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Streamline Your Workflow

Tips on how to leverage Salesloft automation to streamline your team's workflow

  • 4 Topics
  • 2 Replies
4 Topics
J
Champion
JimmySharpChampion
asked in Streamline Your Workflow
Workflow - ZoomInfo, Salesloft, Salesforce

We have recently incorporated zoom info into our tech stack.  Who is using zoom info, salesloft and salesforce that can advise on optimal workflow?  i saw news alert a few days ago that sounds like there is some new capabilities within the integration but im  interested in knowing current best practices.

201
SheenaJohnson
Discussions Moderator
6 days ago
miminoto
Lofter
miminotoLofter
posted in Streamline Your Workflow
Ever wonder how Salesloft should fit into your tech stack? Let's talk about it.

Last week, the Salesloft Customer Program team joined forces with our partner Heather Davis Lam, from Revenue Ops LLC, to chat through this very topic with us.  Heather and her team help customers customers implement Salesloft all over the globe, including hosting sessions live at Saleslove events.  These opportunities have helped her build relationships, learn new ways to support customers, and identify trends/patterns in how teams are using Salesloft. One pattern she identified over the years stems from the relationship between a marketing automation software, your CRM, and Salesloft.  These platforms compliment each other, but ultimately serve different purposes - but not everyone fully understood this.  When Heather and I set out to plan a webinar around this very common misconception, she suggested we chat through 3 important topics: defining Marketing Automation vs. Salesloft, understanding when the best times to use Salesloft are, and mapping out where Salesloft ultimately fits

450
miminoto
Lofter
3 months ago
H
Champion
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

1741
M
Lofter
5 months ago
BrynjaHill
Community Manager
BrynjaHillCommunity Manager
published in Streamline Your Workflow
Streamline your workflow with usTutorial

Welcome to our Streamlining Your Workflow section! Wondering how to use this subcategory? Here’s what we recommend: Ask questions, such as how do folks build their sales workflow into their Salesloft workflow?Share success stories about how you’ve used Salesloft to optimize the sales cycle and save your reps time. Other customers want to know what’s worked for you, so don’t be shy. We hope you use this space to inspire others - whether that’s giving them the courage to ask a question as well, or sharing wins you’ve had! - BrynjaCommunity Manager 

480
BrynjaHill
Community Manager
5 months ago
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