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Default mobile phone in dialer as number1

Any suggestions on the idea to set Preference for which phone number to use in dialer? Eg we have mobile as preference but we need to switch every time. Yes we can map our numbers differently but will have confusing naming conventions in the system.

152

2 days ago

BrynjaHillCommunity Manager

Sideline Strategy of the Week

Sideline Strategy of the Week: Using the AI Scorecard to improve rep performance

Hey Champions! 👋🏼 It’s Wednesday so you know what that means… a new Sideline Strategy of the Week video is here! For this week’s episode, Jack Hilbrich, Senior CSM, is chatting about how to use the AI Scorecard to improve rep performance by identifying coaching opportunities. Watch the ~6 minute video below and drop any questions (or excitement) for @jack.hilbrich in the comments! 👇🏼 That’s all for this week! We’ll see you next Wednesday, and make sure to let us know what topics you want to see covered in the comments! 🏆

120

3 days ago

car3vi33spinaChampion

Manage Data

Merge option

Is there merge account or contact option?

2564

3 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.

101

4 days ago

ambar.estevezLofter

Rhythm

Unleash the Power of the Account Research Agent: Things to Love

Hey Champions!Ambar Estevez, Senior CSM here at Salesloft 💚I’m excited to share some insights on a game-changing Salesloft feature: the Account Research Agent. As a Salesloft expert, I’m always looking for ways to boost efficiency and drive better results for sales teams. This new tool is a total game-changer, and here are some things I love about it:Saves Time: Sales reps can save hours they used to spend on researching accounts. The Account Research Agent develops robust account briefs on demand. Improves Productivity: Teams can focus on high-value activities and increase productivity in pipeline generation and progression. Enhances Personalization: AI emails can reference account research to personalize each engagement. Provides Actionable Insights: The Account Research Agent doesn't just provide data; it suggests multiple sales angles and talking points. Streamlines Workflow: By integrating research directly into the prospecting workflow, Salesloft eliminates the need for reps to

5 days ago

NicBrownLofter

Drift Best Practices

Bionic Chatbot Best Practices

Hey Champions! When you're striving to maximize your website's potential, not only is managing the sheer volume of visitor inquiries a challenge, but so is efficiently identifying which of those visitors are genuine, high-quality leads ready for sales engagement. Your team needs to provide instant, accurate support while also ensuring that valuable sales time is spent on the most promising prospects. Doing this manually is time-consuming, prone to inconsistency, and can lead to missed revenue opportunities.Enter Drift’s Bionic Chatbots and its comprehensive AI-powered engagement and qualification suite.Drift’s Bionic Chatbots leverage artificial intelligence to understand and automate responses to your website visitors, drawing from your company’s knowledge curated in the Drift Content Library. But the intelligence doesn't stop at just answering questions. With the AI Lead Qualification Node, you can empower Drift to actively qualify your visitors, assign them meaningful CQL (Conversat

190

10 days ago

BrynjaHillCommunity Manager

Sideline Strategy of the Week

Sideline Strategy of the Week: Giving reps time back in their day with the Account Research Agent

Hey Champions! Welcome to another Sideline Strategy of the Week! ⭐️ This week Rob Valdez, Senior CSM here at Salesloft, is back to talk about one of Salesloft’s NEWEST agents: The Account Research Agent. @Salesloft_Rob walks through how the Account Research Agent gives reps time back in their day while still being able to: Personalize their outreach 📧 Prioritize leads effectively 📝 Have more quality sales conversations 🗣️ Watch ~6 minute video below and drop your questions (or excitement) in the comments! Thanks for watching! We’ll see you next Wednesday! 👋🏼 Have a topic you’d like to see us cover in the weeks ahead? Let us know in the comments!

130

10 days ago

RaeSankLofter

Cadence Best Practices

When You Should Set Limits on Cadence Enrollment

If any of the following use cases sound familiar, it’s time to set Cadence enrollment limits. Limits may seem like a small config setting—but they can make a big difference in protecting the buyer experience and keeping your team aligned.Here’s when limits matter most:🧭 You work shared books of businessWhen multiple reps work the same territory or account list, people can get pulled into multiple cadences unintentionally. Enrollment limits help ensure a single, clear message reaches the prospect—and prevent two reps from sending mixed signals.🔁 You rely on automated enrollmentAutomation scales your reach—but without controls, it can lead to over-enrollment. If cadences are triggered by synced lists or automation rules, a person might end up in several workflows at once. Limits act as a safeguard, making sure automation stays buyer-friendly.📬 Your cadences cover different use casesWhen you have cadences for everything from inbound follow-up to renewal engagement, someone may qualify

100

11 days ago

RaeSankLofter

Rhythm Best Practices

Upkeep Play Signals Created via iPaaS Integrations

Once your Salesloft iPaaS integration is up and running, you’ll want to maintain it so that your workflows stay efficient and reliable. Regular upkeep can prevent errors, improve performance, and ensure that data flows smoothly between your systems.Here are some best practices to keep your integrations in top shape:🔧 1. Monitor Your Integrations RegularlyStay proactive by checking logs to ensure that your integrations are running smoothly. Check the following logs: API Log: Filter API logs by integration to check for updates to Person and Account records. Audit Log: Check for creation, deletion, or updates to People and Accounts. Use the Plays Analytics to monitor the impact of automated actions and identify any issues early.🔄 2. Test After Every ChangeIf you’ve created one of the following Plays (Account Created play, Account Updated play, Opportunity Created play, Opportunity Updated play, Person Created play (coming soon), Person Updated play (coming soon) as part of your iPaaS

11 days ago

RaeSankLofter

Rhythm Best Practices

Plays Signals via iPaaS Integration Best Practices

Salesloft's iPaaS integrations can streamline data from third-party sources, automating workflows and ensuring smooth data transfer across systems. But, like any tool, setting it up correctly is key to getting the most out of the integration. Here are some best practices to create custom Plays using the iPaaS integrations: 1. Start with Your "Why" – What Do You Want to Automate?Before you dive into setting up an iPaaS integration, take a moment to think about the why. What do you want to achieve with this integration? Identifying your ‘why’ will help you determine which buyer signals to activate. Do you want to:Engage based on product usage and inventory data Connect custom lead scoring and AI models to seller action Notify Account owner of high priority tickets Follow-up when quotes are created, expiring….etc. Trigger engagement workflows based on service start and completion Engage prospects based on marketing campaign enrollment and statusBy getting clear on your goals, you can mak

11 days ago

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RenskeChampion

Conversations

Default mobile phone in dialer as number1

152

2 days ago

ArthurLorenteChampion

Conversations

How to access Conversation Intelligence data on Salesforce?

101

4 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

161

19 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?

653

24 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.

642

25 days 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.

312

25 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.

512

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. :)

332

1 month 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.

241

1 month 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

361

2 months ago

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Top Best Practices

Recent Champions Posts

Welcome

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Announcements

Sideline Strategy of the Week

Discuss Salesloft Products

Rhythm

Cadence

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Conversations

Coaching

Analytics

Platform & CRM

Drift

Data & Configuration

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Create Automation

Manage Data

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Best Practices

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