Salesloft

📣 Calling all Public Sector Sellers  📣 Does your organization have a team selling into PubSec? If so, how are you handling Call Recording best practices? Whether it’s calls made through the Dialer or recorded meetings with Zoom, Google Meet, etc. I want to hear from you in the comments!  Do you a have recording message announced at the start of call/meeting?  Are you asking to record calls/meetings prior to recording?  Are you auto recording all calls/meetings, unless specifically asked to not record by meeting attendee?  Do you keep your call recordings for a specific amount of time?  I have a customer ramping up their efforts to create a PubSec selling team, so I’d love to hear what’s worked well for your sellers, any best practices you’ve defined, and how you handle security and compliance concerns around recording. If you’re open to an exploratory conversation with my customer to share your expertise here, I’m not afraid to send you some Salesloft swag in return 😁  

Hi-I notice when I click on an email within my inbox I receive a notification stating the account just opened the email I sent. Is there a way to only receive those notifications when the intended account opens the email only?Thanks in advance. 

Hi all, I’m looking for some feedback on these questions:How long (period of time) are your cadences to prospects? How long (length of email) are your messages to prospects? What have you found to be helpful in getting high open rates and replies? Thanks for your help!V/r,Neville  

Building a strong sales pipeline is more than just adding leads—it’s about having the right process to manage and grow opportunities effectively. The Pipeline Creation and Coverage Blueprint helps sales teams structure their prospecting efforts with clear, repeatable steps. This guide walks you through integrating key tools, automating routine tasks, and improving visibility into pipeline health so you can focus on high-value opportunities. Whether you're looking to fill gaps, improve consistency, or gain better forecasting insight, this blueprint provides practical strategies to make pipeline management easier and more effective. Click the attachment below to access the Pipeline Creation and Coverage Blueprint and explore proven strategies for building a healthy pipeline, optimizing prospecting efforts, and driving sustained success. 

I’m running into an issue where the meetings attended metric is including internal meetings the BDR is attending. I know conversations can exclude recording meetings that only include internal domains, I’m wondering if there’s a way to do something similar and remove internal meetings from showing up in the meetings attended metric. Any thoughts on how to solve this? Should I be looking at another metric like meetings booked?

Hi , Where can we find API Key of my salesloft account ? I looked in Settings>Integration but its not there.

Hi allWe have a high volume of personal cadences and would like to create a library of Team Cadences in 25’.  Our challenge is we don’t have a copywriter who can write these. We have SME’s in Product Marketing but they don’t have experience writing sales emails. I'm wondering how other people are creating team cadences at scale. Is it sales-owned? SDR/BDR Managers? Marketing? A combination of everyone pitching in? We’re a large, multinational organization with a complex product so would be particularly interested in people working in similar types orgs who also don’t have one person creating cadences for the sales org. Thanks, everyone. 

I create Cadences and BDR work on those cadences but I am not able to pull those salesloft analytics within salesforce by creating reports there. As my salesloft instance perfectly syncing with salesforce and fields were mapped also .

Looking for some fresh training on Cadences? 👀We just released a new Cadence: Fundamentals course to our catalog.This will teach you how to use Cadence to structure and scale your selling motion, so you can focus on building pipelines, closing deals, and up-leveling customer engagement.Check it out here, and let us know what you think!

I’m seeking best practices for implementing and tracking multi-threading in Salesloft for BDR/SDR team. The parent cadence will have steps the team member doesn’t need to complete on a multi-thread. I’m not certain I want the BDR skipping steps, so I’m considering adding separate cadences that are “linked” to the parent cadence so we can track the implementation and activity of additional people at a company. One of the workspace cadence groupings is by account, so the BDR will have an efficient way to see all steps for an account. Any feedback and suggestions would be much appreciated!

When creating meeting in Salesloft I want the meeting to be created in Salesforce as well.   The issue is I need the meeting to be assigned to the AE but its created by the SDR.  If I make the meeting owner the AE is both the Assigned To in Salesforce (which is good) but the AE also shows as the Created By in Salesforce (which is bad)  I  can use the booked by field but then my reporting in Salesforce get messed up.  I need to for the SDR to be able to create the meeting in Salesloft for the AE, then in Salesforce I need the meeting to be Assigned To the AE and created by the SDR. I’ve tried everything I can think of, any suggestions? 

Hi fellow Lofters!  Looking for some insight from fellow Salesloft admins re: Group management.  How are you successfully keeping Groups accurately and up to date without adding a ton of manual work to your plate?

