Discuss Salesloft Products

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.

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

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.

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. 

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

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?

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. 

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.

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

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!

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

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

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.

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?

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 

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? 

Hi Champions! Salesloft-Rob here with a CS-focused use case for Conversations.  As a West Coast CSM supporting mostly Eastern Time customers, I regularly find myself going back-to-back -- and I'm not talking about Drake or the Golden State Warriors 2017-2018 championship titles. I'm talking about back to back meetings from 8:00am-2:00pm.  Two features that Conversations make me feel like a Champion -- Key Moments and Meeting Follow-up Play. Without them, I'd feel swept like a Portland Trailblazer, Utah Jazz, and San Antonio Spur.  Sending a recap email with action items is not only a best practice but an expectation in my world. These follow-up emails improve your customer experience, show you are listening, AND taking action. In fact, this level of attention-to-detail has often been the experience that helps secure a renewal in our competitive landscape.  Key Moments has helped me quickly surface CSAT issues that customers tend to bring up.  A quick way to do this, is to toggle on the

Welcome Salesloft Champions! I’m Salesloft-Rob, a West Coast CSM with experience aligning Sales and Marketing teams and leading high performance CS teams.  Salesloft’s Coaching capability helps teams facilitate a more effective coaching process by allowing users to establish their KPI tracking, giving managers a way to collaborate with their team in a more personalized approach, and measure rep performance against company goals.  As a best practice, we recommend two critical permissions Admins assign to managers. The first is Team View -- which allows a manager to view coaching data for users in their group's hierarchy in Salesloft.    The second is View Email Content -- which allows managers to view full email body content and reduce time spent tracking down content to review for 1:1 coaching opportunities.  Once Managers have these permissions established, they can use Coaching to empower their 1:1's with data-driven conversations and coach reps to business outcomes.  What are some o

Sara here, Enterprise Customer Manager going on 4 years here at Salesloft.  Leveraging Salesloft analytics effectively can provide valuable insights into prospect engagement, campaign effectiveness, and team productivity. However, making the most out of these analytics requires understanding what metrics to focus on and how to apply the insights to drive success. Recently we updated our in-app analytics moving to something our team calls the Analytics Hub. One of the many changes the team made was that there are no more resetting filters every time you open a new report. Your date and user filters remain set across all reports.  One of the tabs I like to focus on when speaking with customers is called Content Performance - This helps teams understand how specific content is performing with prospects. It answers questions about Cadences, Plays, and email templates. Other tips I like to share are:Edit Columns - so you can easily see the data that’s most important to you and your team In

Step one to building an amazing cadence is to figure out the actions you perform consistently. Which sounds easy enough until you sit down and try to write it out. There can be a lot of variables with cadence creation (who is your buyer? What stage in the sales cycle are you in? How seasoned are your sellers? What should step 1 be?) If you find your team is having a tough time getting started with creating cadences, you need a launching point, and that’s where Cadence Frameworks can be helpful.   Cadence Frameworks are pre-built cadence structures. The Salesloft team took a look at the most common types of cadences and studied what types of steps worked best to reach success. Using this information, they then built Cadence Frameworks that serve up which actions you should take and when.  Leveraging cadence frameworks takes a lot of the guessing game out of cadence creation. With a solid foundation in place, you can focus on sharing the right message to drive your business forward.  Her

A/B Testing, also known as split testing, is like a friendly competition between two versions of a webpage, email, or marketing asset. Imagine creating two different pitches and seeing which one your audience loves more. By showing version A to one group and version B to another, you can compare the results to see which one gets more engagement, clicks, or sales. For sellers, incorporating A/B testing into your Cadence workflow allows you to make data-driven decisions, understand what really resonates with your customers, and fine-tune your strategies for maximum impact.  Before you dive into A/B testing and add experiments across your cadences, there are methods you should consider to gain the most value from split testing, like only testing one piece of criteria at a time instead of 10. We get it, testing 10 things at once sounds efficient, but you’ll be left guessing what your winning criteria item was.  Here’s a look at best practices that show you how to use A/B Testing in your pr