Salesloft

When it comes to sales and marketing strategies, focusing on targeted account engagement, personalized strategies, and measurable impact can significantly boost your success.  Check out these strategies for engaging accounts: 1. Identify & Segment AccountsStart by identifying and segmenting accounts based on revenue potential or marketability. Align them into tiers to prioritize your outreach and resources effectively. 2. Define Your Account Engagement StrategyAccording to 30% of sales development leaders, detailed touch patterns for SDRs are crucial for success.  Develop a comprehensive engagement strategy that includes specific touchpoints and interactions for each tier. See the List of Cadence Frameworks for engagement strategy ideas. 3. Personalize at ScaleDesign Marketing Assets: Create tailored marketing assets for Tier 1 target accounts. Invest more resources here while leveraging technology for Tier 2 and 3 accounts. Develop Buyer Personas: Segment your potential contacts i

Personalization allows you to connect meaningfully with potential clients. By using human speech and personal touches, you build stronger relationships with potential clients. According to McKinsey, personalization can increase revenue by 5–15% and marketing ROI by 10–30%. A personalization formula can help you add structure to your personalization efforts, making it possible to personalize at scale and create messages that resonate with each prospect. Let’s walk through some tips for creating a personalization formula: Step 1: Use their wordsConsider topics a prospect has discussed in an article, blog, or LinkedIn post. These things are likely top of mind for them. We recommend tying 2-3 words the recipient used into your engagement with them to capture their attention. Step 2: Create the art of the possible Possibility language unlocks potential and allows you to leverage the benefits of your product/service offerings. Consider adding the following sentence starters:What if you could

Fine-tuning your engagement strategy while managing multiple leads can be tricky. The good news is, a well-crafted Salesloft Cadence can help you boost engagement and productivity! Salesloft Cadences automate and organize communication, allowing you more time for strategic activities like personalizing your approach and building stronger relationships.  Whether you’re new to building Cadences or need a refresher, these 5 tips will help you craft an effective Cadence: Start by leveraging Salesloft’s recommended Cadence Frameworks Creating an entire Cadence may seem daunting at first. You may find yourself asking, ‘Where do I begin?”. To get started, we recommend using Cadence Frameworks.  Cadence Frameworks are Cadence outlines that include pre-established steps and touchpoints. Using a Cadence Framework can help take the guesswork out of Cadence creation. Establish the right amount of touchpoints When it comes to reaching out and engaging a lead, strategy is key. Too many touchpoints c

A/B Testing with Cadences allows you to test engagement by comparing touchpoint strategies. By incorporating A/B testing into your Cadence workflow, you can learn what really resonates with your customers and fine-tune your strategies for maximum impact.  Note: A/B Testing is randomized, meaning, there is no control over who gets what, which can be beneficial for the experimentation aspect. Here’s a list of best practices that show how to use A/B Testing in your process and the types of criteria you can test: Best Practices:Test 1 element at a time, ex: focus on testing email subject lines  Establish clear success metrics for each Cadence and for each step in a Cadence Set up monthly reviews with your Cadence committee focused on the outcomes desired Don’t be afraid to be proven wrong when trying out a new tactic. It’s okay to revert back to what was working! Set a threshold for number of sends before declaring a winner Criteria to Test:Subject line Preview text (especially important f

Struggling to get your Cadences off the ground? We’ve all been there! Truthfully, figuring out consistent actions, buyer personas, sales stages, and seller experience can be overwhelming. But don’t worry, Cadence Frameworks might be the game-changer you need! What’s a Cadence Framework?Cadence Frameworks are pre-built structures designed to streamline your Cadence creation process, which means less guesswork and more focus on delivering the right message. Here are some best practices for getting started using Cadence Frameworks: Identify your needs: Determine what actions you perform consistently and where a framework could fit in. Leverage our Frameworks Library: Check out our Cadence Frameworks and parse through numerous Cadences proven for success. Compare your findings from step 1 to determine which frameworks align with your objectives. Configure your templates: Frameworks structure the order of your touchpoints, but you’ll still need to configure the actual templates, ex. email t