Contact attributes in Drift have two names- the display name seen within the Drift app and the API name used by Drift systems and the Drift developer API.  Sometimes, you may need to refer to a Contact attribute via the API name, such as when using personalization tokens within a Drift playbook. How do I find the API name of a Drift contact attribute?There are several ways to find the API name of a Drift Contact attribute but first it’s important to understand that Drift will automatically convert the display name of an attribute to snake_case. In other words, if you create a custom contact attribute with a display name of “My Awesome Attribute”, Drift will record the API name as “my_awesome_attribute”. Special characters are ignored during this conversion to snake_case, so that a display name of “Dave’s Awesome Attribute!” would be given an API name of “daves_awesome_attribute”.  And finally, Drift will also convert other case styles to snake_case. Some examples include: Display Name

Hi all, I have a question about the email layout in cadences. As soon as I try to add mutable pictures, I struggle to get a nice layout as I would get in Outlook direct. Has anybody ideas how I can import, add nice email layouts to cadences in SalesLoft? Thanks

I tend to start off outbound cadences with text emails and then during the cadence steps add links. I Get good views but wanted to get feedback from others on what works best for them with building out cadences targeting new prospects. 

Hi all, I am new to Drift, and I am struggling to get the best out of it. We are divided by federal State, but I don’t see a filter option in Drift. Thus, I see many accounts and contacts that are not relevant to me.  Can somebody help? Thanks,Esther 

Did you know that you can build dynamic links within a playbook by inserting a contact attribute as a personalization token into the URL?  This let’s you do things like build a unique link to a resource depending on the site visitor or direct a site visitor to a knowledge base search page with the search query pre-populated.Setting this up is fairly easy, you just need two things:The Drift contact attribute holding the value you’d like to add to the dynamic URL.  In the demo shared below, I use a custom field called “search_term” which holds the site visitor’s input from a previous question node in the playbook. The URL to which you’d like to append or insert the dynamic value.  In the demo I use the Salesloft help page search URL which looks like: https://help.salesloft.com/s/global-search/With these two pieces of information you can build your dynamic URL. In the editor of the playbook node where the dynamic link will be displayed, use the create a link button to populate the visible

Salesloft has introduced a suite of powerful features, including AI Insights, enhanced Conductor AI, and the command center, designed to transform the way Revenue Operations (RevOps) and Sales Leaders leverage data to orchestrate insight to action to outcome. Here’s a detailed walkthrough of how these new purpose-built capabilities can be implemented daily to transform data into actionable strategies that drive sales and improve outcomes.Command Center: Your New Home Base for Revenue InsightsThe command center serves as the home for all your revenue insights that identify winning behaviors for your team. This feature allows revenue leaders for the first time to visualize their entire sales funnel—from prospecting to closing—and diagnose key factors affecting conversion. The ability to immediately take action on these winning behaviors, by enabling Plays, empowers leaders to drive consistent results at scale. Introducing AI Insights and Enhanced Conductor AI for Stalled DealsThese advan

Have you used the Salesloft AI Assistant? If you look on the lower-right corner of your screen, you’ll see it represented by a small icon that looks like a speech balloon (click on the icon to launch it). Better yet, you can also find it in the Salesloft platform - go to your Profile, then click on ‘Ask a Question.’ I’d love your feedback on two questions -Have you used the Assistant? How can we continue to improve it? ‘Salesloft AI Assistant’ can be a mouthful. Should we name it to something more personal (for example, like ‘Siri’ on your iPhone)?

Is there a way to identify specific emails within a cadence where the BDR has personalized the content? Is it possible to determine which step in the cadence has been personalized the most? How does the snippets reporting work? e.g. if we want snippets to be factored as personalization, is there a way to show that usage by individual user?

Close more deals than ever with the Opportunity Acceleration and Management Blueprint! Your team needs a strategic approach, that will effectively manage deals backed by the right tools and insights. This blueprint outlines practical steps and best practices that will help you unlock the full potential of your revenue orchestration strategy. Our comprehensive guide is designed to help you:Accelerate your sales cycles Manage opportunities more effectively Close more deals Click the attachment below to access our Opportunity Acceleration and Management blueprint and explore strategies for accelerating opportunities, improving deal execution, and creating a consistent path to success. 

Personalization increases success, without a doubt.Where I’ve had issues in the past is being able to enforce it or draw rep’s attention to the fact that they should be personalizing in their cadences or templates. The lovely team at Salesloft informed me that a great and quick way to do this is by creating a custom field called Personalize Here, not mapping it to anything, and then adding to emails where you want reps to personalize.When they attempt to send the email without personalizing, they’ll get an error because the variable isn’t pulling anything in.Definitely not foolproof, as they could remove it, but at least they get the automated guidance that they should be personalizing in-app in real time.

Hi team! I work in athletics and sell 12 different sports, which leads to using a lot of candences. I’m curious about people's favorite automation rules they have in their one-off cadences With all the different leads and sports we also have the ability to lose leads once they leave the cadence. I’m also interested in hearing about people's favorite automation rules and how it has helped them to move people from cadence to cadence to keep in contact with people. Automations have been a life saver for me with disposition and sentiment, but that is the real extent that I have used them thus far.  Thanks!

We are evaluating AI Parallel Dialers to increase the number of live conversations. Any tips?

A user cannot import leads from Salesforce to Salesloft. All CRM connections, Chrome ext.., etc., have been checked, re-installed, etc. He clicks on leads and it seems to start moving to the Salesloft screen as if the import will complete, and then the Salesloft screen view just disappears. The leads do not import.Any suggestions?