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R
Champion
RenskeChampion
asked in Conversations
Default mobile phone in dialer as number1

Any suggestions on the idea to set Preference for which phone number to use in dialer? Eg we have mobile as preference but we need to switch every time. Yes we can map our numbers differently but will have confusing naming conventions in the system.

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R
Champion
BrynjaHill
Community Manager
BrynjaHillCommunity Manager
published in Sideline Strategy of the Week
Sideline Strategy of the Week: Using the AI Scorecard to improve rep performance

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! 🏆

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BrynjaHill
Community Manager
C
Champion
car3vi33spinaChampion
asked in Manage Data
Merge option

Is there merge account or contact option?

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K
Lofter
A
Champion
ArthurLorenteChampion
asked in Conversations
How to access Conversation Intelligence data on Salesforce?

Hi all,I have tried this a few times without success so thought I would ask the community.Has anyone had success pushing Conversation Intelligence data to Salesforce? It is pretty useless for us right now given that the information is locked into Salesloft and I cannot push it to an activity record. They just updated the API documentation (Fetch an extensive conversation | Salesloft API) allowing us to fetch basically any data we want from conversations but it is somewhat useless since I cannot pass a conversation ID along to an event. I was hoping to use Clay to create some systematic actions based on transcript content but I am at a loss on how I could do that without manually exporting conversation IDs every so often and then somehow manually linking them to their respective accounts, opportunities, etc.

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john.wood
Lofter
A
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ambar.estevezLofter
published in Rhythm
Unleash the Power of the Account Research Agent: Things to Love

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

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Lofter
N
Lofter
NicBrownLofter
published in Drift Best Practices
Bionic Chatbot Best Practices

Hey Champions! When you're striving to maximize your website's potential, not only is managing the sheer volume of visitor inquiries a challenge, but so is efficiently identifying which of those visitors are genuine, high-quality leads ready for sales engagement. Your team needs to provide instant, accurate support while also ensuring that valuable sales time is spent on the most promising prospects. Doing this manually is time-consuming, prone to inconsistency, and can lead to missed revenue opportunities.Enter Drift’s Bionic Chatbots and its comprehensive AI-powered engagement and qualification suite.Drift’s Bionic Chatbots leverage artificial intelligence to understand and automate responses to your website visitors, drawing from your company’s knowledge curated in the Drift Content Library. But the intelligence doesn't stop at just answering questions. With the AI Lead Qualification Node, you can empower Drift to actively qualify your visitors, assign them meaningful CQL (Conversat

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BrynjaHill
Community Manager
BrynjaHillCommunity Manager
published in Sideline Strategy of the Week
Sideline Strategy of the Week: Giving reps time back in their day with the Account Research Agent

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!  

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BrynjaHill
Community Manager
R
Lofter
RaeSankLofter
published in Cadence Best Practices
When You Should Set Limits on Cadence Enrollment

If any of the following use cases sound familiar, it’s time to set Cadence enrollment limits. Limits may seem like a small config setting—but they can make a big difference in protecting the buyer experience and keeping your team aligned.Here’s when limits matter most:🧭 You work shared books of businessWhen multiple reps work the same territory or account list, people can get pulled into multiple cadences unintentionally. Enrollment limits help ensure a single, clear message reaches the prospect—and prevent two reps from sending mixed signals.🔁 You rely on automated enrollmentAutomation scales your reach—but without controls, it can lead to over-enrollment. If cadences are triggered by synced lists or automation rules, a person might end up in several workflows at once. Limits act as a safeguard, making sure automation stays buyer-friendly.📬 Your cadences cover different use casesWhen you have cadences for everything from inbound follow-up to renewal engagement, someone may qualify

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R
Lofter
R
Lofter
RaeSankLofter
published in Rhythm Best Practices
Upkeep Play Signals Created via iPaaS Integrations

