQ?language=en_US#How_much_detail_can_I_see_in_Analytics. A few questions: Does this mean that if an email is sent to two email addresses at the same domain, and both email addresses open the email, only open is counted? ‘The number does not display the number of opens for a single email.’ I’m not following. What does this mean? What does Email Opens include?Email opens in analytics counts how the number of emails that have been opened at least once. The number does not display the number of opens for a single email.  Emails opened by someone with the same domain are excluded from email counts.

Hi guys, has anyone had experience with pulling inbound calls from salesloft into a salesforce report? I want a report that shows which calls were inbound vs outbound. 

Question why did we move the Succes button, think this needs to be a quick step. Not going to the dots and mark it like it now.

Why CONVERSATIONS via Google MEET depends on the manual recording transcript activation while via TEAMS it is automatic (notetaker participant)?

If you want your new reps closing deals before they even finish their onboarding, here's what to do:  In this episode of Salesloft on Salesloft, Revenue Readiness Program Manager Colton Finn reveals how we threw out the old onboarding playbook. Instead of weeks of theory, new hires jump directly into the Salesloft platform with live accounts, real signals, and a fleet of AI agents to guide them. We empower reps to win from day one, resulting in:✅ Meetings booked within the first week✅ Renewals closed in week three✅ New logo business closed within 60 days

Here's exactly how our account executives use Salesloft agents to move deals forward:Milena Kaul had two high-stakes meetings coming up this week, and her forecast depended on them.1. A renewal that was at risk of slipping away.2. Big expansion opportunity with a key account.Normally, preparing for these would have taken her a full day of digging through Salesforce, sifting through conversation transcripts and old email threads.Instead, she used our Ask Salesloft AI agent. 🗣️She wrote: “What should I bring up in these meetings?”In under a minute, it pulled every relevant signal, including CRM notes, past conversations, email history, and even potential risks.It saved her hours, and she showed up hyper-prepared for both calls. It helped her champion tell the right story to her executives on the renewal call. She delivered a value-driven demo that helped her advance the expansion opportunity.They looked like rockstars, and it's all because they used the right tools to prepare in minutes

Sellers are really good at the hustle.The problem is, they're often too close to the work to spot their own blind spots.That's where a great sales leader comes in.Their job is to help sellers see what they can't see on their own.Katie Egge, RVP of Major Accounts at Salesloft, shares how she uses a simple, repeatable process that helped her team beat their quarterly target, increase new bookings by 36%, and 3x pipeline coverage.It's all about coaching with a purpose. 🏆 

Hi team, We’d like to build a custom trained GPT to help us optimize Drift Playbooks. Has anyone else tried this yet? The idea would be to have a specialist Drift Optimization GPT bot that (once trained) has data uploaded to it from Google Analytics and Drift Playbook conversion reports and our CRM. The GPT would then make suggestions on how/where to optimise playbooks using an A/B style testing methodology say with a monthly cadence. Where can I access/download all the relevant training material to begin this process? PDFs would be ideal but publicly accessible video is probably OK too. Thanks,Albert

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.

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 

Has anyone ever set up an Email Cadence, but i need the subject line of each email sent to be different and not show up in the recipient’s email as RE:

"What are the risks on this deal?"My RVP asked that exact question — not to our team, but to our AI agent inside Salesloft “Ask Salesloft”.In seconds, she had a list:* MEDDPICC gaps* Champion isn’t the budget owner* Low engagement from the economic buyer10 seconds. Not an hour scrubbing through emails and call recordings. Not relying on gut feel. Just a clear, AI-driven snapshot of what could make the deal fall apart.This shift — from reactive to proactive — is a game-changer. Not just for reps, but for leaders who need clarity across dozens of deals.You can’t coach what you can’t see. But now, the signals are surfaced for us.Deal strats should no longer be rep story time.👀 If you’re leading a team and curious how this kind of insight changes deal momentum, let me know in the comments!

Hey Champions! Bethany Emsick here from Salesloft! 💚📢 One week into my new role as an Account Executive, and what a fun shift it's been! The biggest change has been my operating mode, switching gears from a Sales Engineer asking "what do you need me to do?" to an Account Executive declaring "what am I going to do?".Stepping into this, I felt that exciting mix of enthusiasm and overwhelm. But I also felt confident, knowing I had a platform like Salesloft to help me cut through the noise and guide my way, saving hours of work.My first move with new accounts? Straight to Salesloft's Account Research Agent. 🔎 This AI-powered assistant instantly summarized past engagement and key account details, completing in minutes what would have historically taken me hours. It's like having a personal research analyst!It's truly rewarding to use the same powerful solution we bring to our customers every day. I’m curious to know your thoughts and experience with the Account Research Agent! How have y

Hey Champions, Carmen Lanford here, Majors Account Executive at Salesloft 👋🏼 A few weeks ago I spent a few minutes demo-ing two of the AI Agents that are saving me 5hrs/week minimum. That's 5 more hours I can be helping customers, progressing deals, and spending my time doing what I'm supposed to be doing - selling. Here's how:1. Rhythm Account Prioritization - intelligently prioritizes not just tasks but ACCOUNTS I should focus on right now for best chances of conversion. AI uses various signals to prioritize, score, and recommend actions without me having to think about it or worse, guess.2. Account Research - all those hours I used to spend combing the web, reading articles, listening to podcasts, scanning earnings reports, reading notes, etc etc. just to get a few snippets to use in my communications are a thing of the past. The Account Research agent instantly serves up everything I need to know about an account, what's important, who to target, all on one page. Fed by external

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!