Salesloft

I’ve been trying to create a type of round robin automated greeting for each of my contacts I am emailing on cadences, but I have not been able to make it work with the suggested Dynamic Fields {first.name] + Snippets. Could you please help me with this. Examples of a greeting + snippet:  1- Dear Scott, I’m reaching out with great respect for your time and focus.2- Hello Michael, trust this message finds you well.3-  Andres, this seemed like the perfect bridge to finally tell you that you've been on my thoughts. Your suggestion will be greatly appreciated.Cory

Onboarding new team members can be a challenging process—balancing the need to get them up to speed quickly while ensuring they fully absorb company culture, tools, and processes. Without a structured approach, new hires can feel overwhelmed or unsure of where to focus.  Fortunately, a well-crafted cadence can solve this! A New Hire Onboarding Cadence can help you provide a clear, step-by-step plan that guides new hires through their first days and weeks and sets them up for long-term success. To set you up for success with Salesloft in your new role, here’s a structured onboarding cadence that covers essential features and best practices: 🗓️ Step 1: Day 1 - Welcome to Salesloft!The first day should be all about helping your new hires get their Salesloft Account up and running. Here’s a list of tasks to include on Day 1:Accept Your Invite: Check your email and accept your invitation to Salesloft! Change Your Password: Make it unique and secure! Install the Essentials: Salesloft Connec

How many people can I BCC on one email?

Hi, as contacts are owned by several persons of the account team in D365 we have no option to automate the contact ownership in SL. Is there any way with a play that we can update the contact owner to the account owner or any other suggestions  .. I get stuck at this point Would love to see an option to update to current account owner. 

All my emails are bouncing and I’m not seeing any of my emails being sent in my outlook.

I have a few cadences where I want to A/B test the subject line in the first email. I then have 3 additional emails but when I choose ‘thread’ it only gives the option for ‘A’ in the previous email and not B. What happens when I launch the cadence? Will everyone getting the additional emails get threaded to the A option only (even if they receive the B option for the first email)? TIA!

Good morning I don’t see the ai library feature in my salesloft or my settings option within my cadence, I’ve been an sdr for a month so salesloft is quite new to me . thanks for your help  

Below is the definition of opens on this page https://help.salesloft.com/s/article/Salesloft-Analytics-FAQ?language=en_US#How_much_detail_can_I_see_in_Analytics. A few questions: Does this mean that if an email is sent to two email addresses at the same domain, and both email addresses open the email, only open is counted? ‘The number does not display the number of opens for a single email.’ I’m not following. What does this mean? What does Email Opens include?Email opens in analytics counts how the number of emails that have been opened at least once. The number does not display the number of opens for a single email.  Emails opened by someone with the same domain are excluded from email counts.

Hi guys, has anyone had experience with pulling inbound calls from salesloft into a salesforce report? I want a report that shows which calls were inbound vs outbound. 

In today's fast-paced sales environment, time is your most valuable asset. Sales professionals like AEs and SDRs often find themselves spending significant time crafting personalized email replies and unique one-off messages, pulling them away from core selling activities. The Email AI Assistant enhancements are designed to streamline this process, offering a powerful way to refine your emails quickly and effectively.By following these best practices, you can ensure you're maximizing the benefits of this powerful tool while maintaining your personal touch and achieving optimal results in your email outreach.Key Practices:Practice 1: Experiment with Tone Options for Optimal Resonance The AI Assistant offers a range of tone adjustments to help you tailor your message to different recipients and situations. You can explore options from "More Formal" for executive communications to "Casual" for warm leads, and even options like "Confident" or "Empathetic." Understanding how different tones

Question why did we move the Succes button, think this needs to be a quick step. Not going to the dots and mark it like it now.

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

Why CONVERSATIONS via Google MEET depends on the manual recording transcript activation while via TEAMS it is automatic (notetaker participant)?

Hey Champions! 👋🏽While the Champions Hub is your go-to resource for Salesloft education and connection with your peers, the Digital Success Center (DSC) is your personalized admin portal built to deliver guidance and insights unique to your team's Salesloft account. Here’s what you can do in the DSC:💡 Generate & Manage Success PlansSelect your business goals and instantly generate a customized success plan, providing the exact, actionable blueprint you need to achieve them using Salesloft.Watch: How to create and manage a success plan 📊 Monitor Key MetricsTrack important platform health metrics, including team usage and adoption.⚙️ Access User Configuration ReportsMake sure your team is set up for success! For example, want to easily see which users are disconnected from your CRM? Easy! Just view and download the User Configuration Report. Watch: How to access the user configuration report🧍Points of ContactDon’t know who to go to? Quickly connect with your key contacts at Sale

At a GlancePrep Time: 3–5 minutesCreation Time: 5–10 minutesServes: SDRs, BDRs, AEs, and Sales ManagersYields: Automated emails that reach leads even on weekends 🌟IntroductionMost Cadence emails don’t send on Saturdays and Sundays since many people are off on the weekends. But, some leads are active outside the typical work week—think inbound leads who fill out a form on a Saturday or contacts with non-standard schedules.This guide shows how to set up automated email steps that reach those leads on Saturdays and Sundays. Step 1: Create an Automation Rule for Inbound LeadsTo get started, you’ll want to create an Automation Rule to add marketing qualified leads to an Inbound Cadence.Follow these steps:Navigate to your settings. Select Automation Rules under the Data category. Click Create New Rule. Name your rule, ex. MQLs to Inbound Cadence Click the Trigger dropdown, then select Person Updates. Select When a lead is converted to a contact from the list that appears. Click the Action d

Hi All!  I wanted to write up a quick guide to help anyone diving into Bionic Chatbots for the first time.  Feel free to post below any questions you might have about them and I’ll be happy to answer whatever I can.   But until then, without further ado…. Welcome to the Exciting World of Drift's Bionic Chatbots!  Think of them as your website's super-smart, always-on assistant, ready to chat with visitors and supercharge your business. This guide will break down how these clever bots work, why they're so beneficial, and how you can make them truly shine.--------------------------------------------------------------------------------🤖 Unveiling Bionic Chatbots: Your Website's Smartest Helper!At its core, a Bionic Chatbot utilizes AI to automate responses to your website visitors, freeing up your team's valuable time and resources. Imagine a highly efficient, tireless employee who can handle a massive volume of inquiries 24/7. That's a Bionic Chatbot!These bots are part of Drift's compr

If you want your new reps closing deals before they even finish their onboarding, here's what to do:  In this episode of Salesloft on Salesloft, Revenue Readiness Program Manager Colton Finn reveals how we threw out the old onboarding playbook. Instead of weeks of theory, new hires jump directly into the Salesloft platform with live accounts, real signals, and a fleet of AI agents to guide them. We empower reps to win from day one, resulting in:✅ Meetings booked within the first week✅ Renewals closed in week three✅ New logo business closed within 60 days

Here's exactly how our account executives use Salesloft agents to move deals forward:Milena Kaul had two high-stakes meetings coming up this week, and her forecast depended on them.1. A renewal that was at risk of slipping away.2. Big expansion opportunity with a key account.Normally, preparing for these would have taken her a full day of digging through Salesforce, sifting through conversation transcripts and old email threads.Instead, she used our Ask Salesloft AI agent. 🗣️She wrote: “What should I bring up in these meetings?”In under a minute, it pulled every relevant signal, including CRM notes, past conversations, email history, and even potential risks.It saved her hours, and she showed up hyper-prepared for both calls. It helped her champion tell the right story to her executives on the renewal call. She delivered a value-driven demo that helped her advance the expansion opportunity.They looked like rockstars, and it's all because they used the right tools to prepare in minutes