Sideline Strategy

Hey Champions, Happy Wednesday! We’re back with another Sideline Strategy quick tip for you! ✨ This week Leah Fraser, Senior CSM, is walking through one of Salesloft’s newest agents: The Person Research Agent  This agent helps revenue teams understand their buyers in seconds and hyper-personalize engagement so they can focus on selling and the activities that matter most.  Watch the ~7 minute video below to learn how both sellers and CSMs can leverage the Person Research Agent 👇🏼  Have questions? Drop them in the comments for Leah!  See you next week, Champions! 🏆        👀 Looking for continued learning?Using the Account Research Agent for high quality prospecting Giving reps time back in their day with the Account Research Agent Leveraging a key financial insight to get the meeting booked As a new AE, here’s how I got started with my new accounts using the Account Research Agent

Hey Champions! Welcome back to Sideline Strategy where you can learn quick tips on how to level-up within Salesloft! 🎬 This week Sheena Johnson, Senior CSM here at Salesloft, is here to talk about something super important to customers who are using both Salesloft and Drift, and that’s how to create a Salesloft follow up cadence after a Drift chat takes place.  👇🏼 Watch the ~6 minute video below and make sure to drop your questions for Sheena in the comments!   Thanks for watching! We’ll see you next Wednesday.          👀 Looking for continued learning? Closed Won: Drift & Salesloft - Better Together

Hey Champions!  Happy Wednesday and welcome back to another Sideline Strategy quick tip video!   🎬 This week Andi Gunadi, Solutions Architect, is here to chat about how to troubleshoot a common CRM sync error that she hears.  Watch the ~3 minute video below and make sure to drop your questions for Andi in the comments! 👇🏼  Thanks for joining us this week!        👀 Looking for continued learning? Check out these resourcesSideline Strategy: Recommended Field Configurations to ensure data integrity  Ask Me Anything Webinar: CRM Sync & Troubleshooting  CRM Field Configuration Overview Account Field Configuration Opportunity Field Configuration Person Field Configuration Activity Field Configuration

Hey Champions! For this week’s Sideline Strategy quick tip, we’re going beyond the bots to take a look at human-level insights from your Drift chat data so your team doesn’t miss out on valuable prospects who are ready to engage. 🤖🗣️ Join Sabrina Boyd, Salesloft Customer Success Manager and Drift expert, to dive into the details! 👇🏼Watch the ~7 minute video below and make sure to drop your questions for ​@sabrinaboyd in the comments!   Thanks for tuning in! We’ll see you next Wednesday. 🗓️🎬          👀 Looking for continued Drift learning? Check out these Sideline Strategy videos Get more from your high intent pages with Drift Drift AI Suggested Replies for sales rep efficiency Optimizing your Drift “Learn More” paths Using the Drift for Salesforce Managed Package for attribution visibility🔎 Search all Drift content here!

Hey Champions!  We’re back with yet another Sideline Strategy tip of the week for you! 🎬📚🧠 This week Cam Brown, Senior Sales Engineer, is here to talk through how you can create your own signals with no code to drive highly targeted and automated actions to accelerate revenue.  Watch the ~5 minute walk through below!   Have questions for Cam? Drop them in the comments! 👇🏼 See you next week!           👀 Looking for continued learning?Watch our “Power Plays: Create your own signals with no code” micro-webinar 

Hey Champions!  It’s Wednesday, which means we have another Sideline Strategy to share with you all! ✨ This week ​@alexkattan is back to talk about why and how to set up your Calendar Availability to simplify the booking process. 🗓️ Watch the ~3 minute quick tip below!   Have questions? Drop them for Alex in the comments 👇🏼🗣️ See you next Wednesday! 

Hey Champions! 👋🏼 We’re back with another Sideline Strategy of the Week to help you level-up your game within Salesloft!  This week Leah Fraser, Senior Customer Success Manager, is here to share how Conversation Summaries and Key Moments can automate the busy work and elevate the human work for your revenue teams!  Watch the ~4 minute video with Leah below and make sure to drop any questions you have in the comments! 🗣️  See you next Wednesday!          👀 Looking for continued learning?Check out these resources:How Conversation Key Moments can Influence Your Next Steps Playbook Navigating Conversation Key Moments: Coaching Sellers for Success Identify Key Moments in Your Conversations

