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BrynjaHillCommunity Manager

Sideline Strategy of the Week: Identifying coaching opportunities to improve rep performance

Hey Champions! 👋🏼 Welcome back to another Sideline Strategy of the Week where an expert talks you through quick tips on how to level-up your game within Salesloft. 💚 This week Senior Strategy Consultant, Chris Dankowski, is here to talk about leveraging the Coaching Module to quickly diagnose coaching opportunities to improve rep performance. Watch the ~10 minute video with @Chris Dankowski below and make sure to drop your questions in the comments for him! Thanks for watching! We’ll see you next week. Have a topic you’d like to see us cover in the weeks ahead? Let us know in the comments!

501

1 day ago

thomasBChampion

Deals & Forecast

How we manage 15-20 new opps per person each week (without losing our minds)

Hey Champions, Thomas here from Sales Tempo. As an Account Executive and a long-term partner of Salesloft, I wanted to share how we manage a high volume of inbound opportunities - 15 to 20 new ones per rep each week. It’s an exciting problem to have, but without the right system, it can quickly become chaotic. Here’s how it works for us:Cadence kicks off the process: As soon as a lead comes in, it automates from our CRM directly into a cadence, ensuring every initial touchpoint is tracked. Follow-ups, calls, booking demos - all handled automatically. Activity travels upon conversion: Once the lead becomes qualified, it's converted into an Opportunity and shows up in Deals. The best part? All of the prior activity travels with it so there's no need to start from scratch. Things aren't lost in the shuffle since we get to see the full history of the interaction when we convert the lead. Clear visual pipeline: Pre-created Team Dashboards give us and our customers a real-time, visual look a

331

3 days ago

BrynjaHillCommunity Manager

Sideline Strategy of the Week

Sideline Strategy of the Week: Drift AI Suggested Replies for sales rep efficiency

Hey Champions! 👋🏼 Welcome back to another Sideline Strategy of the Week where an expert talks you through quick tips on how to level-up your game within Salesloft. 💚 This week Customer Success Manager, Brie Kriel, is here to talk about leveraging AI Suggested Replies in Drift to increase sales rep efficiency. Watch the ~5 minute video below and drop any questions or thoughts you may have for @bkriel in the comments! Access the Drift Upload Content help article here. Thanks for watching! We’ll see you next week. 🏆 Have a topic you’d like to see us cover in the weeks ahead? Let us know in the comments!

410

3 days 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.

342

4 days ago

BrynjaHillCommunity Manager

Announcements

AI Agents at Your Service: Account Research 🤓

We spoke before about utilizing AI agents and how by automating the busy work, we can elevate the human work. In our second video, you’ll get a sneak peek into our new Account Research Agent. We’ve heard from teams that reps can spend upwards of 5 hours per account just doing research. What if there was a way to scan websites, review accounts notes, check news sources, and then serve all that information back to you within the Salesloft platform? 👀 Imagine making every call and writing every email without having to bounce all over the place for the information you need. Feel confident in your prospecting with the Account Research Agent. Want to learn more and see what’s coming next? Join our Spring Launch on May 13th! Like this post if you’re excited about 👍🏼 👀

180

4 days ago

aarendtLofter

Deals & Forecast

Transform how you manage your pipeline with Salesloft Deals

Hey Champions!It's Ashley from Salesloft Consulting Services, and I wanted to chat with you about something that I truly believe can transform how you manage your pipeline: Salesloft Deals. You know, we're all about maximizing efficiency and driving growth, right? And that's exactly what Deals is designed to do. Think about it: how much time do you spend trying to get a clear picture of your pipeline? Jumping between spreadsheets, trying to piece together the latest updates... it's a lot, isn't it? Well, Salesloft Deals gives you that single, unified view you've been looking for. Imagine having instant access to all your key metrics, seeing exactly where each deal stands, and spotting those potential roadblocks before they become real problems. That's the power of having everything in one place. As you can see from the screenshot, Salesloft Deals provides a clean, intuitive interface that puts all your critical opportunity information at your fingertips. This visual representation all

140

5 days ago

BrynjaHillCommunity Manager

Announcements

AI Agents at Your Service 🫡

Sales innovation is moving fast, and if you're not using AI agents, you're likely falling behind.In this first video of our new series, AI Agents at Your Service, you’ll learn about how Salesloft AI Agents can help elevate the day-to-day work across your entire revenue team by: Automating manual work Prioritizing account-based tasks based on what's most likely to convert, and Guiding your teams on the right actions to take to drive durable revenue outcomes ✨ Want to learn more and see what’s coming next? Join our Spring Product Launch Webinar on May 13th! Like this post if you’re excited about the possibilities of AI for your revenue org 👍🏼 👀

270

9 days 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.

341

12 days ago

drew.moldenhauer15Champion

Platform & CRM

Account Mapping To CRM- Company ID

Hello, I noticed a new field on the Account Mapping Field Config Page. Called Company ID. What is it used for? Thanks!

411

15 days 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. :)

272

15 days ago

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Monique BeaudouinChampion

Cadence

Tracking emails to a certain domain?

342

4 days ago

JessicaChampion

Conversations

MS Teams Meetings not uploading to Salesloft

272

15 days 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?

290

18 days 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.

171

22 days 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

321

1 month ago

Kristina WentworthChampion

Coaching

Import Goals & Domain Limit

Hi Team - I am curious what is a realistic goal for weekly imports for a BDR/SDR. Currently I have their targets set at 200 imports/week to achieve 15 meetings / week and 10 opportunities / week. In addition, I am having issues with my team hitting their email domain limit which is postponing their outreach for days / weeks. This is effecting their on-time steps. Does anyone have a solution to this problem? Thanks!

592

1 month ago

JimmySharpChampion

Streamline Your Workflow

Workflow - ZoomInfo, Salesloft, Salesforce

We have recently incorporated zoom info into our tech stack. Who is using zoom info, salesloft and salesforce that can advise on optimal workflow? i saw news alert a few days ago that sounds like there is some new capabilities within the integration but im interested in knowing current best practices.

TaureanCurryChampion

Hi-I notice when I click on an email within my inbox I receive a notification stating the account just opened the email I sent. Is there a way to only receive those notifications when the intended account opens the email only?Thanks in advance.

361

2 months ago

NevilleDePassChampion

Cadence

How long are your cadences to prospects?

Hi all, I’m looking for some feedback on these questions:How long (period of time) are your cadences to prospects? How long (length of email) are your messages to prospects? What have you found to be helpful in getting high open rates and replies? Thanks for your help!V/r,Neville

782

2 months ago

eddie.sempekChampion

Configure Salesloft

People with Multiple Email Addresses

We have a situation that is causing issues with CRM sync activity. We are running into contacts who have multiple email addresses. We currently have two email fields on the Salesforce contact, the default and a secondary. I can’t find documentation from Salesloft on how to sync activity using either of those email fields. While not ideal, it’s causing many sync issues, and I’d like to help the team with this issue. Does anyone have best practices for managing CRM activity sync for people with multiple email addresses?

801

2 months ago

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Top Best Practices

Recent Champions Posts

Welcome

Getting started with Discussions

Announcements

Sideline Strategy of the Week

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

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