Salesloft (now part of Salesloft)
My Salesloft “Cadence Conversion” Story
How My First Salesloft Cadence Doubled My Meeting Book Rate
New SDR Anya was struggling with inconsistent follow-up, leading to few booked meetings. Her manager helped her build her first Salesloft Cadence: a 7-step mix of emails, calls, and LinkedIn touches over 10 days. Step 1: Personalized intro email. Step 2: LinkedIn connection. Step 3: Call task. Salesloft automated the email sends and created tasks for manual steps. Within two weeks of consistently enrolling prospects, her meeting booking rate jumped from 3% to 6%. The structured persistence and timely reminders from the Cadence ensured no lead was forgotten, dramatically improving her conversion from prospect to meeting.
I Was Drowning in Manual Tasks Before Salesloft: Here’s How It Changed My Day
Sales rep Ben used to spend half his day manually sending follow-up emails, setting calendar reminders for calls, and logging CRM updates. It was exhausting. After implementing Salesloft, he built Cadences for different outreach scenarios. Now, Salesloft automates most email sends, creates call tasks directly in his workflow, and automatically logs activities to their CRM. This automation freed up at least 3 hours of his day previously spent on repetitive admin. He now uses that time for more strategic selling, deeper prospect research, and having more quality conversations, significantly boosting his overall productivity and reducing burnout.
The Salesloft Feature That Made Me Realize Personalized Prospecting Scalable for Me
Liam, a B2B sales executive, believed true personalization couldn’t be scaled. Then he discovered Salesloft’s dynamic fields and snippets within Cadences. He could create an email template in a Cadence that pulled in {{Company Name}}, {{Job Title}}, and even a custom field like {{Recent Company Achievement}}. He also built a library of “Snippets” for common pain points or value propositions. While the Cadence automated the sequence, he could quickly insert relevant snippets or ensure custom fields were populated, allowing him to send hundreds of personalized-feeling emails efficiently. This blend of automation and targeted personalization at scale was a game-changer for his outreach.
From Salesloft Novice to Cadence King: My Journey and Key Learnings
When David first started using Salesloft, he just used it to send one-off emails. He gradually explored Cadences. His first Cadences were simple email-only sequences. He then learned to add call steps and LinkedIn touches. He started A/B testing subject lines and analyzing Cadence analytics to see what worked. Key learnings: persistence pays (multi-step Cadences outperform single touches), personalization (even small bits) dramatically improves replies, and regularly analyzing performance data is crucial for optimization. Now, he designs complex, multi-channel Cadences that consistently deliver high engagement, having transformed from a novice user to a true “Cadence King.”
The Moment Salesloft’s Automation “Clicked” and Transformed My Productivity
SDR Maria meticulously planned her outreach, but executing it manually was a bottleneck. The moment Salesloft “clicked” for her was when she built her first multi-step Cadence and enrolled 20 prospects. She watched as Salesloft automatically sent the first email, then, two days later, created a call task for her, and then, after she logged the call, automatically sent the next scheduled email. Seeing her entire planned engagement strategy unfold automatically across multiple prospects, with her only needing to execute the manual steps when prompted, was incredibly empowering. She realized Salesloft wasn’t just a task list; it was an engine to execute her strategy efficiently.
Building High-Performing Cadences in Salesloft
My A/B Tested Salesloft Cadence Structure That Consistently Gets Results
Sales rep Chloe continually A/B tests her Salesloft Cadences. Her current top-performing structure for cold outreach to mid-market accounts: Day 1: Highly personalized email referencing a specific trigger event. Day 2: LinkedIn profile view. Day 3: Call, leaving a voicemail if no answer (using Salesloft Messenger). Day 5: Follow-up email with a valuable resource (e.g., industry report). Day 7: LinkedIn connection request with a note. Day 10: Call. Day 12: “Closing the loop” email. This 7-step, multi-channel Cadence, refined through rigorous A/B testing of messaging and timing within Salesloft, consistently yields a 25%+ positive reply rate.
