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1 day ago

BrynjaHillCommunity Manager

Sideline Strategy of the Week

Sideline Strategy of the Week: Using Salesloft Deals to scope out territory in a more dynamic view

Hey Champions, It’s Wednesday which means another Sideline Strategy of the Week video has arrived! 🎬 Ever wondered how your reps can scope out their territories in a more dynamic view, with real-time updates and filters that allow them to see exactly what they’re looking for? Tom Conant, Senior Commericial Account Executive here at Salesloft, is here share how he does exactly that using Salesloft Deals! Watch the ~5 minute video below and drop any questions for Tom in the comments! 👇🏼 Thanks for tuning in! We’ll see you next week. 👋🏼 Have a topic you’d like to see us cover in the weeks ahead? Let us know below.

3 days ago

StephanieRGriffithLofter

Analytics & Coaching Best Practices

Understanding the Email Personalization Panel Results

When looking at most metric charts, seeing a hockey stick chart represents an uptick in numbers and an overall positive outcome. Well, the Average Personalization chart found in your Email Analytics acts a little different. The goal of the chart is to make sure the best reply rate and most emails delivered are in the same bucket. This means you are comparing those two bars with each other rather than looking for your averages to skew left or right. You need to interpret the data being shown. Fortunately, we've prepared four types of charts to teach you how to read the data you see.Nada: No PersonalizationWhat this chart says…Based on the bucket, all emails have less than 15% personalization. This means you're seeing low overall personalization. There's also a low reply rate. Conclusion: Need to personalize more than 5% to see improved reply rates.Need Less: Diminishing ReturnsWhat this chart says…The best reply rate, 10%, is when personalization is 16-30%. Most emails are sent with 31-

3 days ago

SavannahWarbingtonChampion

Create Automation

Using automation to move people between cadences

Hey Champions! Savannah Warbington here, Customer Success Architect at Salesloft! 👋🏼I want to talk about a common topic I hear: how to use automation rules to move people between cadences. This is a powerful way to boost efficiency and personalize your outreach in Salesloft and can save you time while also ensuring the right message reaches the right person at the right time.Let’s dive in! Why Automate Cadence Transitions?Save time: No more manual moving! Automation handles it for you. ⏱️ Personalize the journey: Move prospects to different cadences based on their behavior or stage. 🎯 Improve engagement: Keep your messaging relevant and timely. ✉️ Streamline workflows: Create smoother transitions between different stages of your sales process. ⚙️How to Do ItWhile the exact steps can vary a bit, here's the general process:Navigate to Automation Rules: In Salesloft, go to Settings, then Automation Rules. Create a New Rule: Click "Create New Rule". Define the Trigger: What action shoul

4 days ago

RaeSankLofter

Salesloft Fundamentals Best Practices

Manage Bounce Rates in Salesloft

The "Bounce Rate" is the percentage of emails that fail to deliver to your prospects and "bounced" back, or returned to your inbox. Proactively managing your bounce rates safeguards your sender reputation and enhances your ability to connect with prospects successfully. Research suggests a Bounce Rate of 5% or less indicates healthy first-touch engagement. However, if Bounce Rates climb higher, this is a signal that your contact email data needs improvement. What steps can you take to lower the bounce rate metric and prevent it from rising? Salesloft’s Prospecting Results Analytics provide Cadence-level reporting, including email step bounce rates. You can use this page to assess the effectiveness of your cadence email steps and refine your strategy. Here's how you can investigate and resolve high bounce rates using Salesloft: Use the Prospecting Results Analytics to Assess Bounce Rate Salesloft’s Prospecting Results Analytics provides in-depth reporting on the performance and outc

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4 days ago

Tylerm1011Lofter

June 2025 Release Notes

In this article, we will highlight Salesloft's newest features and functionality. Conversations Platform, Data, & CRM Conversations Scorecard AnalyticsScorecard Analytics surfaces aggregated Scorecard data to teams, allowing you to assess meeting performance across teams or departments, understand coaching consistency and impact, and empower data-driven decisions for improved rep performance.Who: Visible for users with Conversations Access enabled and "View team analytics" permission enabled for their role. Collaborators will not be able to view this report. Private scores are only visible to the scorer/scored users. However, users with the “Manage Scorecards” permission can view private scores. When: This feature will gradually roll out to users over the coming week.Where: To access Scorecards Analytics, click on Conversations Insights in the Analytics drop-down and then select the Scorecards tab.How: See the “Conversations Scorecards Analytics” article to learn more. Platform, Da

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4 days ago

RaeSankLofter

Rhythm Best Practices

Choose the Right Criteria Fields in Plays: 5 Tips for Getting It Right

Setting up a Play in Salesloft is all about possibilities—it’s like having a full menu of options to tailor exactly what you need. When it comes to criteria fields, picking the right ones helps your Plays run smarter and guide the right actions at the right time.Whether you're prospecting, qualifying, or closing, these five tips will help you pick the best criteria fields—default or custom—so your Plays hit the right people at the right time.1. Start with the Fields That Reflect Your Day-to-DayIf you're an SDR or BDR, you're likely filtering your engagement based on job title, industry, or lead source. Those are all Person or Company fields—default options that are super useful for top-of-funnel Plays.Example: Trigger {this} Play when someone’s Title includes ‘Director’ and Industry equals ‘Tech’.” This is great for targeting mid-level tech buyers in your ICP.If you're an AE working renewal or expansion opps, fields like Opportunity Stage, Last Contacted, or Meeting Type might be more

