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Sideline Strategy of the Week

Welcome to Sideline Strategy of the Week where we have an expert talk you through quick tips on how to level-up your game within Salesloft.

  • 21 Topics
  • 9 Replies
21 Topics
BrynjaHill
Community Manager
BrynjaHillCommunity Manager
published in Sideline Strategy of the Week
Sideline Strategy of the Week: Simplifying the booking process with your calendar availability

Hey Champions!  It’s Wednesday, which means we have another Sideline Strategy to share with you all! ✨ This week ​@alexkattan is back to talk about why and how to set up your Calendar Availability to simplify the booking process. 🗓️ Watch the ~3 minute quick tip below!   Have questions? Drop them for Alex in the comments 👇🏼🗣️ See you next Wednesday! 

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BrynjaHill
Community Manager
BrynjaHill
Community Manager
BrynjaHillCommunity Manager
published in Sideline Strategy of the Week
Sideline Strategy of the Week: Automating the busy work with Conversation Summaries and Key Moments

Hey Champions! 👋🏼 We’re back with another Sideline Strategy of the Week to help you level-up your game within Salesloft!  This week Leah Fraser, Senior Customer Success Manager, is here to share how Conversation Summaries and Key Moments can automate the busy work and elevate the human work for your revenue teams!  Watch the ~4 minute video with Leah below and make sure to drop any questions you have in the comments! 🗣️  See you next Wednesday!  

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BrynjaHill
Community Manager
BrynjaHill
Community Manager
BrynjaHillCommunity Manager
published in Sideline Strategy of the Week
Sideline Strategy of the Week: Using the Account Research Agent for High Quality Prospecting

Happy Wednesday, Champions! I’m here to share another Sideline Strategy of the Week video with you!  This week Cosmo Barran, Senior Commercial AE here at Salesloft, is here to talk to us about how he uses the Account Research Agent to ensure high quality prospecting.  Watch the ~4 minute video below and make sure to drop your questions for Cosmo in the comments!   Thanks, Champions! See you next Wednesday. 👋🏼 Have a topic you’d like to see us cover in the weeks ahead? Let us know below. 

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BrynjaHill
Community Manager
BrynjaHill
Community Manager
BrynjaHillCommunity Manager
published in Sideline Strategy of the Week
Sideline Strategy of the Week: Recommended Field Configurations to ensure data integrity

Happy Wednesday, Champions!  👋🏼 We’re here with another Sideline Strategy episode to give you quick tips on how to level-up your game within Salesloft!   This week Savannah Warbington is back to talk through recommended field configurations to ensure data integrity. Watch the ~9 minute video below to hear ​@SavannahWarbington’s top tips! 👇🏼  Here are a few help articles to help:Field Configuration Overview Recommended Salesforce Fields Recommended Dynamics Fields Have questions? Drop them in the comments!  We’ll see you next week. 🏆     

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BrynjaHill
Community Manager
BrynjaHill
Community Manager
BrynjaHillCommunity Manager
published in Sideline Strategy of the Week
Sideline Strategy of the Week: How to create your own signals to unlock data from other business systems

Hey Champions! 👋🏼 We’re excited to share this week’s Sideline Strategy video where Mark Stapleton, Senior Customer Success Manager, is here to talk about how to create your own signals with No Code Plays to help streamline your workflows and unlock data from other business systems without having to use custom APIs. 🔓 Watch the ~7 minute video with Mark below and make sure to drop any questions you have in the comments!   Thanks for watching! We’ll see you all next week! 🏆 Have a topic you’d like to see us cover in the weeks ahead? Let us know below. 

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BrynjaHill
Community Manager
BrynjaHill
Community Manager
BrynjaHillCommunity Manager
published in Sideline Strategy of the Week
Sideline Strategy of the Week: Using Salesloft Deals to scope out territory in a more dynamic view

Hey Champions,  It’s Wednesday which means another Sideline Strategy of the Week video has arrived! 🎬 Ever wondered how your reps can scope out their territories in a more dynamic view, with real-time updates and filters that allow them to see exactly what they’re looking for?  Tom Conant, Senior Commericial Account Executive here at Salesloft, is here share how he does exactly that using Salesloft Deals!  Watch the ~5 minute video below and drop any questions for Tom in the comments! 👇🏼   Thanks for tuning in! We’ll see you next week. 👋🏼 Have a topic you’d like to see us cover in the weeks ahead? Let us know below. 

