Welcome

Hey Champions! Welcome back to another Sideline Strategy episode 🎬 This week Eric Luetters, Senior CSM, is talking through how to leverage the Cadence External Identifier to capture cadence data more effectively.  Watch the ~5 minute video below and make sure to drop any questions you have for Eric in the comments! 👇🏼  Thanks for tuning in! We’ll see you in the community 🗣️

At Salesloft, we understand that security is paramount, and we are deeply committed to protecting our customers' data. Our security program is built upon industry-leading frameworks, ISO 27001 and NIST CSF, to ensure a comprehensive approach to safeguarding your information now and in the future. Security Governance StructureContinuous Program MaturityWe rigorously measure the maturity of our security program on a quarterly basis. This ongoing assessment allows us to identify key risks and investment needs, which are then reported to our board of directors and management team.Dedicated Risk CouncilWe have a dedicated risk council, comprising key leaders across business and technical functions and members of our board, ensuring alignment on upcoming security needs and investments. This collaborative approach ensures that security remains a top priority across all facets of our organization.Expert Security TeamOur security team is composed of specialists across IT security, AppSec, Cloud

Hi Legends, Gary from Lightyear here, just started using Clari (badly) and eager to learn.I’m in Sydney, Australia… have two kids…beautiful wife... mortgage… back ache and a healthy pipeline.Outside of fumbling through my Clari forecasts I love to mountain bike and listen to music. As for Clari, I’m an absolute beginner of all modules. Very keen to get more hands on.

To the 85+ of you who joined our community last month, WELCOME: ​@Zachary Jarosz, ​@Graham Egan, ​@varnphruk.marvin2, ​@Jessica Barbosa, ​@Piyush R, ​@Ram Srinivasan, ​@Marco Mastrapasqua, ​@Will Caro, ​@fangstar, ​@mjambrone, ​@Kreckert, ​@Kelsey Fordyce, ​@rlivermore, ​@Benjamin Fish, ​@Anthony Eghan, ​@kdugas, ​@Edwin Abel, ​@TomRinger, ​@pmisiewicztest, ​@mat.jovanovich, ​@David Ehrhorn, ​@Jarret Rubin, ​@Tony Im, ​@Alejandra Ahumada, ​@CyberSkip, ​@Max Barbour, ​@Michael Escutia, ​@elizabethbarine, ​@rhuteejohn.hernandez, ​@Whitney Miller, ​@Robert Hyson, ​@cchrisco, ​@Jen Mullin, ​@Maxwell Cornellier, ​@Keisuke Yoshino, ​@Joanna Harper, ​@Courtney Owl, ​@Stephen Fontanella, ​@Maria Booth, ​@Angela Cirillo, ​@Rocco Cervantes, ​@Rita Pilar, ​@kaymac, ​@Matt Grader, ​@Molly Cox, ​@Charlotte Ellenton, ​@Adam Ettrick, ​@kylee.stamps, ​@Rhiannon Athey, ​@Todd Scruton, ​@Seema Saini Sah, ​@Nick Taylor, ​@Vitor Cardoso Tenorio Da Silva, ​@Derek Milani, ​@sleverence, ​@Victoria Gregatti,

Hey Champions, Welcome back to Sideline Strategy where a Salesloft expert is here to talk you through quick tips! This week Sheena Johnson, Senior CSM, is back again to talk about Salesloft’s AI Knowledge Library which trains your AI to get smarter about you, your company’s sales strategies, goals, personas, and more. 🤓🧠 Watch the ~6 minute video below and make sure to drop any questions for ​@SheenaJohnson in the comments!   Thanks for tuning in! We’ll see you next Wednesday! 🏆 

Hey Champions! It’s officially autumn and as the seasons shift, it’s the perfect time to reset your mind, routines, and daily workflows! 🍂So here’s your monthly round up in the Champions hub!👩‍💼 Persona-based Resource pages You asked, so we delivered! These persona-based learning pages were made just for you! Each page includes Academy trainings, focused discussions, Sideline Strategy videos, and webinars.  Find your page here: Admin Sales Manager Seller CSM  💚 Saleslove On Tour is back!For those of you based in or around UK, join us (for free) in London on November 12th for a day full of inspiration, learning, and connection Register for London here 🍿 Webinars and Past RecordingsUnlock Deeper Insights with Customizable Account Research - TODAY! 9/30 at 1pm ET  Onboarding for Full-cycle Sellers - 10/7 at 1pm ET Trigger Timeline Actions with Custom CRM Object Signals - Recording  🎬 Sideline Strategy of the Week Your weekly quick tips on how to level-up your game within Saleslof

Hi! I am Tara, I work at Edmentum and I am the RevOps Systems Manager there. Part of my role there is being the Clari admin for the entire Sales Org.A little about me. I am a HUGE book nerd and LOVE learning. I am also a big fan of talking and thrive at making new friends, I am not introverted whatsoever lol I am very loud. I laugh and find joy in all things, with reckless abandon. My company has been using Clari Forecasting for 1.5 years now and we just recently got Copilot (love it) and Groove (still in baby stages of implementation). We are getting a lot of good feedback on Copilot. There are definitely some pain points with some feature limitations and Microsoft limitations. I have submitted several feature requests :)I am very excited to keep learning the tools, and want my company to gain full adoption and success from all our Clari offerings. Thanks for letting me join this dope community, looking forward to learning with and from each other!