Happy Wednesday, Champions! I’m here to share another Sideline Strategy of the Week video with you!  This week Cosmo Barran, Senior Commercial AE here at Salesloft, is here to talk to us about how he uses the Account Research Agent to ensure high quality prospecting.  Watch the ~4 minute video below and make sure to drop your questions for Cosmo in the comments!   Thanks, Champions! See you next Wednesday. 👋🏼 Have a topic you’d like to see us cover in the weeks ahead? Let us know below.   ​​​​​​       👀 Looking for continued learning?Using the Account Research Agent for high quality prospecting Giving reps time back in their day with the Account Research Agent Leveraging a key financial insight to get the meeting booked How these two AI agents are saving me 5+ hours per week as a seller As a new AE, here’s how I got started with my new accounts using the Account Research Agent Best Practices for Elevating AI Research Agents Unlocking insights with Custom Research Agents Understandin

Happy Wednesday, Champions!  👋🏼 We’re here with another Sideline Strategy episode to give you quick tips on how to level-up your game within Salesloft!   This week Savannah Warbington is back to talk through recommended field configurations to ensure data integrity. Watch the ~9 minute video below to hear ​@SavannahWarbington’s top tips! 👇🏼  Here are a few help articles to help:Field Configuration Overview Recommended Salesforce Fields Recommended Dynamics Fields Have questions? Drop them in the comments!  We’ll see you next week. 🏆     

Hey Champions! 👋🏼 We’re excited to share this week’s Sideline Strategy video where Mark Stapleton, Senior Customer Success Manager, is here to talk about how to create your own signals with No Code Plays to help streamline your workflows and unlock data from other business systems without having to use custom APIs. 🔓 Watch the ~7 minute video with Mark below and make sure to drop any questions you have in the comments!   Thanks for watching! We’ll see you all next week! 🏆 Have a topic you’d like to see us cover in the weeks ahead? Let us know below.          👀 Looking for continued learning? Check out the resources belowPower Plays: Create your own signals with “No Code” How to create your own signals to unlock data from other business systems

Hey Champions,  It’s Wednesday which means another Sideline Strategy of the Week video has arrived! 🎬 Ever wondered how your reps can scope out their territories in a more dynamic view, with real-time updates and filters that allow them to see exactly what they’re looking for?  Tom Conant, Senior Commericial Account Executive here at Salesloft, is here share how he does exactly that using Salesloft Deals!  Watch the ~5 minute video below and drop any questions for Tom in the comments! 👇🏼   Thanks for tuning in! We’ll see you next week. 👋🏼 Have a topic you’d like to see us cover in the weeks ahead? Let us know below.         👀 Looking for continued learning? Check out these resourcesFast Start for Managing Deals Admin Essentials: Salesloft Deals Deals Fundamentals Customizing Your Pipeline View in Deals Move deals forward with a Deal Progression Cadence Re-Engage Lost Deals with a Cadence Identifying risks on deals in seconds with the Ask Salesloft Agent

Hey Champions, We’re back with another Sideline Strategy of the Week video, where an expert is here to talk through quick tips on how you can level up your game within Salesloft!  This week Alex Kattan, Senior Customer Success Manager, is discussing how to leverage Salesloft’s newest report Conversations Insights to analyze activity within Conversations and ensure your team is adopting Conversations.  Watch the ~2 minute video below! Have questions? Drop them in the comments for ​@alexkattan 👇🏼  We’ll see you next Wednesday! 🏆 Have a topic you’d like to see us cover in the weeks ahead? Let us know below.  

Hey Champions! 👋🏼 Welcome back to another Sideline Strategy of the Week!  For this week’s episode Savannah Warbington, Customer Success Architect, is here to talk about a common question she gets from customers - How to use the ownership alignment automation rule!  Watch the ~5 minute video below to see how to keep the ownership of records consistent across both Salesloft and your CRM! 👇🏼  For more detailed information, check out this help article: Common Automation Rules and Use Cases Have question? Drop them in the comments!  We’ll see you next Wednesday! 🏆 Have a topic you’d like to see us cover in the weeks ahead? Let us know in the comments! 

