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StephanieRGriffith
Lofter
StephanieRGriffithLofter
published in General Tips and Tricks
The Spam Journey: Call Reputation, Voice Integrity, and First Orion - how do they play together?

If you're experiencing issues with spam labeling, the first step towards improvement is to evaluate your calling best practices and your phone number’s reputation.Today we will explain what your phone number’s reputation is and how leveraging Voice Integrity can keep your reputation in good standing.  That’s right, phone numbers have reputations.You can think of a phone number's reputation like a credit score. If you have a poor credit score, you'll struggle to qualify for major purchases like a house. Similarly, with a bad phone reputation, your calls are more likely to be flagged as spam.Salesloft and other dialer services can assign you new numbers, frequently but swapping them out is akin to opening new credit cards every couple of weeks—it can actually hurt your reputation in the long run.New numbers come with their own challenges. Spammers often cycle through new numbers to avoid detection, making brand-new numbers inherently suspicious. If the very first person you call flags yo

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StephanieRGriffith
Lofter
7 hours ago
StephanieRGriffith
Lofter
StephanieRGriffithLofter
published in General Salesloft on Salesloft
Best Practices from Salesloft Webinar on Building a Winning Pipeline

In the recent Salesloft on Salesloft webinar titled "Building a Winning Pipeline," James Peacock, Charlotte Johnson, and John Older shared insights on how Salesloft's tools and processes help teams build stronger pipelines, enhance team collaboration, and close more deals. Here are some key takeaways and best practices discussed during the session: 1. Adapt to Market DynamicsWith the current challenges posed by what’s being called the "Great Growth Squeeze," organizations are seeing elongated sales cycles and increased difficulty in building predictable revenue. This means it’s critical to adjust your engagement models and update outdated sales practices to remain competitive. Best Practice: Leverage data-driven strategies to enhance the efficiency of your sales processes. Identify where your engagement model may be falling short and work on updating your approaches to match today’s market demands. 2. Streamline Reps' Workflows to Focus on High-Impact TasksNon-customer-facing activitie

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StephanieRGriffith
Lofter
7 hours ago
StephanieRGriffith
Lofter
StephanieRGriffithLofter
published in General Salesloft on Salesloft
Best Practices from Salesloft Webinar on Identifying Key Metrics

In the recent Salesloft on Salesloft webinar titled "Identify Metrics that Matter," hosted by Kayla Pepperell, Tim, and Chris Dankowski from BOL Agency, they explored critical strategies for identifying and leveraging sales metrics to drive team performance and improve alignment with revenue organizations. Below are some key takeaways and best practices highlighted during the session: 1. Prioritize Deterministic vs. Correlative MetricsDeterministic Metrics: These are easily measurable, surface-level metrics such as reply rates or meetings booked. They provide quick insights but might not tell the full story. Correlative Metrics: These metrics require deeper analysis and reveal hidden patterns in the sales process. For example, measuring how touchpoints impact deal velocity or average contract value can help reveal more strategic insights for driving growth. 2. Understand Marketing and Sales AlignmentOne of the foundational principles in the session was aligning marketing and sales to e

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StephanieRGriffith
Lofter
7 hours ago
StephanieRGriffith
Lofter
StephanieRGriffithLofter
Salesloft Connect - Chrome Extension - Release NotesChrome Extension

Version 1.3.3 September 12, 2024What’s NewUpdated the design of our CRM buttons to make them more snazzy.Bug FixesFixed an issue that was preventing the email pane from resizing. Fixed a bug that was causing the Gmail loft it button to malfunction. Improvements to enable new upcoming features.Version 1.3.2 September 9, 2024Bug FixesFixed an issue that prevented some new user records from being created in the sidebar Fixed how long names displayed in the sidebar.  They will now truncate and display the full text on hover. Version 1.3.1August 29, 2024What’s NewView Sender button added in Gmail messages to more easily view contact information in threaded emails.  Now you can open or refresh the sidebar from Gmail by clicking the button with the sender's name.Bug FixesFixed an issue where our click to call sidebar button in Salesforce was not displaying for some users. Fixed an issue with our email pane cutting off part of the editing window Version 1.3.0August 24, 2024Bug FixesFixed an is

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StephanieRGriffith
Lofter
10 hours ago
L
Champion
LaurenHChampion
asked in Drift
Will articles from community.drift.com migrate over to champions.salesloft.com? 

Will the articles from community.drift.com migrate over to this hub? A coworker wanted to share a discussion post with me related to "IntegrationRequest failed and no fallback available" failures in Drift that she found last week, but I get redirected to the Champions Hub homepage when I click the link and nothing pops up when I search "IntegrationRequest”. I’m not in desperate need of the info in the discussion, but it did bring up this point that I’m curious about. 

