Salesloft

Please can someone remind me as to how do we Join the Champion Hub hour at 11 am EST, is there a link that gets sent each week ? Thank you.Regards,Vibha

When looking at most metric charts, seeing a hockey stick chart represents an uptick in numbers and an overall positive outcome. Well, the Average Personalization chart found in your Email Analytics acts a little different. The goal of the chart is to make sure the best reply rate and most emails delivered are in the same bucket. This means you are comparing those two bars with each other rather than looking for your averages to skew left or right. You need to interpret the data being shown. Fortunately, we've prepared four types of charts to teach you how to read the data you see.Nada: No PersonalizationFigure 1: No Personalization ExampleWhat this chart says…Based on the bucket, all emails have less than 15% personalization. This means you're seeing low overall personalization. There's also a low reply rate. Conclusion: Need to personalize more than 5% to see improved reply rates.Need Less: Diminishing ReturnsFigure 2: Diminishing Returns ExampleWhat this chart says…The best reply ra

You’re reviewing your latest cadence performance and notice that some emails bounced back. These emails didn’t reach your contacts, meaning valuable communication hit a roadblock. Instead of letting these bounces disrupt your engagement, set up a Data Hygiene Cadence to re-engage bounced contacts, update their information, and keep your pipeline in top shape. Step 1: Build a Data Hygiene Cadence to address Bounced Contacts To begin, create a Data Hygiene Cadence specifically designed to capture and manage contacts with bounced emails. Unlike your usual prospecting cadences, this cadence is geared toward improving the quality and accuracy of your contact data.  In this cadence, start with one "Other" step. This step will prompt you to search for an accurate email address and update the contact’s information so you can get back to engaging them. Your follow up steps will include other methods to contact the Person, like phone, social media, or even old fashioned mail. Step 2: Automate th

Hey there, I’m looking to see if there’s any way to access and export the sales calls and recordings outside of Conversations Insights. While there are some insights available in Conversations Insights, I’m looking for more specific trends, specifically, frequently asked questions. I’m guessing it’s not possible within Salesloft, but would love to be able to export, upload to my own LLM and then extract FAQs, recurring topics, etc. Has anyone had success in something like this? 

Hey Salesloft Community, Savannah Warbington here, Customer Success Architect here at Salesloft! 👋🏼Are you looking to make your Salesloft even smarter and more proactive? Third-Party Integration Plays are your secret weapon! These powerful Plays allow you to trigger actions in Salesloft based on signals from other tools in your tech stack, creating a seamless and highly efficient sales workflow.  What are Third-Party Integration Plays? Essentially, these Plays use data from your external applications (like intent platforms, e-signature tools, or even your CRM) to automatically create tasks or actions within Salesloft. This means your reps get real-time, relevant prompts to engage with prospects and customers at precisely the right moment.  How to Enable Them (for Salesloft Admins):Ensure the Third-Party App is Integrated: Before you can create a Play, the specific third-party application needs to be integrated and authorized with Salesloft. This often involves connecting the two plat

The "Bounce Rate" is the percentage of emails that fail to deliver to your prospects and "bounced" back, or returned to your inbox. Proactively managing your bounce rates safeguards your sender reputation and enhances your ability to connect with prospects successfully. Research suggests a Bounce Rate of 5% or less indicates healthy first-touch engagement. However, if Bounce Rates climb higher, this is a signal that your contact email data needs improvement. What steps can you take to lower the bounce rate metric and prevent it from rising? Salesloft’s Prospecting Results Analytics provide Cadence-level reporting, including email step bounce rates. You can use this page to assess the effectiveness of your cadence email steps and refine your strategy.   Here's how you can investigate and resolve high bounce rates using Salesloft:  Use the Prospecting Results Analytics to Assess Bounce Rate  Salesloft’s Prospecting Results Analytics provides in-depth reporting on the performance and outc

Setting up a Play in Salesloft is all about possibilities—it’s like having a full menu of options to tailor exactly what you need. When it comes to criteria fields, picking the right ones helps your Plays run smarter and guide the right actions at the right time.Whether you're prospecting, qualifying, or closing, these five tips will help you pick the best criteria fields—default or custom—so your Plays hit the right people at the right time.1. Start with the Fields That Reflect Your Day-to-DayIf you're an SDR or BDR, you're likely filtering your engagement based on job title, industry, or lead source. Those are all Person or Company fields—default options that are super useful for top-of-funnel Plays.Example: Trigger {this} Play when someone’s Title includes ‘Director’ and Industry equals ‘Tech’.” This is great for targeting mid-level tech buyers in your ICP.If you're an AE working renewal or expansion opps, fields like Opportunity Stage, Last Contacted, or Meeting Type might be more