Hey Champions! 👋🏼 It’s Wednesday so you know what that means… a new Sideline Strategy of the Week video is here!  For this week’s episode, Jack Hilbrich, Senior CSM, is chatting about how to use the AI Scorecard to improve rep performance by identifying coaching opportunities.  Watch the ~6 minute video below and drop any questions (or excitement) for ​@jack.hilbrich in the comments! 👇🏼  That’s all for this week! We’ll see you next Wednesday, and make sure to let us know what topics you want to see covered in the comments! 🏆        👀 Looking for continued learning?Check out these resources:Sideline Strategy: Identifying coaching opportunities to improve rep performance Power Plays: Provide Feedback with Conversations Scorecards Salesloft on Salesloft: Analytics Sales Managers Should Care About 1:1 Coaching Strategies Navigating Conversation Key Moments: Coaching Sellers for Success Data-Driven Coaching Practices Coaching Fundamentals Salesloft Coaching Team Coaching Dashboard Man

Hey Champions!  Welcome to another Sideline Strategy of the Week! ⭐️ This week Rob Valdez, Senior CSM here at Salesloft, is back to talk about one of Salesloft’s NEWEST agents: The Account Research Agent. ​@Salesloft_Rob walks through how the Account Research Agent gives reps time back in their day while still being able to: Personalize their outreach 📧 Prioritize leads effectively 📝 Have more quality sales conversations 🗣️ Watch ~6 minute video below and drop your questions (or excitement) in the comments!   Thanks for watching! We’ll see you next Wednesday! 👋🏼 Have a topic you’d like to see us cover in the weeks ahead? Let us know in the comments!         👀 Looking for continued learning? Check out these resourcesUsing the Account Research Agent for High Quality Prospecting Leveraging a key financial insight to get the meeting booked How these two agents are saving me 5+ hours per week as as seller As a new AE, here’s how I got started with my new accounts using the Account Res

Hey Champions! Welcome to this week’s ⭐️ Sideline Strategy ⭐️ episode!  Alex Kattan, Senior CSM here at Salesloft, is our expert of the week who is chatting through how to use Salesloft’s AI Agents Sharing Internal Notes and Meeting Follow Up Action Items Watch the ~4 minute video below and drop any questions for ​@alexkattan in the comments! 👇🏼  Thanks for watching! We’ll see you next Wednesday! 🏆 Have a topic you’d like to see us cover in the weeks ahead? Let us know in the comments!          👀 Looking for continued learning? Check out these resourcesLeveraging the Meeting Follow Up Play to increase sales efficiency Meeting Follow Up Play

Hey Champions! 🏆 Welcome back to ⭐️ Sideline Strategy of the Week ⭐️ This week’s quick-tip expert is MC Steenberge, Senior Consultant here at Salesloft, and she’s here to talk about how to get more from your high intent pages with Drift.  Watch the ~5 minute video below and drop any questions or comments you have for ​@MC Steenberge  below!   Thanks for watching! We’ll see you next Wednesday. 👋🏼 Have a topic you’d like to see us cover in the weeks ahead? Let us know in the comments!   

Hey Champions! 👋🏼 Welcome back to another Sideline Strategy of the Week where an expert talks you through quick tips on how to level-up your game within Salesloft. 💚  This week Senior Strategy Consultant, Chris Dankowski, is here to talk about leveraging the Coaching Module to quickly diagnose coaching opportunities to improve rep performance.  Watch the ~10 minute video with ​@Chris Dankowski below and make sure to drop your questions in the comments for him!   Thanks for watching! We’ll see you next week.   Have a topic you’d like to see us cover in the weeks ahead? Let us know in the comments!         👀 Looking for continued learning?Check out these resources:Sideline Strategy: Using the AI Scorecard to improve rep performance Power Plays: Provide Feedback with Conversations Scorecards Salesloft on Salesloft: Analytics Sales Managers Should Care About 1:1 Coaching Strategies Navigating Conversation Key Moments: Coaching Sellers for Success Data-Driven Coaching Practices Coaching

Hey Champions! 👋🏼 Welcome back to another Sideline Strategy of the Week where an expert talks you through quick tips on how to level-up your game within Salesloft. 💚  This week Customer Success Manager, Brie Kriel, is here to talk about leveraging AI Suggested Replies in Drift to increase sales rep efficiency.  Watch the ~5 minute video below and drop any questions or thoughts you may have for ​@bkriel  in the comments!  Access the Drift Upload Content help article here.  Thanks for watching! We’ll see you next week. 🏆 Have a topic you’d like to see us cover in the weeks ahead? Let us know in the comments! 