Once your Salesloft iPaaS integration is up and running, you’ll want to maintain it so that your workflows stay efficient and reliable. Regular upkeep can prevent errors, improve performance, and ensure that data flows smoothly between your systems.Here are some best practices to keep your integrations in top shape:🔧 1. Monitor Your Integrations RegularlyStay proactive by checking logs to ensure that your integrations are running smoothly. Check the following logs: API Log: Filter API logs by integration to check for updates to Person and Account records. Audit Log: Check for creation, deletion, or updates to People and Accounts. Use the Plays Analytics to monitor the impact of automated actions and identify any issues early.🔄 2. Test After Every ChangeIf you’ve created one of the following Plays (Account Created play, Account Updated play, Opportunity Created play, Opportunity Updated play, Person Created play (coming soon), Person Updated play (coming soon) as part of your iPaaS

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R
Lofter
RaeSankLofter
published in Rhythm Best Practices
Plays Signals via iPaaS Integration Best Practices

Salesloft's iPaaS integrations can streamline data from third-party sources, automating workflows and ensuring smooth data transfer across systems. But, like any tool, setting it up correctly is key to getting the most out of the integration. Here are some best practices to create custom Plays using the iPaaS integrations: 1. Start with Your "Why" – What Do You Want to Automate?Before you dive into setting up an iPaaS integration, take a moment to think about the why. What do you want to achieve with this integration? Identifying your ‘why’ will help you determine which buyer signals to activate. Do you want to:Engage based on product usage and inventory data Connect custom lead scoring and AI models to seller action Notify Account owner of high priority tickets Follow-up when quotes are created, expiring….etc.  Trigger engagement workflows based on service start and completion Engage prospects based on marketing campaign enrollment and statusBy getting clear on your goals, you can mak

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R
Lofter
RaeSankLofter
published in Salesloft Fundamentals Best Practices
Master Prospecting Emails

Prospecting emails are a vital component of any sales strategy, serving as the initial touchpoint with potential customers. Crafting effective prospecting emails requires a blend of personalization, clear messaging, and strategic timing. Here are our tips for sending prospecting emails:  Keep Your Subject Line Short & Number Free A short subject line is crucial for prospecting emails as it quickly grabs attention amidst inbox clutter, conveys the email's purpose clearly, optimizes for mobile viewing, creates curiosity, and respects the recipient's time, increasing the chances of engagement and success. We recommend 4 words or less!  Keep the Body Short A concise message is more likely to be read thoroughly and understood, increasing the effectiveness of communication and enhancing the chances of a positive response. It also keeps the content mobile-friendly. We recommend approximately 50 words or less!  Use Engaging Language  Using engaging language in your emails establishes a per

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R
Lofter
RaeSankLofter
published in General Tips and Tricks
Import Historical CRM Data (Up to 5 Years) to Salesloft

When you're setting up Salesloft, the data in your CRM is one of your most valuable assets. By default, Salesloft only syncs data added from the moment CRM Sync is enabled—meaning your historical records, notes, and activities might stay buried in your CRM unless you take action.The Manually Sync from CRM setting allows you to import historical CRM data from up to five years ago. Here’s when importing historical CRM data can be especially useful:🕵️ Use Case 1: You want full visibility into account historyWithout historical data, Salesloft might only show the last few weeks or months of activity—leaving your team blind to important context. Pulling in data from the past ensures reps can see the full picture of a relationship before making their next move.🔁 Use Case 2: You're migrating from another engagement toolSwitching platforms is common—but without backfilling CRM data, your new system might feel incomplete. Manually syncing historical records into Salesloft helps your team hit t

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T
Lofter
Tylerm1011Lofter
May 2025 Release Notes

In this article, we will highlight Salesloft's newest features and functionality. Spring 2025 Launch Account Research AgentThe account research agent leverages AI to automate the gathering and synthesizing of information about accounts from various sources, aiding in sales personalization and prospecting. It streamlines the research process for sales representatives by summarizing and surfacing company info, engagement history, and additional sales context.Availability: The latest release is available. Contact your account team to initiate the enablement process.Who: The Account Research Agent is available as part of the Account Agent add on.Where: The Account Research Agent can be found on the Account and Person Profile pages within Salesloft.How: See the Understanding the Account Research Agent article to learn more. Buyer Identification AgentThe buyer identification agent pinpoints the most relevant contacts within your accounts. On its own, Salesloft will recommend contacts already