When setting up a Play in Salesloft, criteria operators are the behind-the-scenes heroes. These little rules—like Includes, Is null, or Before—control how your Plays behave and who they target.But let’s be real: some operators sound similar, and the differences can be easy to miss. (👀 Looking at you, Is null vs. Not equal to blank.)This guide breaks down the most commonly used operators, real-world examples, and how to decide which one’s best for your use case—whether you’re booking meetings, qualifying leads, or chasing renewals.🔍 First, What’s a Criteria Operator?A criteria operator tells Salesloft how to compare values in a field. You’ll see them when setting Play conditions based on fields like Title, Industry, Last Contacted, etc.Here’s a quick breakdown of the most common operators and how to use them:1. IncludesBest for: SDRs/BDRs targeting personas by job title or keywordUse when: You want to catch partial matches.Example:Title includes “VP”This will match VP of Sales, Senior

Date fields in Salesloft Plays are like secret sauce for time-sensitive follow-up—but they’re often overlooked or misunderstood. When used right, they help you prioritize who to engage and when. ⏰Whether you’re chasing cold leads, working renewals, or timing your campaign follow-ups just right, this guide will help you make the most of date-based criteria.1. Re-Engage Cold LeadsUse: Last Contacted before [date]🎯 Example:Target contacts who haven’t been engaged in 30+ days.Great for SDRs looking to revive stalled conversations or AEs checking in on slow-moving deals.Pro tip: Use this in Plays like “No Recent Activity” or “Reheat Opportunities.”2. Prioritize New LeadsUse: Created Date after [date]🚀 Example:Focus on net-new leads created after a specific campaign launch.Perfect for BDRs running campaign follow-up Plays—make sure you strike while interest is hot!3. Time Renewal EngagementUse: Renewal Date before or equal to [date]🔁 Example:Build a Play for accounts renewing this quarter

For full-cycle reps and Account Executives looking to self-source and close more deals, a month-long outbound Cadence can help you build credibility with high-priority decision-makers. Here’s how you can set one up: Cadence Duration:🗓️ 1 Month: Run this Cadence over one month with extended gaps between steps. By spacing out steps, you can create more meaningful touches that stand out to recipients. Target Audience🎯 High Priority Decision Makers: Focus on key decision-makers within your target accounts or territory. If your goal is to book a meeting at the end of this cadence, you want the decision maker to be part of the call so you can quickly shift from a lead to an opportunity.   Best PracticesFirst email should be heavily personalized to the individual prospect Consider using video in the 2nd or 3rd email step Leverage LinkedIn to like, comment, or generally engage with the prospect Here’s a look at a Full-Cycle Outbound Cadence: #SalesStrategy #FullCycleOutbound #LeadGeneration

Hi - my org’s SDRs currently work on Contacts owned by Sales Associates. We use Salesforce.I have Automatic Step Reassignment (Team Cadences) as well as Automatic Task Reassignment toggled on within the Data > Cadences and Tasks section. I wish to leave these two items active should an SDR leave the organization since Leads are reassigned to other SDRs.Does anyone have any creative solutions to suppress task and cadence step reassignment when a contact is added to Salesloft for the first time or the contact ownership is changed in Salesforce? This issue arose when we rolled out a Contact recycle campaign for SDRs.  Thanks!

Hello Salesloft community members,I’ve been exploring SalesLoft as a potential sales engagement platform, and while the features look impressive on paper, I’d love to hear real-world experiences from those actively using it.Key Questions for the Community:Daily Usability:How intuitive is the interface for your sales team? Any steep learning curves?Does the cadence automation actually save time compared to manual outreach?Impact on Results:What measurable improvements have you seen in response rates or pipeline growth?Any surprising limitations in reporting/analytics?Integration & Workflow:How well does it play with your CRM (Salesforce, HubSpot, etc.) in practice?Any clever hacks to maximize efficiency?Pricing vs. Value:For the cost, would you say it’s a ‘must-have’ or ‘nice-to-have’ for SMBs vs. enterprises?My Initial Take:Testing showed strong email sequencing, but I’m curious about long-term deliverability.The ‘Phone & Video’ tools seem promising—do they work as seamlessly a

If any of the following use cases sound familiar, it’s time to set Cadence enrollment limits. Limits may seem like a small config setting—but they can make a big difference in protecting the buyer experience and keeping your team aligned.Here’s when limits matter most:🧭 You work shared books of businessWhen multiple reps work the same territory or account list, people can get pulled into multiple cadences unintentionally. Enrollment limits help ensure a single, clear message reaches the prospect—and prevent two reps from sending mixed signals.🔁 You rely on automated enrollmentAutomation scales your reach—but without controls, it can lead to over-enrollment. If cadences are triggered by synced lists or automation rules, a person might end up in several workflows at once. Limits act as a safeguard, making sure automation stays buyer-friendly.📬 Your cadences cover different use casesWhen you have cadences for everything from inbound follow-up to renewal engagement, someone may qualify

