Sideline Strategy of the Week

Hey Champions!  We’re back with another Sideline Strategy where an expert is here to walk you through a quick tip to help you level-up your game within Salesloft.  Alex Pena Ponce, Manager of Consulting, is here for part 2 of how to use Conversation Scorecards to coach your team, but this time he’s focusing on the analytics of the scorecard. Watch Alex’s ~2 minute video below and make sure to drop any questions you might have in the comments!👇🏼 We’ll see you next time! 

Hey Champions,  We’re here with another Sideline Strategy quick tip video for you!  This week Alex Pena Ponce, Manager of Consulting, walks through how to use Conversation Scorecards to coach your team and why it matters.  Watch Alex’s ~7 minute video below and drop any questions for him below!   We’ll see you next week for part 2! Thanks for watching! 👋🏼

Hey Champions, We’re back with another Sideline Strategy video!  This week Manager of Customer Success, Sara Waldman, is breaking down how to set up, add, and manage goals within the Salesloft Coaching module. Watch Sara’s ~4 minute video and make sure to drop any questions for her in the comments! 👇🏼  Thanks for watching! We’ll see you in the community!

Hey Champions!  In a world of big data, we often wait for a dashboard to turn bright red before we take any action. But as a champion your job is to teach your team to catch first signal of intent before a competitor does.  So for this week’s Sideline Strategy video, Sheena Johnson, Senior CSM, is here to show you how to build a first signal shared view within your prospecting results.  👀 Watch the ~4 minute video walk through here and make sure to drop any questions for Sheena in the comments!   Thanks for watching! We’ll see you next Wednesday!

Hey Champions!  It’s Wednesday so we’re here to report our latest quick tip for you!  This week Andi Gunadi, Solutions Architect, is back again but this time to walk you through the AI Knowledge Library.  Watch the ~2 minute video below and make sure to ask your questions for Andi in the comments! 👇🏼👀  Thanks for watching! We’ll see you next Wednesday 👋🏼 

Hey Champions!  We’re back with your weekly Sideline Strategy quick tip! This week Andi Gunadi, Solutions Architect, is here to discuss using the AI Email Assistant.   🎬 👀 Watch the ~1 minute video below and make sure to drop any questions for Andi in the comments!   Thanks for watching!  We’ll see you next Wednesday! 🫡  

Hey Champions!Ever feel like you spend more time digging through call transcripts and activity logs than actually talking to prospects? Finding that one specific pain point or identifying a champion at a major account shouldn't feel like finding a needle in a haystack. This week’s Sideline Strategy video provides the "recipe" for using Ask Salesloft to get instant insights across your entire sales ecosystem, letting you ditch the search and get back to selling. Watch the ~4 minute video below and drop any questions for Brie, Senior CSM, in the comments 👇🏼  Thanks for watching! We’ll see you next Wednesday 👋🏼

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.

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 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 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!   

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 Champions!  Happy holidays and Sideline Strategy! ❄️ This week we’re dropping THREE videos for you to help your team prepare for the time off this holiday season. Here’s your third: Jaclyn Van, Senior Customer Success Manager, is walking us through how to unpause Cadences and the Live Feed Watch the ~2 minute video below and make sure to drop any questions for Jaclyn in the comments 👇🏼  Thanks for joining! Make sure to head back to the Sideline Strategy page to view the other 2 holiday tips & tricks videos! 

Hey Champions!  Happy holidays and Sideline Strategy! ❄️ This week we’re dropping THREE videos for you to help your team prepare for the time off this holiday season. Here’s your second: Ryan Symonds, Senior Customer Success Manager, is walking us through how to block your calendars before heading out of office! Watch the ~2 minute video below and make sure to drop any questions for Ryan in the comments 👇🏼  Thanks for joining! Make sure to head back to the Sideline Strategy page to view the other 2 holiday tips & tricks videos! 

Hey Champions!  Happy holidays and Sideline Strategy! ❄️ This week we’re dropping THREE videos for you to help your team prepare for the time off this holiday season. Here’s your first: Tina Maerina, Senior CSM, is walking us through how to pause a Cadence before heading out of office! Watch the ~1 minute video below and make sure to drop any questions for Tina in the comments 👇🏼  Thanks for joining! Make sure to head back to the Sideline Strategy page to view the other 2 holiday tips & tricks videos!  

