Salesloft

We have a situation that is causing issues with CRM sync activity. We are running into contacts who have multiple email addresses. We currently have two email fields on the Salesforce contact, the default and a secondary. I can’t find documentation from Salesloft on how to sync activity using either of those email fields. While not ideal, it’s causing many sync issues, and I’d like to help the team with this issue. Does anyone have best practices for managing CRM activity sync for people with multiple email addresses?

Hi everyone, My organization uses a Content Committee made up of Sales Enablement and a group of high-performing sales reps to create and manage cadences.Currently, individual reps are not permitted to create their own cadences. However, because our sales team operates across multiple regions globally, I'm curious whether this is the best approach. Different territories often require unique messaging and outreach strategies.For organizations that allow Personal Cadences:What are the primary use cases? Under what circumstances is it beneficial to enable reps to create their own cadences? At what point does it make more sense to allow Personal Cadences rather than relying exclusively on team-wide cadences managed by a Content Committee?I'd love to hear how others have approached this.

I am a new Salesloft admin and I am trying to understand the difference between e-mail Global Opt-Out Links and the List-Unsubscribe Setting (screenshot below).When it mentions “in addition to golbal opt-out link” what does that look like in practice? Do emails have two unsubscribe options? 

Has a way been developed to to tally current, outstanding over due tasks by rep?

Hi all, looking for a best practice to see a report on overdue steps for my team. So not the % of steps which have been overdue but the actual open step. We don’t use Salesforce.

In the cadences i run, 2,3 or 5 step/email cadences - i always thread all follow ups or steps under the subject/thread of the first email.I would like to know if people/users have received better responses with new subject lines for the follow up emails instead of threading them. For example - i could be talking about a suite of products under one umbrella offering but then choose to have different subjects per new product follow up. or new subject for each new use-case follow up

I’ve been focusing on supporting sales managers to use Salesloft to revolutionize their pipeline calls. However, this is a new tool. The sales team recently went through MEDDIC training and I’m curious if anyone has ideas on how I can bridge the gap to better help the team. They keep their pipeline calls private, so I run independent training with the sales managers. 

Salesloft’s Sales Strategist Agent works best when it understands your specific goals. While the Agent provides a standard analysis by default, you can use Instruction Prompts to tell it exactly what to prioritize, what to ignore, and how to deliver feedback.How to use this guide:Find your specific goal or "Purpose" in the left-hand column. Review and copy the corresponding Instruction Example from the right-hand column. Paste that instruction into your Sales Strategist Agent settings to instantly customize its output. Purpose Instruction Examples Specify a tone or personality for the agent to take on when creating your outputs. Take the persona of a quirky expert that uses Star Wars references Use an upbeat, helpful, expert tone Cut to the chase without filler words Specify a framework for the agent to reference when creating the outputs Structure your response using the GROW model for sales coaching Evaluate how well the rep is adherin

Hi all, my name is [removed by moderator] and I’m coming over from Crown Castle. I’m remote based out of [removed by moderator] . I’ve worked with Zayo in the passed as a partner selling to the US Census Bureau. I know some of the folks in the Zayo Federal team and looking forward to working with them again. I have a dog name TIto and he is the best. My passion is golf and I happen to live in an area where there is golf everywhere. I’m grateful to be part of this team.

Webinars are a powerful tool for engaging prospects and customers, but ensuring high attendance can be challenging. Implementing a well-crafted Pre-Event Cadence can drive more sign-ups and maximize your event's success. Here’s how you can do it:Best Practices:Target prospects you want to meet with, or are in a deal cycle with. If the event is in-person, target geographically. Use Automation Rules to trigger leads directly into your Pre-Event Cadence. Assign leads to the rep who owns the account. This will help inform their overall account strategy. Create Pre-Event Cadences as Team Cadences for every event. Share with Sales to drive usage.Here’s a look at a Pre-Event Cadence:  Have any go-to strategies for boosting event attendance? We want to hear them! Share your pre-event strategies in the comment section. #EventSuccess #SalesloftTips #Strategy Additional ResourcesCheck out our knowledge base to learn how to:Create an Automation Rule Learn more about a Team Cadences Create a Cadenc

