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Hey Champions! It’s officially autumn and as the seasons shift, it’s the perfect time to reset your mind, routines, and daily workflows! 🍂So here’s your monthly round up in the Champions hub!👩💼 Persona-based Resource pages You asked, so we delivered! These persona-based learning pages were made just for you! Each page includes Academy trainings, focused discussions, Sideline Strategy videos, and webinars. Find your page here: Admin Sales Manager Seller CSM 💚 Saleslove On Tour is back!For those of you based in or around UK, join us (for free) in London on November 12th for a day full of inspiration, learning, and connection Register for London here 🍿 Webinars and Past RecordingsUnlock Deeper Insights with Customizable Account Research - TODAY! 9/30 at 1pm ET Onboarding for Full-cycle Sellers - 10/7 at 1pm ET Trigger Timeline Actions with Custom CRM Object Signals - Recording 🎬 Sideline Strategy of the Week Your weekly quick tips on how to level-up your game within Saleslof
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! September might be just around the corner, but I’m still holding on to summer! 🏖️ Here’s your monthly round up in the Champions hub from new persona-based learning pages to our newest agents, product release notes, and more. In case you missed it…🤖 Supercharge your Sales with Salesloft AI Modern sales teams understand one fundamental truth: AI-powered workflows and signal-based selling are the non-negotiable keys to turning strategy into pipeline. That’s why Salesloft Agents aren’t just tools; they’re your team’s trusted guides to building pipeline that fills and converts, delivering real value from day one. Learn how to use Salesloft Agents here 🤓👩💼 Persona-based Resource pagesYou asked so we delivered! Introducing persona-based learning pages made just for you! Each page includes Academy trainings, focused discussions, Sideline Strategy videos, and webinars. Find your page here: Admin Sales Manager Seller CSM 🎬 Sideline Strategy of the Week Your weekly qu
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
Hey Champions! Happy Wednesday and welcome back to another Sideline Strategy quick tip video! 🎬 This week Andi Gunadi, Solutions Architect, is here to chat about how to troubleshoot a common CRM sync error that she hears. Watch the ~3 minute video below and make sure to drop your questions for Andi in the comments! 👇🏼 Thanks for joining us this week! 👀 Looking for continued learning? Check out these resourcesSideline Strategy: Recommended Field Configurations to ensure data integrity Ask Me Anything Webinar: CRM Sync & Troubleshooting CRM Field Configuration Overview Account Field Configuration Opportunity Field Configuration Person Field Configuration Activity Field Configuration
Hey Champions! For this week’s Sideline Strategy quick tip, we’re going beyond the bots to take a look at human-level insights from your Drift chat data so your team doesn’t miss out on valuable prospects who are ready to engage. 🤖🗣️ Join Sabrina Boyd, Salesloft Customer Success Manager and Drift expert, to dive into the details! 👇🏼Watch the ~7 minute video below and make sure to drop your questions for @sabrinaboyd in the comments! Thanks for tuning in! We’ll see you next Wednesday. 🗓️🎬 👀 Looking for continued Drift learning? Check out these Sideline Strategy videos Get more from your high intent pages with Drift Drift AI Suggested Replies for sales rep efficiency Optimizing your Drift “Learn More” paths Using the Drift for Salesforce Managed Package for attribution visibility🔎 Search all Drift content here!
Hey Champions! We’re back with yet another Sideline Strategy tip of the week for you! 🎬📚🧠 This week Cam Brown, Senior Sales Engineer, is here to talk through how you can create your own signals with no code to drive highly targeted and automated actions to accelerate revenue. Watch the ~5 minute walk through below! Have questions for Cam? Drop them in the comments! 👇🏼 See you next week! 👀 Looking for continued learning?Watch our “Power Plays: Create your own signals with no code” micro-webinar
Overview: durhamlane helps B2B companies hit revenue goals faster with proactive outbound strategies. To keep clients happy and scale effectively, they needed a top-notch Revenue Orchestration Platform. Salesloft was the answer!The Challenge: As an outsourced SDR provider managing 30-40 clients, durhamlane faced unique hurdles:📉 Scalability Issues: Hard to implement best practices across many clients. 👁️ Limited Visibility: Lacked deep insights into messaging and coaching opportunities. 🖱️ Click Friction: SDRs juggled too many tools (CRM, LinkedIn, websites) during prospecting. The Salesloft Impact: Your Playbook for Peak SDR PerformanceDurhamlane's strategic move to Salesloft didn't just solve problems; it unlocked powerful new ways of working. Here are the key takeaways and actionable strategies from their success that you can integrate into your own sales operations:1. Utilize Conversation Intelligence (CI) 🗣️💡Durhamlane used CI to zero in on what really matters in sales calls.
Hey Champions 👋🏼Happy July! We hope you’re having an incredible summer and taking time with your loved ones outside ...with your SPF of course! ☀️Here’s your monthly round up in the Champions hub from how to set up a few of our newest agents to Saleslove On Tour to product release notes and more. In case you missed it…🤖 Getting Started with Account AgentsSalesloft’s account research agent and buyer identification agent handle time-consuming account research and lead generation so you can focus on connecting and closing. Click the link above to learn more about optimal setup and best practices for scaling revenue growth! You can find the Getting Stated with Account Agents spotlight on the homepage of the hub! 📚 Sideline Strategy of the WeekYour weekly quick tips on how to level-up your game within Salesloft! Simplifying the booking process with calendar availability Automating the busy work with Conversation Summaries and Key Moments Using the Account Research Agent for high qual
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!