How I Blend Email, Calls, LinkedIn, and Video in My Salesloft Cadences
BDR Ben believes in a multi-channel approach. His Salesloft Cadences reflect this. A typical “Tier 1 Prospect” Cadence might include: Email 1 (personalized), LinkedIn Connection Request (task), Call 1 (task), Email 2 with an embedded personalized Vidyard video (task), LinkedIn Message (task), Call 2 (task), Final Email. He creates distinct steps in Salesloft for each touchpoint, leveraging email automation for efficiency but ensuring manual steps for calls and highly personalized LinkedIn/video messages. This blend ensures he’s reaching prospects where they are, using varied mediums to capture attention and build rapport.
The Art of Personalization within Salesloft Automated Cadences
Sales enablement lead Maria trains her team on effective personalization within Salesloft Cadences. Her advice: 1. Use Dynamic Fields: Leverage all available prospect and account data (e.g., {{first_name}}, {{company_name}}, {{industry_pain_point}}). 2. Targeted Snippets: Create a library of pre-written, persona-specific value propositions or case study mentions as Snippets that reps can quickly insert. 3. “Research & Personalize” Manual Steps: Include specific manual email steps in a Cadence where the rep is prompted to add a highly personalized opening line based on recent prospect activity or company news before sending the templated body. This balances automation’s efficiency with the critical human touch.
My Go-To Salesloft Cadence for Reviving “Gone Dark” Opportunities
Account executive David has a specific Salesloft Cadence for prospects who showed initial interest but then went silent. It’s a gentle, value-driven approach: Step 1 (Email): “Circling back – thought you might find this new [resource/article] relevant to our previous chat about [their pain point].” Step 2 (3 days later, Email): “Just checking in – any updates on your end regarding [project/initiative discussed]?” Step 3 (5 days later, Call Task): Brief, friendly check-in call. Step 4 (7 days later, Email): Polite “permission to close your file?” if no response. This Cadence often helps re-engage stalled deals by providing fresh value or a gentle nudge without being overly aggressive.
Using Salesloft Snippets and Dynamic Fields to Craft Cadences Efficiently
SDR Anya builds numerous tailored Cadences in Salesloft. To do this efficiently, she relies on Snippets and Dynamic Fields. Dynamic Fields like {{first_name}} and {{company_name}} provide basic personalization automatically. For more specific personalization, she has a library of Snippets – reusable blocks of text for common introductions, value propositions for different industries (e.g., ##HealthcareBenefit), or answers to FAQs. When creating email steps in a Cadence, she can quickly insert these Snippets, then slightly tweak them for the specific prospect or segment. This modular approach dramatically speeds up Cadence creation while maintaining a high degree of relevance.
Maximizing Salesloft for Effective Calls & Voicemails
How Salesloft Dialer and LocalDial Transformed My Connect Rates
Inside sales rep Liam used to manually dial prospects, often getting ignored due to unfamiliar area codes. Since his team adopted Salesloft Dialer with the LocalDial feature, his connect rates have soared. LocalDial automatically presents a local phone number to prospects when he calls, significantly increasing the likelihood they’ll answer. The click-to-call functionality directly from his Salesloft task list also saves him time. After each call, Salesloft prompts him to log the disposition and notes, ensuring his activity is accurately tracked. These features have made his calling efforts much more efficient and effective.
My System for Using Salesloft Messenger (Voicemail Drop) to Save Time and Get Callbacks
Account executive Chloe makes dozens of calls daily. Salesloft Messenger’s voicemail drop feature is a huge time-saver. She has pre-recorded several clear, concise, and engaging voicemail messages tailored to different outreach stages or value propositions. When she reaches a prospect’s voicemail, instead of repeating herself, she clicks to “drop” the appropriate pre-recorded message. This ensures a perfect delivery every time, saves her voice, and allows her to move to the next call much faster. She finds that these professional, consistent voicemails also result in a higher callback rate than her previous rushed, live ones.
