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 within your tech stack.

After joining Heather for this session live, there were 4 key moments I took away from this session:

• Marketing Automation is best for mass communication, while Salesloft helps teams automate 1-to-1 personalized communications
• Salesloft works with your CRM, Marketing Automation, and other sales and marketing softwares to ensure your prospects receive the right communication at the right time
• Salesloft should be used throughout the sales process to increase lead engagement and drive deals to close
• If Salesloft activities can be replicated, we can identify these use cases and create automation rules to simplify processes and update the systems automatically

Interested in hearing more?  You can find this webinar recording on our Resource Center to watch back anytime!  

Have any questions or comments on this topic?  Share your thoughts below .  We’d love to hear your perspective!