Renewal conversations often come with intense pressure to maintain revenue and prove long-term value, especially as contracts near expiration. Rushed last-minute engagements can leave clients feeling undervalued and can jeopardize the renewal outcome. By proactively engaging customers 6 months out– addressing potential concerns early and showcasing the value your product brings– renewals shift from a focus on closing a deal to reinforcing partnership and delivering on your commitment to the customer’s success. Here are some tips and best practices for making the most of this timeline:  Set up a 6-Month Renewal Cadence  A 6-Month Renewal Cadence allows you to engage strategically appx. 180 days before the contract end date to encourage customers to renew.  The six-month timeline gives your team time to strengthen relationships and address any client needs before renewal time. This helps avoid a rushed experience, creating more value for the customer. This cadence is comprised of email,

Hey Salesloft Champions! 👋Sabrina Boyd here, a Customer Success Manager at Salesloft, and I'm personally using Meeting Agents every single day! It makes my life as a CSM so much easier, and I promise you, it's a super helpful tool for anyone who talks to customers and for all our amazing sellers. 🤩 This great tool is available right now, and it's helping so many of you achieve incredible efficiency and impact in your daily interactions.We all know the struggle: back-to-back Zoom calls, promising follow-ups, then trying to remember everything at the end of the day. Meeting Agents changes all that!Here's why our customers (and I!) are absolutely loving Meeting Agents because it helps us reach our Goal of being fully present, truly understanding what our prospects need, and focusing on bringing maximum value to our customers and closing deals:What makes it tough (Challenges):Forgetting call details after many calls. Having to write too many notes and not being able to truly listen. Wast

Any suggestions on the idea to set Preference for which phone number to use in dialer? Eg we have mobile as preference but we need to switch every time. Yes we can map our numbers differently but will have confusing naming conventions in the system.

Hi all,I have tried this a few times without success so thought I would ask the community.Has anyone had success pushing Conversation Intelligence data to Salesforce? It is pretty useless for us right now given that the information is locked into Salesloft and I cannot push it to an activity record. They just updated the API documentation (Fetch an extensive conversation | Salesloft API) allowing us to fetch basically any data we want from conversations but it is somewhat useless since I cannot pass a conversation ID along to an event. I was hoping to use Clay to create some systematic actions based on transcript content but I am at a loss on how I could do that without manually exporting conversation IDs every so often and then somehow manually linking them to their respective accounts, opportunities, etc.

Hey Champions!Ambar Estevez, Senior CSM here at Salesloft 💚I’m excited to share some insights on a game-changing Salesloft feature: the Account Research Agent. As a Salesloft expert, I’m always looking for ways to boost efficiency and drive better results for sales teams. This new tool is a total game-changer, and here are some things I love about it:Saves Time: Sales reps can save hours they used to spend on researching accounts. The Account Research Agent develops robust account briefs on demand. Improves Productivity: Teams can focus on high-value activities and increase productivity in pipeline generation and progression. Enhances Personalization: AI emails can reference account research to personalize each engagement. Provides Actionable Insights: The Account Research Agent doesn't just provide data; it suggests multiple sales angles and talking points. Streamlines Workflow: By integrating research directly into the prospecting workflow, Salesloft eliminates the need for reps to

Hey Champions! When you're striving to maximize your website's potential, not only is managing the sheer volume of visitor inquiries a challenge, but so is efficiently identifying which of those visitors are genuine, high-quality leads ready for sales engagement. Your team needs to provide instant, accurate support while also ensuring that valuable sales time is spent on the most promising prospects. Doing this manually is time-consuming, prone to inconsistency, and can lead to missed revenue opportunities.Enter Drift’s Bionic Chatbots and its comprehensive AI-powered engagement and qualification suite.Drift’s Bionic Chatbots leverage artificial intelligence to understand and automate responses to your website visitors, drawing from your company’s knowledge curated in the Drift Content Library. But the intelligence doesn't stop at just answering questions. With the AI Lead Qualification Node, you can empower Drift to actively qualify your visitors, assign them meaningful CQL (Conversat

