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Hey Champions! 👋🏼 Welcome back to another episode of ⭐️ Sideline Strategy of the Week ⭐️where we have an expert talk you through quick tips on how to level-up your game within Salesloft. This week Melissa Miller, Senior CSM and Conversations wizard, joins us to discuss how leveraging the meeting follow up play within Conversation Intelligence increases sales team efficiency and improves the buyer experience. Watch the ~5 minute “how-to” video and drop your comments or questions for @Melissa.Miller below! 👇🏼 Thanks for tuning in! 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! 👀 Looking for continued learning?Check out the resources below Sideline Strategy: Sharing Internal Notes and Meeting Follow Up Action Items to drive efficiency Meeting Follow-Up Play 5 Reasons Why We Love Meeting Agents

Hey Salesloft Champions,Brie Kriel here, Customer Success Manager at Salesloft! 👋🏼I’m thrilled to share some insights on one of Salesloft's latest and most exciting updates: Content Agents, which includes AI Email Steps for Cadences and AI Emails for Plays! As a Salesloft expert, I've been diving deep into these features, and there's so much to love. Here’s a breakdown of my top 10 things:Goal/Use Case:For all the Sales Leaders and Sellers out there, Content Agents is designed to help you engage with prospects more effectively and efficiently by leveraging AI to generate highly personalized email content. This means more meaningful conversations with less time spent crafting individual emails.Problem/Challenge:We all know that personalization is key to successful sales engagement. However, creating tailored messages for every prospect and interaction can be incredibly time-consuming, and it's hard to keep messages relevant and up-to-date.How Content Agents Helps Overcome This Challenge:Here are my top 10 reasons to love Content Agents:Saves You Time: AI generates email content for cadence email steps, freeing up your time to focus on other crucial parts of the sales process. Increases Personalization: Content Agents uses AI to generate individualized email content for any signal, ensuring reps initiate meaningful conversations with deep context into the account and buying signal, at scale. Dynamically Generated Content: Emails are generated in real-time, incorporating the most current context. Easy to Use: The email configuration is similar to what you’re already used to in Cadences, making it a smooth transition. Customizable: You have the power to review, refine, and edit AI-generated content or compose a message from scratch, ensuring the final message is perfect. Improves Buyer Engagement: By sending highly personalized emails, you can significantly improve buyer engagement. Enhances Follow-Ups: AI facilitates context-aware follow-ups and last-minute messaging adjustments. Streamlines Plays: AI Emails for Plays generates individualized email content for any signal, streamlining your outreach. Increases Efficiency: AI-generated content helps sales reps promptly follow up, improving deal velocity. Uses Secure AI: Salesloft uses Microsoft Azure’s OpenAI for AI-generated email content, ensuring your data is handled securely. Outcome:With Content Agents, you can improve buyer engagement by sending highly personalized emails, scale your outreach efficiently, and ultimately drive better results.I'm excited to hear how you and your teams are planning to use Content Agents! What are your favorite features or any questions you have? Let's discuss!

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 juggle multiple tools and sources. Increases Win Rates: Initial results show a significant uplift to win rates. Keeps Account Plans Relevant: The Account Research Agent helps keep account plans up-to-date by automatically analyzing company information. In short, the Account Research Agent empowers sellers to work smarter, not harder. It’s about making every interaction count and driving real results.I’m curious to hear your thoughts! How do you see the Account Research Agent impacting your sales process? What are your favorite features?

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! 🏆 👀 Looking for continued learning?Check out these resources:Sideline Strategy: Identifying coaching opportunities to improve rep performance Power Plays: Provide Feedback with Conversations Scorecards Salesloft on Salesloft: Analytics Sales Managers Should Care About 1:1 Coaching Strategies Navigating Conversation Key Moments: Coaching Sellers for Success Data-Driven Coaching Practices Coaching Fundamentals Salesloft Coaching Team Coaching Dashboard Manage Goals in Coaching Manager’s Coaching Team View Manage the Team Coaching Goal Panels

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! 👀 Looking for continued learning? Check out these resourcesUsing the Account Research Agent for High Quality Prospecting Leveraging a key financial insight to get the meeting booked How these two agents are saving me 5+ hours per week as as seller As a new AE, here’s how I got started with my new accounts using the Account Research Agent Power Plays: Accelerate deal velocity with Account Planning agents Unlocking insights with Custom Research Agents Understanding Account Research Agent in Salesloft Unleash the Power of the Account Research Agent

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!

