See what's new in Salesloft!
In this article, we will highlight Salesloft's newest features and functionality. We've grouped these releases into the following product areas:
Rhythm & Cadence
Single Signal, Multiple Play Actions per Role
Single Signal, Multiple Play Actions per Role provides the ability to set more than one Task while creating a Play, allowing you to implement multi-threaded orchestration strategies when working target Accounts and Deals.
Who: This feature is available to all Salesloft users with an Advanced or Premier license. Plays can be created and managed by team Admins.
Where: Play Actions can be assigned in Play configuration. Once initiated, Plays will appear in the Rhythm Workflow.
How: While creating a Play, select the “Add action” button to add an additional Task to the Play.
AI Generated Email Step for Cadence
Leverage generative AI inside your Cadence Email steps to draft the initial email message with up-to-date buyer context. Reps can efficiently send personalized emails in their Cadence workflow with minimal manual effort, while adhering to messaging guidelines that admins establish for the Cadence step.
Who: AI Generated Email StepsSteps are configured by Admins while creating a Cadence.
Where: AI Generated Email Steps are enabled while creating a Cadence and will populate information in the email composer while completing the Cadence step.
How: AI Generated Email Step for Cadence can be enabled or disabled for the whole Saleloft organization within the Artificial Intelligence settings page. Once enabled, generative AI will research, draft and personalize the Cadence email to the specific buyer. See the Add an Email Step article for more information.
Log Missed Calls in the Live Feed
When a call is missed, a notification will appear in the Live Feed.
Who: Available for all Salesloft users.
Where: Available in the Salesloft Live Feed which can be found in-app, in the Salesloft extension, and in Salesloft Mobile.
How: In the event that a call is missed, a new notification will appear in the Live Feed telling the seller that they missed a call. The notification will include who called and what number it was from.
Account-Based Signals in the Live Feed
When a third-party signal is received at the account level, it will appear in the Live Feed
Who: Available for all Salesloft users.
Where: Available in the Salesloft Live Feed which can be found in-app, in the Salesloft extension, and in Salesloft Mobile.
How: When an account-based signal is received, a new notification will appear in the Live Feed. The notification will allow users to navigate to the Salesloft account page.
Deals & Forecast
Forecast Settings
When creating a Forecast, the Forecast type and metrics will be applied based on segment rather than the whole organization. This allows for more forecasting customization options and different use cases, such as forecasting by account or opportunity.
Who: Forecast is available to teams with the Premier package. Forecast Settings are configured by Salesloft Admins.
Where: Forecast Settings are configured within the Forecast Admin settings page.
How: See the Manage Deals Forecast article for more information on how to configure Forecasts. No changes or updates need to be made to existing Forecasts.
Platform, Data, & CRM
API: New OAuth Grant Type for Client Credentials
Salesloft now supports authorization via Client Credentials in addition to Authorization Code when creating a new app to connect third-party systems to Salesloft.
Who: Teams with custom/internal integrations who want to make system-to-system requests.
Where: Salesloft App Hub
How: When creating a new app, admins will have the ability to specify the grant type called "Client Credentials". Will only be available for Private Applications.
