Account: A company or organization containing multiple prospects.
📚Example: An "Account" could be a large enterprise, where sales reps track interactions with several people across different departments.
Cadence:A multi-step process for engaging prospects through communication touchpoints (emails, calls, etc.).
📚Example: A cadence could include three steps: an introductory email, a follow-up call after two days, and a LinkedIn message on the fifth day.
Call Disposition: The outcome of a call (e.g., connected, voicemail, no answer).
📚Example: After a call, a rep selects “Left Voicemail” as the disposition to track the interaction.
Dialer: A tool that enables calls directly from Salesloft’s platform.
📚Example: A rep uses the Dialer to call a prospect, and the call is logged automatically in Salesloft.
Engagement Score: A score based on the interaction level (email opens, replies, etc.).
📚Example: A lead with a high engagement score (e.g., frequent email opens) is prioritized for a call.
Live Call Studio: A feature that allows sales managers to listen to or coach during live calls.
📚Example: A manager can join a live call to give real-time coaching to a rep during an important negotiation.
Meeting Analytics: A tool that tracks the effectiveness of sales meetings.
📚Example: After a demo, the rep reviews meeting analytics to assess prospect engagement and follow-up actions.
Opportunity: A potential deal or sale linked to an account.
📚Example: A $50,000 deal with a key prospect is tracked as an opportunity in Salesloft’s pipeline.
Person: An individual contact in Salesloft for engagement.
📚Example: A sales rep adds a decision-maker from a target account to a Cadence as a "Person" in Salesloft.
Salesforce Integration: The sync between Salesloft and Salesforce to maintain data consistency.
📚Example: A rep updates a contact’s information in Salesloft, which is automatically reflected in Salesforce.
Snippet: Reusable text blocks that can be added to emails for quick personalization.
📚Example: A snippet might include a quick personalization like “I noticed your company is expanding operations in Europe.”
Stage: The current phase of a lead or prospect in the sales process.
📚Example: A lead may be in the “Nurture” stage if they’ve been contacted but haven’t shown interest yet.
Step: An individual action within a Cadence, like sending an email or making a call.
📚Example: A step in a cadence might involve sending an email on Day 1, then scheduling a call for Day 3.
Team: A group of Salesloft users working collaboratively on sales activities.
📚Example: The marketing team shares email templates with the sales team to align on messaging.
Template: Pre-written emails used in Cadences to standardize outreach.
📚Example: Using a template for initial outreach emails to ensure all prospects get a consistent message.