The Salesloft Call Recording Feature: How It Helped Me Improve My Pitch
Sales rep Ben wanted to improve his phone skills. His manager enabled Salesloft’s call recording feature (with appropriate consent notifications). After important calls, Ben would listen back to his recordings. He identified areas where he stumbled, where his explanations were unclear, or where he missed buying signals. He also listened to recordings of top-performing reps on his team. This self-reflection, and an_d coaching from his manager using specific call examples, helped him refine his pitch, improve his objection handling, and become much more confident and effective on the phone.
How We Use Salesloft’s Call Analytics to Coach Our Team on Phone Skills
Sales manager Sarah uses Salesloft’s call analytics (often integrated with conversation intelligence tools like Gong or Chorus if they have advanced analysis) to coach her SDR team. She reviews metrics like average call duration, talk-to-listen ratios, and keyword mentions (e.g., how often reps mention key value props or handle specific objections). She can also listen to call recordings flagged by the system for coaching opportunities. This data-driven approach allows her to provide targeted feedback, identify team-wide skill gaps, and develop training programs that directly address areas needing improvement, leading to more effective sales calls across the board.
I Optimized My Call Scripts Using Insights from Salesloft’s Conversation Intelligence
Sales enablement specialist David leverages Salesloft’s integration with conversation intelligence platforms (like Gong or Chorus) to optimize call scripts. These platforms analyze recorded sales calls (initiated via Salesloft Dialer) and identify which phrases, questions, or objection-handling techniques used by reps correlate with positive outcomes (e.g., booking a meeting, advancing a deal). David uses these insights to refine their standard call scripts and sales playbooks within Salesloft, ensuring they are based on what demonstrably works in real customer conversations, rather than just theory. This data-backed approach continually improves script effectiveness.
Salesloft Analytics: Turning Data into Deals
The Salesloft Report That Pinpointed the Weakest Link in Our Cadences
Sales ops analyst Priya was tasked with improving their main prospecting Cadence performance. She dove into Salesloft’s “Cadence Analytics” reports. She looked at the step-by-step conversion rates: opens, clicks, replies, and unsubscribes for each email and completion rates for call/LinkedIn tasks. She quickly identified that “Email 2 – Value Prop Deep Dive” had a significantly lower open rate and a high bounce rate compared to other steps. This pinpointed that specific email as the weakest link. The team then focused on A/B testing new subject lines and content specifically for Email 2, leading to improved overall Cadence performance.
How I Use Salesloft A/B Testing to Continuously Refine Our Outreach Messaging
Marketing coordinator Ben, who supports the sales team, is a firm believer in A/B testing. For every key email step in their main Salesloft Cadences, he helps set up A/B tests. They test different subject lines (e.g., question vs. statement), calls to action (e.g., “Book a demo” vs. “Learn more”), email length, and even the inclusion of images or GIFs. Salesloft automatically distributes the variants and tracks performance (opens, clicks, replies). Ben regularly reviews these A/B test results with the sales team, implementing the winning variations to continuously refine and optimize their outreach messaging for maximum impact.
My Custom Salesloft Dashboard for Monitoring Individual and Team Performance
Sales manager Anya needs a quick overview of her team’s Salesloft activity and results. She configured a custom Salesloft Dashboard. It includes widgets showing: “Team Cadence Reply Rate % (Last 7 Days),” “Meetings Booked This Week (by Rep),” “Top Performing Cadences (by Positive Replies),” “Activities Completed Today (Team Total),” and “Overdue Tasks by Rep.” This dashboard, which she reviews daily, gives her an instant pulse check on team productivity, the effectiveness of their outreach efforts, and helps her identify reps who might need support or recognition, all without having to dig through multiple individual reports.
The Key Salesloft Metrics I Track to Predict Our Sales Pipeline Health
As a sales leader, David tracks several key Salesloft metrics to gauge pipeline health: 1. New Prospects Added to Cadences: Top-of-funnel activity. 2. Overall Cadence Reply Rate: Initial engagement effectiveness. 3. Meeting Booked Rate (from Cadences): Conversion from outreach to meaningful conversation. 4. Cadence Completion vs. Opt-Out Rate: Are prospects engaging through the full sequence? 5. Activity Volume per Rep (Emails, Calls): Effort levels. Monitoring these leading indicators within Salesloft helps him predict future pipeline generation and identify potential issues early on, allowing for proactive adjustments to their sales strategy.