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Lvarko
Champion
1 day ago
BrynjaHill
Community Manager
BrynjaHillCommunity Manager
published in Announcements
Salesloft Admin Certification: Unlock Skills, Flex on LinkedIn 🏆

📣 Calling all Admins, this one's for you! Are you:Hungry to level up your career in Revenue Ops? On a mission to drive epic growth for your company? Curious about Salesloft configuration? Ready to tweak and optimize Salesloft to fit your team’s needs? Chasing that sweet, sweet LinkedIn cred (because, let’s be real, we all do)?If any of that sounds like you, we recommend completing our shiny new Salesloft Administrator Certification! 🎉This cert is your all-access pass to strategic platform mastery. You'll understand the admin role, gain the skills to configure and maintain the platform, and walk away knowing how to define a Salesloft strategy to drive serious revenue transformation. 💰🚀Oh, and did we mention? Pass the exam and score yourself a brand-new badge to flex on social media. 🏅Get started today!

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BrynjaHill
Community Manager
1 day ago
M
Champion
MikeChampion
asked in Platform & CRM
Set person field to match account field on linking

When I have an account linked to CRM, the account pulls in the “Industry” field.I want everyone who gets linked to an account to get that data copied on to the person record.I only want to use Salesloft to do this. Lets get creative. Example.Person A gets created in Salesloft and associated to an account based on email domain.When person gets linked to account based on that rule, fill in the person industry with the account industry.

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M
Champion
1 day ago
R
Lofter
RaeSankLofter
published in General Salesloft on Salesloft
Best Practices from Salesloft Webinar on Conversation Intelligence

In the recent Salesloft on Salesloft webinar, "How We Use Conversation Intelligence to Master the Sales Process for Managers," David Vertin (VP of Sales and Business Development) and Dana Lark (Senior Manager of Business Development) shared actionable insights on how Salesloft utilizes Conversations, Salesloft’s conversation intelligence (CI) product, to identify coachable moments and drive team performance. Here are some key takeaways and best practices from the session: 1. Establish Consistent Call Reviews from Coaching Don’t Overcommit: Carve out dedicated time to review calls and conversations. It’s better to start small and ramp up the process than overextend and have to scale back. Salesloft Coaching allows managers (and reps) to track and review activities, including calls and conversation recordings. So you can start with only call recordings and expand your listening overtime. Personalize Reviews Based on Rep Tenure: Adjust how often and what kind of calls you review based on

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R
Lofter
1 day ago
R
Lofter
RaeSankLofter
published in General Tips and Tricks
Create a 1-Step Cadence to Email Multiple People at Once

When managing accounts, there are times when you need to quickly send a one-off email to multiple stakeholders—whether it's to introduce yourself as a new rep or provide a timely update. A 1-step cadence can help you to send personalized one-off emails (bulk send) to multiple people simultaneously. This ensures everyone receives a tailored message without compromising on time or effort. Here’s how you can create a 1-step cadence for sending one-off bulk emails:Create a new cadence and name it.  We recommend giving your cadence a name that reflects its purpose. For example, you could name it “Quick Update.” Add an Email Step to the Cadence.  Since this is a 1-step cadence, you'll only need to create one action. This step will serve as the core of your cadence—an email step where you introduce yourself to stakeholders. Compose your Email In the email composition window, compose a personalized email. Note: You will still have the option to update the email before you send it. Here are

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R
Lofter
2 days ago
Salesloft_Rob
Discussions Moderator
Salesloft_RobDiscussions Moderator
posted in Platform & CRM
Zoom Phone Customer Reference

Hi Champions 👋🏼 Are you leveraging Salesloft’s Zoom Phone integration for a global team? If so, I’d love to hear from you in the comments. What has your experience been? Did you opt for Zoom Phone over another dialer? How would you rate the quality of calls? Call connectivity? I’m working with a customer who has global BDR teams and are exploring options for their sellers in India, specifically, but also have a sellers throughout the US, EMEA, and APAC. 

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Salesloft_Rob
Discussions Moderator
5 days ago
J
Champion
JorgeDiazChampion
asked in Platform & CRM
Salesforce Integration

Anyone know why I cannot use a Salesforce dedicated “Integration User” license for the Salesloft → Salesforce Integration?Salesloft is adamant about giving up a Salesforce User License 

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Salesloft_Rob
Discussions Moderator
5 days ago
R
Champion
RenataChampion
asked in Cadence
Cadence's reusing

Is it possible for a focal point in SalesSoft to reuse a digital Sales’s cadence built from another sales in previous time? 

1
SheenaJohnson
Discussions Moderator
7 days ago
R
robwalte
asked in Platform & CRM
How to download CRM logs?

Something triggered an unknown-to-me automation rule and removed several contacts from their cadences. Can I download the CRM logs from that date to figure out which ones were affected?

