Salesloft

Does anyone use Maildoso or a similar service with Salesloft? Maildoso is telling me that it’s possible and that they have clients who use it with Salesloft but Salesloft support is telling me that it is not supported.

Just handed off a new customer to Customer Success and want to ensure that key contacts stay informed? Kick off a  year-long cadence!  A year-long cadence is a structured, recurring engagement plan that helps you engage and support customers throughout the entire calendar year.  This cadence ensures that your most important contacts stay equipped with the latest tools and information.  Ready to make this happen? Let’s take a look at the year-long cadence structure: Day 1:Step 1: Email Introduction Step 2: Connect on LinkedIn Day 4: Step 3 | Email: In-thread follow up email with access to all resources at their disposal Day 20: Step 4 | Other: Use this step as a 1-month checkpoint. Any actions needed? Day 32: Step 5 | Email: New thread with helpful resources. Is there anything they need help with? Day 64:Step 6 | Other: 3 Month Checkpoint. Is there a need to kick off any low usage Cadences? Day 68:Step 7 | Email: Value add email, updated list of upcoming webinars and resources Day 86:St

The creation of our Cadence Committee was a direct result of our Cadence Library Cleanup Initiative. As we worked to streamline and optimize our existing cadences, it became clear that a more structured, data-driven approach was necessary to maintain ongoing improvements and ensure that our internal teams were leveraging the best possible strategies. It all started when the leadership team realized we needed a more focused, data-driven approach to improve prospecting efforts across our enterprise sales teams. The solution was clear: create a dedicated committee to spearhead these efforts. But as soon as the decision was made, the real work began—deciding who should be part of this committee and, most importantly, defining its purpose.  Here’s how we did it: Selecting the Right TeamWe knew from the start that assembling the right mix of people would be critical. To get a broad perspective, we began by inviting the sales leader from each regional group and asked them to nominate 1-2 of t

Six months into working with customers is an ideal time to evaluate their platform usage and identify areas for improvement. This touchpoint provides an opportunity to review their progress, offer personalized recommendations, and enhance their experience moving forward. A structured 6-Month Check-In Cadence can help you engage customers to ensure they are fully utilizing the platform. Ready to make this happen? Let’s take a look at the 6-Month Check-In Cadence structure: Day 1: Step 1 | Email with Call to ActionSend an email to keep the conversation going. This email should have a clear call to action (CTA), such as scheduling an optimization call to discuss further opportunities. Include a video explaining how the call will benefit them and suggest questions for the customer to consider when booking the meeting. Personalization here is key to keeping their interest. Day 3: Step 2 | Follow-Up Email Send a timely follow-up email immediately after the demo, thanking the customer for the

Customer enthusiasm is great for morale but also offers an opportunity to boost your organization. Leverage customers who recently gave high net promoter scores (NPS) (ex. 9 or 10) as advocates and tap into their enthusiasm! Here’s how you can turn your advocates into even bigger champions of your brand. Determine What Led to the High Score Start by understanding what your customer values most about their experience. Reach out and ask what led to their positive feedback. This shows you care and helps you identify what you're doing right! Thank Them for Being an Advocate Always acknowledge and appreciate customers who go out of their way to give high scores. A simple thank you goes a long way!  Ask for a Review on G2 or Other Peer Review Sites Since they’re already fans, why not ask if they’re willing to share their experience with a broader audience? Reviews on sites like G2 can help build your brand’s credibility. 💬 Example Ask:"Thank you for your fantastic feedback! We’d love it if

Introducing Salesloft Forecast to a sales team that handles multiple opportunity segments can greatly enhance marketing efforts, customer targeting, and overall satisfaction. However, it can also present challenges, particularly in the area of forecasting. Managing forecasts across different opportunity segments while keeping leadership informed with a consolidated view can create complexity and added workload for your team. To help streamline forecasting in a multi-segment environment, here are some best practices for implementing Salesloft Forecast while meeting leadership's needs for clarity and organization:  Create a Unified Segment Start by creating one segment that combines all opportunity types. This unified approach simplifies the process for sales reps, giving them a complete view of their opportunities in a single place. Reps can then focus on the most important tasks without switching between multiple segments.  Develop Dual Forecasts Within this unified segment, establish