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BrynjaHill
Community Manager
BrynjaHillCommunity Manager
published in Announcements
Introducing agents to ignite your revenue team 🚀

Hey Champions! 👋🏼Leading a revenue team in today's world is no walk in the park, right? We're all feeling the pressure to hit those growth targets while keeping up with ever-increasing customer expectations. And let's be honest, AI feels like it should be the magic bullet.Did you know that according to Gartner, sellers using AI are 3.7x more likely to meet quota? That's huge! But implementing this tech can feel like uncharted territory. 👀What if there was a catalyst to truly ignite your revenue engine, giving your team that unfair advantage we all crave?Well, get ready! Salesloft's spring launch is introducing a powerful new force: AI-powered agents designed to inject strategic intelligence into every stage of the buying cycle. Imagine:Prospecting agents that handle those time-consuming manual tasks, freeing up your reps to focus on what they do best – building relationships and closing deals. Account agents that provide instant answers and prioritize high-potential accounts, ensuri

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BrynjaHill
Community Manager
bkriel
Lofter
bkrielLofter
published in Streamline Your Workflow
10 Things to Love About Content Agents: AI Email Steps for Cadences & AI Emails for Plays

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 Challen

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bkriel
Lofter
T
Lofter
Tylerm1011Lofter
published in Cadence Best Practices
When to Include Recipients in CC/BCC for Cadence Emails

Strategically using the CC and BCC fields in cadence emails is crucial for fostering collaboration, maintaining privacy, and ensuring comprehensive communication within Go-to-Market teams. Based on valuable customer insights and a significant demand for this functionality, this guide outlines who should be considered for inclusion in the CC and BCC fields to optimize outreach efforts and internal alignment.Key Practices for leveraging CC/BCC in Cadence Email Steps: Practice 1: CC Your Account Team and Relevant CollaboratorsTo ensure seamless internal communication and keep all relevant stakeholders informed, consider CC'ing members of the account team, such as Account Executives, Sales Development Representatives (SDRs), and Sales Specialists. This practice promotes collaboration and ensures everyone involved with the account has visibility into the ongoing communication. For existing customers, CC'ing the Customer Success Manager (CSM) on introductory emails from a new Account Executi

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T
Lofter
BrynjaHill
Community Manager
BrynjaHillCommunity Manager
published in Announcements
AI Agents at Your Service: Account Planning

The latest in our AI Agents at Your Service series: Account Prioritization in Rhythm.While juggling multiple deals, it can be difficult to prioritize your day.With the new Account Prioritization agent from Salesloft, you'll know which accounts are the most likely to close, so you can focus your day on the tasks that are most likely to drive revenue.  Want to learn more and see what’s coming next? Join our Spring Product Launch Webinar on May 13th! Thanks for watching!

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BrynjaHill
Community Manager
BrynjaHill
Community Manager
BrynjaHillCommunity Manager
published in Announcements
AI Agents at Your Service: Conversation Summaries and Action Items

We're back with another episode in the AI Agents at Your Service series. This time, we're introducing: Conversation Summaries and Action Items.You no longer have to ask anyone to take meeting notes, or scramble yourself to multi-task during a call. Now, you can give your undivided attention in every call without having to worry about important meeting details or follow-up information.With the latest Conversation Summaries from Salesloft, you'll get accurate and detailed notes from every call with action items included! Want to learn more and see what’s coming next? Join our Spring Product Launch Webinar on May 13th! Thanks for watching

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BrynjaHill
Community Manager
BrynjaHill
Community Manager
BrynjaHillCommunity Manager
published in Sideline Strategy of the Week
Sideline Strategy of the Week: Sharing Internal Notes and Meeting Follow Up Action Items to drive efficiency

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! 

