Quick Start Videos Academy Office Hours Support Salesloft.com

- - Best Practices
Release Notes
Events
Browse Resources

New Discussion
Login or Register

Best Practices

Drive success with insights from thousands of implementations

Home
Best Practices

Newly Released

How to Prompt the Salesloft Sales Strategist Agent

Salesloft’s Sales Strategist Agent works best when it understands your specific goals. While the Agent provides a standard analysis by default, you ca...

R

Forum|Forum|2 days ago

110

Write Email Subject Lines That Actually Get Opened

In sales, the biggest challenge isn't a "no”, it’s never being seen at all. To stay out of the "Promotions" tab and earn a click, your subject lines n...

R

Forum|Forum|2 days ago

60

Popular Best Practices

Build Your Salesloft Center of Excellence

0

Cleaning Up Our Salesloft Cadence Library: Lessons Learned

1

Cleaning Up Our Cadence Library: Creating A Cadence Committee

0

R

Opportunity Acceleration & Management: A Salesloft Solution Blueprint

0

How We Transitioned 125 Former Drift Team Members from Gong to Salesloft Conversations

0

Recent Champions Posts

Recently active
Categories
Help others

R

RaeSankLofter

General Tips and Tricks

How to Prompt the Salesloft Sales Strategist Agent

Salesloft’s Sales Strategist Agent works best when it understands your specific goals. While the Agent provides a standard analysis by default, you can use Instruction Prompts to tell it exactly what to prioritize, what to ignore, and how to deliver

RaeSankLofter

General Tips and Tricks

Write Email Subject Lines That Actually Get Opened

In sales, the biggest challenge isn't a "no”, it’s never being seen at all. To stay out of the "Promotions" tab and earn a click, your subject lines need to look like a one-on-one conversation, not a mass broadcast.Use these two rules for writing ema

60

R

2 days ago

BrynjaHillCommunity Manager

Sideline Strategy of the Week

Sideline Strategy of the Week: First signal of intent

Hey Champions! In a world of big data, we often wait for a dashboard to turn bright red before we take any action. But as a champion your job is to teach your team to catch first signal of intent before a competitor does. So for this week’s Sidelin

1802

C

4 days ago

BrynjaHillCommunity Manager

Announcements

March 2026 Newsletter

Hey Champions, Here’s your monthly round up in the Champions hub for March! ☘️ 🧠 NEW Cadence Masterclass with Sam McKennaWe’ve paired our industry-leading Cadences with Sam McKenna’s exclusive training methodology to ensure your pipeline is both ful

580

5 days ago

miminotoLofter

Saleslove On Tour

Saleslove On Tour 2026 Session Overviews

During this year’s Saleslove On Tour, we had the opportunity to highlight the future of Salesloft + Clari by introducing the Predictive Revenue System. Each tour day was filled with jam-packed breakout sessions intended to match the work attendees in

572

5 days ago

BrynjaHillCommunity Manager

Sideline Strategy of the Week

Sideline Strategy of the Week: AI Knowledge Library

Hey Champions! It’s Wednesday so we’re here to report our latest quick tip for you! This week Andi Gunadi, Solutions Architect, is back again but this time to walk you through the AI Knowledge Library. Watch the ~2 minute video below and make sure

991

P

16 days ago

miminotoLofter

Cadence Masterclass with Sam McKenna

Part 8: Salesloft Presents Cadence Masterclass with Sam McKenna — The Breakup Email

How do you walk away while leaving the door wide open? This final session covers the art of the Breakup Email and how to integrate LinkedIn and Voicemails into your workflow.What you’ll learn:The Breakup Framework: Acknowledging timing while preserv

700

18 days ago

miminotoLofter

Cadence Masterclass with Sam McKenna

Part 7: Salesloft Presents Cadence Masterclass with Sam McKenna — The Nurture Phase

Most sellers turn into "spam" after the fourth attempt. Don't be one of them. In the Nurture Phase, we move from pitching to earning trust. This session teaches you how to stay in a buyer’s orbit by providing value without an "ask."What you’ll learn

540

18 days ago

miminotoLofter

Cadence Masterclass with Sam McKenna

Part 6: Salesloft Presents Cadence Masterclass with Sam McKenna — The Active Selling Phase

With the heavy lifting of Email 1 done, we move on to the follow-up, which Sam likes to refer to as the emails “where the meeting is won.” This video covers Emails 2 and 3.What you’ll learn:How and when to send an effective "bump" email When and h

