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Sideline Strategy: Weekly Quick Tips

How to level-up your game within Salesloft

Sideline Strategy of the Week: Starting and ending your day with the Live feed

Hey Champions! Welcome back to another Sideline Strategy episode where an expert is here to share their quick tips on how you can level-up your game within Salesloft!  Super excited to share this week’s video from Francisco Olmedo, Strategic Success Specialist, as he discusses how to use the Live feed to start and end your day in Salesloft. 🏆 👀🎬  Watch the ~3 minute video below and drop any questions for Francisco in the comments!   Thanks for tuning in! We’ll see you next Wednesday! 🫡  

Sideline Strategy of the Week: Customizing Your Account Research Agent

Hey Champions! Welcome back to this week’s Sideline Strategy episode! Melissa Miller, Senior CSM, is here to walk us through how to customize your Account Research Agent to make sure your account-level insights reflect what matter most to you and your business.  👀🎬 Watch the ~6 minute video below and make sure to drop any questions for Melissa in the comments!   Thanks everyone!          👀 Looking for more resources? Help Article: Understanding the Account Research Agent Webinar: Unlock Deeper Insights with the Customizable Account Research Agent Sideline Strategy: Using the Account Research Agent for High Quality Prospecting As a new AE, here’s how I got started with my accounts using the Account Research Agent An Account Research Agent Win: Leveraging a key financial insight to get the meeting booked 🔎 Looking for more? Search the Content Library for all Salesloft resources! 

Sideline Strategy of the Week: Capturing Cadence Data with the External Identifier

Hey Champions! Welcome back to another Sideline Strategy episode 🎬 This week Eric Luetters, Senior CSM, is talking through how to leverage the Cadence External Identifier to capture cadence data more effectively.  Watch the ~5 minute video below and make sure to drop any questions you have for Eric in the comments! 👇🏼  Thanks for tuning in! We’ll see you in the community 🗣️

Seller Focused Discussions

See what your peers are talking about

How these two AI agents are saving me 5+ hours per week as a seller

Hey Champions, Carmen Lanford here, Majors Account Executive at Salesloft 👋🏼 A few weeks ago I spent a few minutes demo-ing two of the AI Agents that are saving me 5hrs/week minimum. That's 5 more hours I can be helping customers, progressing deals, and spending my time doing what I'm supposed to be doing - selling. Here's how:1. Rhythm Account Prioritization - intelligently prioritizes not just tasks but ACCOUNTS I should focus on right now for best chances of conversion. AI uses various signals to prioritize, score, and recommend actions without me having to think about it or worse, guess.2. Account Research - all those hours I used to spend combing the web, reading articles, listening to podcasts, scanning earnings reports, reading notes, etc etc. just to get a few snippets to use in my communications are a thing of the past. The Account Research agent instantly serves up everything I need to know about an account, what's important, who to target, all on one page. Fed by external AND internal sources. Not only is this saving me time, it saves time for my SE, CSM, manager, and everyone else who quickly needs to come up to speed on an account. I LOVE IT. 👀 Want to see how I use these two agents?Watch the micro-webinar here!  Have you or your team tried either of these agents yet? Let me know your thoughts and experiences with them in the comments! 

An Account Research Agent Win: Leveraging a key financial insight to get the meeting booked!

Hey Champions! Turner Green, Salesloft Enterprise Account Executive, here! 👋🏼 I wanted to share a quick win I recently had with both our 🔍Account Research Agent and ✏️ AI Cadence Email Step Agent. A few weeks ago 6sense tossed a high-intent 6QA lead into Salesloft. In seconds, the AI Research Agent drafted a cold email for me, highlighting a key financial insight I would've spent ages digging for. Later that day, Salesloft then flagged high activity on the account’s receiving end (the email had been opened 13 times 👀), so I took a screenshot of the email analytics and sent it again through another email outreach. That led to me getting the meeting booked. Talk about less time researching, more time selling! I’m curious, have you tried using the Account Research Agent yet? Let me know of any wins you’ve seen yourself!  

As a new AE, here's how I got started with my new accounts using the Account Research Agent 🔎 👀

Hey Champions! Bethany Emsick here from Salesloft! 💚📢 One week into my new role as an Account Executive, and what a fun shift it's been! The biggest change has been my operating mode, switching gears from a Sales Engineer asking "what do you need me to do?" to an Account Executive declaring "what am I going to do?".Stepping into this, I felt that exciting mix of enthusiasm and overwhelm. But I also felt confident, knowing I had a platform like Salesloft to help me cut through the noise and guide my way, saving hours of work.My first move with new accounts? Straight to Salesloft's Account Research Agent. 🔎 This AI-powered assistant instantly summarized past engagement and key account details, completing in minutes what would have historically taken me hours. It's like having a personal research analyst!It's truly rewarding to use the same powerful solution we bring to our customers every day. I’m curious to know your thoughts and experience with the Account Research Agent! How have you seen it transform your sales process? 

Identifying risks on deals in seconds with the Ask Salesloft Agent

"What are the risks on this deal?"My RVP asked that exact question — not to our team, but to our AI agent inside Salesloft “Ask Salesloft”.In seconds, she had a list:* MEDDPICC gaps* Champion isn’t the budget owner* Low engagement from the economic buyer10 seconds. Not an hour scrubbing through emails and call recordings. Not relying on gut feel. Just a clear, AI-driven snapshot of what could make the deal fall apart.This shift — from reactive to proactive — is a game-changer. Not just for reps, but for leaders who need clarity across dozens of deals.You can’t coach what you can’t see. But now, the signals are surfaced for us.Deal strats should no longer be rep story time.👀 If you’re leading a team and curious how this kind of insight changes deal momentum, let me know in the comments!

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