Salesloft

Sellers are really good at the hustle.The problem is, they're often too close to the work to spot their own blind spots.That's where a great sales leader comes in.Their job is to help sellers see what they can't see on their own.Katie Egge, RVP of Major Accounts at Salesloft, shares how she uses a simple, repeatable process that helped her team beat their quarterly target, increase new bookings by 36%, and 3x pipeline coverage.It's all about coaching with a purpose. 🏆 

We use Clay (for sourcing and enrichment), Salesloft (for outreach and qualification), and HubSpot (for contact/company management).Here’s the workflow I’m trying to figure out: Once a contact is found in Clay, we push it to Salesloft. Sometimes there are multiple contacts from the same company. Should we be creating both a person and an account, or just one of them? The goal: Make sure each contact is linked to the right company. When sending them over to HubSpot, have the contacts and companies properly mapped together. Set up a bi-directional sync so that changes update automatically across systems. Question:What’s the best way to do this with as little manual work as possible?

Hi team, We’d like to build a custom trained GPT to help us optimize Drift Playbooks. Has anyone else tried this yet? The idea would be to have a specialist Drift Optimization GPT bot that (once trained) has data uploaded to it from Google Analytics and Drift Playbook conversion reports and our CRM. The GPT would then make suggestions on how/where to optimise playbooks using an A/B style testing methodology say with a monthly cadence. Where can I access/download all the relevant training material to begin this process? PDFs would be ideal but publicly accessible video is probably OK too. Thanks,Albert

I’m new to the world of APIs, so please excuse any incorrect terms or beginner-level nonsense.I’m accessing the SalesLoft API to extract my organization’s data on a regular cadence, and ran into the following issue.  The way I currently have my python script set up, I first call the activity_histories endpoint to get a list of activities with my desired types and time range. Then I pull the user guids (direct), call or email id (from static data), and person ids and/or account ids (based on resource type and resource id). For each person id, I call the /people endpoint to get the associated account (in case it isn’t in activity_histories for some reason). For each account id, I call the /accounts endpoint; for each call id I run through the /calls endpoint to get sentiment and disposition; for each user id I run through the /users endpoint to get user names etc. I call the /successes endpoint to get the person ids associated with all the successes for the date range I’m looking at. I t

Hi all,I’m not new to SalesLoft, but I am newer to this community. I just wanted to say how grateful I am for the communication from SalesLoft over the past week and a half regarding the security concerns with Drift. While no one enjoys receiving that kind of news initially, I’ve felt incredibly supported by their team, including direct outreach from our AEs.We’re currently working to restore full functionality—syncing, person records, activities, etc.—and I’m posting here to seek insights from other SalesLoft admins. If you have any tips or best practices for auditing data to close potential gaps, or examples of how you're communicating updates to your sales teams and leadership, I’d love to hear them.Thank you in advance—and thank you, SalesLoft, for your transparency throughout this process!

How do managers/admins quickly view their teams daily workload or have visibility into the teams' rhythm activity? Our manager is looking for a way to have visibility into her teams' daily outreach activity. In our current system we have a way to view this but have not been able to find a way to view daily outreach activity without 'acting on behalf' of a user and looking at individual rhythms. We learned that SL does not have a direct feature to view what is specifically due for users in terms of daily outreach activity but that there is a “scheduled actions” report in Coaching and I will check this out. We would love to learn how other managers and leads are reviewing daily outreach activity for teams. This is useful for several reasons and one is understanding how available or not team members are based on daily outreach activity workload.

Anyone know why I cannot use a Salesforce dedicated “Integration User” license for the Salesloft → Salesforce Integration?Salesloft is adamant about giving up a Salesforce User License 

Has anyone ever set up an Email Cadence, but i need the subject line of each email sent to be different and not show up in the recipient’s email as RE:

To truly personalize your sales and close more deals, you need deep, targeted insights. Customizing Account Research Agents let you get exactly that.By adding custom focus areas to your already robust research agents, your team can pull specific, high-value data points for your target accounts, building a comprehensive picture that empowers your sales team. Here are six examples of Account Research Agents you can create to revolutionize your sales intelligence: 1. Key Company Events & MentionsField Name: Key Company Events & MentionsInstructions: Identify recent (last 30-60 days) news articles, press releases, or significant public mentions related to this company that include any of the following keywords: "Merger", "Acquisition", "Recent Funding", "Key talent join", "Key talent leave", "Employee growth", "Technology adoption".Why it matters: Staying on top of a company's major developments gives you immediate talking points and helps you understand their current strategic dir

To move AI-generated emails (in cadences, one-off messages, and plays) from being generic templates to being dynamically crafted, highly personalized communications, teams must empower the AI with a deep understanding of the recipient and your company's unique voice. The best way to make this happen is to add content to your AI Knowledge Library.When generating an email, the AI will query the Knowledge Library for context about the recipient's persona, industry, and your company's corresponding messaging strategy. It will synthesize this information to produce a draft that is strategically and stylistically aligned.Let’s look at ways you can leverage the Knowledge Library to improve your communications with the following examples. (Note, the examples below include some suggested file names, not actual downloadable templates.)Practice 1: Incorporate Persona-Driven Language & Tone Include Persona documents and messaging standards into your Knowledge Library.This practice ensures that