130

5 days ago

RaeSankLofter

Rhythm Best Practices

"Null vs Blank": Common Play Criteria Operators and How to Use Them

When setting up a Play in Salesloft, criteria operators are the behind-the-scenes heroes. These little rules—like Includes, Is null, or Before—control how your Plays behave and who they target.But let’s be real: some operators sound similar, and the differences can be easy to miss. (👀 Looking at you, Is null vs. Not equal to blank.)This guide breaks down the most commonly used operators, real-world examples, and how to decide which one’s best for your use case—whether you’re booking meetings, qualifying leads, or chasing renewals.🔍 First, What’s a Criteria Operator?A criteria operator tells Salesloft how to compare values in a field. You’ll see them when setting Play conditions based on fields like Title, Industry, Last Contacted, etc.Here’s a quick breakdown of the most common operators and how to use them:1. IncludesBest for: SDRs/BDRs targeting personas by job title or keywordUse when: You want to catch partial matches.Example:Title includes “VP”This will match VP of Sales, Senior

5 days ago

RaeSankLofter

Rhythm Best Practices

Target Smarter: Using Date Fields in Play Criteria

Date fields in Salesloft Plays are like secret sauce for time-sensitive follow-up—but they’re often overlooked or misunderstood. When used right, they help you prioritize who to engage and when. ⏰Whether you’re chasing cold leads, working renewals, or timing your campaign follow-ups just right, this guide will help you make the most of date-based criteria.1. Re-Engage Cold LeadsUse: Last Contacted before [date]🎯 Example:Target contacts who haven’t been engaged in 30+ days.Great for SDRs looking to revive stalled conversations or AEs checking in on slow-moving deals.Pro tip: Use this in Plays like “No Recent Activity” or “Reheat Opportunities.”2. Prioritize New LeadsUse: Created Date after [date]🚀 Example:Focus on net-new leads created after a specific campaign launch.Perfect for BDRs running campaign follow-up Plays—make sure you strike while interest is hot!3. Time Renewal EngagementUse: Renewal Date before or equal to [date]🔁 Example:Build a Play for accounts renewing this quarter

5 days ago

RaeSankLofter

Cadence Best Practices

Maximize Your Pipeline with Full-Cycle Outbound Cadences

For full-cycle reps and Account Executives looking to self-source and close more deals, a month-long outbound Cadence can help you build credibility with high-priority decision-makers. Here’s how you can set one up: Cadence Duration:🗓️ 1 Month: Run this Cadence over one month with extended gaps between steps. By spacing out steps, you can create more meaningful touches that stand out to recipients. Target Audience🎯 High Priority Decision Makers: Focus on key decision-makers within your target accounts or territory. If your goal is to book a meeting at the end of this cadence, you want the decision maker to be part of the call so you can quickly shift from a lead to an opportunity. Best PracticesFirst email should be heavily personalized to the individual prospect Consider using video in the 2nd or 3rd email step Leverage LinkedIn to like, comment, or generally engage with the prospect Here’s a look at a Full-Cycle Outbound Cadence: #SalesStrategy #FullCycleOutbound #LeadGeneration

2993

8 days ago

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HollyHampsonChampion

Create Automation

SDRs work on Contacts

Hi - my org’s SDRs currently work on Contacts owned by Sales Associates. We use Salesforce.I have Automatic Step Reassignment (Team Cadences) as well as Automatic Task Reassignment toggled on within the Data > Cadences and Tasks section. I wish to leave these two items active should an SDR leave the organization since Leads are reassigned to other SDRs.Does anyone have any creative solutions to suppress task and cadence step reassignment when a contact is added to Salesloft for the first time or the contact ownership is changed in Salesforce? This issue arose when we rolled out a Contact recycle campaign for SDRs. Thanks!

322

8 days ago

ArthurLorenteChampion

Conversations

How to access Conversation Intelligence data on Salesforce?

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.

241

25 days ago

RaymonDavidChampion

Platform & CRM

Dynamic Meeting Scheduling

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

271

1 month ago

Salesloft_RobDiscussions Moderator

Platform & CRM

Email Preference Centers & Salesloft

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?

743

1 month ago

RenskeChampion

Coaching

Reporting on due steps ( over due)

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.

812

1 month ago

eddie.sempekChampion

Cadence

Team member out off office

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.

402

1 month ago

Monique BeaudouinChampion

Cadence

Tracking emails to a certain domain?

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.

652

1 month ago

JessicaChampion

Conversations

MS Teams Meetings not uploading to Salesloft

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. :)

432

2 months ago

DTGChampion

Integrations

Frontend App Development

I was wondering if anyone has gotten stuck after creating frontend integration and trying to Install it. We had tested our OAUTH integration by creating an OAUTH app and tested our integration. All work as expected. We moved on to creating FrontEnd integration providing the same Redirect URL. When we click Install it goes straight to “Unexpected Error” Page without calling our URL.

341

2 months ago

GraemeDescoteauxChampion

Configure Salesloft

March Release

Hi There, I was wondering when the required fields and teams default recording would be switched on for our organisation? Many thanks

461

2 months ago

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