Skip to main content

- - Best Practices
Release Notes
Events

Home
Search

Unanswered questions

10 Topics

Most recent

Most views Most replies

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.

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

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?

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?

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!

HisoHisoChampion

asked in Streamline Your Workflow

Best Practices for Managing Renewals: How Do You Handle This in Salesloft and Salesforce?

Hi Everyone,I’m curious to learn how other companies are managing their renewals within Salesloft and Salesforce (cadencing Contacts with related Closed Won Opportunities). Specifically, I’m interested in understanding: Which module do you primarily use for tracking renewals? Are you handling this in the Deals module, or do you have a different setup? How do you integrate renewal processes between Salesloft and Salesforce? Do you have any automated workflows, or is this managed more manually? Any tips or best practices you could share? I’d love to hear about any strategies or tools that have been particularly effective for your team. Renewals are such a critical part of the business, and ensuring that we’re leveraging the right tools and processes is key to maintaining customer relationships and hitting our targets. Any insights or examples from your experience would be greatly appreciated!Looking forward to hearing your thoughts.Thanks, Janet

AUdurhamlaneChampion

asked in Integrations

The Impact of SMS in workflows

We’ve been with Salesloft for just over 15 months now and it’s proven to be a real game changer for us. Having finally got our organization fully up and running and in full flow, keen to understand others experience of using SMS as part of their workflows?Thanks

drew.moldenhauer15Champion

asked in Coaching Your Team

Salesloft For Field Sellers

Hey All, My org has been using Salesloft for the last 4 years primarily for Inside Sales and we absolutely love it! We are looking to expand out the usage into our field selling teams. Does anyone have any experience around Salesloft usage for field sellers? Any features that should be focused on? Thanks!

car3vi33spinaChampion

asked in Manage Data

Is there merge account or contact option?

kclairChampion

Drift Playbooks

What playbooks has everyone seen the most impact on their business? Any tips and tricks that have improved your engagement rates?

Powered by Gainsight

Terms & Conditions Cookie settings

Sign up

Already have an account? Login

Username - please note: Punctuation and spaces are not allowed *

E-mail address *

Job Seniority

(Private)

Only you and moderators can see this information

*

Business Unit

(Private)

Only you and moderators can see this information

*

Sales Marketing Operations IT and Technology Customer Success Customer Support Customer Education Communtity Services

Company

(Private)

Only you and moderators can see this information

Which Salesloft products and features do you use?

(Private)

Only you and moderators can see this information

*

Rhythm Deals & Forecast Coaching Conversations Cadences Analytics Drift

City

Geographic Location

(Private)

Only you and moderators can see this information

North America South America Europe Asia Australia Africa

A bit about yourself

Password *

I accept the terms & conditions

loginBox.register.email_repeat

Login to the community

No account yet? Create an account

Username or Email

Password

Remember me

Forgot password?

Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.

Enter your e-mail address

Back to overview

Scanning file for viruses.

Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.

OK

This file cannot be downloaded

Sorry, our virus scanner detected that this file isn't safe to download.

OK