The smoothest Cadences are the ones that only surface steps you can actually complete.With a couple of quick automation rules, you can skip over steps when a Person doesn’t have a phone number or email tied to them—saving time and keeping your flow moving. This guide shows you exactly how.Prep Time: 2–3 minutes Creation Time: 5 minutes Serves: SDRs, BDRs, AEs, and Sales Managers Yields: Cadences that skip empty steps automatically 🚀Prerequisites (What You’ll Need)Manage Automation Rules permission. To create Automation Rules, you’ll need the Manage Automation Rules permission. Default admin roles automatically have this permission enabled.  Cadence. A Cadence already in use (or one you’re planning to launch).Create an Automation Rule to Skip Email Steps for People Without an Email AddressGo to your settings.  Select Automation Rules under the Data category. From the Automation Rules page, click Create New Rule.  Name your rule. We suggest something like, “Contact does not have an emai

During this year’s Saleslove On Tour, we focused on how today’s best revenue teams operate.Sessions were built for sellers, RevOps, and sales leaders, with practical takeaways to bring back to work and put into action right away.Below, you’ll find content from Saleslove On Tour East in Boston, including each breakout session, the key strategies covered, and the full slide decks. Session 1 - Keynote: Introducing the Predictive Revenue System In this keynote, Salesloft + Clari  introduced the shift toward a Predictive Revenue System  that connects data, workflows, and weekly cadences into one continuous motion. In this session, we covered: What “revenue visibility” looks like in practice across pipeline, deals, and the number. How to use “Revenue Context” to make predictions and recommendations reliable enough to run the business on. Where AI fits and how it helps you anticipate risk earlier, drive follow-through, make better decisions, and more.​​​​​​Session 2 - How to Build Champions T

A clean signature acts as a "Trust Signal" that proves you are a real professional without making your message look like an automated marketing blast.Tip: Most prospects read messages on a mobile device. Check your Salesloft signature settings for extra line breaks; hidden gaps can force a "mobile scroll" and make your short email look unnecessarily long.Workshop: Clean Your SignatureBelow is an example of a cluttered, high-friction signature. We will walk through how to declutter this and turn it into a professional signature inside Salesloft.The "Cluttered" Before ExampleJohn Doe Senior Account Executive | Global Solutions Provider Phone: 555-0199 | Cell: 555-0122 | Fax: 555-0133 [Oversized Company Logo] [LinkedIn Icon] [Twitter Icon] [Facebook Icon] Confidentiality Notice: This email and any files transmitted with it are confidential and intended solely for the use of the individual... (4 more lines of text)1. Remove Oversized Logos and Images Oversized logos or headshots often fail

Data shows that brevity is the strongest predictor of a reply. Keeping your email body under 50 words can boost your response rates by up to 40%. Conversely, once a message exceeds 100 words, response rates begin a steep decline.Tip: The Mobile Test: Most prospects read messages on a mobile device. Before saving a Template, use the Preview button in Salesloft. If you can’t see your Call to Action (CTA) on the phone screen without scrolling, cut at least 20 words. Workshop: Trim the FatApply these three steps to audit and shrink your current templates.1. Delete the "I Hope" Intro Remove filler greetings like "I hope you’re having a great week" or "I’m writing to you because..."Try it: Delete your first sentence. If the email still makes sense, leave it out.2. The One-Idea Rule If you are explaining two different features or solving two different problems, delete one.Try it: Identify every "and" in your email. If it connects two separate value propositions, pick the strongest one and cut

In sales, the biggest challenge isn't a "no”, it’s never being seen at all. To stay out of the "Promotions" tab and earn a click, your subject lines need to look like a one-on-one conversation, not a mass broadcast.Use these two rules for writing email subject lines that actually get opened. Rule 1: The 5-Word MaximumYour subject line has one job: get the email opened. If it’s too long, it looks like a marketing newsletter and gets deleted before the prospect even reads your name. Keeping it under five words ensures the recipient can quickly read it, and that the entire message is visible on a mobile lock screen.  ❌ Avoid (Too Long/Salesy) ✅ Try (Under 5 Words) "Increase your ROI with our new Reporting Dashboard" "Question about [Company]’s goals" "Checking in to see if you have time for a call" "Ideas for [Project Name]" "Helping [Company] scale your engineering team" "Thoughts on [Topic]?"  Rule 2: Prioritize Curiosity Over P

