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Hey Champions, Here’s your monthly round up in the Champions hub for February 💌 🏆 Sideline StrategyYour weekly quick tips on how to level-up your game within SalesloftImport Automation & Scheduled Imports First Signal of Intent Getting Instant Insights from the Ask Salesloft Agent 🗣️ Discussions Read what your peers are asking and saying!Multiple greeting snippet Update contact owner (using SL account owner) Research Agent - 54% increase in customer acquisition 🚀 Product Release Notes Make sure to subscribe so you’re always in the know on Salesloft’s latest product updates! February 2026 Release Notes Have questions? Drop them below! See you next month!
Hey Champions!Ever feel like you spend more time digging through call transcripts and activity logs than actually talking to prospects? Finding that one specific pain point or identifying a champion at a major account shouldn't feel like finding a needle in a haystack. This week’s Sideline Strategy video provides the "recipe" for using Ask Salesloft to get instant insights across your entire sales ecosystem, letting you ditch the search and get back to selling. Watch the ~4 minute video below and drop any questions for Brie, Senior CSM, in the comments 👇🏼 Thanks for watching! We’ll see you next Wednesday 👋🏼
Hey Champions! Happy Sideline Strategy day where we bring you quick tips every Wednesday on how to level-up within Salesloft. 🧠🤔 This week Andi Gunadi, Solutions Architect, is here to discuss the automation rule that looks at CRM data sync and when a lead is not found in Salesloft. Watch Andi’s 2 minute video below and make sure to drop any questions for her in the comments. 👇🏼 Thanks for watching! We’ll see you next week.
Happy Wednesday Champions! We’re back with another Sideline Strategy video to help you level-up your game in Salesloft. 💚 This week Savannah Warbington, Customer Success Architect, is here to discuss how you can adjust your importing configuration to ensure your team is adhering to processes when it comes to adding people into the platform and engaging with those records. Watch Savannah’s 3 minute walkthrough video below and make sure to drop any questions for her in the comments! Thanks for watching!
Hey Champions! Happy Wednesday! We have another Sideline Strategy quick tip video for you to help you level up within Salesloft. This week Melissa Miller, Senior CSM, is here to discuss configuring Salesloft Settings for optimal data hygiene. Watch the ~9 minute video below and make sure to drop your questions and comments for Melissa below! Thanks for watching! We’ll see you next Wednesday. 👋🏼
Hey Champions! Welcome back to another Sideline Strategy quick tips video! 🎉 Now that we’re in 2026 Eric Luetters, Senior Customer Success Manager, is here to discuss evaluating your Cadences and content within Salesloft. Watch the ~5 minute video here and drop any questions for Eric in the comments! 👇🏼 Thanks for watching. We’ll see you next Wednesday!
Hey Champions! Welcome to the first Sideline Strategy of 2026!! We’re excited to continue sharing our latest tips and tricks to help you level-up in Salesloft. 🎉 This week Senior CSM, @LeahFraser, is here to talk you through a few of our new AI features to use while building your Cadences to help you boost your personalization in your emails. Watch Leah’s ~10 minute walk through video below and make sure to ask any questions in the comments! 👇🏼 Cadence purpose:The purpose of this cadence is high-level strategic engagement with C-suite and VP-level executives at Enterprise organizations. The goal is to initiate a peer-to-peer business conversation focused on [Insert your primary value prop, e.g., digital transformation or operational efficiency]. Avoid transactional language, 'checking in,' or feature-dumping. The AI should prioritize brevity, authority, and industry-specific insights that align with an executive’s focus on growth, risk, and bottom-line impact. Email Prompt:Hook:
HI, I am Jena Williams with Percona. I work in the world of Revenue Operations. I am new to Clari and look forward to getting started.
To the 95+ of you who joined our community last month, WELCOME: @Aaron Nichol, @abreddy, @Aimee Herbert, @Alexandra Wieland, @alexkdavis06, @Aly Sabry, @Amanda Tillman, @Amy Alcazar, @Anand Rathi, @Andersont, @Andrew King, @Anna Noel, @Armani Douglas, @Binh Le, @Brang bukti, @Brittany Reis, @BRosner, @Bryce Dillon, @BrynjaHill, @Camila Bruning, @Carlos Santana, @Caroline Burnett, @Cortney Fickey, @crichardson, @Dan Ailincai, @Dan Greaves, @Danny Smith, @Dave Anstey, @David Marceau, @Derek Schaerrer, @drobnett, @Erick Arapi, @Estelle Torre, @Eunsang Yun, @ewenz, @gsoufia, @Gustavo Badauy, @HeatherRentz, @James Philpott, @Jason Barnhill, @Javier Regueiro, @Jay Patel, @Jessica Grewal, @Jfalcone, @Jillian Covell, @jima-ax, @Jim Coulter, @Joel Burkhart, @joshhartley, @Julian K., @Katerina Mitchell. @Kate Zimmerman, @Kellyn McNamara, @kgriffith, @Kimberly Kempa, @KQ_Dirsec, @Laura Meister, @Laverne Marri-Perez, @Lily Devadas, @Lione
Hi, I’m Yusun from Twist Bioscience Korea.I’m new to Clari & Groove and looking forward to learning best practices.
