Salesloft + Clari Merger: Customer FAQ
Drive success with insights from thousands of implementations
Hey Champions! Happy Sideline Strategy day where we bring you quick tips every Wednesday on how to level-up within Salesloft. 🧠🤔 This week Andi Gunadi, Solutions Architect, is here to discuss the automation rule that looks at CRM data sync and when
The Account Research Agent saves our team an incredible amount of time, but the real value is how it elevates every conversation. I rely on it for every sales call and one-on-one, so we’re always walking into meetings prepared with real insights. It
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
Onboarding new team members can be a challenging process—balancing the need to get them up to speed quickly while ensuring they fully absorb company culture, tools, and processes. Without a structured approach, new hires can feel overwhelmed or unsur
Hey Champions…. just sharing my experience with the Account Research agent which has helped us accelerate the way move opportunities. The Account Research Agent helps me to cut through our overwhelming amount of CRM data, providing me with the key c
See what's new in Salesloft! In this article, we will highlight upcoming Salesloft features and functionality.Anticipated Release Date: Feb 10, 2026.Please note: Features will start rolling out on the release date, but may not be available to all use
How many people can I BCC on one email?
Happy Wednesday Champions! We’re back with another Sideline Strategy video to help you level-up your game in Salesloft. 💚 This week Savannah Warbington, Customer Success Architect, is here to discuss how you can adjust your importing configuration t
Hey Admins!The wait is over—Saleslove On Tour 2026 is officially back! 💚If you haven’t been before, this is easily one of the best ways to get out of the home office, meet other GTM leaders, and actually walk away with a tactical "revenue playbook" y
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
All my emails are bouncing and I’m not seeing any of my emails being sent in my outlook.
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
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.
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
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.
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.
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.
Why CONVERSATIONS via Google MEET depends on the manual recording transcript activation while via TEAMS it is automatic (notetaker participant)?
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