I Uncovered a Hidden Objection Pattern Using Salesloft’s Deal Intelligence
Sales rep Chloe was analyzing her lost deals within Salesloft (often by reviewing notes and call dispositions linked to deals that stalled after initial engagement). She started noticing a recurring theme in her notes for deals lost in the “Proposal” stage: prospects consistently mentioned concerns about “integration complexity with their existing legacy system.” While not a formal “Loss Reason” field, this pattern in her qualitative data within Salesloft highlighted a hidden objection her standard pitch wasn’t addressing. She then worked with product marketing to develop better messaging and resources around integration, which helped her overcome this objection more effectively in future deals.
Seamless Integration: Salesloft & Your Tech Stack
How Our Salesloft and Salesforce (or HubSpot) Sync Keeps Our Data Pristine
Our sales operations team, led by Maria, relies on the bi-directional sync between Salesloft and Salesforce (our CRM). When a new Lead is created in Salesforce, it can automatically sync to Salesloft for SDR outreach. All activities logged in Salesloft (emails sent, calls made, meetings booked, Cadence steps completed) automatically sync back to the corresponding Lead or Contact record in Salesforce. This ensures Salesforce remains the master record with a complete, accurate history of all sales engagement, eliminates manual data entry, and provides a seamless flow of information between the engagement platform and the system of record.
My Workflow for Leveraging LinkedIn Sales Navigator Within Salesloft Cadences
SDR Liam uses both Salesloft and LinkedIn Sales Navigator. His workflow: 1. He identifies target prospects in Sales Navigator and saves them to a list. 2. He uses Sales Navigator to find a personalized “icebreaker” (e.g., recent post, shared connection). 3. He imports these prospects into Salesloft. 4. In his Salesloft Cadence, the first email step is a “manual email” which prompts him to paste his personalized icebreaker into a pre-written template. Subsequent Cadence steps might include automated emails and tasks to connect on LinkedIn (referencing the initial touch). This combines Sales Navigator’s deep prospecting insights with Salesloft’s execution power.
The Salesloft + Gong/Chorus Integration: Our Secret to Better Sales Conversations
Our sales team uses Salesloft for cadences and calls, and Gong (a conversation intelligence platform) for call analysis. The integration is seamless. When reps make calls using Salesloft Dialer, Gong automatically records, transcribes, and analyzes these conversations. Insights from Gong (like common objections, competitor mentions, or rep talk-time) are then available, often linked back to the call activity in Salesloft and the CRM. Managers use these insights for targeted coaching, and reps can review their own calls to improve. This powerful combination helps us understand what’s happening in actual sales conversations and systematically improve our effectiveness.
How We Use Salesloft with [Video Tool like Vidyard] for Personalized Video Prospecting
To make our outreach stand out, our B2B sales team incorporates personalized video messages using Vidyard, integrated with Salesloft. Within a Salesloft email step in a Cadence, reps can click to record a quick, personalized Vidyard video (e.g., holding a whiteboard with the prospect’s name, or a quick screen share relevant to them). They then insert this video thumbnail directly into the Salesloft email. Vidyard tracks video views, and this engagement data often syncs back to Salesloft. This use of personalized video within automated Salesloft Cadences has significantly boosted our reply rates by adding a human, engaging touch.
I Automated Lead Enrichment for Salesloft Using [Data Provider] and Zapier
Sales ops specialist Ben wanted to ensure all leads entering Salesloft Cadences had complete contact and company information. He used Zapier to connect their data enrichment provider (like ZoomInfo or Clearbit) with Salesloft. When a new “Person” is added to Salesloft (often synced from their CRM), a Zapier “Zap” triggers. It sends the person’s available details (e.g., email, company name) to the enrichment tool. The tool finds additional information (job title, direct dial, company revenue) and Zapier then updates the corresponding fields on the Person record in Salesloft. This automated enrichment ensures reps have comprehensive data before starting outreach.
