Welcome

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,  Here’s your final monthly round up in the Champions hub for 2025! ✨ ❄️ Sideline Strategy - Holiday Tips Edition! Your weekly quick tips on how to level-up your game within SalesloftPausing a Cadence Blocking your Calendar Unpausing Cadences and using Live Feed 🗓️ Events Recently recorded webinarsSalesloft + Clari: Better Together 🗣️ Discussions Read what your peers are asking and saying!Opened Emails Definition Inbound Calls Report Chrome Extension (Must join the NEW Admin User Group to view this one) 🚀 Product Release Notes Make sure to subscribe so you’re always in the know on Salesloft’s latest product updates! December 2025 Thank you for a great year! We hope you have a wonderful holiday season and we look forward to seeing you in the community in 2026! 🎆

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!  

General:Q: What advantages does this merger offer that Clari or Salesloft alone couldn’t provide?A: The Clari + Salesloft merger will create the most extensive revenue dataset and workflow footprint, capturing every buyer signal, human action, and revenue outcome. This combined power means Clari + Salesloft customers can respond faster and more effectively to their customers. We are committed to providing continuous and transparent updates to you on our plans and roadmap as we have them to share with you. For the latest updates, join us for our first joint webinar on December 10, 2025.  Q: What makes the Clari + Salesloft combination different from other solutions on the market?A: The merger of Clari + Salesloft is a category-defining moment. For Revenue Teams, our combined solutions differentiates us from competitors with over-reliance on a single orchestration capability. Clari + Salesloft goes far beyond combining two platforms. We're building the first true Autonomous Revenue Syste

Hi everyone!We’re excited to share a new enhancement in DSC (Digital Success Center) that gives you more control over how your organization receives security-related communications. With the new Security Contact field in your Company’s POC table, admins can easily designate the right person to receive security-related updates, helping ensure information always reaches the right place.To access this feature, log in to the Customer Center → open DSC → navigate to your Partnership tab → and go to the POCs table.🆕 How it worksAdmins can now:Add a new contact and designate them as the Security Contact Set or remove the Security Contact designation on existing contacts View all currently designated Security Contacts👉 Check out the how-to video for a quick walkthrough.🛡️ Who should be set as the Security Contact?Typically:A Salesloft Administrator A Chief Security Officer Anyone in a security-related role Or a dedicated security email alias (e.g., security@acmeinc.com)ℹ️ Important NoteDesi

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! 🎬

This session explained how Salesloft’s revenue team uses AI across the entire selling cycle to simplify daily work and help sellers focus on meaningful customer conversations. Everything operates on one connected loop: Signal, Research, Action, Review, Improve.In this session we covered:Research Agents prepare sellers with account and contact insights in seconds. Buyer Identification Agents uncover missing stakeholders and expand deal coverage. Meeting Prep Agents generate agendas and capture next steps automatically. Deal Health and Forecast tools highlight risks and predict deal outcomes with greater accuracy. Gemini notebooks analyze Salesloft call transcripts to uncover coaching moments, identify trends, and track questions from prospects. Gemini POVs connect our story to each prospect’s business context early in the cycle. A live walk through from a Salesloft AE on how he is leveraging AI throughout his sales processes. Access this Saleslove On Tour session deck below and fill out

The best GTM strategies are built on a deep understanding of the fundamentals. In this session we walked through how you can use buyer signals to drive precise seller action.  First we set the foundation with your Ideal Customer Profile (ICP) and the key personas within your buying committees. Using that strategic context, we then architected a modern, omnichannel signal engagement framework to help you deliver the right message to the right person at the right time.Once we had our strategic playbook for the "who" and "how," we turned to the "what." In our final exercise, we showed you how to craft hyper-personalised and effective sales emails with AI.  Access this Saleslove On Tour session deck below and fill out the workbook prompts for added learning! 💚 Tactics you can apply todayRefine your ICP: Combine firmographic, infographic, and “psychographic” (behavioural) data with anecdotes from interviews with your sales team in order to uncover who your best potential customers are and

Data tells you what happened. Signals tell you what to do next.  Access this Saleslove On Tour session deck below and fill out the workbook prompts for added learning! 💚 Prompts: Step 1: Discover the problemIdentify a single, pressing bottleneck or problem your team is facing (e.g., deals are getting stuck, manual research wastes time). My problem/bottleneck:   Step 2: Define the signal Based on the problem, determine the signal that would indicate this problem is happening. What specific action, tag, or data update would serve as the trigger? My signal (the trigger):   Step 3: Design the play Outline the sequence of actions that Salesloft would take in response to that signal. What steps would be in this new Play (e.g., Send an automated email, create a task for a rep/manager, alert a manager)? The play sequence: Action:  Action:  Action: Have questions or want to share your takeaways? Drop them below!

