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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! 

20
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
BrynjaHill
Community Manager
BrynjaHillCommunity Manager
published in Sideline Strategy of the Week
Sideline Strategy of the Week: Getting more from your high intent pages with Drift

Hey Champions! 🏆 Welcome back to ⭐️ Sideline Strategy of the Week ⭐️ This week’s quick-tip expert is MC Steenberge, Senior Consultant here at Salesloft, and she’s here to talk about how to get more from your high intent pages with Drift.  Watch the ~5 minute video below and drop any questions or comments you have for ​@MC Steenberge  below!   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
G
Lofter
GabeConwayLofter
posted in Integrations
Outlook’s New Requirements for Senders - What is the impact?

Hey Salesloft Community,Microsoft is changing how they handle emails for high-volume senders.  If you send over 5,000 emails daily to Outlook.com, Hotmail.com, and Live.com addresses, you need to take immediate action to ensure your emails continue to reach inboxes. Starting May 2025 Microsoft will require specific email authentication settings for your sending domain to boost inbox security.Why This Matters for Salesloft Users:This directly impacts whether your emails land in Outlook inboxes. Without these settings, your messages could go to spam or be rejected.What You Need to Do (and What to Check Immediately):Verify SPF, DKIM, DMARC are Set Up CORRECTLY: Work with your IT team immediately to implement or double-check these email authentication methods for your sending domain, ensuring they meet the following criteria: SPF (Sender Policy Framework): Must Pass for the sending domain. Your domain's DNS record should accurately list authorized IP addresses/hosts. DKIM (DomainKeys Iden

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AlbertLiu
Lofter
R
Champion
RenskeChampion
asked in Coaching
Reporting on due steps ( over due)

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.

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R
Champion
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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R
Champion
eddie.sempek
Champion
eddie.sempekChampion
asked in Cadence
Team member out off office

I was unable to find an existing help article on this topic. We have a BDR out on leave. I’d prefer not to change the Salesforce flow to have all their leads be assigned to another team member. I’d prefer to use salesloft to process the re-assignment. Any best practices for managing team members out of office? If the best practice is to edit the source assignment rule then I’ll work with our SF admin.

252
eddie.sempek
Champion
BrynjaHill
Community Manager
BrynjaHillCommunity Manager
published in Announcements
AI Agents at Your Service: Buyer Identification

Now that you know what our Account Research Agent can do, it’s time to introduce the Buyer Identification Agent. This is an agent that can identify leads and stakeholders across your accounts that mirror your prior winning patterns. Using data to determine the buyers or buying group that usually works for you, and the accounts that are primed to close, let Salesloft AI Agents give you valuable time back in your day.  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 sellers getting 12+ hours* back in their week! 

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BrynjaHill
Community Manager
BrynjaHill
Community Manager
BrynjaHillCommunity Manager
published in Announcements
April Newsletter 🏃‍♀️

Hey Champions,  Happy April! I’m reporting live from Boston, where the iconic 129th Boston Marathon took place just last week (talk about Champions and a group of people coming together to help each other over the finish line)! 🏃‍♀️🏆 Here’s the latest and greatest happening in the Champions Hub from new members to new releases, and what’s to come in May… 👀 Starting with our newest Champions… Please welcome a few of our most recent members! 👋🏼​@AEllis ​@GavinWolf ​@Lady Soriano ​@KeithRegan ​@HunterNilsen ​@KevinJackson ​@BaileyBurke ​@AliciaLiu ​@ChrisArrow ​@Lucie Heymann ​@Meredith Brandt-Lew  If you’re tagged above, tell us in the comments below one thing you’re excited most about with Salesloft right now!  In case you missed it…Things We Love about Deals Check out our newest program where we’re spotlighting one area of the Salesloft platform that we love. From an overview video, to tutorials, academy trainings, discussions, webinars, and more you’ll definitely want to keep up