Salesloft for Strategic Account-Based Engagement
How We Orchestrate Complex ABE Plays Using Salesloft Cadences and Automation
Our enterprise sales team runs Account-Based Engagement (ABE) plays targeting key accounts. For each target account, we create a master plan. Then, within Salesloft, we enroll multiple contacts from that account into coordinated, persona-specific Cadences. For example, the VP of Engineering gets a technical Cadence, while the CFO gets an ROI-focused one. Salesloft automation rules might trigger alerts to the account owner if multiple contacts from the same account show high engagement (e.g., all opening emails or booking meetings). This allows us to orchestrate a multi-threaded, consistent, and tracked engagement across the entire buying committee.
My Approach to Tailoring Salesloft Cadences for Different Buyer Personas at Target Accounts
When executing an ABE strategy, account executive Priya tailors her Salesloft Cadences meticulously. For “Alpha Corp,” she identified three key personas: IT Manager, Head of Operations, and Finance Director. She created three distinct (but coordinated) Cadences. The IT Manager’s Cadence featured emails and content focused on technical integration and security. The Head of Operations received messages about efficiency gains and workflow improvements. The Finance Director’s Cadence highlighted cost savings and ROI. By customizing the messaging, value propositions, and even the types of content shared within Salesloft for each persona, Priya significantly increased relevance and engagement within the target account.
The Salesloft Feature That Helps Our Team Coordinate Multi-Threaded Outreach
For our strategic accounts, multiple team members (SDR, AE, Solutions Consultant) often engage different contacts. The Salesloft feature that aids coordination is the Account Activity View (or by reviewing all activities linked to an Account in our CRM, which is synced with Salesloft). Before reaching out to a new contact at a target account, reps check this view to see all recent emails, calls, and Cadence steps executed by their colleagues with other individuals at that same company. This prevents embarrassing overlaps, ensures consistent messaging, and allows for a more strategic, unified approach to engaging the entire buying committee.
How We Track Account Engagement and Identify Buying Signals within Salesloft
To gauge overall interest from target accounts in our ABE efforts, sales manager David looks at aggregated engagement data within Salesloft (often by creating custom reports or dashboards, sometimes in conjunction with CRM data). He tracks the total number of email opens, clicks, replies, and meetings booked across all contacts within a specific target account over a period. A sudden spike in engagement from multiple contacts at an account (e.g., several people clicking links in emails or visiting the website on the same day) is a strong buying signal, prompting more intensive follow-up. Salesloft helps quantify this account-level engagement.
I Closed a Landmark Deal by Using a Highly Targeted Salesloft ABE Strategy
Sales executive Chloe was pursuing a “whale” – a massive enterprise account. She used Salesloft for a meticulous Account-Based Engagement strategy. She identified 10 key stakeholders across different departments. She developed hyper-personalized Cadences for each, referencing specific company initiatives and individual responsibilities. She used a mix of highly tailored emails, strategic LinkedIn interactions (prompted by Salesloft tasks), and value-driven call attempts. After months of persistent, coordinated, and highly relevant outreach orchestrated through Salesloft, she secured initial meetings, navigated the complex buying committee, and eventually closed a landmark, multi-year deal for her company.
Advanced Salesloft Features & Best Practices
How I Use Salesloft Automation Rules to Streamline Repetitive Tasks
Sales ops lead Ben leverages Salesloft Automation Rules to eliminate manual work. For example: 1. Rule: If a prospect replies to an email in a Cadence with “unsubscribe” in the body, THEN automatically mark them as “Do Not Contact” and remove them from all Cadences. 2. Rule: If a call disposition is “Meeting Scheduled,” THEN automatically create a follow-up task for the rep to send a confirmation email. 3. Rule: If a prospect from a “Hot Leads” list clicks a pricing link in an email, THEN immediately create a high-priority call task for the assigned rep. These rules ensure consistent actions and timely follow-ups without manual intervention.
