Salesloft Features Guide: Tools, Tips & AI Innovations 2024

Jason Gong
LAST UPDATED
June 28, 2024
TL;DR

Salesloft helps optimize your sales process with powerful tools and AI features.

By the way, we're Bardeen, we build a free AI Agent for doing repetitive tasks.

Since you're exploring sales tools, check out Bardeen's AI for sales. It automates prospecting, lead generation, and email outreach. Save time and close more deals.

In today's competitive sales landscape, leveraging the right tools and platforms is crucial for success. With over 70% of sales teams struggling to meet their quotas, finding ways to optimize your sales process can make all the difference. That's where Salesloft comes in – a powerful sales engagement platform designed to help you close more deals and drive revenue growth.

But what exactly does Salesloft do, and how can it benefit your sales team? In this comprehensive guide, we'll dive deep into Salesloft's features and capabilities, providing you with actionable insights to take your sales game to the next level. Whether you're a seasoned sales professional or just starting out, understanding how to effectively utilize Salesloft can be the key to unlocking your full potential.

Not only will we explore the traditional methods of using Salesloft, but we'll also introduce you to the exciting world of AI-powered automation. Imagine having a virtual sales assistant working alongside you, handling repetitive tasks and freeing up your time to focus on what matters most – building relationships and closing deals.

So, are you ready to discover the secrets of Salesloft and revolutionize your sales process? By the end of this guide, you'll have a solid grasp on how to leverage Salesloft's features to their fullest potential, ultimately saving you hours of valuable time each week and empowering you to close up to 30% more deals. Let's get started!

4 Core Salesloft Platform Components

Salesloft's platform provides sales teams with a comprehensive set of tools to engage prospects, manage deals, and forecast sales more effectively. Let's take a closer look at the four main components that make up Salesloft's platform.

1. Cadence: Automated Multi-Channel Outreach

Cadence allows sales reps to create personalized, multi-channel outreach sequences to nurture prospects. With Cadence, reps can:

  • Build email, phone, and social media touchpoints into a single workflow
  • Personalize messaging using prospect data and insights
  • Set up automated follow-ups and reminders

For example, a rep could create a Cadence that starts with a personalized email, then follows up with a phone call and LinkedIn message if the prospect doesn't respond within a certain timeframe. Sales prospecting tools can greatly assist in this process.

2. Conversations: AI-Powered Call Analysis

Conversations uses AI to automatically record, transcribe and analyze sales calls. This allows sales managers to:

  • Get full visibility into every customer interaction
  • Identify what's working and where reps need coaching
  • Surface insights like competitor mentions and pricing discussions

Imagine being able to review the key moments from every sales call without having to listen to hours of recordings. That's the power of Conversations. Learn how to automate outreach and follow-up for better results.

3. Deals: Pipeline Management & Forecasting

Deals gives sales teams a centralized platform to manage their pipeline and create accurate forecasts. With Deals, you can:

  • Get real-time visibility into pipeline health and risk areas
  • Easily move deals through customized sales stages
  • Use AI-driven insights to predict which deals are most likely to close

Say goodbye to clunky spreadsheets and hello to a visual deal pipeline that keeps your team focused on the right opportunities. Consider using AI for sales prospecting to enhance your pipeline management.

4. Forecast: Data-Driven Sales Predictions

Salesloft's Forecast uses machine learning to generate highly accurate sales predictions. Sales leaders can:

  • Get a real-time view of sales performance vs. goals
  • Drill down into individual forecast categories and risk factors
  • Use deal-level insights to drive forecast calls and planning

With Forecast, sales leaders can finally have confidence in their projections and make data-driven decisions to hit their number. For more on AI sales automation, check out our detailed guide.

The combination of Cadence, Conversations, Deals and Forecast makes Salesloft an incredibly powerful platform for modern sales teams. By automating outreach, surfacing AI-driven insights, and enabling data-driven forecasting, Salesloft gives reps and managers the tools they need to engage buyers and drive revenue more effectively.

Next up, we'll take a closer look at some of Salesloft's most innovative AI-based capabilities. You won't want to miss it!

4 AI-Powered Salesloft Capabilities

Salesloft leverages artificial intelligence and machine learning to provide sales teams with intelligent insights and automation capabilities. These AI-driven features help reps prioritize their activities, engage with buyers more effectively, and ultimately close more deals.

1. Rhythm: Intelligent Task Prioritization Engine

Rhythm is Salesloft's AI-powered engine that analyzes sales data and buyer signals to help reps prioritize their daily activities. It looks at factors like email opens, link clicks, and meeting attendance to determine which prospects are most engaged and likely to convert.

For example, if a prospect has opened your last three emails and clicked on a link to your pricing page, Rhythm will flag that account as high-priority so you can follow up at the right time.

2. Engagement Scoring for Deal Prioritization

Salesloft's Deal Engagement Score uses machine learning to analyze all the interactions associated with an opportunity, such as emails, calls, and meetings. It then assigns a score indicating the level of engagement and likelihood of the deal closing.

