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The Spam Journey: Call Reputation, Voice Integrity, and First Orion - how do they play together?

If you're experiencing issues with spam labeling, the first step towards improvement is to evaluate your calling best practices and your phone number’s reputation.Today we will explain what your phone number’s reputation is and how leveraging Voice Integrity can keep your reputation in good standing. That’s right, phone numbers have reputations.You can think of a phone number's reputation like a credit score. If you have a poor credit score, you'll struggle to qualify for major purchases like a house. Similarly, with a bad phone reputation, your calls are more likely to be flagged as spam.Salesloft and other dialer services can assign you new numbers, frequently but swapping them out is akin to opening new credit cards every couple of weeks—it can actually hurt your reputation in the long run.New numbers come with their own challenges. Spammers often cycle through new numbers to avoid detection, making brand-new numbers inherently suspicious. If the very first person you call flags yo

6 hours ago

StephanieRGriffithLofter

General Salesloft on Salesloft

Best Practices from Salesloft Webinar on Building a Winning Pipeline

In the recent Salesloft on Salesloft webinar titled "Building a Winning Pipeline," James Peacock, Charlotte Johnson, and John Older shared insights on how Salesloft's tools and processes help teams build stronger pipelines, enhance team collaboration, and close more deals. Here are some key takeaways and best practices discussed during the session: 1. Adapt to Market DynamicsWith the current challenges posed by what’s being called the "Great Growth Squeeze," organizations are seeing elongated sales cycles and increased difficulty in building predictable revenue. This means it’s critical to adjust your engagement models and update outdated sales practices to remain competitive. Best Practice: Leverage data-driven strategies to enhance the efficiency of your sales processes. Identify where your engagement model may be falling short and work on updating your approaches to match today’s market demands. 2. Streamline Reps' Workflows to Focus on High-Impact TasksNon-customer-facing activitie

7 hours ago

StephanieRGriffithLofter

General Salesloft on Salesloft

Best Practices from Salesloft Webinar on Identifying Key Metrics

In the recent Salesloft on Salesloft webinar titled "Identify Metrics that Matter," hosted by Kayla Pepperell, Tim, and Chris Dankowski from BOL Agency, they explored critical strategies for identifying and leveraging sales metrics to drive team performance and improve alignment with revenue organizations. Below are some key takeaways and best practices highlighted during the session: 1. Prioritize Deterministic vs. Correlative MetricsDeterministic Metrics: These are easily measurable, surface-level metrics such as reply rates or meetings booked. They provide quick insights but might not tell the full story. Correlative Metrics: These metrics require deeper analysis and reveal hidden patterns in the sales process. For example, measuring how touchpoints impact deal velocity or average contract value can help reveal more strategic insights for driving growth. 2. Understand Marketing and Sales AlignmentOne of the foundational principles in the session was aligning marketing and sales to e

7 hours ago

StephanieRGriffithLofter

Salesloft Connect - Chrome Extension - Release NotesChrome Extension

Version 1.3.3 September 12, 2024What’s NewUpdated the design of our CRM buttons to make them more snazzy.Bug FixesFixed an issue that was preventing the email pane from resizing. Fixed a bug that was causing the Gmail loft it button to malfunction. Improvements to enable new upcoming features.Version 1.3.2 September 9, 2024Bug FixesFixed an issue that prevented some new user records from being created in the sidebar Fixed how long names displayed in the sidebar. They will now truncate and display the full text on hover. Version 1.3.1August 29, 2024What’s NewView Sender button added in Gmail messages to more easily view contact information in threaded emails. Now you can open or refresh the sidebar from Gmail by clicking the button with the sender's name.Bug FixesFixed an issue where our click to call sidebar button in Salesforce was not displaying for some users. Fixed an issue with our email pane cutting off part of the editing window Version 1.3.0August 24, 2024Bug FixesFixed an is

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10 hours ago

LaurenHChampion

Drift

Will articles from community.drift.com migrate over to champions.salesloft.com?

Will the articles from community.drift.com migrate over to this hub? A coworker wanted to share a discussion post with me related to "IntegrationRequest failed and no fallback available" failures in Drift that she found last week, but I get redirected to the Champions Hub homepage when I click the link and nothing pops up when I search "IntegrationRequest”. I’m not in desperate need of the info in the discussion, but it did bring up this point that I’m curious about.

1 day ago

BrynjaHillCommunity Manager

Announcements

Salesloft Admin Certification: Unlock Skills, Flex on LinkedIn 🏆

📣 Calling all Admins, this one's for you! Are you:Hungry to level up your career in Revenue Ops? On a mission to drive epic growth for your company? Curious about Salesloft configuration? Ready to tweak and optimize Salesloft to fit your team’s needs? Chasing that sweet, sweet LinkedIn cred (because, let’s be real, we all do)?If any of that sounds like you, we recommend completing our shiny new Salesloft Administrator Certification! 🎉This cert is your all-access pass to strategic platform mastery. You'll understand the admin role, gain the skills to configure and maintain the platform, and walk away knowing how to define a Salesloft strategy to drive serious revenue transformation. 💰🚀Oh, and did we mention? Pass the exam and score yourself a brand-new badge to flex on social media. 🏅Get started today!

1 day ago

MikeChampion

Platform & CRM

Set person field to match account field on linking

When I have an account linked to CRM, the account pulls in the “Industry” field.I want everyone who gets linked to an account to get that data copied on to the person record.I only want to use Salesloft to do this. Lets get creative. Example.Person A gets created in Salesloft and associated to an account based on email domain.When person gets linked to account based on that rule, fill in the person industry with the account industry.