During this year’s Saleslove On Tour, we had the opportunity to highlight the future of Salesloft + Clari by introducing the Predictive Revenue System. Each tour day was filled with jam-packed breakout sessions intended to match the work attendees individually own. Leaving them with best practices and next steps they can use the moment they are back at their desk. In this post, we’ve outlined the topics covered in each session and the strategies learned that your team can take action on right away. Attached, you’ll see slide decks that include all of the sessions highlighted below! ___________________________________________________________________________________Session 1 - Sellers + AI Agents: the Deal-Winning Cheat CodeThis session brought attendees on a practical tour of 3-5 agentic workflows that sellers and managers can use to prioritize the right deals, take the right next actions, and keep momentum from first touch to close.In this session, we covered: What differentiates the P

 How do you walk away while leaving the door wide open? This final session covers the art of the Breakup Email and how to integrate LinkedIn and Voicemails into your workflow.What you’ll learn:The Breakup Framework: Acknowledging timing while preserving your brand Why "Profile Views" are a waste of time—and what to do on LinkedIn instead How to leave a "Pointer Voicemail" that drives traffic back to your inbox Final thoughts on grammar, AI proofreading, and long-term pipeline building

 Most sellers turn into "spam" after the fourth attempt. Don't be one of them. In the Nurture Phase, we move from pitching to earning trust. This session teaches you how to stay in a buyer’s orbit by providing value without an "ask."What you’ll learn:Why you should stop asking for meetings in late-stage emails and what you should do instead How to use marketing assets and third-party content to build personal authority How to scale nurture emails across multiple cadences Testing the value of your contentWatch the final video in the series:  Video 8: The Breakup Email & Multi-Channel Touches

 With the heavy lifting of Email 1 done, we move on to  the follow-up, which Sam likes to refer to as the emails “where the meeting is won.” This video covers Emails 2 and 3.What you’ll learn:How and when to send an effective "bump" email  When and how to reframe your value to hit the same bullseye from a different angle How to use a customer story that proves ROI without sounding like a brochureWatch the next video in the series:  Video 7: The Nurture Phase (Emails 5-9)

 Master the most important email in your entire cadence: Email 1. This session deep-dives into the structure of a high-converting initial cold email, from the opening line to the "low-friction" close.What you’ll learn:What NOT to include  in Email 1 The "Dirty Pan" technique: How to engineer your first email How to write a "prebuttal" to address potential objections  Why asking for interest beats asking for timeWatch the next video in the series:  Video 6 — The Active Selling Phase (Emails 2-4)

 If your email isn't opened, the best copy in the world won't save you. This video focuses on the "First Impression" trio: a highly specific Buyer Persona, a curiosity-piquing Subject Line, and strategic Preview Text.What you’ll learn:How to define a persona by their "day-to-day pressure" rather than just a job title The "Hook + Value" formula for subject lines that demand an open Why your "From" line and preview text are your most valuable real estate How to use AI as an "editor" to brainstorm high-impact headlinesWatch the next video in the series: Video 5 — Email 1: The Hook, The Pitch, and The Prebuttal

 Building a cadence is a balancing act between persistence and annoyance. This session outlines the ideal 10-email baseline and explains how to strategically layer in phone and social touches based on your specific buyer persona.What you’ll learn:Why to start with a 10-unique-email baseline How to audit your cold calling data to see if it’s actually worth your time The 3 phases of a cadence: Active Selling, Nurture, and Breakup The "Golden Rule" of timing: How many days to wait between touchesWatch the next video in the series: Video 4 — Personas, Subject Lines, and Preview Text

 What is the actual job of a sales email? Hint: It’s not to sell your product. This video explores the core philosophy of outbound cadences, focusing on selling the meeting and educating the buyer. Sam also dives into the "boring but important" side of sales success: Cadence Hygiene.What you’ll learn:Why you should sell the meeting, not the product The importance of consistent inputs for clean data How to measure success beyond just "meetings booked" 4 key metrics to trackWatch the next video in the series: Video 3 — The Anatomy of a Cadence

 Stop sending emails that get immediately deleted. In this introductory session to our Cadence Masterclass, Sam McKenna, CEO of #samsales Consulting, breaks down why traditional "volume-heavy" sales cadences are failing in today’s noisy inbox. Discover how to earn a buyer's time by proving you understand their specific challenges from the very first line.What you’ll learn:The “voice” you should be using in your emails Why volume is killing your deliverability An introduction to the "Show Me You Know Me" methodology How to earn the right to a meeting through thoughtful researchWatch the next video in the series: Video 2 — Cadence Core Concepts & Hygiene