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BrynjaHill
Community Manager
N
Lofter
NicBrownLofter
posted in Drift Best Practices
Drift - Best Practices - How to Build Chat Bots

Chat Bots's are Drift's most talked about product, in this article we'll go over some tips and tricks we wanted to share so that when you are building your bots on your own you can make the most effective bot out there. In this post, I’ll give a quick intro on how to star building the chat bot, give some best practices to keep in mind, and drop an additional workbook resource for you to review. How to Start Building your Chat Bot To begin building Chat bots:Click playbooks on the left hand navigation bar Click chat playbooks Click Create Chat Playbooks on the right hand sideOn the next screens you'll be given the options to:Select your audience (And workspace if you're on the Advanced of Enterprise plans.) Select your playbook type Name your playbookOnce completed, you'll be building out your playbook in the flow builder.  For a more thorough guide on building out a playbook, check out our help doc here. Best Practices to keep in mind while building your Chat BotStarting the conversati

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N
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BrynjaHill
Community Manager
BrynjaHillCommunity Manager
published in Announcements
Saleslove On Tour: What topics do you want to see? 💚 👀

Hey Champions 👋🏼 We are starting to plan for Saleslove on Tour in the fall and we want to hear from YOU! 💚  To ensure the sessions are valuable for your role, what topics would you most like to see covered? Here are a few example topics to spark your creativity:Workshop Discussion: Assess your AI in sales maturity and discovery where strategic AI adoption can deliver the biggest impact (led by Salesloft's Innovation and Transformation team) Workshop Discussion: Map your signal ecosystem, identify and prioritize your top signals across the customer journey and how to activate (led by Salesloft product experts and partners) Salesloft Best Practices/Product Workshop: Running effective pipeline reviews with Salesloft Deals, Standing Up a Cadence Committee, Data-driven coaching and decision-making with Analytics and Conversations, Customizing Agentic Plays in Salesloft (led by Salesloft's customer education and success teams) Panel: How to break down sales and marketing silos for durable

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J
Champion
BrynjaHill
Community Manager
BrynjaHillCommunity Manager
published in Announcements
AI Agents at Your Service: Chat Agent

Up next in our series, AI Agents at your Service, we’re sharing Salesloft's Chat Agent.With our new Chat Agent, your website visitors will have a personalized experience with an intelligent chat agent that can answer their questions, or connect them to a member of your sales team.You asked for better lead qualification and routing, and it's here.  Want to learn more and see what’s coming next? Join our Spring Product Launch Webinar on May 13th! Like this post if you’re excited about your site visitors having a personalized experience! 

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BrynjaHill
Community Manager
R
Champion
RaymonDavidChampion
asked in Platform & CRM
Dynamic Meeting Scheduling

Hi,Any suggestions on how to setup a process that enables a customer to answer a question, and based on the question route to a specific SalesLoft user’s meeting scheduler page?Example, if state = CA, use SalesLoft User A or if state = B, use SalesLoft User B.The meeting scheduler form in SalesLoft is limited and can’t support conditional logic. So I know I have to user some other solution. I can’t even send in values in the querystring into a Salesloft booking’s page :( Any suggestions, are welcomed. ThanksDavid

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BrynjaHill
Community Manager
BrynjaHill
Community Manager
BrynjaHillCommunity Manager
published in Announcements
AI Agents at Your Service: Email Personalization 📧

Next up in our AI Agents at Your Service series: meet the Email Personalization Agent.Staying connected with buyers takes time, thought, and a personal touch — and now, we’re making it effortless.Our Email Personalization Agent crafts unique, account-specific emails for you, using the account brief to create messages that feel personal, not canned.You asked for mass personalization at scale, and it's here.  Want to learn more and see what’s coming next? Join our Spring Product Launch Webinar on May 13th! Like this post if you’re excited about this agent adapting to account activity and recent conversations to ensure every message is timely and impactful! 

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BrynjaHill
Community Manager
Salesloft_Rob
Discussions Moderator
Salesloft_RobDiscussions Moderator
asked in Platform & CRM
Email Preference Centers & Salesloft

Hi Champions! I have a customer expanding into the EU and being mindful of GDPR laws, we are exploring the use of a custom email preference center link in place of Salesloft opt-out links. Anyone taking this approach? What works well? What doesn’t? Are you using a Marketing Automation platform for EPC links?  

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RebeccaHeyse
Champion
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