Sales managers can use deal scores to identify at-risk opportunities that need immediate attention, or to coach reps on how to better engage key stakeholders. Deal scoring takes the guesswork out of deal review calls and forecasting.

3. Conductor: Intelligent Workflow Automation

Conductor is Salesloft's AI-powered workflow assistant that automates manual tasks and guides reps through the sales process. It can automatically log activities to the CRM, update deal stages based on buyer signals, and even suggest next steps to keep deals moving forward.

Think of Conductor as a virtual sales assistant that ensures reps are following best practices and frees them up to focus on selling. It's especially valuable for onboarding new reps and ensuring process adherence.

4. AI-Optimized Cadence Templates

Salesloft offers a library of pre-built, AI-optimized Cadence templates for different sales scenarios and buyer personas. These templates incorporate best practices gleaned from analyzing millions of sales interactions.

Instead of starting from scratch, reps can use these templates as a foundation and then customize them for their specific needs. It's a huge time-saver and ensures that reps are using messaging that has been proven to work.

The combination of Rhythm, Deal Engagement Scores, Conductor, and AI-optimized templates make Salesloft an incredibly powerful platform for modern sales teams. By leveraging AI to automate tasks, surface insights, and enable smarter selling, Salesloft empowers reps to engage buyers more effectively and drive more revenue. Check out how you can automate sales prospecting to further enhance your sales strategies.

To save even more time, learn how to automate your sales workflows using Bardeen. Focus on important tasks while letting Bardeen handle repetitive actions.

Next, let's explore how Salesloft integrates with your existing tech stack and enhances your sales workflow. You won't want to miss it!

4 Ways Salesloft Integrates with Your Tech Stack

Salesloft offers extensive integration capabilities, allowing it to seamlessly connect with your existing tech stack. From CRM and marketing automation to e-commerce and customer support, Salesloft's integrations enable you to create a unified, powerful sales engine.

1. Bi-Directional CRM Sync

Salesloft integrates with major CRM platforms like Salesforce, Microsoft Dynamics, and HubSpot. This bi-directional sync ensures that data flows seamlessly between Salesloft and your CRM, eliminating manual data entry and keeping everything up-to-date.

For example, when a rep logs a call or email in Salesloft, that activity is automatically synced to the corresponding contact or account record in the CRM. Conversely, any changes made in the CRM are reflected in Salesloft in real-time.

2. Robust App Marketplace

Salesloft's App Marketplace offers a wide range of third-party integrations to extend the platform's functionality. From data enrichment tools like ZoomInfo to sales coaching solutions like Gong, you can easily connect Salesloft with the apps your team relies on.

The marketplace also includes integrations for marketing automation (Marketo, Pardot), e-commerce (Shopify, Magento), and customer support (Zendesk, Intercom). This allows you to create a seamless, end-to-end sales process that spans the entire customer lifecycle. Using tools for automated sales prospecting can further streamline your process.

3. Custom API Integrations

For organizations with unique needs, Salesloft provides a robust API that enables custom integrations and data exchange. Whether you want to connect Salesloft with a homegrown system or a niche tool, the API makes it possible.

Salesloft's API documentation is comprehensive and easy to follow, with code samples in multiple programming languages. The company also offers dedicated support for API customers to ensure successful integrations.

4. Enterprise-Grade Security and Governance

Salesloft understands the importance of data security and privacy, especially for enterprise customers. The platform offers a range of governance and security features to ensure that your data is protected and compliant.

These include SAML-based single sign-on, role-based access controls, and audit logging. Salesloft is also SOC 2 Type II compliant and GDPR-ready, giving you peace of mind when it comes to data handling and storage.

Salesloft's integration capabilities are what allow it to function as the central nervous system of your sales org. By connecting all your tools and data sources, Salesloft provides a unified view of your pipeline and empowers your team to work more efficiently and effectively.

Thanks for sticking with us this far! We know you're probably ready for a coffee break (or maybe something stronger), but trust us - mastering Salesloft is worth the effort. Your future self will thank you!

Conclusions

Understanding Salesloft's capabilities is crucial for sales teams looking to improve their performance and drive revenue growth.

In this guide, you discovered:

  • Salesloft's core components that automate outreach, analyze calls, manage pipelines, and predict sales outcomes.
  • AI-powered features like Rhythm, Deal Engagement Score, Conductor AI, and Pre-Built Cadence Frameworks that optimize workflows and prioritize tasks.
  • Extensive integration capabilities with CRMs, third-party apps, custom APIs, and enterprise-grade security features.

By mastering Salesloft, you'll gain a competitive edge and avoid falling behind. Don't let your quota become a distant dream - embrace the power of Salesloft and automate sales prospecting to watch your revenue soar!

Save time and focus on closing deals by using Bardeen to automate sales prospecting tasks like lead research and list building.

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