As a Customer Success Manager here, we don’t own the renewal process however we are really close to customers and if there is any risk on an opportunity. I wanted to share one way our team uses Deals/Pipeline View to help communicate the health and risk of our renewals, and set our Renewals team up for success, By pulling in required fields—Best Case, Worst Case and Expected Values along with our CS Next Step Notes field - we created a more streamlined and informative dashboard for Managers and Executives. Here are a few reasons why this approach could be a game changer for our team: Increased Clarity: Having these fields visible in the Pipeline view allows us to quickly assess the status of each deal at a glance and we only need to update the information that matters. We can also easily identify which renewals need immediate attention and which ones are on track. Improved Accountability: By us all using this shared dashboard it encourages our team to keep the data updated and accura

If you're experiencing issues with spam labeling, the first step towards improvement is to evaluate your calling best practices and your phone number’s reputation.Today we will explain what your phone number’s reputation is and how leveraging Voice Integrity can keep your reputation in good standing.  That’s right, phone numbers have reputations.You can think of a phone number's reputation like a credit score. If you have a poor credit score, you'll struggle to qualify for major purchases like a house. Similarly, with a bad phone reputation, your calls are more likely to be flagged as spam.Salesloft and other dialer services can assign you new numbers, frequently but swapping them out is akin to opening new credit cards every couple of weeks—it can actually hurt your reputation in the long run.New numbers come with their own challenges. Spammers often cycle through new numbers to avoid detection, making brand-new numbers inherently suspicious. If the very first person you call flags yo

In the recent Salesloft on Salesloft webinar titled "Building a Winning Pipeline," James Peacock, Charlotte Johnson, and John Older shared insights on how Salesloft's tools and processes help teams build stronger pipelines, enhance team collaboration, and close more deals. Here are some key takeaways and best practices discussed during the session: 1. Adapt to Market DynamicsWith the current challenges posed by what’s being called the "Great Growth Squeeze," organizations are seeing elongated sales cycles and increased difficulty in building predictable revenue. This means it’s critical to adjust your engagement models and update outdated sales practices to remain competitive. Best Practice: Leverage data-driven strategies to enhance the efficiency of your sales processes. Identify where your engagement model may be falling short and work on updating your approaches to match today’s market demands. 2. Streamline Reps' Workflows to Focus on High-Impact TasksNon-customer-facing activitie

In the recent Salesloft on Salesloft webinar titled "Identify Metrics that Matter," hosted by Kayla Pepperell, Tim, and Chris Dankowski from BOL Agency, they explored critical strategies for identifying and leveraging sales metrics to drive team performance and improve alignment with revenue organizations. Below are some key takeaways and best practices highlighted during the session: 1. Prioritize Deterministic vs. Correlative MetricsDeterministic Metrics: These are easily measurable, surface-level metrics such as reply rates or meetings booked. They provide quick insights but might not tell the full story. Correlative Metrics: These metrics require deeper analysis and reveal hidden patterns in the sales process. For example, measuring how touchpoints impact deal velocity or average contract value can help reveal more strategic insights for driving growth. 2. Understand Marketing and Sales AlignmentOne of the foundational principles in the session was aligning marketing and sales to e

When I have an account linked to CRM, the account pulls in the “Industry” field.I want everyone who gets linked to an account to get that data copied on to the person record.I only want to use Salesloft to do this. Lets get creative. Example.Person A gets created in Salesloft and associated to an account based on email domain.When person gets linked to account based on that rule, fill in the person industry with the account industry.