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BrynjaHill
Community Manager
BrynjaHill
Community Manager
BrynjaHillCommunity Manager
published in Sideline Strategy of the Week
Sideline Strategy of the Week: Using Salesloft's newest report Conversations Insights to analyze activity within Conversations

Hey Champions, We’re back with another Sideline Strategy of the Week video, where an expert is here to talk through quick tips on how you can level up your game within Salesloft!  This week Alex Kattan, Senior Customer Success Manager, is discussing how to leverage Salesloft’s newest report Conversations Insights to analyze activity within Conversations and ensure your team is adopting Conversations.  Watch the ~2 minute video below! Have questions? Drop them in the comments for ​@alexkattan 👇🏼  We’ll see you next Wednesday! 🏆 Have a topic you’d like to see us cover in the weeks ahead? Let us know below.  

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BrynjaHill
Community Manager
BrynjaHill
Community Manager
BrynjaHillCommunity Manager
published in Sideline Strategy of the Week
Sideline Strategy of the Week: Using the ownership alignment automation rule to ensure Salesloft and your CRM are aligned

Hey Champions! 👋🏼 Welcome back to another Sideline Strategy of the Week!  For this week’s episode Savannah Warbington, Customer Success Architect, is here to talk about a common question she gets from customers - How to use the ownership alignment automation rule!  Watch the ~5 minute video below to see how to keep the ownership of records consistent across both Salesloft and your CRM! 👇🏼  For more detailed information, check out this help article: Common Automation Rules and Use Cases Have question? Drop them in the comments!  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
BrynjaHill
Community Manager
BrynjaHillCommunity Manager
published in Sideline Strategy of the Week
Sideline Strategy of the Week: Using the AI Scorecard to improve rep performance

Hey Champions! 👋🏼 It’s Wednesday so you know what that means… a new Sideline Strategy of the Week video is here!  For this week’s episode, Jack Hilbrich, Senior CSM, is chatting about how to use the AI Scorecard to improve rep performance by identifying coaching opportunities.  Watch the ~6 minute video below and drop any questions (or excitement) for ​@jack.hilbrich in the comments! 👇🏼  That’s all for this week! We’ll see you next Wednesday, and make sure to let us know what topics you want to see covered in the comments! 🏆

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BrynjaHill
Community Manager
BrynjaHill
Community Manager
BrynjaHillCommunity Manager
published in Sideline Strategy of the Week
Sideline Strategy of the Week: Giving reps time back in their day with the Account Research Agent

Hey Champions!  Welcome to another Sideline Strategy of the Week! ⭐️ This week Rob Valdez, Senior CSM here at Salesloft, is back to talk about one of Salesloft’s NEWEST agents: The Account Research Agent. ​@Salesloft_Rob walks through how the Account Research Agent gives reps time back in their day while still being able to: Personalize their outreach 📧 Prioritize leads effectively 📝 Have more quality sales conversations 🗣️ Watch ~6 minute video below and drop your questions (or excitement) in the comments!   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
BrynjaHill
Community Manager
BrynjaHillCommunity Manager
published in Sideline Strategy of the Week
Sideline Strategy of the Week: Sharing Internal Notes and Meeting Follow Up Action Items to drive efficiency

Hey Champions! Welcome to this week’s ⭐️ Sideline Strategy ⭐️ episode!  Alex Kattan, Senior CSM here at Salesloft, is our expert of the week who is chatting through how to use Salesloft’s AI Agents Sharing Internal Notes and Meeting Follow Up Action Items Watch the ~4 minute video below and drop any questions for ​@alexkattan in the comments! 👇🏼  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
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
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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P
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
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! 

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BrynjaHill
Community Manager
BrynjaHill
Community Manager
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! 