 Whitney, Strategic OB SDR, Wind River I have my sweet old lady, Calais (a 15# terrier mix) I like hanging out with my kid and playing video games, drawing or exploring a new area with him.  I’m interested in diving deeper into the analytics part of Groove.

To the 100+ of you who joined our community last month, WELCOME: ​@Simon Jupe, ​@Sal DeFranco, ​@Salesloft Integration User, ​@apoorva2309, ​@Greg Wakefield, ​@Srishti Garg, ​@TCW, ​@Whitney Birch, ​@Mike Thornley, ​@jfang, ​@elgin.rich, ​@Antonio Angel, ​@dnieto, ​@Sam Howard, ​@Chris Boulden, ​@Daniel Foulkes Leon, ​@Mara Kolak, ​@Sonia Gadkari, ​@Sina Moghadassi, ​@Bill Perkins, ​@Brittany Gates, ​@Loubna Ainane, ​@Seamus McCorry, ​@Zubair Shah, ​@alex.gum, ​@Cole_Fannin, ​@Tommy Kindle, ​@Andrew Wolferts, ​@Shelby Jagoe, ​@Caroline Dynan, ​@Tapiwa Mapani, ​@Mohab Khalifa, ​@Mihoko Hara, ​@Sergio Lando, ​@Julia Nitchman, ​@katebowman95, ​@Harini Patel, ​@aabv, ​@Martin, ​@Randy Streu, ​@adomagas, ​@Corbin.Thomas, ​@annikafoo, ​@Mmendez3, ​@Denise Oliver, ​@Randy Khzam, ​@Emily George, ​@Shambhavi Chaturvedi, ​@Ryan Dobro, ​@Brianna Bartlett, ​@Stephanie Hahn, ​@francesca.russell, ​@Justin Mota, ​@George Kirby, ​@Jamie Smuskiewicz, ​@Clive Smith, ​@Akihiro Idogawa, ​@Cleber Luiz Cost

I logged in the Clari University to view the training videos for Sales and all the video links just say “Whoops”. How do I access the videos? 

Hey Champions! We’re back with another Sideline Strategy of the week to help you level-up your game within Salelsoft.  This week Alex Kattan, Senior CSM, joins us again to talk about The Ask Salesloft Agent, which gives reps instant answers about their buyers and accounts to eliminate uncertainty and wasted time.  Watch the ~3 minute video below 🎬 👇🏼  Questions for Alex? Drop them in the comments!  Thanks for watching! See you next Wednesday! 

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! September might be just around the corner, but I’m still holding on to summer! 🏖️  Here’s your monthly round up in the Champions hub from new persona-based learning pages to our newest agents, product release notes, and more.  In case you missed it…🤖 Supercharge your Sales with Salesloft AI Modern sales teams understand one fundamental truth: AI-powered workflows and signal-based selling are the non-negotiable keys to turning strategy into pipeline. That’s why Salesloft Agents aren’t just tools; they’re your team’s trusted guides to building pipeline that fills and converts, delivering real value from day one. Learn how to use Salesloft Agents here 🤓👩‍💼 Persona-based Resource pagesYou asked so we delivered! Introducing persona-based learning pages made just for you! Each page includes Academy trainings, focused discussions, Sideline Strategy videos, and webinars. Find your page here: Admin Sales Manager Seller  CSM  🎬 Sideline Strategy of the Week Your weekly qu

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

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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!