In the recent Salesloft on Salesloft webinar, "How We Use Conversation Intelligence to Master the Sales Process for Managers," David Vertin (VP of Sales and Business Development) and Dana Lark (Senior Manager of Business Development) shared actionable insights on how Salesloft utilizes Conversations, Salesloft’s conversation intelligence (CI) product, to identify coachable moments and drive team performance. Here are some key takeaways and best practices from the session: 1. Establish Consistent Call Reviews from Coaching Don’t Overcommit: Carve out dedicated time to review calls and conversations. It’s better to start small and ramp up the process than overextend and have to scale back. Salesloft Coaching allows managers (and reps) to track and review activities, including calls and conversation recordings. So you can start with only call recordings and expand your listening overtime. Personalize Reviews Based on Rep Tenure: Adjust how often and what kind of calls you review based on

When managing accounts, there are times when you need to quickly send a one-off email to multiple stakeholders—whether it's to introduce yourself as a new rep or provide a timely update. A 1-step cadence can help you to send personalized one-off emails (bulk send) to multiple people simultaneously. This ensures everyone receives a tailored message without compromising on time or effort. Here’s how you can create a 1-step cadence for sending one-off bulk emails:Create a new cadence and name it.  We recommend giving your cadence a name that reflects its purpose. For example, you could name it “Quick Update.” Add an Email Step to the Cadence.  Since this is a 1-step cadence, you'll only need to create one action. This step will serve as the core of your cadence—an email step where you introduce yourself to stakeholders. Compose your Email In the email composition window, compose a personalized email. Note: You will still have the option to update the email before you send it. Here are

Hi Champions 👋🏼 Are you leveraging Salesloft’s Zoom Phone integration for a global team? If so, I’d love to hear from you in the comments. What has your experience been? Did you opt for Zoom Phone over another dialer? How would you rate the quality of calls? Call connectivity? I’m working with a customer who has global BDR teams and are exploring options for their sellers in India, specifically, but also have a sellers throughout the US, EMEA, and APAC. 

Is it possible for a focal point in SalesSoft to reuse a digital Sales’s cadence built from another sales in previous time? 

Something triggered an unknown-to-me automation rule and removed several contacts from their cadences. Can I download the CRM logs from that date to figure out which ones were affected?

Play Frameworks offer a foundation for signal-to-action sales strategies by providing pre-built workflows based on common sales best practices. Using the out of box Play Frameworks is a great way to get your team started with Plays. But it probably won’t take long to realize that the standard plays could be improved to fit your team’s needs and processes. To take your Plays from the introductory template to a workflow tailored to your team, customize your Play Frameworks. Saleslofts admins create and set up Play by customizing your team’s Play Frameworks, you can ensure that your team is performing the actions that lead to results and meet your objectives.  Let’s dive into some tips for customizing Play Frameworks:  Define Your Team Objectives  Before diving into Play customization, start by clearly defining your team objectives.  Ask yourself: ‘What should this Play help my team achieve?’ Whether the answer is lead generation, opportunity acceleration, or nurturing existing clients, y

By combining the automation of Cadences with the personalization of Plays, you can streamline and enhance your engagement strategy– and strike a balance between personalization and efficiency. Here’s how you can combine the Cadences and Plays to enhance your engagement strategy:  Set Clear Objectives Before you begin aligning your Cadences and Plays, ensure you have clear objectives. Are you looking to generate leads, nurture prospects, close deals? With a clearly defined objective in mind, you can identify the areas of focus for your team.  Clear goals will help guide your strategy so you can ensure that every interaction is purposeful and moves the prospect closer to a decision.  Start with a Strong Cadence Cadences help automate your communication flow, ensuring consistent follow-ups. By creating a well-structured cadence, you can guide your prospects through a sequence of touchpoints without losing momentum. Check out our tips for creating effective cadences.  Integrate Plays to Pe