Hey Champions! 👋🏼 Welcome back to another ⭐️ Sideline Strategy of the Week! ⭐️ This week, Shannon Donovan, Salesloft Customer Success Architect and long time Drift expert, is here to talk to us about the Drift for Salesforce Managed Package and how it helps you gain visibility into attribution and reporting for Drift.  Watch the ~5 minute video with ​@ShannonD below and make sure to drop your questions in the comments! 👇🏼  Access the How to Install The Drift for Salesforce App help article here  Thanks for watching! We’ll see you next week. 🏆 Have a topic you’d like to see us cover in the weeks ahead? Let us know in the comments! 

Hey Champions!  Brynja here, Program Manager of Community! 👋🏼 Welcome back to another episode of  ⭐️ Sideline Strategy of the Week ⭐️ Each week we have an expert share quick tips on how to level-up your game within Salesloft. This week Alice Bedford, Senior CSM and analytics master, is here to talk to us about Team Productivity Metrics so you can learn how to tailor analytics to exactly what you care about when looking at your team’s performance.  Watch the ~4 minute video with ​@Alice Bedford below and make sure to drop your questions in the comments! 👇🏼   Thanks for watching! We’ll see you next week. 🏆 Have a topic you’d like to see us cover in the weeks ahead? Let us know in the comments!          👀 Looking for continued learning? Check out these resourcesSalesloft on Salesloft: Identify Metrics that Matter Best Practices from Salesloft Webinar on identifying Key Metrics

👋🏼 Hey Champions!  Welcome back to ⭐️ Sideline Strategy of the Week ⭐️ As a refresher, each Sideline Strategy video will have an expert talking you through quick tips on how to level up your game within Salesloft.  This week we have our very own Senior CSM and Cadence expert, Sheena Johnson, here to discuss how to personalize your templates with a custom field to increase both the relevance and effectiveness of your team’s outreach.  Watch the ~4 minute “how-to” video below and make sure to drop your questions for Sheena in the comments👇🏼  Thanks for watching! We’ll see you next time! 🏆 Have a topic you’d like to see us cover in the weeks ahead? Let us know in the comments!         👀 Looking for continued learning?Check out the resource below Hack I learned to increase personalization

Hey Champions! 👋🏼 Welcome back to another episode of ⭐️ Sideline Strategy of the Week ⭐️where we have an expert talk you through quick tips on how to level-up your game within Salesloft.  This week Melissa Miller, Senior CSM and Conversations wizard, joins us to discuss how leveraging the meeting follow up play within Conversation Intelligence increases sales team efficiency and improves the buyer experience. Watch the ~5 minute “how-to” video and drop your comments or questions for ​@Melissa.Miller below! 👇🏼  Thanks for tuning in! We’ll see you next Wednesday! 🏆 Have a topic you’d like to see us cover in the weeks ahead? Let us know in the comments!         👀 Looking for continued learning?Check out the resources below Sideline Strategy: Sharing Internal Notes and Meeting Follow Up Action Items to drive efficiency Meeting Follow-Up Play 5 Reasons Why We Love Meeting Agents

 👋🏻 Hey, Champions!  ⭐️ Introducing Sideline Strategy of the Week ⭐️ Each Sideline Strategy video will have an expert talking you through quick tips on how to level up your game with Salesloft!  For our first Sideline Strategy, we have our very own automation wizard, Sara Waldman, Manager of Customer Success and previous CSM herself, here to share how to leverage scheduled imports for a common use case she hears: sending event follow-ups and making sure those people are put into the relevant work streams.  Watch the ~5 minute “how-to” video strategy below and make sure to drop your questions in the comments for Sara!👇🏼  See you next time! 🏆        👀 Looking for continued learning? Check out the resources below Power Plays: Queue Up Engagement with Scheduled Imports Maximizing Efficiency with Salesloft’s Scheduled Import Feature Manage Scheduled Imports

Hey Champions! 👋🏼 Welcome to another episode of ⭐️ Sideline Strategy of the Week ⭐️ As a refresher, each Sideline Strategy video will have an expert talking you through quick tips on how to level-up your game within Salesloft.  This week Rob Valdez, Senior CSM and Cadence master, is here to show you how to leverage Salesloft’s Draft with AI capability to increase the personalization of your team’s email outreach, so you can generate higher engagement with both your prospects and customers.  Watch the ~8 minute “how-to” video with Rob below and make sure to drop your questions for ​@Salesloft_Rob in the comments! 👇🏼  Thanks for watching! We’ll see you next week! 🏆 Have a topic you’d like to see us cover in the weeks ahead? Let us know in the comments!         👀 Looking for continued learning?Check out this resourceDraft an Email Step with AI