As our Clari Community grows, we’re always looking for ways to improve your experience and make content more easily accessible.  On 05 August 2025, we’re taking a step toward a more open Community experience that should greatly help with finding relevant content.   🔍 What’s changing? Starting 05 August 2025, most content in the community will be visible without requiring a login. This means:You can search and browse Community posts without needing an account. Shared links to community posts will open directly — no login wall. It’s faster and easier to find answers and explore resources. For the most up-to-date information on community norms and expectations (in light of these changes), please review our Community Guidelines.  🔒 What’s staying gated? The following areas will still require a login (and, in some cases, you must also be a customer):Ideas (customers only)   Events (some events are open to all; you can see the events you can register for on the Events page!)   Replay Hub (

To the 154+ of you who joined our community last month, WELCOME: ​​@Mike Pastore, ​@Kelsey Duarte, ​@Miles Chamberlain, ​@tdbharadwaj, ​@Rohit Shrivastava, ​@Giulia Tasca, ​@Isabela Garcia, ​@LauraMartz, ​@Tom Pepitone, ​@supriya, ​@Dharris, ​@blake.powers, ​@Chris Hannum, ​@Milad Saleh, ​@Edward Carr, ​@chrisglenwilson, ​@James Hillson, ​@Sarah Gregory, ​@Lawrence Chee, ​@Garry Jules Melendo, ​@Anna Kalan ​@Kirstine Møller Pedersen, ​@Will Harris, ​@Kaoru Kominami, ​@Shantanu Kumar, ​@Maria Salas - Alliances, ​@Anete Michelassi, ​@bschick7992, ​@megan.goerz, ​@csmk22, ​@Adrian Filip, ​@Rob Hyson, ​@Lina Peart, ​@khickey, ​@Clari SVC Account, ​@sanderson, ​@Alice Pintori, ​@Lorena Paolini, ​@Jency Sharp, ​@Emelie Bauer, ​@Emily Haas, ​@santosrb, ​@matt.dudas, ​@Kayla.kenan, ​@Briana Ogle, ​@natecronk, ​@Trisha O'Shea, ​@Heather Evans, ​@LaurelRoenbrook, ​@Luzmarie Guadalupe, ​@IT Admin, ​@sanjoosingh, ​@stonari, ​@Mark Sands, ​@Dalma Felix, ​@Jared Herron, ​@Vidya Sridhar, ​@Kevin Dieg

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 

Overview: durhamlane helps B2B companies hit revenue goals faster with proactive outbound strategies. To keep clients happy and scale effectively, they needed a top-notch Revenue Orchestration Platform. Salesloft was the answer!The Challenge: As an outsourced SDR provider managing 30-40 clients, durhamlane faced unique hurdles:📉 Scalability Issues: Hard to implement best practices across many clients. 👁️ Limited Visibility: Lacked deep insights into messaging and coaching opportunities. 🖱️ Click Friction: SDRs juggled too many tools (CRM, LinkedIn, websites) during prospecting. The Salesloft Impact: Your Playbook for Peak SDR PerformanceDurhamlane's strategic move to Salesloft didn't just solve problems; it unlocked powerful new ways of working. Here are the key takeaways and actionable strategies from their success that you can integrate into your own sales operations:1. Utilize Conversation Intelligence (CI) 🗣️💡Durhamlane used CI to zero in on what really matters in sales calls.

Hey Champions 👋🏼Happy July! We hope you’re having an incredible summer and taking time with your loved ones outside ...with your SPF of course! ☀️Here’s your monthly round up in the Champions hub from how to set up a few of our newest agents to Saleslove On Tour to product release notes and more. In case you missed it…🤖 Getting Started with Account AgentsSalesloft’s account research agent and buyer identification agent handle time-consuming account research and lead generation so you can focus on connecting and closing. Click the link above to learn more about optimal setup and best practices for scaling revenue growth! You can find the Getting Stated with Account Agents spotlight on the homepage of the hub!  📚 Sideline Strategy of the WeekYour weekly quick tips on how to level-up your game within Salesloft! Simplifying the booking process with calendar availability  Automating the busy work with Conversation Summaries and Key Moments  Using the Account Research Agent for high qual

A great opportunity to own the tech stack at this fantastic cybersecurity company, Torq, an AI-native autonomous SecOps platform of choice for security teams across the Fortune 500. https://job-boards.greenhouse.io/torq/jobs/5597517004 “We’re looking for a hands-on, technically sharp Enterprise Applications Manager to own, optimize, and scale our GTM technology stack. This role sits at the core of our Revenue Operations strategy — partnering with Sales, Marketing, Customer Success, and Security to ensure our systems accelerate growth, streamline operations, and deliver an exceptional customer experience.”

Access the three newest and most innovative integrations with Clari.Crossbeam — Surface the Crossbeam Partner landscape to sellers and account managers to increase ACV, Win Rates and New Revenue Retention. Unlock partner ecosystem data in the account grid by connecting Crossbeam to your CRM.Gainsight — Level up your retention and expansion strategy. By connecting Gainsight to your CRM, you can see customer success and account health data in the activity detail pane and optionally, the opportunity and account grid.Momentum — Bring Clari insights directly to your team in Slack by leveraging a flexible Momentum recipe. Push alerts and notifications real-time or on a schedule. When your opportunities undergo a meaningful change, receive a Slack notification with the resulting CRM Score.

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!