Hey Champions! Welcome to this week’s ⭐️ Sideline Strategy ⭐️ episode! Alex Kattan, Senior CSM here at Salesloft, is our expert of the week who is chatting through how to use Salesloft’s AI Agents Sharing Internal Notes and Meeting Follow Up Action Items Watch the ~4 minute video below and drop any questions for @alexkattan 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! 👀 Looking for continued learning? Check out these resourcesLeveraging the Meeting Follow Up Play to increase sales efficiency Meeting Follow Up Play

Hey Salesloft Champions! 👋Sabrina Boyd here, a Customer Success Manager at Salesloft, and I'm personally using Meeting Agents every single day! It makes my life as a CSM so much easier, and I promise you, it's a super helpful tool for anyone who talks to customers and for all our amazing sellers. 🤩 This great tool is available right now, and it's helping so many of you achieve incredible efficiency and impact in your daily interactions.We all know the struggle: back-to-back Zoom calls, promising follow-ups, then trying to remember everything at the end of the day. Meeting Agents changes all that!Here's why our customers (and I!) are absolutely loving Meeting Agents because it helps us reach our Goal of being fully present, truly understanding what our prospects need, and focusing on bringing maximum value to our customers and closing deals:What makes it tough (Challenges):Forgetting call details after many calls. Having to write too many notes and not being able to truly listen. Wasting time re-listening to whole call recordings. Missing out on important tasks after a busy meeting. It's hard to get your team on the same page before big meetings.Meeting Agents: How it Helps!Quick Call Notes with Conversation Summaries: No more spending hours listening to call recordings or frantically writing notes during meetings! Meeting Agents uses smart computer programs (AI) to give you a short version of your calls, so you can quickly get the main ideas and move on. This means you can give your full, undivided attention to the conversation, build a strong connection, and trust that the summary will capture all the important details later. You get more time for strategic follow-ups and less time scrubbing through audio or looking for lost notes! Find Key Moments Fast: Imagine instantly jumping to the most important parts of any talk! Meeting Agents finds key moments like "Decision Making," "Objections," and "Competitors" in your call notes. This means you can quickly look back at important details to plan better and close deals faster! Action Items, Done for You: No more rushing to write down tasks after a call! Meeting Agents automatically creates a list of things you need to do from your recorded meetings. You can easily copy one item or the whole list for quick follow-ups, making sure nothing gets missed. They even show up right in your Salesloft plan for meeting follow-ups! Get Ready for Meetings: Teamwork Power-Up! 🤝 Get a head start and align your team! The "Prepare for Meeting" Play is a flexible tool your admin can turn on. It automatically reminds you to get ready 24 hours before a meeting, creating a task in your main Salesloft work area. The best part? This task can be set up as an email, a phone call, or even a way to share notes with your team! This means you can easily share important details with others on your team, making sure everyone is on the same page before important calls. It's like a quick team huddle built right into your daily work! Focus on Customers (instead of notes!): Because Meeting Agents handles the heavy lifting of note-taking and summarizing, you're free to truly listen, engage, and connect with your customers without distractions. This lets you dig deeper into their needs and bring even more value to every conversation.Outcome:Meeting Agents isn't just about cool tools; it's about giving you back your most valuable thing: time. We truly believe it helps you focus on what matters most. How will you (or your reps) use the extra time and focus Meeting Agents gives you every day?

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Sideline Strategy of the Week: Leveraging the Meeting Follow Up Play to increase sales efficiency

10 Things to Love About Content Agents: AI Email Steps for Cadences & AI Emails for Plays

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

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

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

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

Sideline Strategy of the Week: Sharing Internal Notes and Meeting Follow Up Action Items to drive efficiency

5 Reasons Why We Love Meeting Agents

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