Welcome

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

To the 95+ of you who joined our community last month, WELCOME: ​@Michael Stokes, @Vikram Kale, ​@Christina Ziesmer, ​@Melissa Stadley, ​@Samantha Beckwith, ​@Brian Putman, ​@katmparker, ​@Vasko Karaminovski, ​@Peter Wolfman_Eptura, ​@Balaji Narayanan, ​@James McMurtrey, ​@Sarah Rappa, ​@Emilio Fabiano, ​@Chris Owen, ​@Sudhanshu Kumar, ​@Brian Scorer, ​@Mirco Stern, ​@chrnjit, ​@Liat Erez, ​@Martha Pineda, ​@Vedran Miljan, ​@Carli Pavlik, ​@Michele Greene, ​@cheryle.gehrlich, ​@Leslie Benson, ​@Maiya Vann, ​@kmiller, ​@Abigail.kane, ​@hgsivec, ​@Willie MeonoMyrie, ​@Billy Lewis, ​@Nicolae Arhip, ​@Mohamed Salamah, ​@Aslam Bawany, ​@Connor Polcari, ​@Jeff Page, ​@Paul Chapman, ​@Rohan Donovan, ​@quinnmakins, ​@Claire Hordle, ​@jencawsey, ​@eshantgour, ​@Abdul Raqeeb Mohammed, ​@Kim Lunte, ​@rachelzamoraML, ​@jessicac, ​@Courtney.McGann, ​@Sue Clarkson, ​@Sanjay Sathyamurthy, ​@Megan OConnor, ​@Anthony Gentile, ​@businesssystemscamunda, ​@victorstandarduser, ​@Kadimisetty Hima Sai Prasan

We’re excited to announce that an all new AI Chat Agent is coming to the Clari Support experience in August, with a preview launching July 8, 2025 in the Clari Support Portal and Knowledge Base.This preview is open to all users. Ask the AI Agent questions to quickly surface helpful resources, product guidance, and troubleshooting tips.Designated Support Contacts, you'll also be able to submit a support case directly from the chat if and when your organization needs assistance from our technical support team.This is just the beginning: our AI Agent will eventually expand across the Clari Community, Clari University, and even into our products to streamline your support and learning experience.We can’t wait to hear what you think. Watch for the AI Chat icon starting July 8, 2025! 

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

Hi,  I’m Andreas, Operations Manager in Ireland 1 dog, 2 cats lunchtime walks, gardening, occasional running I’d like to become a wiz in reflecting key metrics for my business to help drive success

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.  

To the 110+ of you who joined our community last month, WELCOME: ​@Bennett Han ​@Lauren Cottone ​@Josh Wilson ​@Petr Ott ​@Mike Hare ​@Cooper Passmore ​@Rachel Horsey ​@mgrazynska ​@matthias.kelle ​@kflake ​@Joshua Gourgues ​@Neta ​@Oliver Summers ​@Jessica Rogers ​@David Zwerin ​@Danielle Clewett-Dang ​@Kriti Rajesh Chhaparwal ​@Sandra Fox ​@Sarah Mannion ​@Jesse Arthur ​@Krishna Bykadi ​@Courtney Wei ​@Kushala R ​@BenCitron ​@Graham Fulcher (AE1) ​@Daniela Pinilla Angel ​@Katharine Pullen ​@Amandine Jauffrit ​@Drew Wynia ​@Torao Meno ​@Marla Biles ​@Jason Johnson ​@Clari Sync ​@Erika Galli ​@Ankur Singh ​@Jason Roof ​@amu ​@Semra Roth ​@Olaide Ann Isijola ​@Guido Strangfeld ​@Ivor Jenkins ​@Lisa Radley ​@Joe Habib ​@Anthony Gaspardi ​@jayavery ​@Ali Romac ​@Lina Cepeda ​@Joel Ang ​@Andrii Tsybulnik ​@Mike Wagner ​@Neil Bayona ​@Austin TenBerge ​@John Lineberger ​@Mathias Schnabel ​@Erik Thorne ​@Zachary Horowitz ​@Jeremy Souza ​@Ricardo TORRIJOS ​@Marie Kagay ​@jess.brick ​@Dana Schm

Outbound just got an upgrade. Groove now integrates directly with Nooks, combining powerful sales engagement with AI-powered dialing—so reps can move faster, connect more, and keep every step in sync. This integration is built for outbound teams that manage their sales engagement with Groove and rely on Nooks to scale their call volume. Reps can now execute Groove call Actions directly within Nooks, with every step automatically syncing to Groove and Salesforce—no manual logging, no missed steps.  Here’s what you can do with Groove + Nooks: ✅ Run Groove Flows and Actions inside NooksWork through up to 1,500 Groove call Actions at once—without switching tabs or losing momentum. ✅ Use AI-powered parallel dialing to boost connect ratesDial multiple numbers at once and reach up to 5x more prospects. Nooks handles skips, voicemails, and dial trees—so reps stay in the zone. ✅ Auto-log every call to Groove and SalesforceCalls, notes, and outcomes are recorded in real time across both platform

Hey Champions! April showers bring May flowers… and by flowers I mean AI Agents that automate the busy work and elevate the human work to ignite your revenue team!  Here’s the latest and greatest happening in the Champions Hub including our newest releases, how-to videos, best practices and members! 👀 In case you missed it… Things We Love about AgentsIn honor of Salesloft’s product launch: Agents to Ignite Your Revenue Team, we’re featuring Things We Love about Agents in the community, and it’s packed with everything you need to know from an overview video, an agent walkthrough tour, how-to videos to help you master using agents, upcoming agent-focused webinars, and direct customer quotes! You can find the Things We Love spotlight on the homepage of the hub!  Sideline Strategy of the Week Get ~5-minute quick tips from experts on how to level-up within Salesloft!Using the AI Scorecard to improve rep performance  Giving reps time back in their day with the Account Research Agent  Sharin

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! 

