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Hey Champions! Welcome back to this week’s Sideline Strategy episode! Melissa Miller, Senior CSM, is here to walk us through how to customize your Account Research Agent to make sure your account-level insights reflect what matter most to you and your business.  👀🎬 Watch the ~6 minute video below and make sure to drop any questions for Melissa in the comments!   Thanks everyone!          👀 Looking for more resources? Help Article: Understanding the Account Research Agent Webinar: Unlock Deeper Insights with the Customizable Account Research Agent Sideline Strategy: Using the Account Research Agent for High Quality Prospecting As a new AE, here’s how I got started with my accounts using the Account Research Agent An Account Research Agent Win: Leveraging a key financial insight to get the meeting booked 🔎 Looking for more? Search the Content Library for all Salesloft resources! 

At a GlancePrep Time: 3–5 minutesCreation Time: 5–10 minutesServes: SDRs, BDRs, AEs, and Sales ManagersYields: Automated emails that reach leads even on weekends 🌟IntroductionMost Cadence emails don’t send on Saturdays and Sundays since many people are off on the weekends. But, some leads are active outside the typical work week—think inbound leads who fill out a form on a Saturday or contacts with non-standard schedules.This guide shows how to set up automated email steps that reach those leads on Saturdays and Sundays. Step 1: Create an Automation Rule for Inbound LeadsTo get started, you’ll want to create an Automation Rule to add marketing qualified leads to an Inbound Cadence.Follow these steps:Navigate to your settings. Select Automation Rules under the Data category. Click Create New Rule. Name your rule, ex. MQLs to Inbound Cadence Click the Trigger dropdown, then select Person Updates. Select When a lead is converted to a contact from the list that appears. Click the Action d

The smoothest Cadences are the ones that only surface steps you can actually complete.With a couple of quick automation rules, you can skip over steps when a Person doesn’t have a phone number or email tied to them—saving time and keeping your flow moving. This guide shows you exactly how.Prep Time: 2–3 minutes Creation Time: 5 minutes Serves: SDRs, BDRs, AEs, and Sales Managers Yields: Cadences that skip empty steps automatically 🚀Prerequisites (What You’ll Need)Manage Automation Rules permission. To create Automation Rules, you’ll need the Manage Automation Rules permission. Default admin roles automatically have this permission enabled.  Cadence. A Cadence already in use (or one you’re planning to launch).Create an Automation Rule to Skip Email Steps for People Without an Email AddressGo to your settings.  Select Automation Rules under the Data category. From the Automation Rules page, click Create New Rule.  Name your rule. We suggest something like, “Contact does not have an emai

Hi All!  I wanted to write up a quick guide to help anyone diving into Bionic Chatbots for the first time.  Feel free to post below any questions you might have about them and I’ll be happy to answer whatever I can.   But until then, without further ado…. Welcome to the Exciting World of Drift's Bionic Chatbots!  Think of them as your website's super-smart, always-on assistant, ready to chat with visitors and supercharge your business. This guide will break down how these clever bots work, why they're so beneficial, and how you can make them truly shine.--------------------------------------------------------------------------------🤖 Unveiling Bionic Chatbots: Your Website's Smartest Helper!At its core, a Bionic Chatbot utilizes AI to automate responses to your website visitors, freeing up your team's valuable time and resources. Imagine a highly efficient, tireless employee who can handle a massive volume of inquiries 24/7. That's a Bionic Chatbot!These bots are part of Drift's compr

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

Hey Champions,  Happy Wednesday! Here’s your latest Sideline Strategy of the week.  Andi Gunadi, Solutions Architect, is here to talk about how you can make sure your cadences get credit for meetings and opportunities.  Watch the ~3 minute video about attribution below and make sure to drop your questions for Andi in the comments 👇🏼  Thanks for tuning in! 🎬

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

Sellers are really good at the hustle.The problem is, they're often too close to the work to spot their own blind spots.That's where a great sales leader comes in.Their job is to help sellers see what they can't see on their own.Katie Egge, RVP of Major Accounts at Salesloft, shares how she uses a simple, repeatable process that helped her team beat their quarterly target, increase new bookings by 36%, and 3x pipeline coverage.It's all about coaching with a purpose. 🏆 

When we have an event I like to send out a bulk invite and can no longer do this. This is a huge part of my sales strategy. Please get bulk send back. 

Hey Salesloft Champions, Sam Gorfti here again, a Senior Channel Health Engineer at Salesloft. In my last post, we broke down the pillars of email deliverability. Today, I want to apply that same framework to an equally important channel: the dialer.We’ve seen your questions about maximizing connect rates, navigating carrier networks, and avoiding the dreaded "Spam Likely" label. Just like with email, your phone number has a reputation that you build over time. Every call you make either strengthens or weakens it.Let's break down how you can build a stellar calling reputation and ensure your calls get answered. Pillar 1: Build Trust with CarriersBefore you can focus on call strategy, you need to establish your identity with the phone carriers (like AT&T, Verizon, T-Mobile). Their primary goal is to block fraudulent robocalls. Your goal is to prove you're a legitimate business making wanted calls.Register with Salesloft's Trust Hub: This is your single most important step. Trust Hub

See what's new in Salesloft! In this article, we will highlight Salesloft's newest features and functionality.New features are releasing in the following product areas:Prospecting Workflow, Rhythm, & Cadence Channels & Conversations Data & CRM Drift Platform & Governance Mobile Deprecation Notice ProspectingAccount Research for LeadsGenerate rich account research for Person Records in Salesloft, even when they aren't linked to a formal account record, by leveraging their company name or URL.Who: The Research Agent is available to Salesloft customers with the Account Agent Add-on, with the Generative Artificial Intelligence setting enabled by their admin. Where: Can be found within the "Research" tab on any Person record. When: This feature is generally available. How: See the AI Person Research Agent article to learn more.Account Research on the Person Profile Page pulled from the Account URLRole Permission for AI Knowledge LibraryA new dedicated permission now allows n

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