Hey Champions, Here’s your final monthly round up in the Champions hub for 2025! ✨ ❄️ Sideline Strategy - Holiday Tips Edition! Your weekly quick tips on how to level-up your game within SalesloftPausing a Cadence Blocking your Calendar Unpausing Cadences and using Live Feed 🗓️ Events Recently recorded webinarsSalesloft + Clari: Better Together 🗣️ Discussions Read what your peers are asking and saying!Opened Emails Definition Inbound Calls Report Chrome Extension (Must join the NEW Admin User Group to view this one) 🚀 Product Release Notes Make sure to subscribe so you’re always in the know on Salesloft’s latest product updates! December 2025 Thank you for a great year! We hope you have a wonderful holiday season and we look forward to seeing you in the community in 2026! 🎆
Hey Champions! Happy holidays and Sideline Strategy! ❄️ This week we’re dropping THREE videos for you to help your team prepare for the time off this holiday season. Here’s your third: Jaclyn Van, Senior Customer Success Manager, is walking us through how to unpause Cadences and the Live Feed Watch the ~2 minute video below and make sure to drop any questions for Jaclyn in the comments 👇🏼 Thanks for joining! Make sure to head back to the Sideline Strategy page to view the other 2 holiday tips & tricks videos!
Hey Champions! Happy holidays and Sideline Strategy! ❄️ This week we’re dropping THREE videos for you to help your team prepare for the time off this holiday season. Here’s your second: Ryan Symonds, Senior Customer Success Manager, is walking us through how to block your calendars before heading out of office! Watch the ~2 minute video below and make sure to drop any questions for Ryan in the comments 👇🏼 Thanks for joining! Make sure to head back to the Sideline Strategy page to view the other 2 holiday tips & tricks videos!
Hey Champions! Happy holidays and Sideline Strategy! ❄️ This week we’re dropping THREE videos for you to help your team prepare for the time off this holiday season. Here’s your first: Tina Maerina, Senior CSM, is walking us through how to pause a Cadence before heading out of office! Watch the ~1 minute video below and make sure to drop any questions for Tina in the comments 👇🏼 Thanks for joining! Make sure to head back to the Sideline Strategy page to view the other 2 holiday tips & tricks videos!
General:Q: What advantages does this merger offer that Clari or Salesloft alone couldn’t provide?A: The Clari + Salesloft merger will create the most extensive revenue dataset and workflow footprint, capturing every buyer signal, human action, and revenue outcome. This combined power means Clari + Salesloft customers can respond faster and more effectively to their customers. We are committed to providing continuous and transparent updates to you on our plans and roadmap as we have them to share with you. For the latest updates, join us for our first joint webinar on December 10, 2025. Q: What makes the Clari + Salesloft combination different from other solutions on the market?A: The merger of Clari + Salesloft is a category-defining moment. For Revenue Teams, our combined solutions differentiates us from competitors with over-reliance on a single orchestration capability. Clari + Salesloft goes far beyond combining two platforms. We're building the first true Autonomous Revenue Syste
General: Q: What advantages does this merger offer that Clari or Salesloft alone couldn’t provide?A: The Clari + Salesloft merger will create the most extensive revenue dataset and workflow footprint, capturing every buyer signal, human action, and revenue outcome. This combined power means Clari + Salesloft customers can respond faster and more effectively to their customers. We are committed to providing continuous and transparent updates to you on our plans and roadmap as we have them to share with you. For the latest updates, join us for our first joint webinar on December 10, 2025. Q: What makes the Clari + Salesloft combination different from other solutions on the market?A: The merger of Clari + Salesloft is a category-defining moment. For Revenue Teams, our combined solutions differentiate us from competitors with over-reliance on a single orchestration capability. Clari + Salesloft goes far beyond combining two platforms. We're building the first true Autonomous Revenue Syste
Hi everyone!We’re excited to share a new enhancement in DSC (Digital Success Center) that gives you more control over how your organization receives security-related communications. With the new Security Contact field in your Company’s POC table, admins can easily designate the right person to receive security-related updates, helping ensure information always reaches the right place.To access this feature, log in to the Customer Center → open DSC → navigate to your Partnership tab → and go to the POCs table.🆕 How it worksAdmins can now:Add a new contact and designate them as the Security Contact Set or remove the Security Contact designation on existing contacts View all currently designated Security Contacts👉 Check out the how-to video for a quick walkthrough.🛡️ Who should be set as the Security Contact?Typically:A Salesloft Administrator A Chief Security Officer Anyone in a security-related role Or a dedicated security email alias (e.g., security@acmeinc.com)ℹ️ Important NoteDesi