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! 👀 Looking for continued learning?Check out these resources:How Conversation Key Moments can Influence Your Next Steps Playbook Navigating Conversation Key Moments: Coaching Sellers for Success Identify Key Moments in Your Conversations
Hey Champions!Saleslove On Tour is back, and it's completely FREE to attend!If you want to evolve your strategy with AI to build an adaptable and modern selling team, then this event is for you! 💚Join us for a day of interactive learning and leaveInspired by new innovations in agentic AI that improve the way your sales team works With frameworks that you can immediately implement at your organization New peer connections who are solving the same challenges as you 👉 Find your tour stop and register for free today!We can’t wait to see you there!
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. 👀 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 How these two AI agents are saving me 5+ hours per week as a seller As a new AE, here’s how I got started with my new accounts using the Account Research Agent Best Practices for Elevating AI Research Agents Unlocking insights with Custom Research Agents Understandin
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. 🏆
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. 👀 Looking for continued learning? Check out the resources belowPower Plays: Create your own signals with “No Code” How to create your own signals to unlock data from other business systems
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. 👀 Looking for continued learning? Check out these resourcesFast Start for Managing Deals Admin Essentials: Salesloft Deals Deals Fundamentals Customizing Your Pipeline View in Deals Move deals forward with a Deal Progression Cadence Re-Engage Lost Deals with a Cadence Identifying risks on deals in seconds with the Ask Salesloft Agent
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.
Hey Champions! April showers bring May flowers… and by flowers I mean AI Agents that automate the busy work and elevate the human work to ignite your revenue team! Here’s the latest and greatest happening in the Champions Hub including our newest releases, how-to videos, best practices and members! 👀 In case you missed it… Things We Love about AgentsIn honor of Salesloft’s product launch: Agents to Ignite Your Revenue Team, we’re featuring Things We Love about Agents in the community, and it’s packed with everything you need to know from an overview video, an agent walkthrough tour, how-to videos to help you master using agents, upcoming agent-focused webinars, and direct customer quotes! You can find the Things We Love spotlight on the homepage of the hub! Sideline Strategy of the Week Get ~5-minute quick tips from experts on how to level-up within Salesloft!Using the AI Scorecard to improve rep performance Giving reps time back in their day with the Account Research Agent Sharin
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!
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! 🏆 👀 Looking for continued learning?Check out these resources:Sideline Strategy: Identifying coaching opportunities to improve rep performance Power Plays: Provide Feedback with Conversations Scorecards Salesloft on Salesloft: Analytics Sales Managers Should Care About 1:1 Coaching Strategies Navigating Conversation Key Moments: Coaching Sellers for Success Data-Driven Coaching Practices Coaching Fundamentals Salesloft Coaching Team Coaching Dashboard Man
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! 👀 Looking for continued learning? Check out these resourcesUsing the Account Research Agent for High Quality Prospecting Leveraging a key financial insight to get the meeting booked How these two agents are saving me 5+ hours per week as as seller As a new AE, here’s how I got started with my new accounts using the Account Res
Hey Champions! 👋🏼Leading a revenue team in today's world is no walk in the park, right? We're all feeling the pressure to hit those growth targets while keeping up with ever-increasing customer expectations. And let's be honest, AI feels like it should be the magic bullet.Did you know that according to Gartner, sellers using AI are 3.7x more likely to meet quota? That's huge! But implementing this tech can feel like uncharted territory. 👀What if there was a catalyst to truly ignite your revenue engine, giving your team that unfair advantage we all crave?Well, get ready! Salesloft's spring launch is introducing a powerful new force: AI-powered agents designed to inject strategic intelligence into every stage of the buying cycle. Imagine:Prospecting agents that handle those time-consuming manual tasks, freeing up your reps to focus on what they do best – building relationships and closing deals. Account agents that provide instant answers and prioritize high-potential accounts, ensuri
The latest in our AI Agents at Your Service series: Account Prioritization in Rhythm.While juggling multiple deals, it can be difficult to prioritize your day.With the new Account Prioritization agent from Salesloft, you'll know which accounts are the most likely to close, so you can focus your day on the tasks that are most likely to drive revenue. Want to learn more and see what’s coming next? Join our Spring Product Launch Webinar on May 13th! Thanks for watching!
We're back with another episode in the AI Agents at Your Service series. This time, we're introducing: Conversation Summaries and Action Items.You no longer have to ask anyone to take meeting notes, or scramble yourself to multi-task during a call. Now, you can give your undivided attention in every call without having to worry about important meeting details or follow-up information.With the latest Conversation Summaries from Salesloft, you'll get accurate and detailed notes from every call with action items included! Want to learn more and see what’s coming next? Join our Spring Product Launch Webinar on May 13th! Thanks for watching
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