Salesloft's Account Research leverage web content, activity history, and more by default to synthesize and compile valuable information.  To truly maximize the potential of Salesloft's Account Research, teams can upload additional content to the AI Knowledge Library that will boost agents with a deep, nuanced understanding of your company's solutions, competitive landscape, and ideal customers.  This allows the agents to move beyond generic web research and connect external findings directly to the specific value your company provides, generating highly strategic insights and talking points. Let’s look at some practices to incorporate into your Knowledge Library that will elevate your research agents: Practice 1: Incorporate Competitive Intelligence & Battle Cards This practice helps the Account Research analyze a prospect or account by querying the Knowledge Library to cross-reference its findings with your internal, proprietary content. This transforms raw data into actionable sa

"What are the risks on this deal?"My RVP asked that exact question — not to our team, but to our AI agent inside Salesloft “Ask Salesloft”.In seconds, she had a list:* MEDDPICC gaps* Champion isn’t the budget owner* Low engagement from the economic buyer10 seconds. Not an hour scrubbing through emails and call recordings. Not relying on gut feel. Just a clear, AI-driven snapshot of what could make the deal fall apart.This shift — from reactive to proactive — is a game-changer. Not just for reps, but for leaders who need clarity across dozens of deals.You can’t coach what you can’t see. But now, the signals are surfaced for us.Deal strats should no longer be rep story time.👀 If you’re leading a team and curious how this kind of insight changes deal momentum, let me know in the comments!

Hey Champions,  I’m Cosmo Barran, a Senior Commercial Account Executive here at Salesloft. As a rep in Salesloft all day, everyday I wanted to share a recent win I had with the Ask Salesloft Agent:  It helped me close a deal that could have easily slipped away This week instead of digging through Conversations to identify risks on an open opp, I took 10 seconds to ask the Ask Salesloft agent,“What are the risks on this deal?”Financial needs and internal budget process. Boom.⏰ 10 seconds for what could have taken me at least an hour to identify.In just seconds, signals across our platform (everything from website views, cues in our conversations, etc.) are pulled together to tell me what could make this sink.So instead of waiting for him to bring it up (or worse, letting it stall the deal), I came to our next meeting with…Flexible financial options Examples of how we’ve navigated similar situationsDon’t wait for doubts to derail your deals.Embrace the right tools that surface the concer

Hey Champions! Bethany Emsick here from Salesloft! 💚📢 One week into my new role as an Account Executive, and what a fun shift it's been! The biggest change has been my operating mode, switching gears from a Sales Engineer asking "what do you need me to do?" to an Account Executive declaring "what am I going to do?".Stepping into this, I felt that exciting mix of enthusiasm and overwhelm. But I also felt confident, knowing I had a platform like Salesloft to help me cut through the noise and guide my way, saving hours of work.My first move with new accounts? Straight to Salesloft's Account Research Agent. 🔎 This AI-powered assistant instantly summarized past engagement and key account details, completing in minutes what would have historically taken me hours. It's like having a personal research analyst!It's truly rewarding to use the same powerful solution we bring to our customers every day. I’m curious to know your thoughts and experience with the Account Research Agent! How have y

Hey Champions, Carmen Lanford here, Majors Account Executive at Salesloft 👋🏼 A few weeks ago I spent a few minutes demo-ing two of the AI Agents that are saving me 5hrs/week minimum. That's 5 more hours I can be helping customers, progressing deals, and spending my time doing what I'm supposed to be doing - selling. Here's how:1. Rhythm Account Prioritization - intelligently prioritizes not just tasks but ACCOUNTS I should focus on right now for best chances of conversion. AI uses various signals to prioritize, score, and recommend actions without me having to think about it or worse, guess.2. Account Research - all those hours I used to spend combing the web, reading articles, listening to podcasts, scanning earnings reports, reading notes, etc etc. just to get a few snippets to use in my communications are a thing of the past. The Account Research agent instantly serves up everything I need to know about an account, what's important, who to target, all on one page. Fed by external

Is there merge account or contact option?