Hi! I’m Alex, I lead the Partner team in Australia and NZ for UiPath and am loving the new Clari Copilot almost as much as I love my wife, kids and cat. That enough to get me my first badge?

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! 👋🏼Leading a revenue team in today's world is no walk in the park, right? We're all feeling the pressure to hit those growth targets while keeping up with ever-increasing customer expectations. And let's be honest, AI feels like it should be the magic bullet.Did you know that according to Gartner, sellers using AI are 3.7x more likely to meet quota? That's huge! But implementing this tech can feel like uncharted territory. 👀What if there was a catalyst to truly ignite your revenue engine, giving your team that unfair advantage we all crave?Well, get ready! Salesloft's spring launch is introducing a powerful new force: AI-powered agents designed to inject strategic intelligence into every stage of the buying cycle. Imagine:Prospecting agents that handle those time-consuming manual tasks, freeing up your reps to focus on what they do best – building relationships and closing deals. Account agents that provide instant answers and prioritize high-potential accounts, ensuri

The latest in our AI Agents at Your Service series: Account Prioritization in Rhythm.While juggling multiple deals, it can be difficult to prioritize your day.With the new Account Prioritization agent from Salesloft, you'll know which accounts are the most likely to close, so you can focus your day on the tasks that are most likely to drive revenue.  Want to learn more and see what’s coming next? Join our Spring Product Launch Webinar on May 13th! Thanks for watching!

We're back with another episode in the AI Agents at Your Service series. This time, we're introducing: Conversation Summaries and Action Items.You no longer have to ask anyone to take meeting notes, or scramble yourself to multi-task during a call. Now, you can give your undivided attention in every call without having to worry about important meeting details or follow-up information.With the latest Conversation Summaries from Salesloft, you'll get accurate and detailed notes from every call with action items included! Want to learn more and see what’s coming next? Join our Spring Product Launch Webinar on May 13th! Thanks for watching

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

Up next in our series, AI Agents at your Service, we’re sharing Salesloft's Chat Agent.With our new Chat Agent, your website visitors will have a personalized experience with an intelligent chat agent that can answer their questions, or connect them to a member of your sales team.You asked for better lead qualification and routing, and it's here.  Want to learn more and see what’s coming next? Join our Spring Product Launch Webinar on May 13th! Like this post if you’re excited about your site visitors having a personalized experience! 

To the 170+ of you who joined our community last month, WELCOME: ​@Navin Madhavan ​@Tonya Barnes ​@Roisin Corrigan ​@Ivan Avramović ​@Andy Carlson ​@bernarda.miranda ​@Gino Ciarroni ​@Alex Crisman ​@Joe Martin ​@Matt Jacobson ​@jbreeden ​@michael_ricci ​@Bart Richards ​@jenleyba ​@Somer Hilo ​@Jason Lee ​@Justin Brown ​@Tracy Moffatt ​@Ramadevi Maggesh ​@Florian Lenz ​@Belen Conteri ​@Fèlix Gubert Sardà ​@thiagotho ​@Pariksheet Devulapalli ​@Ankit Ghai ​@Greg Hauenstein ​@tackerman ​@Juliana ​@Veronika Mišunová ​@Casey Youso ​@Minda Smith ​@Steve Carollo ​@Andy House ​@Alexis Alex ​@Jerad Lally ​@Emerson Hughes ​@James Kenler ​@Rishi Amar ​@Bertrand Michel ​@Raghav Arora ​@Felix Bergauer ​@chris.rodgers ​@Catherine Bennett ​@Anders Nørregaard ​@Chad Ray ​@Drew MacGloan ​@lauraells ​@Brian McCrary ​@jrosenberg ​@Kirk Fulton ​@Bastiaan ​@Ajitkumar Singarigowda ​@Alvaro Fernandez ​@Amr Alashaal ​@Jin Yeom ​@Aaron Moore ​@Maaz Azhar ​@Dustin Boyd ​@Kenneth Tiemroth ​@Mark Landwer ​@John Ko

Next up in our AI Agents at Your Service series: meet the Email Personalization Agent.Staying connected with buyers takes time, thought, and a personal touch — and now, we’re making it effortless.Our Email Personalization Agent crafts unique, account-specific emails for you, using the account brief to create messages that feel personal, not canned.You asked for mass personalization at scale, and it's here.  Want to learn more and see what’s coming next? Join our Spring Product Launch Webinar on May 13th! Like this post if you’re excited about this agent adapting to account activity and recent conversations to ensure every message is timely and impactful! 

 Mya Henk, Senior Manager, RevOps Systems, Exiger one pup (5.5 yrs old) Alice - she’s a Sheprador (German shepard/labrador mix) Favorite activity that you like to do outside of your day-to-day role: hmmm  Alice and I like to go for runs! What Clari has helped you accomplish AND/OR what you wish you knew more of with Clari: Clari took over forecasting, Groove took over Sales Engagement and CoPlit is going to enhance our video calls. We are still in implementation but excited for all the things Clari!

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!