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BrynjaHill
Community Manager
john.wood
Lofter
john.woodLofter
published in Integrations
Supercharge Your Salesloft Workflows with IPaaS Integrations

Hey Champions, John Wood, Manager of Product Manager, here to chat about IPaaS! For years, Salesloft has had integrations with leading IPaaS solutions, with Zapier being the newest addition to our marketplace. Customers have used these integrations to simply automate importing leads and, in some cases, build their own custom CRM workflows. Salesloft partners with IPaaS solutions to open up a new world of data integration within your organization’s tech stack, acting as both the destination and a data source.What is IPaaS?IPaaS, or Integration Platform as a Service, is a cloud-based tool that seamlessly connects your different software applications and systems. Think of it as a bridge that allows your apps to communicate and share data.How can it help your organization?Today’s businesses rely on numerous software applications. IPaaS ensures these applications can talk to each other, preventing data silos and streamlining operations.  Use Case: Most recently, our organization built an IP

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john.wood
Lofter
BrynjaHill
Community Manager
BrynjaHillCommunity Manager
published in Sideline Strategy of the Week
Sideline Strategy of the Week: Identifying coaching opportunities to improve rep performance

Hey Champions! 👋🏼 Welcome back to another Sideline Strategy of the Week where an expert talks you through quick tips on how to level-up your game within Salesloft. 💚  This week Senior Strategy Consultant, Chris Dankowski, is here to talk about leveraging the Coaching Module to quickly diagnose coaching opportunities to improve rep performance.  Watch the ~10 minute video with ​@Chris Dankowski below and make sure to drop your questions in the comments for him!   Thanks for watching! We’ll see you next week.   Have a topic you’d like to see us cover in the weeks ahead? Let us know in the comments! 

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Champion
T
Champion
thomasBChampion
published in Deals & Forecast
How we manage 15-20 new opps per person each week (without losing our minds)

Hey Champions, Thomas here from Sales Tempo. As an Account Executive and a long-term partner of Salesloft, I wanted to share how we manage a high volume of inbound opportunities - 15 to 20 new ones per rep each week. It’s an exciting problem to have, but without the right system, it can quickly become chaotic. Here’s how it works for us:Cadence kicks off the process: As soon as a lead comes in, it automates from our CRM directly into a cadence, ensuring every initial touchpoint is tracked. Follow-ups, calls, booking demos - all handled automatically. Activity travels upon conversion: Once the lead becomes qualified, it's converted into an Opportunity and shows up in Deals. The best part? All of the prior activity travels with it so there's no need to start from scratch. Things aren't lost in the shuffle since we get to see the full history of the interaction when we convert the lead. Clear visual pipeline: Pre-created Team Dashboards give us and our customers a real-time, visual look a

451
Jeff_Burns
Champion
BrynjaHill
Community Manager
BrynjaHillCommunity Manager
published in Sideline Strategy of the Week
Sideline Strategy of the Week: Drift AI Suggested Replies for sales rep efficiency

Hey Champions! 👋🏼 Welcome back to another Sideline Strategy of the Week where an expert talks you through quick tips on how to level-up your game within Salesloft. 💚  This week Customer Success Manager, Brie Kriel, is here to talk about leveraging AI Suggested Replies in Drift to increase sales rep efficiency.  Watch the ~5 minute video below and drop any questions or thoughts you may have for ​@bkriel  in the comments!  Access the Drift Upload Content help article here.  Thanks for watching! We’ll see you next week. 🏆 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
M
Champion
Monique BeaudouinChampion
asked in Cadence
Tracking emails to a certain domain?

Hi fellow Lofters - I’m a Salesloft admin for my org and I wanted to see how other admins and users might navigate this “issue.”Our org has established a domain send limit and it sometimes frustrates reps as they are trying to engage their prospects/customers (and especially multithread).  A particular problem some reps have is not knowing when/why they’ve hit our daily domain limit.Has anyone else found a way to easily investigate how many cadence emails are being sent to a particular domain?  Perhaps a Salesforce report?Curious to hear how other Salesloft teams are helping their reps with this.