Hey Champions! Savannah Warbington here, Customer Success Architect at Salesloft! 👋🏼I want to talk about a common topic I hear: how to use automation rules to move people between cadences. This is a powerful way to boost efficiency and personalize your outreach in Salesloft and can save you time while also ensuring the right message reaches the right person at the right time.Let’s dive in! Why Automate Cadence Transitions?Save time: No more manual moving! Automation handles it for you. ⏱️ Personalize the journey: Move prospects to different cadences based on their behavior or stage. 🎯 Improve engagement: Keep your messaging relevant and timely. ✉️ Streamline workflows: Create smoother transitions between different stages of your sales process. ⚙️How to Do ItWhile the exact steps can vary a bit, here's the general process:Navigate to Automation Rules: In Salesloft, go to Settings, then Automation Rules. Create a New Rule: Click "Create New Rule". Define the Trigger: What action shoul

Hey Champions!We recently dove deep into opportunity-based workflows, and it got us thinking: are you truly maximizing the potential of Salesloft to automate your sales process?We've all been there, right? Opportunities stall, leads go cold, and valuable time is lost on manual tasks. But what if Salesloft could take the lead, proactively pushing your deals forward?Here's what we explored:Getting Opportunities In: Are you leveraging the seamless CRM integration to bring your opportunities directly into Salesloft? It's the foundation for everything else! Automation Rules: Your Real-Time Ally: Imagine automatically triggering cadences or Slack notifications based on opportunity stage changes. How are you using these to streamline your team's actions? Scheduled Imports: Unlocking Hidden Potential: Are you tapping into Salesforce reports to automate outreach? This feature can be a game-changer for referrals and cross-selling! Stalled Deals Play: A Wake-Up Call for Your Pipeline: For Salesfo

Managing cadence libraries in Salesloft can be tricky. Sometimes it involves a bit of a balancing act where you need to moderate team cadences versus personal cadences, identify what cadence tactics work versus which don’t, and keep cadences fresh and relevant. Over time, many users find their cadence library growing chaotic and messy, rather than clear and helpful.At Salesloft, we run into these same issues. Drawing from my experience as a former Customer Success Manager, I recognized the importance of treating our internal processes with the same rigor as we do for our clients. Last year, when I started as the Tech Stack Enablement Manager, one of the first things I did was work with our Consulting Services team to check how we were using Salesloft using something called the Basic - Assess BundleWhen we checked how we were using Salesloft, one major thing we learned was that our cadence library had grown too much—it had over 6,500 cadences! This was far from manageable or measurable.

Can everyone in this community please put in a feature request to allow for phone numbers to be allocated at the time of creating a user? Right now, you have to invite a user, wait for them to accept, and then go into the dialer, find their name, and provision the phone number. It’s a very annoying process that wastes time.It would be much better if on the user creation screen if there was a dropdown to select which phone number to give them and that’s provisioned once they officially create their account.

Hey Champions! Turner Green, Salesloft Enterprise Account Executive, here! 👋🏼 I wanted to share a quick win I recently had with both our 🔍Account Research Agent and ✏️ AI Cadence Email Step Agent. A few weeks ago 6sense tossed a high-intent 6QA lead into Salesloft. In seconds, the AI Research Agent drafted a cold email for me, highlighting a key financial insight I would've spent ages digging for. Later that day, Salesloft then flagged high activity on the account’s receiving end (the email had been opened 13 times 👀), so I took a screenshot of the email analytics and sent it again through another email outreach. That led to me getting the meeting booked. Talk about less time researching, more time selling! I’m curious, have you tried using the Account Research Agent yet? Let me know of any wins you’ve seen yourself!  

Hi everyone,At my organization, we have a weekly KPI for our BDRs to add 5–10 net new accounts into sequence per AE. By net new, I mean accounts that aren’t currently active in any other sequence—essentially, fresh accounts being introduced into outbound efforts each week.We’re having a hard time figuring out how to track this in Salesloft. I’m aware of the “People Added” metric, which is great for tracking contacts, but I’m looking for the equivalent on the account level.The “Accounts Engaged” metric doesn’t quite help here, as it includes any accounts with activity, including those where BDRs are just following up with the sequence steps. We specifically want to measure whether BDRs are consistently replenishing their outreach pipeline with new targets.This feels like a pretty fundamental KPI. Am I missing something obvious? Or has anyone figured out a good workaround?Thanks in advance!

 Bionic is a generative AI chatbot designed to educate, qualify, and deflect leads — essentially acting as your AI SDR. Unlike rule-based bots with strict playbook paths and expected answers, Bionic Chatbots are more conversational and probabilistic. That means there’s no single “correct” response, which can make it tricky to know when to give a thumbs up or a thumbs down in your Message Inspector. So the team thought it would be great to form up some best practices for evaluating responses to ensure you're getting the most out of Bionic Chatbots while helping it learn and improve over time.Before we get into it though, it’s a pretty good idea to familiarize yourself with the following help docs available over on the Salesloft knowledge site since all of the retraining starts with the message inspector and this post assumes you know at least the basics of it all:The Bionic Chatbot Message Inspector Testing and Training Bionic Chatbot ResponsesNow with that being said, let’s get some mo

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! 

We are looking for a report that can be scheduled on a weekly basis:The report only returns data for records marked as Do not contact for the current weekThe report should be scheduled If possible the report should have date and time stamp of when the person was marked as “Do not contact” Currently the export option does not allow one to filter to date and time stamp of when record was set to Do Not Contact and one has to export all the data every time.I think we need to go the API route but will need some help to achieve this.Hoping the team here can help.Regards,Vibha Bhatia