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Hi all, looking for a best practice to see a report on overdue steps for my team. So not the % of steps which have been overdue but the actual open step. We don’t use Salesforce.

Hey Salesloft Champions,I’m Sam Gorfti, a Senior Channel Health Engineer here at Salesloft, and I focus on ensuring our platform's email, dialer, and sms channels are as healthy and effective as possible. We’ve seen your questions and feedback about email deliverability, sender reputation, and how to maintain strong reply rates—and I’m excited to dive into that today.Think of email deliverability not as a single checkbox, but as a long-term reputation you build with inbox providers like Google and Microsoft. Every email you send is a vote for or against that reputation. Our goal is to make sure every vote is a positive one, turning your sends into valuable conversations.Here are the key pillars of strong email deliverability that will help you protect your reputation and boost engagement. Pillar 1: The Technical FoundationBefore you send a single email, you need the right credentials. Inbox providers want to verify that you are who you say you are. This is where your IT or Ops team com

Hey Champions! Welcome back to another Sideline Strategy episode 🎬 This week Eric Luetters, Senior CSM, is talking through how to leverage the Cadence External Identifier to capture cadence data more effectively.  Watch the ~5 minute video below and make sure to drop any questions you have for Eric in the comments! 👇🏼  Thanks for tuning in! We’ll see you in the community 🗣️

At Salesloft, we understand that security is paramount, and we are deeply committed to protecting our customers' data. Our security program is built upon industry-leading frameworks, ISO 27001 and NIST CSF, to ensure a comprehensive approach to safeguarding your information now and in the future. Security Governance StructureContinuous Program MaturityWe rigorously measure the maturity of our security program on a quarterly basis. This ongoing assessment allows us to identify key risks and investment needs, which are then reported to our board of directors and management team.Dedicated Risk CouncilWe have a dedicated risk council, comprising key leaders across business and technical functions and members of our board, ensuring alignment on upcoming security needs and investments. This collaborative approach ensures that security remains a top priority across all facets of our organization.Expert Security TeamOur security team is composed of specialists across IT security, AppSec, Cloud

We use Clay (for sourcing and enrichment), Salesloft (for outreach and qualification), and HubSpot (for contact/company management).Here’s the workflow I’m trying to figure out: Once a contact is found in Clay, we push it to Salesloft. Sometimes there are multiple contacts from the same company. Should we be creating both a person and an account, or just one of them? The goal: Make sure each contact is linked to the right company. When sending them over to HubSpot, have the contacts and companies properly mapped together. Set up a bi-directional sync so that changes update automatically across systems. Question:What’s the best way to do this with as little manual work as possible?

Hi team, We’d like to build a custom trained GPT to help us optimize Drift Playbooks. Has anyone else tried this yet? The idea would be to have a specialist Drift Optimization GPT bot that (once trained) has data uploaded to it from Google Analytics and Drift Playbook conversion reports and our CRM. The GPT would then make suggestions on how/where to optimise playbooks using an A/B style testing methodology say with a monthly cadence. Where can I access/download all the relevant training material to begin this process? PDFs would be ideal but publicly accessible video is probably OK too. Thanks,Albert

Hey Champions, Welcome back to Sideline Strategy where a Salesloft expert is here to talk you through quick tips! This week Sheena Johnson, Senior CSM, is back again to talk about Salesloft’s AI Knowledge Library which trains your AI to get smarter about you, your company’s sales strategies, goals, personas, and more. 🤓🧠 Watch the ~6 minute video below and make sure to drop any questions for ​@SheenaJohnson in the comments!   Thanks for tuning in! We’ll see you next Wednesday! 🏆 

Hey Champions! It’s officially autumn and as the seasons shift, it’s the perfect time to reset your mind, routines, and daily workflows! 🍂So here’s your monthly round up in the Champions hub!👩‍💼 Persona-based Resource pages You asked, so we delivered! These persona-based learning pages were made just for you! Each page includes Academy trainings, focused discussions, Sideline Strategy videos, and webinars.  Find your page here: Admin Sales Manager Seller CSM  💚 Saleslove On Tour is back!For those of you based in or around UK, join us (for free) in London on November 12th for a day full of inspiration, learning, and connection Register for London here 🍿 Webinars and Past RecordingsUnlock Deeper Insights with Customizable Account Research - TODAY! 9/30 at 1pm ET  Onboarding for Full-cycle Sellers - 10/7 at 1pm ET Trigger Timeline Actions with Custom CRM Object Signals - Recording  🎬 Sideline Strategy of the Week Your weekly quick tips on how to level-up your game within Saleslof

I’m new to the world of APIs, so please excuse any incorrect terms or beginner-level nonsense.I’m accessing the SalesLoft API to extract my organization’s data on a regular cadence, and ran into the following issue.  The way I currently have my python script set up, I first call the activity_histories endpoint to get a list of activities with my desired types and time range. Then I pull the user guids (direct), call or email id (from static data), and person ids and/or account ids (based on resource type and resource id). For each person id, I call the /people endpoint to get the associated account (in case it isn’t in activity_histories for some reason). For each account id, I call the /accounts endpoint; for each call id I run through the /calls endpoint to get sentiment and disposition; for each user id I run through the /users endpoint to get user names etc. I call the /successes endpoint to get the person ids associated with all the successes for the date range I’m looking at. I t