AI has reshaped the GTM landscape and, while a few companies are achieving rapid growth, most are still struggling to capture real value. Today is about bridging that gap by exploring the top AI use cases for revenue, collaborating with peers, and learning how to combine AI with buyer signals to drive growth. You’ll leave equipped with your own actionable playbook for using AI to drive immediate results and lasting transformation. Access this Saleslove On Tour session deck below and fill out the workbook prompts for added learning! 💚 Tactics you can apply todayIdentify a quick-win AI use case to test this week  Map the top buyer behaviours and signals your team can act on with AI Highlight the top AI opportunities to build team skills and drive strategic impact  Prompts: Which idea am I most excited to try?Where do I see new possibilities to use AI in my GTM motion? Who in my organisation should I share these insights with?  Have questions or want to share your takeaways? Drop them be

This session shows how to coach with data two ways — first the manual Salesloft flow, then the faster Sales Strategist Agent flow. Everything runs on one loop: Signal → Hypothesis → Validate → Behaviour change → Outcome. The agent returns a manager briefing, rep plans, and assignable tasks you can push to Rhythm so your time goes to coaching, not spelunking. Access this Saleslove On Tour session deck below and the tactics you can apply today! 💚 Tactics you can apply todayManager briefing > data diggingOpen the weekly brief, pick one team theme + one rep focus, assign two Rhythm tasks. Two CI touches/weekRequire two Request-to-Score calls per rep; review in 1:1s from the Coaching Page. Personalization floor Enforce ≥25% via a saved view; have the agent draft rep micro-plans for anyone under the line. ​​​​​​Have questions or want to share your takeaways? Drop them below!

Despite significant investment, the vast majority of GenAI initiatives fail. Yet, 5% of companies are realizing outsized AI ROI, according to recent MIT research. What makes these companies successful? It’s not model quality or regulation.  It comes down to a specific approach that marries technology with culture and process. This session covers the best practices for building your AI-first GTM plan and will provide you with an actionable framework for maturing your revenue program.  You'll have an opportunity to baseline your current AI maturity and will leave with a personalised roadmap to achieving AI success. Access this Saleslove On Tour session deck below and fill out the workbook prompts for added learning! 💚 Prompts: What are the 1-2 moments in my sales process where I think AI could make the most impact? What are my key use cases?What metrics could I measure as early indicators and use as internal proof to begin building consensus?​​​​​​How will I best ensure my AI programs a

Evolving buyer expectations, driven by a preference for digital, self-service, and personalised experiences, are reshaping the traditional go-to-market model. To meet today’s buyer where they are, marketing and sales must operate as a unified team.  We’ll explore real examples of what alignment looks like in action: building trust through joint planning and pipeline councils, using AI assistants to scale messaging and enablement, and turning real-time buyer signals into seller actions with LeanData and Salesloft.  Discover tactical examples to improve GTM collaboration and accelerate revenue growth. TakeawaysAlign on shared goals across sales and marketing Bake partnership into process Form a cross-functional marketing and sales pipeline council for regular alignment  Build a “one team” culture through intentional time together Operationalise success Bring marketing signals, messaging, and content directly into the seller workflow with LeanData + Salesloft Use AI to help drive consi

This session discusses top agentic workflows for sellers and the ability to identify your agentic priorities.  Access this Saleslove On Tour session deck below and fill out the workbook prompts for added learning! 💚 Identifying Your Agentic Priorities Where do you need to zero in?  Diagnose the problem: Identify your biggest point of friction (e.g., losing leads to competitors, deals stalling, or excessive manual work). Identify the bottlenecks to your problem: What bottlenecks are most impacting your teams? This will allow you to understand your pain point. Prioritise the solution: Now you can focus on building the one agentic workflow that will deliver the highest and most immediate return on investment. Prompts: Stack rank which agentic workflows you want to integrate into your selling motion. ​​​​​​Looking at the agents you just stack-ranked, what are some of the reasons you prioritised them? And what challenges do you anticipate when incorporating them into your workflow? ​​​​​​H

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! 🫡  

Calling All Salesloft Admins!  We’re so excited to officially announce our first ever Admin User Group!  This is the dedicated space for YOU, our Salesloft Admins, to connect, collaborate, and grow together. 🤓🧠🏆 Our mission is to create a supportive community where we can share insights, discuss challenges, and celebrate each other’s wins. 👉 Join the Admin User Group and read all about how to use the group and what you can expect each week!  See you there!  👀 P.S. Looking for admin specific content? Don’t forget to check out our Admin Resource Page too!

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!  It might be spooky season but there’s nothing scary to report here! 🎃👻  Here’s your monthly round up in the Champions hub!  🗣️ DiscussionsA Salesloft Guide to Dialer Best Practices A Salesloft Guide to Email Deliverability  Introducing the Digital Success Center (and how it differs from the Champions Hub) 🎬 Sideline Strategy Your weekly quick tips on how to level-up your game within SalesloftDrift AI Overview Report Customizing Your Account Research Agent  Cadence Attribution  Capturing Cadence Data with the External Identifier  AI Knowledge Library These quick tips drop every Wednesday! Make sure to subscribe so you never miss a beat!  ⏰ Quick Start Videos Short on time? You can now find our quick-start videos linked in the top right hand corner of the nav bar!  🗓️ EventsUpcomingUnlock Your Closing Power: Introducing Our Newest AgentsRecently RecordedOnboarding for Full-cycle Sellers Unlock Deeper Insights with Customizable Account Research 🚀 Product Release Note

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 🗣️

At Salesloft, we understand that security is paramount, and we are deeply committed to protecting our customers' data. Our security program is built upon industry-leading frameworks, ISO 27001 and NIST CSF, to ensure a comprehensive approach to safeguarding your information now and in the future. Security Governance StructureContinuous Program MaturityWe rigorously measure the maturity of our security program on a quarterly basis. This ongoing assessment allows us to identify key risks and investment needs, which are then reported to our board of directors and management team.Dedicated Risk CouncilWe have a dedicated risk council, comprising key leaders across business and technical functions and members of our board, ensuring alignment on upcoming security needs and investments. This collaborative approach ensures that security remains a top priority across all facets of our organization.Expert Security TeamOur security team is composed of specialists across IT security, AppSec, Cloud

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! 🏆