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Hey Champions!  Happy Sideline Strategy day where we bring you quick tips every Wednesday on how to level-up within Salesloft. 🧠🤔 This week Andi Gunadi, Solutions Architect, is here to discuss the automation rule that looks at CRM data sync and when a lead is not found in Salesloft. Watch Andi’s 2 minute video below and make sure to drop any questions for her in the comments. 👇🏼  Thanks for watching! We’ll see you next week.

The Account Research Agent saves our team an incredible amount of time, but the real value is how it elevates every conversation. I rely on it for every sales call and one-on-one, so we’re always walking into meetings prepared with real insights. It helps our national and commercial sales teams engage more thoughtfully and drives deeper, more productive discussions with customers. There is more information provided than we would typically find on our own, and understanding our prospects and partners’ businesses is essential in today’s competitive environment. We incorporated many of the Salesloft agents last year and saw a 54% increase in new customer acquisition, and firmly believe Agentic AI played a key role in this success! I am curious what other companies have seen as far as impact?

I’ve been trying to create a type of round robin automated greeting for each of my contacts I am emailing on cadences, but I have not been able to make it work with the suggested Dynamic Fields {first.name] + Snippets. Could you please help me with this. Examples of a greeting + snippet:  1- Dear Scott, I’m reaching out with great respect for your time and focus.2- Hello Michael, trust this message finds you well.3-  Andres, this seemed like the perfect bridge to finally tell you that you've been on my thoughts. Your suggestion will be greatly appreciated.Cory

Onboarding new team members can be a challenging process—balancing the need to get them up to speed quickly while ensuring they fully absorb company culture, tools, and processes. Without a structured approach, new hires can feel overwhelmed or unsure of where to focus.  Fortunately, a well-crafted cadence can solve this! A New Hire Onboarding Cadence can help you provide a clear, step-by-step plan that guides new hires through their first days and weeks and sets them up for long-term success. To set you up for success with Salesloft in your new role, here’s a structured onboarding cadence that covers essential features and best practices: 🗓️ Step 1: Day 1 - Welcome to Salesloft!The first day should be all about helping your new hires get their Salesloft Account up and running. Here’s a list of tasks to include on Day 1:Accept Your Invite: Check your email and accept your invitation to Salesloft! Change Your Password: Make it unique and secure! Install the Essentials: Salesloft Connec

Hey Champions….  just sharing my experience with the Account Research agent which has helped us accelerate the way move opportunities. The Account Research Agent helps me to cut through our overwhelming amount of CRM data, providing me with the key customer details I need in under two minutes. This not only saves significant time but also empowers our team to confidently double or even triple my daily customer outreach, greatly expanding my opportunities. 

See what's new in Salesloft! In this article, we will highlight upcoming Salesloft features and functionality.Anticipated Release Date: Feb 10, 2026.Please note: Features will start rolling out on the release date, but may not be available to all users until the end of the month.Clari and Salesloft have recently merged!Clari and Salesloft completed their merger (read more here!). Are you a Clari user or curious to learn what is being released? Check out the Clari release notes. And stay tuned for early integrations and developments bringing the best of both platforms together in the coming months.New features are releasing in the following product areas:Workflow, Rhythm, & Cadence AI, Data, & CRM Channels & Conversations Platform & Governance Drift What’s new in Clari Workflow, Rhythm, & CadenceTask EnhancementsWhen rescheduling Tasks in Rhythm, Rhythm will use business days (Mon - Fri) as the default option. Additionally, Admins will now have more options to choose

How many people can I BCC on one email?

Happy Wednesday Champions!  We’re back with another Sideline Strategy video to help you level-up your game in Salesloft. 💚 This week Savannah Warbington, Customer Success Architect, is here to discuss how you can adjust your importing configuration to ensure your team is adhering to processes when it comes to adding people into the platform and engaging with those records.  Watch Savannah’s 3 minute walkthrough video below and make sure to drop any questions for her in the comments!   Thanks for watching! 

Hey Admins!The wait is over—Saleslove On Tour 2026 is officially back! 💚If you haven’t been before, this is easily one of the best ways to get out of the home office, meet other GTM leaders, and actually walk away with a tactical "revenue playbook" you can use immediately.Plus, it’s completely free to attend.This year, the tour is hitting:📍 Palo Alto (March 10) 📍 Denver (March 12) 📍 Boston (April 15)I’m curious... who is planning on going this year?Drop a comment below with: Which location you’re eyeing or already signed up for! If you’ve been to a Saleslove event in the past, what was your favorite part? (The networking? The tactical breakouts?) 👉 If you haven’t registered yet, you can grab your spot here

Hi, as contacts are owned by several persons of the account team in D365 we have no option to automate the contact ownership in SL. Is there any way with a play that we can update the contact owner to the account owner or any other suggestions  .. I get stuck at this point Would love to see an option to update to current account owner. 