To the 90+ of you who joined our community last month, WELCOME: @Adam Burton, @akhterali, @Alexandra Vladutu, @Alex Gibson, @Alex Kern, @Alvin Choi, @Amy Landsverk, @Ana Sanchez, @Ann Dee Torino, @Arik Shlomian, @Ashley Moralez, @Bas Lardinois, @Ben Roche, @Camilla Civardi, @Chandler Morgan, @Chris Derks, @Christian Teuscher, @Cor Slegers, @Danae Olvera Almanza, @Dana Nieh, @Darryn Persaud, @dcallahan, @Diego Arciniega, @Eric Ciesielski, @Erin Wolfe, @Ernest Childs, @Faustine Drewry, @Flavio Povoa, @Francisco Galindo, @Frank van Bühl, @Gareth Collier, @Garyonthemoney, @Gwen Mitsch, @Han Jie, @Hayden Strikwerda, @Heidi Pincock, @Inessa Dolgonos, @janani, @Japhet Toring, @Jasmine Black, @Jason Weinreb, @Jennifer Sison, @Jennifer Smereka, @Jeremy Nelson, @Jerry Croke, @Jesika Paul, @Jesse Maruti, @John Lyon, @Jonathan Aragon, @Josh Dahmer, @Kanae Akimoto, @Kelly Licul, @kelsey.dudley, @Keziah Diaz, @Laetitia Keuleyan, @LotteSchuppler
Hey Champions 👋🏼 We’re back with another Sideline Strategy for you! This week Eric Luetters, Senior CSM, is here to talk about influencing a Cadence with the AI Knowledge Library. 🎬👀 Watch the ~3 minute video below and make sure to drop your questions or thoughts for Eric in the comments! Thanks everyone. We’ll see you next Wednesday! 💚
Hey Champions, Happy Wednesday! Here’s your latest Sideline Strategy of the week. Andi Gunadi, Solutions Architect, is here to talk about how you can make sure your cadences get credit for meetings and opportunities. Watch the ~3 minute video about attribution below and make sure to drop your questions for Andi in the comments 👇🏼 Thanks for tuning in! 🎬
Hey Champions! Welcome back to another Sideline Strategy episode where an expert is here to share their quick tips on how you can level-up your game within Salesloft! Super excited to share this week’s video from Francisco Olmedo, Strategic Success Specialist, as he discusses how to use the Live feed to start and end your day in Salesloft. 🏆 👀🎬 Watch the ~3 minute video below and drop any questions for Francisco in the comments! Thanks for tuning in! We’ll see you next Wednesday! 🫡
Calling All Salesloft Admins! We’re so excited to officially announce our first ever Admin User Group! This is the dedicated space for YOU, our Salesloft Admins, to connect, collaborate, and grow together. 🤓🧠🏆 Our mission is to create a supportive community where we can share insights, discuss challenges, and celebrate each other’s wins. 👉 Join the Admin User Group and read all about how to use the group and what you can expect each week! See you there! 👀 P.S. Looking for admin specific content? Don’t forget to check out our Admin Resource Page too!
Hey champions! Happy Wednesday and Sideline Strategy day! This week Brie Kriel, Enterprise CSM, is here to talk about the AI Overview Report in Drift, which shows CMOs and marketers how their Drift AI Agents are performing. 📊🤓 🎬 Watch the ~5 minute video below and drop any questions or thoughts for Brie in the comments Looking for more information? Check out our Help Article here 📚 Thanks for tuning in! Have a topic you’re hoping to see in the coming weeks? Let us know in the comments below!
Hey Champions! It might be spooky season but there’s nothing scary to report here! 🎃👻 Here’s your monthly round up in the Champions hub! 🗣️ DiscussionsA Salesloft Guide to Dialer Best Practices A Salesloft Guide to Email Deliverability Introducing the Digital Success Center (and how it differs from the Champions Hub) 🎬 Sideline Strategy Your weekly quick tips on how to level-up your game within SalesloftDrift AI Overview Report Customizing Your Account Research Agent Cadence Attribution Capturing Cadence Data with the External Identifier AI Knowledge Library These quick tips drop every Wednesday! Make sure to subscribe so you never miss a beat! ⏰ Quick Start Videos Short on time? You can now find our quick-start videos linked in the top right hand corner of the nav bar! 🗓️ EventsUpcomingUnlock Your Closing Power: Introducing Our Newest AgentsRecently RecordedOnboarding for Full-cycle Sellers Unlock Deeper Insights with Customizable Account Research 🚀 Product Release Note
Hey Champions! Welcome back to this week’s Sideline Strategy episode! Melissa Miller, Senior CSM, is here to walk us through how to customize your Account Research Agent to make sure your account-level insights reflect what matter most to you and your business. 👀🎬 Watch the ~6 minute video below and make sure to drop any questions for Melissa in the comments! Thanks everyone! 👀 Looking for more resources? Help Article: Understanding the Account Research Agent Webinar: Unlock Deeper Insights with the Customizable Account Research Agent Sideline Strategy: Using the Account Research Agent for High Quality Prospecting As a new AE, here’s how I got started with my accounts using the Account Research Agent An Account Research Agent Win: Leveraging a key financial insight to get the meeting booked 🔎 Looking for more? Search the Content Library for all Salesloft resources!
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