Discuss tips & ask questions related to using Rhythm
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If you want your new reps closing deals before they even finish their onboarding, here's what to do: In this episode of Salesloft on Salesloft, Revenue Readiness Program Manager Colton Finn reveals how we threw out the old onboarding playbook. Instead of weeks of theory, new hires jump directly into the Salesloft platform with live accounts, real signals, and a fleet of AI agents to guide them. We empower reps to win from day one, resulting in:✅ Meetings booked within the first week✅ Renewals closed in week three✅ New logo business closed within 60 days
Here's exactly how our account executives use Salesloft agents to move deals forward:Milena Kaul had two high-stakes meetings coming up this week, and her forecast depended on them.1. A renewal that was at risk of slipping away.2. Big expansion opportunity with a key account.Normally, preparing for these would have taken her a full day of digging through Salesforce, sifting through conversation transcripts and old email threads.Instead, she used our Ask Salesloft AI agent. 🗣️She wrote: “What should I bring up in these meetings?”In under a minute, it pulled every relevant signal, including CRM notes, past conversations, email history, and even potential risks.It saved her hours, and she showed up hyper-prepared for both calls. It helped her champion tell the right story to her executives on the renewal call. She delivered a value-driven demo that helped her advance the expansion opportunity.They looked like rockstars, and it's all because they used the right tools to prepare in minutes
How do managers/admins quickly view their teams daily workload or have visibility into the teams' rhythm activity? Our manager is looking for a way to have visibility into her teams' daily outreach activity. In our current system we have a way to view this but have not been able to find a way to view daily outreach activity without 'acting on behalf' of a user and looking at individual rhythms. We learned that SL does not have a direct feature to view what is specifically due for users in terms of daily outreach activity but that there is a “scheduled actions” report in Coaching and I will check this out. We would love to learn how other managers and leads are reviewing daily outreach activity for teams. This is useful for several reasons and one is understanding how available or not team members are based on daily outreach activity workload.
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 y
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
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!
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
Learn the basics of Rhythm in 30 minutes! We just released a new Rhythm training geared toward all users. If you or your team are new to Rhythm, this is for you. We cover:how to use Rhythm to prioritize your workflow how Rhythm helps you take action on the most important buyer signalsCheck it out here, and let us know what you think!
I’m Jackie, I’ve been with Salesloft for 6 years and I’m a Senior Customer Success Manager on our Commercial team in EMEA! Every account I speak with tells me the same thing - how can we give our reps time back or make them more efficient? If you haven’t yet enabled Plays, this is the place to get convinced. Let’s start with what they are: Plays generate tasks based on the activities captured in Salesloft. It’s a great way to help surface the right actions at exactly the right time within Rhythm. Here are the top 3 plays I recommend enabling to get started:Meeting reminder play - reduce no shows Meeting Follow Up Play - look sharp & build trust Vidyard 50% video watched - convert opportunities with this buyer engagement alertI’m curious to know… What plays have you enabled? And what new plays do you want to test out to help your reps capture people at the right time?
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