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Salesloft for the

Customer Success Manager


The coach for your customers. The one who guides them towards a championship season.
Salesloft is your playbook that provides you with the tools to strengthen those relationships, drive adoption, and ensure long-term success.
This page includes all Salesloft resources just for you. So dive into Customer Success learning below!

Getting started with Salesloft

Dive into the Salesloft platform with our Fundamentals courses

Sideline Strategy: Weekly Quick Tips

How to level-up your game within Salesloft

Sideline Strategy of the Week: Using the Ask Salesloft Agent for instant answers about buyers

Hey Champions! We’re back with another Sideline Strategy of the week to help you level-up your game within Salelsoft.  This week Alex Kattan, Senior CSM, joins us again to talk about The Ask Salesloft Agent, which gives reps instant answers about their buyers and accounts to eliminate uncertainty and wasted time.  Watch the ~3 minute video below 🎬 👇🏼  Questions for Alex? Drop them in the comments!  Thanks for watching! See you next Wednesday! 

Sideline Strategy: Understanding your buyers with the Person Research Agent

Hey Champions, Happy Wednesday! We’re back with another Sideline Strategy quick tip for you! ✨ This week Leah Fraser, Senior CSM, is walking through one of Salesloft’s newest agents: The Person Research Agent  This agent helps revenue teams understand their buyers in seconds and hyper-personalize engagement so they can focus on selling and the activities that matter most.  Watch the ~7 minute video below to learn how both sellers and CSMs can leverage the Person Research Agent 👇🏼  Have questions? Drop them in the comments for Leah!  See you next week, Champions! 🏆        👀 Looking for continued learning?Using the Account Research Agent for high quality prospecting Giving reps time back in their day with the Account Research Agent Leveraging a key financial insight to get the meeting booked As a new AE, here’s how I got started with my new accounts using the Account Research Agent

Sideline Strategy of the Week: Simplifying the booking process with your calendar availability

Hey Champions!  It’s Wednesday, which means we have another Sideline Strategy to share with you all! ✨ This week ​@alexkattan is back to talk about why and how to set up your Calendar Availability to simplify the booking process. 🗓️ Watch the ~3 minute quick tip below!   Have questions? Drop them for Alex in the comments 👇🏼🗣️ See you next Wednesday! 

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