1
Salesloft_Rob
Discussions Moderator
7 days ago
BrynjaHill
Community Manager
BrynjaHillCommunity Manager
published in Cadence
Are your reps following through with their cadences? 👀

Hey Champions!  Brynja here - Your Community Manager! 👋🏼 Cadences allow you and your team to configure personalized touch points to engage buyers. But, what’s the best way to track whether or not your reps are actually following through with their cadences?  Check out the Salesloft Best Practice linked below that our team wrote, which highlights the number of prospects added by reps, viewing overdue steps, reviewing calls by reps, and more! Measure Cadence Accountability in Salesloft 🤓 What are your thoughts? Are there other ways you go about it?       

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BrynjaHill
Community Manager
9 days ago
BrynjaHill
Community Manager
BrynjaHillCommunity Manager
published in Announcements
Did you hear? Our first-ever Champions Hub virtual panel 📣👀

🚨 PSA: Our first-ever Champions Hub virtual panel is coming up on 10/2! Candidly Community: Why Community MattersWe’ll be chatting about:Why community is important in SaaS How it’s changing the game for our customers Where we’re headed next with our communityBut we want your voice in the mix! Got a burning question for our Chief Customer Officer, Chief Marketing Officer, or VP of Education? Drop it below! 👇And hey, don’t forget to grab your spot for the panel! We can’t wait to see what you’ve got! 

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BrynjaHill
Community Manager
9 days ago
R
Lofter
RaeSankLofter
published in General Tips and Tricks
From Templated to Tailored: Best Practices for Customizing Play Frameworks

Play Frameworks offer a foundation for signal-to-action sales strategies by providing pre-built workflows based on common sales best practices. Using the out of box Play Frameworks is a great way to get your team started with Plays. But it probably won’t take long to realize that the standard plays could be improved to fit your team’s needs and processes. To take your Plays from the introductory template to a workflow tailored to your team, customize your Play Frameworks. Saleslofts admins create and set up Play by customizing your team’s Play Frameworks, you can ensure that your team is performing the actions that lead to results and meet your objectives.  Let’s dive into some tips for customizing Play Frameworks:  Define Your Team Objectives  Before diving into Play customization, start by clearly defining your team objectives.  Ask yourself: ‘What should this Play help my team achieve?’ Whether the answer is lead generation, opportunity acceleration, or nurturing existing clients, y

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R
Lofter
13 days ago
R
Lofter
RaeSankLofter
published in General Tips and Tricks
Streamlining Sales Success: Align Cadences and Plays to Improve Efficiency and Personalization

By combining the automation of Cadences with the personalization of Plays, you can streamline and enhance your engagement strategy– and strike a balance between personalization and efficiency. Here’s how you can combine the Cadences and Plays to enhance your engagement strategy:  Set Clear Objectives Before you begin aligning your Cadences and Plays, ensure you have clear objectives. Are you looking to generate leads, nurture prospects, close deals? With a clearly defined objective in mind, you can identify the areas of focus for your team.  Clear goals will help guide your strategy so you can ensure that every interaction is purposeful and moves the prospect closer to a decision.  Start with a Strong Cadence Cadences help automate your communication flow, ensuring consistent follow-ups. By creating a well-structured cadence, you can guide your prospects through a sequence of touchpoints without losing momentum. Check out our tips for creating effective cadences.  Integrate Plays to Pe

190
R
Lofter
13 days ago
R
Lofter
RaeSankLofter
published in General Tips and Tricks
The Analytics Advantage: Tips for Evaluating Cadence Analytics

Salesloft Cadences help streamline your sales process, but the real magic happens when you dive into the analytics.  By analyzing your Cadence performance, you can refine your strategy, boost engagement, and ultimately, close more deals. Here's how to make the most of your Salesloft Cadence analytics:  Set Goals to Guide Your Analysis Before you start analyzing metrics, you’ll want to set clear objectives. Whether you’re looking to generate leads, nurture prospects, or close deals, defining your team’s objectives will guide your analysis and help you focus on the most relevant metrics.  You can leverage Salesloft Coaching to define and set clear goals for your team. Then, use those goals to analyze and gauge Cadence performance.  Tip: Align your Cadence goals with broader organizational objectives to ensure consistency and focus.  Monitor Key Performance Metrics Salesloft offers a wealth of data, but each metric offers insight for a different use case.  To gauge the effectiveness of yo

