When you’re an Admin, managing users and groups can be a time-consuming and often manual process, especially as your organization grows or undergoes changes. You need to reflect external hierarchies within Salesloft for accurate reporting, content sharing, and permissions, but individually creating and updating groups can be a drain on your valuable administrative time and leave you open for manual errors.

Enter Bulk Group Imports via CSV’s. 

Salesloft groups ensure the right sellers have access to the right information based on criteria like geography, territory, or internal strategies. 

While you can enter and manage these groups one at a time, bulk group imports quickly complete tasks that could’ve taken a lot of time. Think about scenarios like:

• Onboarding a new cohort of sales reps: Instead of manually creating each new team and assigning members, you can now import them all at once.
• Restructuring your sales territories: Quickly update group assignments to reflect the new structure without hours of individual edits.
• Implementing new product-based teams: Easily create the necessary groups to manage access to specific content and reporting.

Key Benefits:

• Significant Time Savings: Bulk creation and updates drastically reduce the manual effort involved in group management.
• Improved Efficiency: Quickly reflect organizational changes in Salesloft, ensuring your teams are always set up correctly.
• Reduced Errors: Minimizes the potential for human error associated with manual data entry.
• Scalability: Easily manage group structures as your organization grows and evolves.
• Accessibility: Provides a user-friendly, in-app solution for bulk group management, regardless of technical resources.

Use Cases in Action:

• Rapid Onboarding: Imagine you need to onboard 46 new users in a month. Previously, this could take up to 40 hours. With bulk group import, they can create the necessary groups and assign users much more efficiently, freeing up valuable Rev Ops time.
• Dynamic Organizational Structures: For companies with frequent team changes, this feature allows admins to quickly adapt Salesloft to mirror their current organizational reality, ensuring reporting accuracy and proper content access.
• Maintaining Reporting Integrity: As you know, accurate group alignment is crucial for meaningful reporting. This feature helps ensure Salesloft reflects your source of truth, making your analytics more reliable.

How Does It Work?

Check out the Help Article here for all the details. 

Let us know what you think in the comments below! Happy Lofting!