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Platform & CRM

Discuss and ask questions about the functionality of the platform and CRM!

  • 6 Topics
  • 16 Replies
6 Topics
M
Champion
MikeChampion
asked in 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.

4
M
Champion
1 day ago
Salesloft_Rob
Discussions Moderator
Salesloft_RobDiscussions Moderator
posted in 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. 

0
Salesloft_Rob
Discussions Moderator
5 days ago
J
Champion
JorgeDiazChampion
asked in 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 

2
Salesloft_Rob
Discussions Moderator
5 days ago
R
robwalte
asked in 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?

1
Salesloft_Rob
Discussions Moderator
7 days ago
RebeccaHeyse
Champion
RebeccaHeyseChampion
posted in Platform & CRM
Maximizing Efficiency with Salesloft's Scheduled Import Feature

Hey everyone!We've recently started leveraging Salesloft's Scheduled Import feature, and it's been a game-changer for our sales and marketing teams. I wanted to share our experience and hear how others are using this feature. Here’s a breakdown of what we’ve been doing:Breaking Silos Between Marketing and Sales: Our Marketing team has been running special direct mail campaigns with Sendoso. Once these mailers are delivered, our sales team identifies contacts with a status of 'Delivered' in a Salesforce Report. We use the Scheduled Import feature to automatically import these contacts into Salesloft, placing them right into a tailored cadence. Each cadence is designed specifically for the direct mail campaigns, starting with an automated email that provides immediate follow-up. This process ensures that our marketing efforts directly feed into our sales outreach, fostering better collaboration and efficiency between the two teams. Increased Salesloft Utilization: By automating the impor

2
RebeccaHeyse
Champion
1 month ago
M
Champion
MikeChampion
asked in Platform & CRM
Scheduled Imports with missing data

I use scheduled imports in order to fire off cadences at different points in the life of a open renewal opportunity. The importer breaks if the first row of the SFDC report is missing a sold to contact, which is the ID it is looking for a person. Its fine if that row errors out, but I still need the rest of the report to fire. This is only an issue if the first row fails. If row 1 is fine and row 2 fails, it still works.Is this working as intended? Would love to be able to work around this.

7
Salesloft_Rob
Discussions Moderator
1 month ago
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