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BrynjaHill
Community Manager
BrynjaHill
Community Manager
BrynjaHillCommunity Manager
published in Sideline Strategy of the Week
Sideline Strategy of the Week: Personalizing templates to increase outreach effectiveness

👋🏼 Hey Champions!  Welcome back to ⭐️ Sideline Strategy of the Week ⭐️ As a refresher, each Sideline Strategy video will have an expert talking you through quick tips on how to level up your game within Salesloft.  This week we have our very own Senior CSM and Cadence expert, Sheena Johnson, here to discuss how to personalize your templates with a custom field to increase both the relevance and effectiveness of your team’s outreach.  Watch the ~4 minute “how-to” video below and make sure to drop your questions for Sheena in the comments👇🏼  Thanks for watching! We’ll see you next time! 🏆 Have a topic you’d like to see us cover in the weeks ahead? Let us know in the comments! 

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SheenaJohnson
Discussions Moderator
BrynjaHill
Community Manager
BrynjaHillCommunity Manager
published in Sideline Strategy of the Week
Sideline Strategy of the Week: Leveraging the Meeting Follow Up Play to increase sales efficiency

Hey Champions! 👋🏼 Welcome back to another episode of ⭐️ Sideline Strategy of the Week ⭐️where we have an expert talk you through quick tips on how to level-up your game within Salesloft.  This week Melissa Miller, Senior CSM and Conversations wizard, joins us to discuss how leveraging the meeting follow up play within Conversation Intelligence increases sales team efficiency and improves the buyer experience. Watch the ~5 minute “how-to” video and drop your comments or questions for ​@Melissa.Miller below! 👇🏼  Thanks for tuning in! 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
BrynjaHill
Community Manager
BrynjaHillCommunity Manager
published in Sideline Strategy of the Week
Sideline Strategy of the Week: Leveraging Scheduled Imports for Event Follow UpsTutorial

 👋🏻 Hey, Champions!  ⭐️ Introducing Sideline Strategy of the Week ⭐️ Each Sideline Strategy video will have an expert talking you through quick tips on how to level up your game with Salesloft!  For our first Sideline Strategy, we have our very own automation wizard, Sara Waldman, Manager of Customer Success and previous CSM herself, here to share how to leverage scheduled imports for a common use case she hears: sending event follow-ups and making sure those people are put into the relevant work streams.  Watch the ~5 minute “how-to” video strategy below and make sure to drop your questions in the comments for Sara!👇🏼  See you next time! 🏆

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remyers
Champion
BrynjaHill
Community Manager
BrynjaHillCommunity Manager
published in Sideline Strategy of the Week
Sideline Strategy of the Week: Leveraging Draft with AI to increase email personalization and engagement

Hey Champions! 👋🏼 Welcome to another episode of ⭐️ Sideline Strategy of the Week ⭐️ As a refresher, each Sideline Strategy video will have an expert talking you through quick tips on how to level-up your game within Salesloft.  This week Rob Valdez, Senior CSM and Cadence master, is here to show you how to leverage Salesloft’s Draft with AI capability to increase the personalization of your team’s email outreach, so you can generate higher engagement with both your prospects and customers.  Watch the ~8 minute “how-to” video with Rob below and make sure to drop your questions for ​@Salesloft_Rob 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! 

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BrynjaHill
Community Manager
BrynjaHill
Community Manager
BrynjaHillCommunity Manager
published in Sideline Strategy of the Week
Sideline Strategy of the Week: Optimizing Your Drift "Learn More" Paths

Hey Champions! 🏆 Welcome to another ⭐️ Sideline Strategy of the Week ⭐️ Where we have an expert talk you through quick tips on how to level-up your game within Salesloft! This week Erin Antoville, Drift playbook genius, talks to us about the value of optimizing your “learn more” paths in your Drift playbooks.  Watch the ~5 minute “how-to” video below and drop your questions for Erin in the comments. ​​​​​​  Thanks for joining! We’ll see you next week. 👋🏼 Have a topic you’d like us to cover? Let us know in the comments. 

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BrynjaHill
Community Manager
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