With the acquisition of Drift, we faced the challenge of migrating approximately 125 former Drift employees, now new Lofters, from GONG to Salesloft Conversations within just 10 business days. This involved transitioning over 15,000 GONG recordings and integrating both seasoned and new users into the Salesloft environment.The Sales cohort of about 25 users was already familiar with Salesloft, but we also introduced 100 new users to Salesloft’s Drift instance, focusing specifically on Conversations. This group included Renewals Managers, Customer Success Managers (CSMs), and Professional Services team members. Preliminary Steps: Understanding User NeedsAs a preliminary step in our field enablement, we conducted Chairside sessions with two Sales Leaders and two Account Executives (AEs) from their respective teams to understand their daily use of GONG and grasp their workflow. Additional Chairside meetings were held with leaders in the CSM, Renewal Management (RM), and Professional Servic

To realize the full power of Salesloft as a revenue orchestration platform, you need to connect the dots (and expertise) between technology, content, data & insights, and enablement.Working with our Customer Organization’s top strategic advisors, we’ve put together a full blueprint for standing up a Salesloft Center of Excellence, including guidance on how to get started. We look forward to hearing your questions and insights - and continue to check back for more blueprints that help advance your revenue orchestration strategy.  

I’m Jackie, I’ve been with Salesloft for 6 years and I’m a Senior Customer Success Manager on our Commercial team in EMEA!  Every account I speak with tells me the same thing - how can we give our reps time back or make them more efficient?  If you haven’t yet enabled Plays, this is the place to get convinced. Let’s start with what they are: Plays generate tasks based on the activities captured in Salesloft. It’s a great way to help surface the right actions at exactly the right time within Rhythm.  Here are the top 3 plays I recommend enabling to get started:Meeting reminder play - reduce no shows  Meeting Follow Up Play - look sharp & build trust  Vidyard 50% video watched - convert opportunities with this buyer engagement alertI’m curious to know… What plays have you enabled? And what new plays do you want to test out to help your reps capture people at the right time?

Alice here, a Senior Customer Success Manager in EMEA! I’ve been with Salesloft for two years but my background has mainly been sales.  How often do you ask your team, how confident are you that this deal will close? I know in my previous sales career, I was asked this alot.  Tired of asking the same questions when reviewing team pipelines? I’d recommend having a look at our deal gaps.  Deal gaps are a great way to identify leading indicators of pipeline health. We will then assign color coded numbers to notify you of whether your Deal is healthy or not.  Salesloft uses deal gaps such as how many stakeholders are assigned to this deal? & when was the last activity associated with this deal? I’d love to hear what your deal gaps would be? Comment below 

Hello! I’m Sheena, former Onboarding Manager turned Customer Success Manager, and Drift expert at Salesloft. Many customers make the mistake of thinking Drift is a set it and forget it, chat tool. Today, I'm sharing three of my favorite "beyond live chat" features that will make an immediate impact on your team's efficiency and revenue generation! These are available today to ALL paid plan Drift customers: Leverage Prospector to help reps to prioritize activities and never miss an opportunity to engage with a high intent or target account. Help reps save time by enabling AI Suggested Replies Carve out 20 minutes to install the Drift for Salesforce App, which provides quick and easy reporting on all the areas mentioned above (and more) -- right within Salesforce, where many of us are already spending a large chunk of our day. I’m curious to hear… Which of these is your favorite? What other Drift features would you add to my list to boost efficiency? 

Hi Champions! Salesloft-Rob here with a CS-focused use case for Conversations.  As a West Coast CSM supporting mostly Eastern Time customers, I regularly find myself going back-to-back -- and I'm not talking about Drake or the Golden State Warriors 2017-2018 championship titles. I'm talking about back to back meetings from 8:00am-2:00pm.  Two features that Conversations make me feel like a Champion -- Key Moments and Meeting Follow-up Play. Without them, I'd feel swept like a Portland Trailblazer, Utah Jazz, and San Antonio Spur.  Sending a recap email with action items is not only a best practice but an expectation in my world. These follow-up emails improve your customer experience, show you are listening, AND taking action. In fact, this level of attention-to-detail has often been the experience that helps secure a renewal in our competitive landscape.  Key Moments has helped me quickly surface CSAT issues that customers tend to bring up.  A quick way to do this, is to toggle on the

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