620

18 days ago

miminotoLofter

Cadence Masterclass with Sam McKenna

Part 5: Salesloft Presents Cadence Masterclass with Sam McKenna — Email 1

Master the most important email in your entire cadence: Email 1. This session deep-dives into the structure of a high-converting initial cold email, from the opening line to the "low-friction" close.What you’ll learn:What NOT to include in Email 1

1190

18 days ago

Welcome

Everything you need to know about this community

Getting started with Discussions

6 topics

Announcements

30 topics

Sideline Strategy of the Week

46 topics

Saleslove On Tour

12 topics

Discuss Salesloft Products

Discuss questions and success stories by Salesloft product

Rhythm

9 topics

Cadence

24 topics

Deals & Forecast

9 topics

Conversations

10 topics

Coaching

5 topics

Analytics

11 topics

Platform & CRM

19 topics

Drift

7 topics

Data & Configuration

Discuss how to manage data, configure backend settings, and streamline your team's workflow

Configure Salesloft

6 topics

Create Automation

5 topics

Manage Data

7 topics

Create Content

2 topics

Platform Management

4 topics

Integrations

9 topics

Optimize Your Strategy

Discuss how to level-up your team's selling strategy with Salesloft

Streamline Your Workflow

6 topics

Change Management

3 topics

Coaching Your Team

8 topics

C

CoryChampion

Cadence

Multiple greeting snippet

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 t

RenskeChampion

Update contact owner ( using SL account owner)

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

OliviaWaczekChampion

All my emails are bouncing

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

251

2 months ago

L

LorenzoLongobardiChampion

Create Content

ant find ai library feature

Good morning I don’t see the ai library feature in my salesloft or my settings option within my cadence, I’ve been an sdr for a month so salesloft is quite new to me . thanks for your help

221

2 months ago

R

RayhaanIsmailChampion

Analytics

Inbound calls report

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.

KaseyPChampion

Chrome Extension Disconnection Issues

Anyone else have constant disconnection issues with the Chrome Extension? Each and every day, and sometimes multiple times a day, my team members have to re-login with the Chrome Extension.Unfortunately there is no glaring !! RECONNECT NOW !! notific

RenskeChampion

Why did we move the success button?

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.

351

4 months ago

K

KristineSuberChampion

Streamline Your Workflow

Bulk Send/Bulk Email

When we have an event I like to send out a bulk invite and can no longer do this. This is a huge part of my sales strategy. Please get bulk send back.

RenskeChampion

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.

Caetano MotoshimaChampion

Conversations

CONVERSATIONS need manual intervention via Google MEET while automatic via MS TEAMS

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

371

5 months ago

Have a question?

Ask the community!

Powered by Gainsight

Terms & Conditions Cookie settings Accessibility statement

Sign up

Already have an account? Login

Login with SSO

Login as a Lofter Login with Drift Login with Salesloft

or

Username - please note: Punctuation and spaces are not allowed *

E-mail address *

Job Seniority

(Private)

Only you and moderators can see this information

*

Business Unit

(Private)

Only you and moderators can see this information

Sales Marketing Operations IT and Technology Customer Success Customer Support Customer Education Communtity Services

Company

(Private)

Only you and moderators can see this information

*

Which Salesloft products and features do you use?

(Private)

Only you and moderators can see this information

*

Rhythm Deals & Forecast Coaching Conversations Cadences Analytics Drift Not yet a customer!

City

Password *

I accept the terms & conditions

loginBox.register.email_repeat

Login to the community

No account yet? Create an account

Login with SSO

Login as a Lofter Login with Drift Login with Salesloft

or

Username or Email

Password

Remember me

Forgot password?

Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.

Enter your e-mail address

Back to overview

Scanning file for viruses.

Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.

OK

This file cannot be downloaded

Sorry, our virus scanner detected that this file isn't safe to download.

OK

Best Practices

Categories

Tips and Tricks

Success Blueprints

Salesloft on Salesloft

Cadence Masterclass with Sam McKenna

Newly Released

How to Prompt the Salesloft Sales Strategist Agent

Write Email Subject Lines That Actually Get Opened

Popular Best Practices

Recent Champions Posts

Welcome

Getting started with Discussions

Announcements

Sideline Strategy of the Week

Saleslove On Tour

Discuss Salesloft Products

Rhythm

Cadence

Deals & Forecast

Conversations

Coaching

Analytics

Platform & CRM

Drift

Data & Configuration

Configure Salesloft

Create Automation

Manage Data

Create Content

Platform Management

Integrations

Optimize Your Strategy

Streamline Your Workflow

Change Management

Coaching Your Team

Have a question?