Once your Salesloft iPaaS integration is up and running, you’ll want to maintain it so that your workflows stay efficient and reliable. Regular upkeep can prevent errors, improve performance, and ensure that data flows smoothly between your systems.Here are some best practices to keep your integrations in top shape:🔧 1. Monitor Your Integrations RegularlyStay proactive by checking logs to ensure that your integrations are running smoothly. Check the following logs: API Log: Filter API logs by integration to check for updates to Person and Account records. Audit Log: Check for creation, deletion, or updates to People and Accounts. Use the Plays Analytics to monitor the impact of automated actions and identify any issues early.🔄 2. Test After Every ChangeIf you’ve created one of the following Plays (Account Created play, Account Updated play, Opportunity Created play, Opportunity Updated play, Person Created play (coming soon), Person Updated play (coming soon) as part of your iPaaS

Salesloft's iPaaS integrations can streamline data from third-party sources, automating workflows and ensuring smooth data transfer across systems. But, like any tool, setting it up correctly is key to getting the most out of the integration. Here are some best practices to create custom Plays using the iPaaS integrations: 1. Start with Your "Why" – What Do You Want to Automate?Before you dive into setting up an iPaaS integration, take a moment to think about the why. What do you want to achieve with this integration? Identifying your ‘why’ will help you determine which buyer signals to activate. Do you want to:Engage based on product usage and inventory data Connect custom lead scoring and AI models to seller action Notify Account owner of high priority tickets Follow-up when quotes are created, expiring….etc.  Trigger engagement workflows based on service start and completion Engage prospects based on marketing campaign enrollment and statusBy getting clear on your goals, you can mak

Prospecting emails are a vital component of any sales strategy, serving as the initial touchpoint with potential customers. Crafting effective prospecting emails requires a blend of personalization, clear messaging, and strategic timing. Here are our tips for sending prospecting emails:  Keep Your Subject Line Short & Number Free A short subject line is crucial for prospecting emails as it quickly grabs attention amidst inbox clutter, conveys the email's purpose clearly, optimizes for mobile viewing, creates curiosity, and respects the recipient's time, increasing the chances of engagement and success. We recommend 4 words or less!  Keep the Body Short A concise message is more likely to be read thoroughly and understood, increasing the effectiveness of communication and enhancing the chances of a positive response. It also keeps the content mobile-friendly. We recommend approximately 50 words or less!  Use Engaging Language  Using engaging language in your emails establishes a per

When you're setting up Salesloft, the data in your CRM is one of your most valuable assets. By default, Salesloft only syncs data added from the moment CRM Sync is enabled—meaning your historical records, notes, and activities might stay buried in your CRM unless you take action.The Manually Sync from CRM setting allows you to import historical CRM data from up to five years ago. Here’s when importing historical CRM data can be especially useful:🕵️ Use Case 1: You want full visibility into account historyWithout historical data, Salesloft might only show the last few weeks or months of activity—leaving your team blind to important context. Pulling in data from the past ensures reps can see the full picture of a relationship before making their next move.🔁 Use Case 2: You're migrating from another engagement toolSwitching platforms is common—but without backfilling CRM data, your new system might feel incomplete. Manually syncing historical records into Salesloft helps your team hit t

Strategically using the CC and BCC fields in cadence emails is crucial for fostering collaboration, maintaining privacy, and ensuring comprehensive communication within Go-to-Market teams. Based on valuable customer insights and a significant demand for this functionality, this guide outlines who should be considered for inclusion in the CC and BCC fields to optimize outreach efforts and internal alignment.Key Practices for leveraging CC/BCC in Cadence Email Steps: Practice 1: CC Your Account Team and Relevant CollaboratorsTo ensure seamless internal communication and keep all relevant stakeholders informed, consider CC'ing members of the account team, such as Account Executives, Sales Development Representatives (SDRs), and Sales Specialists. This practice promotes collaboration and ensures everyone involved with the account has visibility into the ongoing communication. For existing customers, CC'ing the Customer Success Manager (CSM) on introductory emails from a new Account Executi

Chat Bots's are Drift's most talked about product, in this article we'll go over some tips and tricks we wanted to share so that when you are building your bots on your own you can make the most effective bot out there. In this post, I’ll give a quick intro on how to star building the chat bot, give some best practices to keep in mind, and drop an additional workbook resource for you to review. How to Start Building your Chat Bot To begin building Chat bots:Click playbooks on the left hand navigation bar Click chat playbooks Click Create Chat Playbooks on the right hand sideOn the next screens you'll be given the options to:Select your audience (And workspace if you're on the Advanced of Enterprise plans.) Select your playbook type Name your playbookOnce completed, you'll be building out your playbook in the flow builder.  For a more thorough guide on building out a playbook, check out our help doc here. Best Practices to keep in mind while building your Chat BotStarting the conversati