What is Salesloft?
Salesloft is a sales engagement platform that helps teams automate outreach, track interactions, and improve workflows. It integrates with CRMs like Salesforce and offers:
- Automated Emails & Calls: Schedule personalized outreach.
- Sales Cadences: Organize follow-ups in structured sequences.
- Analytics: Measure engagement and optimize strategies.
- CRM Integration: Sync activities with CRM platforms.
- Coaching Tools: Analyze performance with call recordings and feedback.
Salesloft automates sales outreach and tracks interactions to boost productivity.
Setting Up Salesloft for the First Time
Setting up your Salesloft account as a new user:
To set up your Salesloft account, follow these steps:
- Locate the Invitation Email:
- Look for an email from Salesloft with the subject line, "You have been invited to join a Salesloft team."
- If the email isn't in your inbox, check your spam or junk folder.
- Open the Invitation:
- Open the email and click the Set Up Your Account link, which will direct you to the Create Your Salesloft Account page.
- Create Your Password:
- On the Create Your Salesloft Account page, enter your preferred password and re-enter it to confirm.
- Note: Your first name, last name, job role, and email address will be pre-filled based on the team admin’s input. If you need to update your name or job role, you can do so later in your Profile Settings. If your email address was entered incorrectly, contact support to request an update.
- Submit and Log In:
- Click Submit. Your account will be created, and you will be directed to the Salesloft sign-in page. Use your credentials to log into your new account.
- Set Up Your Profile:
- Click your name in the upper-right corner, then select Settings. Complete your profile with your name, job title, and contact details.
- Connect Email and Calendar:
- In the Settings menu, go to the Email and Calendar sections to integrate your email and calendar accounts for seamless communication and scheduling.
- Install Chrome Extension:
- Navigate to the Downloads tab under Settings, select Install Chrome Extension, and follow the prompts in the Chrome Web Store to complete the installation.
- Customize Your Sales Cadences:
- Create or modify sales cadences to structure outreach sequences, automating follow-up emails and calls.
Building an Email Template
Templates are pre-drafted email messages that can be utilized within Cadences or for composing individual emails.
- Before using email templates, you must first create them.
- The process is similar to drafting a standard email, allowing for easy reuse of content.
- Additionally, templates collect performance metrics, enabling you to assess their effectiveness over time.
The two most used temples remain:
- Personal templates are custom templates created for individual use, allowing you to tailor your messaging to your specific needs.
- Team templates are accessible to all members of your team with a Salesloft account, promoting collaboration and consistency in communication across the team.
Create a new template:
To create a new template in Salesloft:
- Navigate to the Templates page from the main menu.
- In the upper-right corner, select "Create Template."
- If you have the necessary permissions, choose either a Personal Template or a Team Template.
- Enter a descriptive name for your template.
- Add a subject line that reflects the content of your email.
- Draft your email in the body section, using features like Dynamic Fields or adding media (e.g., GIFs) if desired.
- Send yourself a preview to review how the email will appear to recipients.
- Add tags for easy filtering and organization.
- Click "Save" to finalize and store your template.
💡Best Practices:
- Personalize Your Templates: Use Dynamic Fields to add recipient-specific details, enhancing engagement and connection.
- A/B Test Content: Experiment with different subject lines and messaging to identify what works best, and refine templates based on performance metrics.
- Maintain Consistent Branding: Ensure all templates reflect your company's branding and tone, while including a clear call to action for recipients.
📝Note: Collaborate with your team to develop team templates for unified messaging. This approach enables better insight into effective communication strategies, which can be challenging to assess when individual personal templates are used.
Setting up a Basic Cadence
Salesloft Cadences:
A Salesloft Cadence is a structured sequence of steps that reflects your sales process, ensuring consistency in your approach.
- These Cadences enable you to seamlessly manage your tasks in a manner that aligns with your work rhythm.
- Recognizing that every sales process is unique, Salesloft provides the flexibility to create and customize Cadences according to your specific preferences.
- Cadences can consist of various steps, including Email, Phone, Other, and/or Integration.
- The process for creating personal and team Cadences, which can be shared among all users on your team, is consistent.
Setting up a Basic Cadence:
To initiate the creation of a new Cadence, follow these steps:
- Navigate to the Cadences page.
- Click Create Cadence in the top right corner of your Cadence list. This action will direct you to the Cadence settings.
- Complete the required sections on the Cadence settings page.
- Once all settings are finalized, click Save Settings.
Cadence Settings Page:
Upon adding a Cadence, you will define its parameters and rules on the Cadence Settings page. After creating a Cadence, you can edit its details through the Settings tab in the Cadence view.
The Cadence Settings page is organized into relevant sections, allowing you to specify the functionality of your Cadence. The key sections include:
This structured approach ensures that you can effectively manage your sales Cadences and align them with your overall sales strategy.
Adding a New Dashboard
Dashboards in Salesloft provide a comprehensive overview of data, which can sometimes be overwhelming. If you only need specific information, you can create a new Dashboard and use filters to customize the data view.
To add a new Dashboard, follow these steps:
- Access the Dashboard Menu
- From the Pipeline Dashboard, locate the Dashboard title and click the down arrow to the right of the name.
- This will open the Personal Dashboards menu.
-
- Add a New Dashboard
- Scroll to the bottom of the menu and select Add New Dashboard.
- The menu will expand to display additional fields.
-
- Enter Dashboard Information
- Title: Enter a descriptive title for the new Dashboard.
- Record Type: Choose one of the following record types for the Dashboard:
- Opportunity
- Account
- Contact
- Optional: Share the Dashboard
- If desired, you can share the newly created Dashboard with a specific team member or the entire team by adjusting the sharing settings.
- Save the New Dashboard
- Once you’ve entered the required details (Title and Record Type), click Add New Dashboard to save it.
- The newly created Dashboard will now appear in your Personal Dashboards menu.
🛑 Important: A Dashboard cannot be created without both a title and a selected record type.
Advanced Filters
Once you have selected the filters for your columns, you can further refine your data by applying Advanced Filters. These filters allow you to target specific types of Opportunities using various field types, including:
- Boolean
- Currency
- Date
- Double
- Email
- Integer
- Multi-select
- Percent
- Reference
- Select
- String: This includes fields such as Title, Sales Segment Stamp, Description, Next Steps, Competitor, and more.
🛑Important: For String fields, the filter criteria must exactly match the value of the string field for the criteria to apply.
Steps to Set Advanced Filters:
- Open Advanced Filters
- Click the Funnel icon located beneath the Dashboard name. This will open the Advanced Filters window.
- Select Filters
- Choose any and all filters you wish to apply to your Dashboard.
- Apply Filters
- Click Done to save your selections.