All my emails are bouncing and I’m not seeing any of my emails being sent in my outlook.

Hey Champions!  Happy Wednesday! We have another Sideline Strategy quick tip video for you to help you level up within Salesloft.  This week Melissa Miller, Senior CSM, is here to discuss configuring Salesloft Settings for optimal data hygiene.  Watch the ~9 minute video below and make sure to drop your questions and comments for Melissa below!   Thanks for watching! We’ll see you next Wednesday. 👋🏼

Hey Salesloft Champions,Brie Kriel here, Customer Success Manager at Salesloft! 👋🏼I’m thrilled to share some insights on one of Salesloft's latest and most exciting updates: Content Agents, which includes AI Email Steps for Cadences and AI Emails for Plays! As a Salesloft expert, I've been diving deep into these features, and there's so much to love. Here’s a breakdown of my top 10 things:Goal/Use Case:For all the Sales Leaders and Sellers out there, Content Agents is designed to help you engage with prospects more effectively and efficiently by leveraging AI to generate highly personalized email content. This means more meaningful conversations with less time spent crafting individual emails.Problem/Challenge:We all know that personalization is key to successful sales engagement. However, creating tailored messages for every prospect and interaction can be incredibly time-consuming, and it's hard to keep messages relevant and up-to-date.How Content Agents Helps Overcome This Challen

I have a few cadences where I want to A/B test the subject line in the first email. I then have 3 additional emails but when I choose ‘thread’ it only gives the option for ‘A’ in the previous email and not B. What happens when I launch the cadence? Will everyone getting the additional emails get threaded to the A option only (even if they receive the B option for the first email)? TIA!

All your Sales team want this year is to double the number of meetings booked? We’ve got you covered.See how Cosmo Barran, Account Executive at Clari + Salesloft, uses the Account Research agent to turn his cold calls into warm ones.  

Hey Champions!  Welcome back to another Sideline Strategy quick tips video! 🎉 Now that we’re in 2026 Eric Luetters, Senior Customer Success Manager, is here to discuss evaluating your Cadences and content within Salesloft.  Watch the ~5 minute video here and drop any questions for Eric in the comments! 👇🏼  Thanks for watching. We’ll see you next Wednesday!   

Good morning I don’t see the ai library feature in my salesloft or my settings option within my cadence, I’ve been an sdr for a month so salesloft is quite new to me . thanks for your help  

Hey Champions!  Welcome to the first Sideline Strategy of 2026!! We’re excited to continue sharing our latest tips and tricks to help you level-up in Salesloft. 🎉 This week Senior CSM, ​@LeahFraser, is here to talk you through a few of our new AI features to use while building your Cadences to help you boost your personalization in your emails.  Watch Leah’s ~10 minute walk through video below and make sure to ask any questions in the comments! 👇🏼  Cadence purpose:The purpose of this cadence is high-level strategic engagement with C-suite and VP-level executives at Enterprise organizations. The goal is to initiate a peer-to-peer business conversation focused on [Insert your primary value prop, e.g., digital transformation or operational efficiency]. Avoid transactional language, 'checking in,' or feature-dumping. The AI should prioritize brevity, authority, and industry-specific insights that align with an executive’s focus on growth, risk, and bottom-line impact. Email Prompt:Hook:

Hey Admins!A customer detractor is a relationship risk.Sara Waldman, Manager of Customer Success, and her team fixed this by routing every negative NPS score directly into a prioritized Salesloft Rhythm task.The result is instant follow-up, a personalized message, and stronger customer relationships when they need it most.  

See what's new in Salesloft! In this article, we will highlight Salesloft's newest features and functionality.Clari and Salesloft have recently merged!Last month, Clari and Salesloft completed their merger (read more here!). Are you a Clari user or curious to learn what is being released? Check out the Clari release notes. And stay tuned for early integrations and developments bringing the best of both platforms together in the coming months.New features are releasing in the following product areas:Prospecting AI, Data, & CRM Channels & Conversations DriftProspectingAI Generated Call ScriptsLeverage generative AI inside your Cadence call steps to draft the initial call script with up-to-date buyer context. Reps can efficiently prepare for their calls with minimal manual effort.Who: AI Generated Call Scripts are available to all Salesloft users. An admin must first enable the "AI dynamic call" step type in team settings.Where: Located within the Cadence Builder when adding or ed