190
R
Lofter
13 days ago
R
Lofter
RaeSankLofter
published in General Tips and Tricks
Targeted Plays and Cadences

For years Salesloft users have leveraged Cadences to create consistent workflows. With Cadences alone, we’ve seen our customers increase outbound engagement.  Now, we’re still a huge fan of Cadences, so we had to ask ourselves, how can we make this even better?  Answer: Plays Salesloft Plays use the actions from a potential buyer to prompt user actions. When you leverage Plays and Cadences together, you produce a complete workflow.  Here are some examples of Cadences and Targeted Plays to enhance your existing Cadence workflows: 1. Lead Nurturing Cadence with Targeted PlayImplement a nurturing cadence to automate follow-ups with cold leads. When a lead interacts with your content—like clicking a link or downloading a resource—trigger a Play that sends a personalized email. Highlight how your solution meets their specific needs based on their activity, keeping your outreach relevant and engaging. 2. Multi-Touch Cadence with Persona-Based PlayUtilize a multi-touch cadence incorporating e

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R
Lofter
13 days ago
R
Lofter
RaeSankLofter
published in General Tips and Tricks
New Rep Intro: A Cadence that Wins Over Key Contacts

Changes in the workplace can be challenging to navigate, especially when the change requires you to step into new territory.  Factors like organizational restructuring and increased hiring may result in opportunity handoffs, where a new rep is brought in to manage an existing opportunity.  In these cases, many reps opt for sending a quick email introducing themselves, however, without a proper strategy, you can risk the deal fizzling out before you’ve been given a chance to work your magic.  Setting up a New Rep Intro Cadence can transform your introduction into a strategic advantage and allow you to position yourself as a trusted advisor.  Here’s how you craft one: New Rep Intro Cadence ObjectivesEngage with key contacts and decision-makers and turn initial interactions into meaningful opportunities. Target AudienceMain POCs: Your primary contacts in each account Decision Makers: Additional influential figures crucial to the sales process Best PracticesKickoff with Value: Start your f

340
R
Lofter
13 days ago
G
Lofter
GabeConwayLofter
posted in Configure Salesloft
Salesloft Open Tracking and Gmail

Hi everyone,My name is Gabe, and I'm an engineer here at Salesloft focused on our email channel. I want to address a concern among our users about potential changes to the Google email platform that might affect tracking pixels used to determine if someone opened an email.To put your mind at ease, we haven't seen any evidence of Google blocking tracking pixels by default. However, what we have observed is that images can be blocked when emails are detected as spam due to domain reputation or email content. But here's the good news: if you're following Salesloft's email best practices, it's unlikely that your prospects will ever see this sort of spam banner message. If you want to know more about how to avoid these issues and ensure your emails are delivered successfully, I recommend checking out our email deliverability best practices guide. 

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AlbertLiu
Lofter
14 days ago
T
Lofter
Tylerm1011Lofter
August 2024 Release Notes

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 Channels & Conversations Platform, Data, & CRM Mobile Rhythm & Cadence Extend Assignment in Plays - Opportunity Owner and Record Owner’s ManagerPlays can be assigned to the Opportunity Owner and the Record Owner’s Manager for teams to configure plays that match your desired processes.Who: Plays can be created and managed by team Admins. This feature is available to all Salesloft users with an Essentials, Advanced or Premier license.Where: Play Tasks can be assigned in Play configuration. Once initiated, Plays will appear in the Rhythm Workflow. How: While creating a Play, assign the Play Task to the Opportunity Owner or the Record owner’s Manager.Add People From Account to Cadence Task TypeUsers are now able to add people from Accounts to cadences using Account-based signals fr

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T
Lofter
22 days ago
C
Champion
Christopher BChampion
posted in Conversations
Sales Analytics Reports

I work within Sales Operations. We deal with Analytics a lot.What are your most valuable Salesloft reports for your business?Recently we have been trying to look at the number of conversations that our Sales Reps record in Conversations vs the total external meetings they have to find the ratio. 

2
D
Champion
28 days ago
remyers
Champion
remyersChampion
asked in Create Automation
Favorite Campaign Automations

Hi team! I work in athletics and sell 12 different sports, which leads to using a lot of candences. I’m curious about people's favorite automation rules they have in their one-off cadences With all the different leads and sports we also have the ability to lose leads once they leave the cadence. I’m also interested in hearing about people's favorite automation rules and how it has helped them to move people from cadence to cadence to keep in contact with people. Automations have been a life saver for me with disposition and sentiment, but that is the real extent that I have used them thus far.  Thanks!

1
SWaldman
Discussions Moderator
28 days ago
AUdurhamlane
Champion
AUdurhamlaneChampion
posted in Cadence
Measuring Cadence Effectiveness

Hi All, How do you motivate your SDRs to actively engage in and become obsessed with analysing cadence performance in SalesLoft?I'm looking for strategies or best practices that have worked for others to encourage our SDRs to take ownership of their outreach and improve their results through data-driven insights.

2
Salesloft_Rob
Discussions Moderator
30 days ago
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