Observe.ai vs. Salesloft

I can not think of any scenarios where Observe.AI is not well suited and believe that the use cases are limited to the imagination of the individual creating the moments. Observe.AI is like having a personal coach for each and every one of our sales and customer service personnel. We have even rolled this out to our operations team to ensure that we have compliance with company standards on all of our calls.

Incentivized

I find it to be the best resource for scheduling calls with clients. Specifically when the call includes multiple people using Salesloft, it's so simple and easy to use to send open times to client and then to be able to send active links to the client where with one click the calendar invite shows up on my calendar? it's the best most efficient tool I have in my toolbelt at the moment. When it comes to logging, it's also simple but I wish I could add a contact to SL from the Microsoft integration.

Incentivized

• Easy to use platform to get started and maintain.
• Transparency on every phone call for agent coaching and customer satisfaction.
• Revenue generation.

Incentivized

• Sequence's and AB Testing
• Live Tracking Data and Insights into email performance
• In house analytics to monitor not only the performance of campaigns but also specific users/reps using the platform
• integrates well with the rest of our tech stack (apollo + salesforce)

Incentivized

• Reports are limited.
• Transcript accuracy.
• Ability to ignore on hold messaging in call transcription.

Incentivized

• The inbound dialer. I don't particularly like having to open a second window just for inbound calls. Especially if I forget to close it during a meeting and get interrupted.
• The texting interface. I can have emails templated, to fill fields pulled from the lead profile, like name, company, positions, etc. I would like the same functionality for texting, especially since I send as many texts as I do emails. Even being able to save snippets or templates would be nice.
• On the note of texting, having a dedicated tab in the People view for text messages would do a lot to let me catch up on other people's conversations with the lead, instead of having to find them on the main Activity tab.

Incentivized

We are very satisfied with the features, support, follow up and value that Observe.ai has brought to our organization. They are also very easy to deal with and very willing to listen to recommendations to help boost the solution.

Incentivized

SalesLoft is absolutely VITAL to our daily operations. We could not function without it or a program like it. Speaking as a Sales Person who has had to operate without a product like this, the difference is night and day. The ability to stay organized, automate tasks, easily log activities and notes, review calls, and coach team members is an absolute gamechanger.

Incentivized

Their UI is very easy to navigate and understand. Most features are easily accessible and they seem well balanced and connected with each other. Users at our company have been trained with good proficiency levels in just a few hours, and high proficiency can be achieved in a week or less if you spend the time to practice.

Incentivized

Drift was extremely easy for both our demand gen team and SDR to jump right into. It was feature rich and purpose-built for marketers—it was remarkably easy to connect our marketing automation, CRM, and more to the platform and get everything to work together. Now the ability to create digital experiences and conversation landing pages is democratized—empowering our team to do better work and provide better prospect/customer experience.

The availability is pretty good, we do sometimes have errors or delays in syncing activities but nothing that has been too detrimental to our workflow. Most recently we had an issue with Lofting through Outlook due to a change in security token that took a few weeks to resolve but it is fixed now.

Incentivized

Yes timely and easy to use. The only delays we have are when we run our big month sales blitz and activities take some time to sync to the reporting as well as SalesForce

Incentivized

The support team was very responsive but at the end of the day they took a long time to fix our issue. The issue did get fixed, though, so that is what matters. Very nice people who are there to help in any way they can.

We had some virtual training with our CSM which was very well constructed. It took some time to get into the full swing of things but with a few weeks of hands on experience I was feeling confidant. The SL team was always available to answer questions or jump an a call to walk us through stuff. I also used the Customer Help Center for a few self guided learnings on how to use specific features related to reporting and team management.

Incentivized

must invest time and effort in define the best way to integration with Salesforce in order to get data visualization

Incentivized

Observe.ai provided our business a pricing structure that was attainable with our required ROI.

Incentivized

Salesloft Rhythm (BDR/SDR home screen) provides a landing page where all the prioritized work is queued for immediate execution. The UX is clean and the only other elements is a stream of activity indicating prospects interacting with content (e.g. clicking a link in an email). My experience with other tools was that their "home" pages had a dozen icons and it was confusion for someone new to the platform to figure out where to go to work on the next item.

The scalability was pretty good, we started with 4 or 5 users on one team and scaled into 30+ members across 3 teams

Incentivized

• Ease of call audits for our agents, significant time savings through reduced human effort.
• Allowing all call audits to be managed in a central location.
• Comprehensive Agent Dashboards to easily see agent performance and quickly identify where leadership attention is needed.

Incentivized

• Seen a 200% increase in productivity from our SDR team.
• We now have robust data about when the best times to call are and can focus our power hours around those.
• We now have an audit history around our emails sent and can dive in and make small changes to templates and snippets to continuously increase our open and click rates.

Incentivized