462
RuariBaker
Champion
BrynjaHill
Community Manager
BrynjaHillCommunity Manager
published in Announcements
AI Agents at Your Service: Account Research 🤓

We spoke before about utilizing AI agents and how by automating the busy work, we can elevate the human work. In our second video, you’ll get a sneak peek into our new Account Research Agent. We’ve heard from teams that reps can spend upwards of 5 hours per account just doing research. What if there was a way to scan websites, review accounts notes, check news sources, and then serve all that information back to you within the Salesloft platform? 👀 Imagine making every call and writing every email without having to bounce all over the place for the information you need. Feel confident in your prospecting with the Account Research Agent.  Want to learn more and see what’s coming next? Join our Spring Launch on May 13th! Like this post if you’re excited about 👍🏼 👀

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BrynjaHill
Community Manager
A
Lofter
aarendtLofter
published in Deals & Forecast
Transform how you manage your pipeline with Salesloft Deals

Hey Champions!It's Ashley from Salesloft Consulting Services, and I wanted to chat with you about something that I truly believe can transform how you manage your pipeline: Salesloft Deals. You know, we're all about maximizing efficiency and driving growth, right? And that's exactly what Deals is designed to do. Think about it: how much time do you spend trying to get a clear picture of your pipeline? Jumping between spreadsheets, trying to piece together the latest updates... it's a lot, isn't it? Well, Salesloft Deals gives you that single, unified view you've been looking for. Imagine having instant access to all your key metrics, seeing exactly where each deal stands, and spotting those potential roadblocks before they become real problems. That's the power of having everything in one place.  As you can see from the screenshot, Salesloft Deals provides a clean, intuitive interface that puts all your critical opportunity information at your fingertips. This visual representation all

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A
Lofter
BrynjaHill
Community Manager
BrynjaHillCommunity Manager
published in Announcements
AI Agents at Your Service 🫡

Sales innovation is moving fast, and if you're not using AI agents, you're likely falling behind.In this first video of our new series, AI Agents at Your Service, you’ll learn about how Salesloft AI Agents can help elevate the day-to-day work across your entire revenue team by: Automating manual work Prioritizing account-based tasks based on what's most likely to convert, and Guiding your teams on the right actions to take to drive durable revenue outcomes ✨ 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 the possibilities of AI for your revenue org 👍🏼 👀

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BrynjaHill
Community Manager
D
Champion
drew.moldenhauer15Champion
asked in Platform & CRM
Account Mapping To CRM- Company ID

Hello,  I noticed a new field on the Account Mapping Field Config Page. Called Company ID. What is it used for? Thanks!

471
Salesloft_Rob
Discussions Moderator
J
Champion
JessicaChampion
asked in Conversations
MS Teams Meetings not uploading to Salesloft

Hello all!Not sure if this is the right place to ask this. Please point me to the right direction otherwise.Does anyone has an issue with MS Teams meetings not uploading to Salesloft?Thank in advance for any tips and trick you can share regarding this. :) 

272
J
Champion
BrynjaHill
Community Manager
BrynjaHillCommunity Manager
published in Sideline Strategy of the Week
Sideline Strategy of the Week: Using the Drift for Salesforce Managed Package for Attribution Visibility

Hey Champions! 👋🏼 Welcome back to another ⭐️ Sideline Strategy of the Week! ⭐️ This week, Shannon Donovan, Salesloft Customer Success Architect and long time Drift expert, is here to talk to us about the Drift for Salesforce Managed Package and how it helps you gain visibility into attribution and reporting for Drift.  Watch the ~5 minute video with ​@ShannonD below and make sure to drop your questions in the comments! 👇🏼  Access the How to Install The Drift for Salesforce App help article here  Thanks for watching! We’ll see you next week. 🏆 Have a topic you’d like to see us cover in the weeks ahead? Let us know in the comments! 

470
BrynjaHill
Community Manager
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