My Guide to Using Salesloft’s “Rhythm” Focus View for Prioritized Engagement
Sales rep Anya starts her day in Salesloft’s “Rhythm” view. Rhythm uses AI and configured settings to create a prioritized list of actions for her – a mix of scheduled Cadence steps (emails to send, calls to make), tasks due, and even suggestions for engaging with prospects who have recently interacted with content. Instead of manually deciding what to do next from various lists, Rhythm provides a single, focused workflow of her most impactful next steps. By working through her Rhythm queue systematically, Anya ensures she’s consistently executing her sales plays and engaging the right prospects at the right time.
The Power of Salesloft Deals for Visualizing and Managing Opportunities
While our primary CRM is Salesforce, our sales team also utilizes Salesloft Deals for a rep-centric view of their pipeline directly within their engagement platform. When an SDR qualifies a lead and books a meeting, a Deal is created in Salesloft (and synced to Salesforce). Reps can then see their deals in a Kanban board view within Salesloft, drag them through stages, and associate all their Salesloft activities (emails, calls, Cadence steps) directly with that deal. This provides a convenient, visual way for reps to manage their opportunities and engagement efforts in one place, complementing the CRM’s system-of-record function.
How We Use Salesloft for Internal Team Handoffs (e.g., SDR to AE)
When our SDR, Liam, books a meeting and qualifies a lead for an Account Executive (AE), a smooth handoff is crucial. We use Salesloft (and our CRM integration). Liam ensures all his notes, call recordings, and key qualification details are logged against the prospect in Salesloft/CRM. He then reassigns ownership of the prospect (and any associated deal) to the AE. An Automation Rule in Salesloft might then trigger a task for the AE to “Review new opportunity from SDR” and schedule an internal prep call with Liam. This ensures the AE has full context before their first meeting with the prospect.
I Created a Sales Playbook within Salesloft Using Custom Fields and Notes
Sales enablement manager Chloe wanted to embed their sales playbook directly into the reps’ Salesloft workflow. For key Cadences, she uses the “Notes” section of Cadence steps to provide guidance (e.g., “For this call step, focus on uncovering these 3 pain points…”). She also helped set up custom fields on Person or Account records in Salesloft (synced from CRM) like “Key Business Challenge” or “Persona Type.” Reps are trained to reference these fields and notes when executing Cadence steps, ensuring they are following the defined playbook and tailoring their messaging appropriately, all within their primary engagement tool.
Driving Team Success with Salesloft
How Our Sales Manager Uses Salesloft to Onboard, Coach, and Motivate the Team
Sales manager David relies on Salesloft for team management. For onboarding, new reps get access to shared, proven Cadence templates. For coaching, he reviews Cadence analytics to see which messaging resonates and uses call recordings (via Dialer or integrations) for targeted feedback. For motivation, he shares team leaderboards from Salesloft analytics (e.g., “Meetings Booked,” “Positive Reply Rate”) and publicly celebrates reps who create highly effective Cadences. Salesloft provides the data and tools he needs to train his team, monitor performance, identify areas for improvement, and foster a culture of continuous learning and success.
My Tips for Sharing Best-Practice Cadences and Templates Across Your Salesloft Instance
To ensure all reps benefit from what’s working, sales ops specialist Maria promotes sharing in Salesloft: 1. Centralized Template Library: Create folders for “Approved Email Templates” and “Master Cadence Blueprints” that all reps can access and copy. 2. Highlight Top Performers: Regularly identify Cadences or email templates with the highest engagement rates (via Salesloft analytics) and share them with the team, explaining why they work. 3. “Cadence of the Month”: Feature a successful Cadence in team meetings, with the creator explaining their strategy. 4. Encourage Collaboration: Foster a culture where reps feel comfortable sharing their own successful snippets, templates, and Cadence structures with colleagues.