Salesloft Cadences help streamline your sales process, but the real magic happens when you dive into the analytics.  By analyzing your Cadence performance, you can refine your strategy, boost engagement, and ultimately, close more deals. Here's how to make the most of your Salesloft Cadence analytics:  Set Goals to Guide Your Analysis Before you start analyzing metrics, you’ll want to set clear objectives. Whether you’re looking to generate leads, nurture prospects, or close deals, defining your team’s objectives will guide your analysis and help you focus on the most relevant metrics.  You can leverage Salesloft Coaching to define and set clear goals for your team. Then, use those goals to analyze and gauge Cadence performance.  Tip: Align your Cadence goals with broader organizational objectives to ensure consistency and focus.  Monitor Key Performance Metrics Salesloft offers a wealth of data, but each metric offers insight for a different use case.  To gauge the effectiveness of yo

For years Salesloft users have leveraged Cadences to create consistent workflows. With Cadences alone, we’ve seen our customers increase outbound engagement.  Now, we’re still a huge fan of Cadences, so we had to ask ourselves, how can we make this even better?  Answer: Plays Salesloft Plays use the actions from a potential buyer to prompt user actions. When you leverage Plays and Cadences together, you produce a complete workflow.  Here are some examples of Cadences and Targeted Plays to enhance your existing Cadence workflows: 1. Lead Nurturing Cadence with Targeted PlayImplement a nurturing cadence to automate follow-ups with cold leads. When a lead interacts with your content—like clicking a link or downloading a resource—trigger a Play that sends a personalized email. Highlight how your solution meets their specific needs based on their activity, keeping your outreach relevant and engaging. 2. Multi-Touch Cadence with Persona-Based PlayUtilize a multi-touch cadence incorporating e

Changes in the workplace can be challenging to navigate, especially when the change requires you to step into new territory.  Factors like organizational restructuring and increased hiring may result in opportunity handoffs, where a new rep is brought in to manage an existing opportunity.  In these cases, many reps opt for sending a quick email introducing themselves, however, without a proper strategy, you can risk the deal fizzling out before you’ve been given a chance to work your magic.  Setting up a New Rep Intro Cadence can transform your introduction into a strategic advantage and allow you to position yourself as a trusted advisor.  Here’s how you craft one: New Rep Intro Cadence ObjectivesEngage with key contacts and decision-makers and turn initial interactions into meaningful opportunities. Target AudienceMain POCs: Your primary contacts in each account Decision Makers: Additional influential figures crucial to the sales process Best PracticesKickoff with Value: Start your f

Hi everyone,My name is Gabe, and I'm an engineer here at Salesloft focused on our email channel. I want to address a concern among our users about potential changes to the Google email platform that might affect tracking pixels used to determine if someone opened an email.To put your mind at ease, we haven't seen any evidence of Google blocking tracking pixels by default. However, what we have observed is that images can be blocked when emails are detected as spam due to domain reputation or email content. But here's the good news: if you're following Salesloft's email best practices, it's unlikely that your prospects will ever see this sort of spam banner message. If you want to know more about how to avoid these issues and ensure your emails are delivered successfully, I recommend checking out our email deliverability best practices guide. 

I work within Sales Operations. We deal with Analytics a lot.What are your most valuable Salesloft reports for your business?Recently we have been trying to look at the number of conversations that our Sales Reps record in Conversations vs the total external meetings they have to find the ratio. 

Hi All, How do you motivate your SDRs to actively engage in and become obsessed with analysing cadence performance in SalesLoft?I'm looking for strategies or best practices that have worked for others to encourage our SDRs to take ownership of their outreach and improve their results through data-driven insights.

Sara here, Enterprise Customer Manager going on 4 years here at Salesloft.  As we know cadences are those structured touchpoints designed to engage prospects and move them through the sales funnel. We often share with customers that effective sales cadence integrates different communication channels and timing and we drive the importance of completed steps when they are due. *It’s hard to know if a cadence is being effective or at what points are we converting when the Day 3 step happens 2 weeks after it was supposed to  We have found there are two ways to help reps stay on tasks: Set a daily goal/target for how many people reps are adding to a cadence every day. If reps start to add 100s of people every day to a cadence, completing those and future steps on time is going to be challenging and ultimately leave you with reps feeling overwhelmed. Good starting place - adding 15 to 25 people per day  As managers, keep an eye on their due/overdue tasks. There are a couple of places where y