Product Q&A

Welcome Salesloft Champions! I’m Salesloft-Rob, a West Coast CSM with experience aligning Sales and Marketing teams and leading high performance CS teams.  Salesloft’s Coaching capability helps teams facilitate a more effective coaching process by allowing users to establish their KPI tracking, giving managers a way to collaborate with their team in a more personalized approach, and measure rep performance against company goals.  As a best practice, we recommend two critical permissions Admins assign to managers. The first is Team View -- which allows a manager to view coaching data for users in their group's hierarchy in Salesloft.    The second is View Email Content -- which allows managers to view full email body content and reduce time spent tracking down content to review for 1:1 coaching opportunities.  Once Managers have these permissions established, they can use Coaching to empower their 1:1's with data-driven conversations and coach reps to business outcomes.  What are some o

Sara here, Enterprise Customer Manager going on 4 years here at Salesloft.  Leveraging Salesloft analytics effectively can provide valuable insights into prospect engagement, campaign effectiveness, and team productivity. However, making the most out of these analytics requires understanding what metrics to focus on and how to apply the insights to drive success. Recently we updated our in-app analytics moving to something our team calls the Analytics Hub. One of the many changes the team made was that there are no more resetting filters every time you open a new report. Your date and user filters remain set across all reports.  One of the tabs I like to focus on when speaking with customers is called Content Performance - This helps teams understand how specific content is performing with prospects. It answers questions about Cadences, Plays, and email templates. Other tips I like to share are:Edit Columns - so you can easily see the data that’s most important to you and your team In

POV: You’re the (newest) Salesloft admin for your companyFirst off, a huge congrats! With great power comes great responsibility, but you’ve totally got this. We’re here to help you navigate your new role with some essential dos and don’ts.  ✅ Do: Configure your CRM like a pro! As the Salesloft Admin, you’re the gatekeeper of smooth data flow and ensuring key info gets logged properly. 🚫 Don’t: Let that CRM data go stale. Help your sales team’s track all activities and engagements.✅ Do: Set up user management and governance to boost efficiency. Give your team the access they need. 🚫 Don’t: Overlook the importance of guardrails and group hierarchy. They are critical to protecting sensitive data. ✅ Do: Keep your Salesloft environment neat and user-friendly. Organization is key! 🚫 Don’t: Mix up the roles – Salesloft Owner, CRM Owner, and Cadence Assignee should be clearly defined to streamline your team’s workflow. ✅ Do: Connect with other admins like you🚫 Don’t: Feel overwhelmed. The

Step one to building an amazing cadence is to figure out the actions you perform consistently. Which sounds easy enough until you sit down and try to write it out. There can be a lot of variables with cadence creation (who is your buyer? What stage in the sales cycle are you in? How seasoned are your sellers? What should step 1 be?) If you find your team is having a tough time getting started with creating cadences, you need a launching point, and that’s where Cadence Frameworks can be helpful.   Cadence Frameworks are pre-built cadence structures. The Salesloft team took a look at the most common types of cadences and studied what types of steps worked best to reach success. Using this information, they then built Cadence Frameworks that serve up which actions you should take and when.  Leveraging cadence frameworks takes a lot of the guessing game out of cadence creation. With a solid foundation in place, you can focus on sharing the right message to drive your business forward.  Her

A/B Testing, also known as split testing, is like a friendly competition between two versions of a webpage, email, or marketing asset. Imagine creating two different pitches and seeing which one your audience loves more. By showing version A to one group and version B to another, you can compare the results to see which one gets more engagement, clicks, or sales. For sellers, incorporating A/B testing into your Cadence workflow allows you to make data-driven decisions, understand what really resonates with your customers, and fine-tune your strategies for maximum impact.  Before you dive into A/B testing and add experiments across your cadences, there are methods you should consider to gain the most value from split testing, like only testing one piece of criteria at a time instead of 10. We get it, testing 10 things at once sounds efficient, but you’ll be left guessing what your winning criteria item was.  Here’s a look at best practices that show you how to use A/B Testing in your pr