The Salesloft Admin Setting That Improved Our Team’s Efficiency Overnight
Our sales team was struggling with inconsistent data entry for call outcomes, making reporting difficult. The Salesloft admin setting that improved this overnight was mandating Call Dispositions and Sentiment for every logged call through the Dialer. Sales ops lead Ben configured a clear, concise list of required dispositions (e.g., “Connected – Meeting Booked,” “Left Voicemail,” “Not Interested – Bad Fit”). Now, reps must select a disposition before moving to their next task. This simple enforcement immediately improved the quality and consistency of call data, leading to much more accurate activity reporting and better insights into call effectiveness.
How We Use Salesloft for Consistent Messaging and Brand Voice
Marketing manager Anya works closely with sales to ensure brand consistency in all outbound communication via Salesloft. They achieve this by: 1. Shared Email Templates: Marketing creates pre-approved email templates in Salesloft with correct branding, value propositions, and calls to action. 2. Approved Snippets: A library of approved Snippets for common questions, product features, or company information is available for reps to insert. 3. Cadence Review Process: New team-wide Cadences are reviewed by marketing before launch to ensure messaging alignment. This collaboration ensures that even with high-volume outreach through Salesloft, the company’s voice remains consistent and professional.
Our Strategy for Ensuring High Salesloft Adoption Across the Entire Sales Org
When “Global Corp” rolled out Salesloft, achieving full adoption was key. Their strategy: 1. Executive Sponsorship: Leadership visibly used and championed Salesloft. 2. Phased Rollout & Training: Started with a pilot group, then provided comprehensive, role-specific training for all users. 3. Focus on WIIFM (What’s In It For Me?): Clearly demonstrated how Salesloft would make each rep’s job easier and help them hit targets. 4. Internal Champions: Identified power users to help support colleagues. 5. Integrate it into Daily Workflow: Made Salesloft the primary tool for outreach and activity logging, not an optional add-on. 6. Regularly Share Successes: Highlighted reps achieving great results with Salesloft.
Navigating Salesloft Challenges & Optimizing Use
I Was Overwhelmed by Salesloft’s Power: How I Simplified My Approach
New SDR Chloe felt swamped by Salesloft’s many features – Cadences, Automations, Analytics, Deals. She simplified her approach: For the first month, she focused only on understanding and executing pre-built Cadences created by her manager, learning to personalize the manual email steps, and diligently completing call tasks. She ignored advanced analytics and automation rules. By mastering the core workflow of executing a Cadence effectively, she built confidence. Only then did she start exploring how to build her own Cadences or interpret performance reports. This incremental approach made Salesloft manageable and allowed her to quickly become productive.
Our Emails Weren’t Getting Delivered: How We Troubleshot Salesloft Deliverability
Our sales team noticed a drop in email open rates from Salesloft. Sales ops lead David spearheaded troubleshooting: 1. Checked Technical DNS: Ensured SPF, DKIM, and DMARC records were correctly configured for their sending domain. 2. Reviewed Email Content: Removed spammy words, excessive links, and ensured a good text-to-HTML ratio. 3. List Health: Cleaned prospect lists to remove invalid emails and reduce bounce rates. 4. Sending Volume & Warm-up: Avoided sudden large blasts from new email addresses. 5. Monitored Blacklists: Checked if their domain or IP was listed on any email blacklists. Addressing these technical and content factors significantly improved their Salesloft email deliverability.
The Salesloft Training Resource That Made All the Difference for Our Team
When our company adopted Salesloft, many reps were hesitant. The Salesloft training resource that made the biggest difference was their official “Salesloft University” online portal. It offered short, digestible video tutorials and articles on every feature, from basic Cadence building to advanced analytics. Sales manager Priya assigned specific learning paths based on roles. The clear explanations and practical examples helped reps quickly understand how to use the platform effectively for their daily tasks. The self-paced nature allowed everyone to learn at their own speed, significantly boosting confidence and adoption across the team.
How We Maintain Data Hygiene Between Salesloft and Our CRM
To ensure data consistency between Salesloft and our Salesforce CRM, sales ops manager Liam implemented strict protocols: 1. Define Source of Truth: Salesforce is the master for Account and Contact information; Salesloft is the master for engagement activity. 2. Configure Sync Rules Carefully: Mapped fields precisely and set rules for which system overwrites the other in case of conflict (e.g., CRM updates core contact info). 3. Regular Audits: Ran reports in both systems to identify sync errors or discrepancies and reconcile them promptly. 4. User Training: Educated reps on how the sync works and the importance of updating information in the correct system to avoid issues.