1 day ago

RaeSankLofter

General Salesloft on Salesloft

Best Practices from Salesloft Webinar on Conversation Intelligence

In the recent Salesloft on Salesloft webinar, "How We Use Conversation Intelligence to Master the Sales Process for Managers," David Vertin (VP of Sales and Business Development) and Dana Lark (Senior Manager of Business Development) shared actionable insights on how Salesloft utilizes Conversations, Salesloft’s conversation intelligence (CI) product, to identify coachable moments and drive team performance. Here are some key takeaways and best practices from the session: 1. Establish Consistent Call Reviews from Coaching Don’t Overcommit: Carve out dedicated time to review calls and conversations. It’s better to start small and ramp up the process than overextend and have to scale back. Salesloft Coaching allows managers (and reps) to track and review activities, including calls and conversation recordings. So you can start with only call recordings and expand your listening overtime. Personalize Reviews Based on Rep Tenure: Adjust how often and what kind of calls you review based on

1 day ago

RaeSankLofter

General Tips and Tricks

Create a 1-Step Cadence to Email Multiple People at Once

When managing accounts, there are times when you need to quickly send a one-off email to multiple stakeholders—whether it's to introduce yourself as a new rep or provide a timely update. A 1-step cadence can help you to send personalized one-off emails (bulk send) to multiple people simultaneously. This ensures everyone receives a tailored message without compromising on time or effort. Here’s how you can create a 1-step cadence for sending one-off bulk emails:Create a new cadence and name it. We recommend giving your cadence a name that reflects its purpose. For example, you could name it “Quick Update.” Add an Email Step to the Cadence. Since this is a 1-step cadence, you'll only need to create one action. This step will serve as the core of your cadence—an email step where you introduce yourself to stakeholders. Compose your Email In the email composition window, compose a personalized email. Note: You will still have the option to update the email before you send it. Here are

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2 days ago

Salesloft_RobDiscussions Moderator

Platform & CRM

Zoom Phone Customer Reference

Hi Champions 👋🏼 Are you leveraging Salesloft’s Zoom Phone integration for a global team? If so, I’d love to hear from you in the comments. What has your experience been? Did you opt for Zoom Phone over another dialer? How would you rate the quality of calls? Call connectivity? I’m working with a customer who has global BDR teams and are exploring options for their sellers in India, specifically, but also have a sellers throughout the US, EMEA, and APAC.

5 days ago

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MikeChampion

Platform & CRM

Set person field to match account field on linking

1 day ago

JorgeDiazChampion

Platform & CRM

Salesforce Integration

Anyone know why I cannot use a Salesforce dedicated “Integration User” license for the Salesloft → Salesforce Integration?Salesloft is adamant about giving up a Salesforce User License

5 days ago

RenataChampion

Cadence

Cadence's reusing

Is it possible for a focal point in SalesSoft to reuse a digital Sales’s cadence built from another sales in previous time?

7 days ago

robwalte

Platform & CRM

How to download CRM logs?

Something triggered an unknown-to-me automation rule and removed several contacts from their cadences. Can I download the CRM logs from that date to figure out which ones were affected?

7 days ago

remyersChampion

Create Automation

Favorite Campaign Automations

Hi team! I work in athletics and sell 12 different sports, which leads to using a lot of candences. I’m curious about people's favorite automation rules they have in their one-off cadences With all the different leads and sports we also have the ability to lose leads once they leave the cadence. I’m also interested in hearing about people's favorite automation rules and how it has helped them to move people from cadence to cadence to keep in contact with people. Automations have been a life saver for me with disposition and sentiment, but that is the real extent that I have used them thus far. Thanks!

28 days ago

HisoHisoChampion

Streamline Your Workflow

Best Practices for Managing Renewals: How Do You Handle This in Salesloft and Salesforce?

Hi Everyone,I’m curious to learn how other companies are managing their renewals within Salesloft and Salesforce (cadencing Contacts with related Closed Won Opportunities). Specifically, I’m interested in understanding: Which module do you primarily use for tracking renewals? Are you handling this in the Deals module, or do you have a different setup? How do you integrate renewal processes between Salesloft and Salesforce? Do you have any automated workflows, or is this managed more manually? Any tips or best practices you could share? I’d love to hear about any strategies or tools that have been particularly effective for your team. Renewals are such a critical part of the business, and ensuring that we’re leveraging the right tools and processes is key to maintaining customer relationships and hitting our targets. Any insights or examples from your experience would be greatly appreciated!Looking forward to hearing your thoughts.Thanks, Janet

1 month ago

AUdurhamlaneChampion

Integrations

The Impact of SMS in workflows

We’ve been with Salesloft for just over 15 months now and it’s proven to be a real game changer for us. Having finally got our organization fully up and running and in full flow, keen to understand others experience of using SMS as part of their workflows?Thanks

1 month ago

drew.moldenhauer15Champion

Coaching Your Team

Salesloft For Field Sellers

Hey All, My org has been using Salesloft for the last 4 years primarily for Inside Sales and we absolutely love it! We are looking to expand out the usage into our field selling teams. Does anyone have any experience around Salesloft usage for field sellers? Any features that should be focused on? Thanks!

1 month ago

car3vi33spinaChampion

Manage Data

Merge option

Is there merge account or contact option?

1 month ago

kclairChampion

Drift

Drift Playbooks

What playbooks has everyone seen the most impact on their business? Any tips and tricks that have improved your engagement rates?

1 month ago

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Best Practices

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