Hey Champions 👋🏼 We’re back with another Sideline Strategy for you! This week Eric Luetters, Senior CSM, is here to talk about influencing a Cadence with the AI Knowledge Library. 🎬👀 Watch the ~3 minute video below and make sure to drop your questions or thoughts for Eric in the comments!  Thanks everyone. We’ll see you next Wednesday! 💚

Hey Champions,  Happy Wednesday! Here’s your latest Sideline Strategy of the week.  Andi Gunadi, Solutions Architect, is here to talk about how you can make sure your cadences get credit for meetings and opportunities.  Watch the ~3 minute video about attribution below and make sure to drop your questions for Andi in the comments 👇🏼  Thanks for tuning in! 🎬

Hey Champions! Welcome back to another Sideline Strategy episode where an expert is here to share their quick tips on how you can level-up your game within Salesloft!  Super excited to share this week’s video from Francisco Olmedo, Strategic Success Specialist, as he discusses how to use the Live feed to start and end your day in Salesloft. 🏆 👀🎬  Watch the ~3 minute video below and drop any questions for Francisco in the comments!   Thanks for tuning in! We’ll see you next Wednesday! 🫡  

Hey champions!  Happy Wednesday and Sideline Strategy day!  This week Brie Kriel, Enterprise CSM, is here to talk about the AI Overview Report in Drift, which shows CMOs and marketers how their Drift AI Agents are performing. 📊🤓 🎬 Watch the ~5 minute video below and drop any questions or thoughts for Brie in the comments  Looking for more information? Check out our Help Article here 📚 Thanks for tuning in!  Have a topic you’re hoping to see in the coming weeks? Let us know in the comments below!   

Hey Champions! Welcome back to this week’s Sideline Strategy episode! Melissa Miller, Senior CSM, is here to walk us through how to customize your Account Research Agent to make sure your account-level insights reflect what matter most to you and your business.  👀🎬 Watch the ~6 minute video below and make sure to drop any questions for Melissa in the comments!   Thanks everyone!          👀 Looking for more resources? Help Article: Understanding the Account Research Agent Webinar: Unlock Deeper Insights with the Customizable Account Research Agent Sideline Strategy: Using the Account Research Agent for High Quality Prospecting As a new AE, here’s how I got started with my accounts using the Account Research Agent An Account Research Agent Win: Leveraging a key financial insight to get the meeting booked 🔎 Looking for more? Search the Content Library for all Salesloft resources! 

Hey Champions! Welcome back to another Sideline Strategy episode 🎬 This week Eric Luetters, Senior CSM, is talking through how to leverage the Cadence External Identifier to capture cadence data more effectively.  Watch the ~5 minute video below and make sure to drop any questions you have for Eric in the comments! 👇🏼  Thanks for tuning in! We’ll see you in the community 🗣️

Hey Champions, Welcome back to Sideline Strategy where a Salesloft expert is here to talk you through quick tips! This week Sheena Johnson, Senior CSM, is back again to talk about Salesloft’s AI Knowledge Library which trains your AI to get smarter about you, your company’s sales strategies, goals, personas, and more. 🤓🧠 Watch the ~6 minute video below and make sure to drop any questions for ​@SheenaJohnson in the comments!   Thanks for tuning in! We’ll see you next Wednesday! 🏆 

Hey Champions! We’re back with another Sideline Strategy of the week to help you level-up your game within Salelsoft.  This week Alex Kattan, Senior CSM, joins us again to talk about The Ask Salesloft Agent, which gives reps instant answers about their buyers and accounts to eliminate uncertainty and wasted time.  Watch the ~3 minute video below 🎬 👇🏼  Questions for Alex? Drop them in the comments!  Thanks for watching! See you next Wednesday! 

Hey Champions, Happy Wednesday! We’re back with another Sideline Strategy quick tip for you! ✨ This week Leah Fraser, Senior CSM, is walking through one of Salesloft’s newest agents: The Person Research Agent  This agent helps revenue teams understand their buyers in seconds and hyper-personalize engagement so they can focus on selling and the activities that matter most.  Watch the ~7 minute video below to learn how both sellers and CSMs can leverage the Person Research Agent 👇🏼  Have questions? Drop them in the comments for Leah!  See you next week, Champions! 🏆        👀 Looking for continued learning?Using the Account Research Agent for high quality prospecting Giving reps time back in their day with the Account Research Agent Leveraging a key financial insight to get the meeting booked As a new AE, here’s how I got started with my new accounts using the Account Research Agent

Hey Champions! Welcome back to Sideline Strategy where you can learn quick tips on how to level-up within Salesloft! 🎬 This week Sheena Johnson, Senior CSM here at Salesloft, is here to talk about something super important to customers who are using both Salesloft and Drift, and that’s how to create a Salesloft follow up cadence after a Drift chat takes place.  👇🏼 Watch the ~6 minute video below and make sure to drop your questions for Sheena in the comments!   Thanks for watching! We’ll see you next Wednesday.          👀 Looking for continued learning? Closed Won: Drift & Salesloft - Better Together