The Salesloft Mistake We Made Early On (And How You Can Avoid It)
When our team first started using Salesloft, our biggest mistake was creating overly long, email-only Cadences without enough personalization or channel variation. Reps would enroll hundreds of prospects in generic 10-email sequences. Reply rates were dismal, and prospects felt spammed. We corrected this by: 1. Shortening Cadences. 2. Incorporating call steps, LinkedIn touches, and manual personalized email steps. 3. Heavily emphasizing quality research and personalization for initial outreach. 4. A/B testing everything. Focusing on quality and a multi-channel approach, rather than just automated email volume, dramatically improved our results.
The Future of Sales with Salesloft’s AI & Innovation
How Salesloft’s AI (Conductor AI) is Helping Me Prioritize My Next Best Actions
Sales rep Ben uses Salesloft Rhythm, powered by Conductor AI. Instead of just seeing a long list of Cadence tasks, Rhythm analyzes all his due actions, prospect engagement signals, and deal data. It then presents him with a prioritized, dynamic queue of the “next best actions” most likely to advance a deal or elicit a response. For example, it might prioritize calling a prospect who just opened his email three times over sending a scheduled email to a less engaged lead. This AI-driven prioritization helps Ben focus his efforts on the highest-impact activities throughout his day.
My First Experience with Salesloft’s AI-Generated Email Suggestions
SDR Anya was drafting an email for a new Cadence step and saw Salesloft’s AI-powered “suggested copy” feature. She provided a few bullet points about the desired outcome and value proposition. The AI generated a couple of draft email options. While not perfect, they provided a solid starting point and some phrasing ideas she hadn’t considered. She then edited and personalized her chosen draft. This AI assistance helped her overcome initial writer’s block and speed up the process of crafting effective email copy, especially when creating multiple variations for A/B testing.
The Salesloft AI Feature That Analyzes Sentiment in Buyer Communications
Account executive Chloe benefits from Salesloft’s AI capabilities that analyze sentiment in email replies from prospects (often part of their Conversation Intelligence or integrated AI tools). When a prospect replies to an email in a Cadence, the AI can flag the reply’s sentiment as positive, negative, or neutral. If a reply has strong negative sentiment, Chloe (or her manager) might get an alert. This helps her quickly identify and address concerns, or prioritize follow-up with highly positive responses, allowing for more nuanced and timely engagement based on the buyer’s perceived mood and interest level.
How I’m Using Salesloft Rhythm to Focus on AI-Recommended High-Impact Activities
Sales manager David coaches his team to start their day in Salesloft Rhythm. Rhythm’s AI doesn’t just show scheduled Cadence steps; it dynamically prioritizes tasks based on factors like prospect engagement (e.g., recent email opens, website visits if tracked), deal stage, and historical success patterns. It might surface a task to call a prospect who just viewed a pricing page, even if that call wasn’t originally scheduled for today. By trusting Rhythm’s AI-driven recommendations for high-impact activities, the team focuses their energy where it’s most likely to yield results, moving beyond a purely chronological task list.
Preparing Our Sales Strategy for Deeper AI Integration in the Salesloft Platform
Sales director Sarah is future-proofing her team’s strategy for Salesloft’s evolving AI. Her plan: 1. Champion Data Quality: Stressing that AI effectiveness depends on clean, accurate data in Salesloft and the CRM. 2. Foster an Experimental Mindset: Encourage reps to try new AI features (like AI-assisted Cadence building or real-time call coaching) as they become available. 3. Focus on Human + AI Collaboration: Position AI as a tool to augment rep skills, handle repetitive tasks, and provide insights, freeing up reps for more strategic, human-centric selling. 4. Continuous Learning: Dedicate time for training on new AI functionalities and sharing best practices for leveraging them effectively.