Recently active topics

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!

501

2 days ago

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

331

3 days ago

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!

410

3 days ago

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.

342

4 days ago

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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4 days ago

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

140

5 days ago

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 👍🏼 👀

270

9 days ago

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.

341

13 days ago

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!

411

15 days ago

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

15 days ago

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!

460

17 days ago

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?

290

18 days ago

DTGChampion

asked in Integrations

Frontend App Development

I was wondering if anyone has gotten stuck after creating frontend integration and trying to Install it. We had tested our OAUTH integration by creating an OAUTH app and tested our integration. All work as expected. We moved on to creating FrontEnd integration providing the same Redirect URL. When we click Install it goes straight to “Unexpected Error” Page without calling our URL.

171

22 days ago

HollyHampsonChampion

posted in Platform & CRM

Dialer not connecting

HI Champions - I’m opening a ticket with Salesloft and plan to attend office hours, but I thought I’d also post here in case anyone is having a similar issue and found a magical solution. Case 1: The dialer is not allowing a user to connect in Salesloft (2nd image) Case 2: User is working out of Salesforce and the call won’t connect, tested on several records (1st image)Steps taken:Chrome is updated Uninstalled, reinstalled extension Using latest Salesloft Chrome extension Restarted computer

461

24 days ago

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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24 days ago

BrynjaHillCommunity Manager

published in Sideline Strategy of the Week

Sideline Strategy of the Week: Tailoring Team Productivity Metrics

Hey Champions! Brynja here, Program Manager of Community! 👋🏼 Welcome back to another episode of ⭐️ Sideline Strategy of the Week ⭐️ Each week we have an expert share quick tips on how to level-up your game within Salesloft. This week Alice Bedford, Senior CSM and analytics master, is here to talk to us about Team Productivity Metrics so you can learn how to tailor analytics to exactly what you care about when looking at your team’s performance. Watch the ~4 minute video with @Alice Bedford below and make sure to drop your questions in the comments! 👇🏼 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!

790

24 days ago

NicBrownLofter

published in Salesloft Fundamentals Best Practices

Goodbye to Manual Group Management and Hello to Bulk Group Import via CSV!

When you’re an Admin, managing users and groups can be a time-consuming and often manual process, especially as your organization grows or undergoes changes. You need to reflect external hierarchies within Salesloft for accurate reporting, content sharing, and permissions, but individually creating and updating groups can be a drain on your valuable administrative time and leave you open for manual errors.Enter Bulk Group Imports via CSV’s. Salesloft groups ensure the right sellers have access to the right information based on criteria like geography, territory, or internal strategies. While you can enter and manage these groups one at a time, bulk group imports quickly complete tasks that could’ve taken a lot of time. Think about scenarios like:Onboarding a new cohort of sales reps: Instead of manually creating each new team and assigning members, you can now import them all at once. Restructuring your sales territories: Quickly update group assignments to reflect the new structure wi

210

25 days ago

Jeff_BurnsChampion

published in Deals & Forecast

Deal or No Deal?

Hey champions! Jeff Burns here from RevShoppe! We’ve been a long standing partner of Salesloft and I wanted to drop a little post around Deals, and why I think they’re a game changer for your GTM teams. A lot of times when working with clients we get asked “should we be using Deals or not?” The obvious answer is yes.. But we can’t just say that. As we all know, things are WAY more complicated than that. So, typically we have some sessions around (why) is this currently being asked? What are you using today to track and score deal health? What outcomes are you hoping to get out of Deals (as to why you’re asking if you should be using it) Majority of the time, we get told things like: “every rep operates a little differently. Some use CRM, some use sheets, some use.. Well, we don’t know. BUT! They have Ops in CRM and they seem to be closing them, but our visibility into pipeline health is very poor” Sound familiar? If so, you’re not alone! Now, one of the best things about Deals is t

640

25 days ago

Tylerm1011Lofter

April 2025 Release Notes

In this article, we will highlight Salesloft's newest features and functionality. We've grouped these releases into the following product areas:Rhythm & Cadence Deals & Forecast Channels & Conversations Platform, Data, & CRM DriftRhythm & CadenceAI Generated Email Steps for Personal CadencesPersonal Cadences now support AI Generated Email Steps. Who: AI Generated Email Steps for Personal Cadences are available to all Salesloft users with the ability to create Personal Cadences.Where: AI Generated Email Steps for Personal Cadences can be found when adding an Email step to a Personal Cadence.How: To learn more, check out the Create a Cadence Email Step Using AI article. Filter, Sort, & Group Enhancements for RhythmNew user experience for filtering, sorting, and grouping activities in Rhythm that allows users more flexibility for managing their workflow.Who: available to all Salesloft users.Where: Found within the Rhythm area of the platform.How: To learn how to a

30420

25 days ago

StephanieRGriffithLofter

published in Analytics & Coaching Best Practices

Understanding the People Removed from a Cadence Chart

The People Removed from the Cadence chart inside Step Analytics highlights the steps when People are being removed from the Cadence and the reason they were removed. The chart will help answer where are people most likely to leave the cadence.To help you interpret the data being shown, we've prepared types of charts to teach you how to read them.Best Case ScenarioThe ideal state of your People removed from the Cadence chart is to see fewer and fewer People remaining in the cadence. The chart should look like 1/2 of a sideways funnel (or a backwards hockey stick).As you progress through the Cadence, People are removed for good or bad reasons (replied to an email would be good, while marked as DNC would be bad). Either way, the removal is good because your Cadence is working to pinpoint communication. When a Person is removed, you can create a different process for next steps based on the reason they were removed. No People RemovedWhen no People are removed from the Cadence, the chart

190

26 days ago

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