Reviews (1-25 of 137)
- Ability to automate emails based on actions.
- Ability to track the number of actions on prospects.
- Easily create email templates and share it across the entire network.
- Able to track if an email has been opened and viewed.
- Only integrates with Sales Navigator Team.
- On occasion people you've dialed complain that they can't hear you.
- Answering incoming calls is not an easy task.
- Real-time management and reporting when clients read emails
- Scheduling calls with calendar functions
- Sharing cadences/templates with team members
- I find the dialer feature confusing.
- More editable fields within cadences to create more personalization
- Gives reps plenty of time back in the day by not making them either write multiple emails or have to manually enter those emails for tracing purposes.
- Allows for coaching on call etiquette by listening to recorded calls.
- Some out of the box options for dropdown fields aren't very useful.
- Could use a better integration with LinkedIn to track everything done through them.
- Easy Cadence Creation: It is relatively simple to create cadences that different teams can use to share information with clients and prospects. This can be used to invite people to webinars, follow up from conferences, or assist with both inbound or outbound prospecting efforts.
- Provide Snippets or Templates: It is really easy to create both templates and snippets that the team can use. This provides flexibility with how we can work with the needs of each individual team member.
- Integrate with Salesforce: We utilize salesforce and overall it has been a relatively easy integration.
- Analytics - There is a lot to be desired in their reporting platform. This is a massive issue in my opinion because really the tool should be used to help identify areas of opportunity, but even with the .csv files, there is a lot to be desired. Most of the analysis we do is still manual.
- Managing teams - In an ideal world, we should be able to group by sub-teams and that way each team won't see every single template. Right now it is impossible to do this without creating a huge mess. Better permissions and grouping would be ideal.
- Variable Tags - I think it would be great to have areas that you can leave "blank" that don't tie back to salesforce. This would make it easier to ensure email templates get customized before deployed.
- Analytics helps highlight areas of strength/weakness with each user.
- Conversation intelligence provides a range of tools for helping to coach individual users to be more effective in phone conversations.
- The ability to drill deeper into reports would be beneficial. One example would be to run a report of Connected calls that were unsuccessful so that those calls could be reviewed easily and feedback provided to the user.
- The ability for other users to see "reminders" on specific contacts within accounts would be helpful in providing transparency to other users so that we avoid stepping on each other's toes as much as possible.
- The ability to speed up/slow down the call while listening.
- The ability to leave feedback at different points in the call through the notes section.
- The ability to tag "hesitations" and other keywords throughout calls and quickly jump to sections of a call where objections, competitors, or other key information is discussed.
- Accurate loggings.
- Integrating with sales force.
- Providing a phone number for reps to call prospects.
- Cadences steps are missed sometimes.
- Sending emails to prospects who have requested unsubscribe.
- Automated emails sometimes fail to send.
- Multiple step cadences.
- List tasks in order of date due.
- In program caller is great.
- Tasks become current at due date but not specific time.
- Cadences cannot be paused.
- Cannot categorize tasks according to priority.
- Sales Development: Prospecting
- Account Executive: Prospecting + Handoff to CS
- Customer Success: Proactive Renewal / QBR check-ins
- Rev Ops: Inbound Automation Rules / Funnel Stamping (MQL + Activity Logged + Reply) / Activity Tracking
- Automation rules for inbound
- In our 11-100 segment, we increased our MQL to opportunity by 6%, which led to a 2.5x increase in revenue. The only change was consistent follow up via cadence through automation rule.
- Activity tracking
- Consistent activity tracking is table stakes
- Dialer is of terrible quality
- Our ICs all complain about tactical things like when you paste text into an email it blows up the pictures.
- Analytics: I want to see entered into cadence + first step complete + total removed from reply. Not reply by total email volume. Want to report on automated vs none automated activities not just total. Use the naming convention to do this.
Engagement Platform > CRM > Closing Software
SalesLoft > Salesforce > PandaDoc
1. Allows reps to grow in their own time by having library > great for ramping reps. Especially remote.
2. Can surface insights to Product Team using calls. Send SFDC report of Closed Lost Opps with lost reasons and calls.
- Data tracking--it does a really great job of providing insights on calls, emails, and cadence
- Task organization--it breaks tasks down by cadence, step, and how many people are in each task.
- Great LinkedIn integration--for a company that uses LinkedIn quite often, SalesLoft provides great access to LinkedIn within its platform.
- Their pass-through quality could improve. It seems that we have had a lot of trouble with the pass-through quality being inconsistent.
- Quickly adding people back into cadences at a certain step takes a little longer than other products we have used in the market.
- The reminder system is good, but not great. It just sends one notification if you are in the system. It would be nice if it set it as a task like all other cadences.
- SalesLoft sync'd extremely well with Outlook and Salesforce, allowing all communications with clients to be properly stored and tracked. You can also call contacts and log your meeting notes all from SalesLoft.
- SalesLoft allows you to see whether recipients of your emails are opening, clicking, or forwarding your emails. I am unaware of other products that offer such great insights.
- Linking contacts to their LinkedIn profiles is a bit arduous.
- Being able to share lists or campaigns with other team members is also a bit clumsy and not as intuitive.
- SalesLoft allows others to schedule meetings with you through a link. I have used this functionality previously in Outlook, but never had responses. With SalesLoft, I get frequent meetings set through the link. No more "back and forth - calendar bingo" to find a date/time that works for all parties.
- SalesLoft easily allows me to segment my day by task, message, prospect type, and keeps me delivering a singular message without constantly "switching gears." When I log into SalesLoft. My day is all set out for me.
- Contacts don't always get correctly mapped to their account and need to be connected afterward.
- The ability to see when meetings have been rescheduled on the "meetings" tab of a contact would be helpful.
- Cadence writing
- Call recording
- Live call studio
- Team collaboration
- Speed of use
- Program runs VERY heavy. Do not open more than 1additional tab.
- Clunky UX. After you hang up and go to enter the call details, the cursor automatically moves back to the dialer, so you end up typing in the dialer. Very frustrating
- Sent an email blast yesterday and didn't realize until I got an unsubscribe request that some of the emails had the wrong names.
- streamlines outreach
- enablement for templated responses
- organizes tasks
- it doesn't work a good chunk of the time - a lot of technical difficulties
- templates' formatting sometimes off
- would be nice if there were more reporting capabilities
- Organizing prospecting steps for sales plays and timing them strategically (e.g. e-mail, calls, Linkedin messages).
- Seeing which of your prospects are opening and viewing messages/mktg collateral.
- Automatically purging bad data once it is identified (e.g phone numbers, e-mails, no longer with company).
- Some kind of A.I. that will recommend certain messaging based on vertical?
- Ability to create multiple cadences.
- Integration capabilities into Salesforce, Sendoso, and LinkedIn Navigator.
- By the time I am able to schedule a meeting with a prospect, at that juncture, I would prefer to use Outlook. It would be great to have a plug-in that allows me to click and sync the respective appointment from Outlook to SalesLoft. Often, I inadvertently end up replicating the appointment, and the prospect gets 2 meeting appointments from me for the same meeting.
- Sharing prospects across 2 sister companies can be challenging. I lost some of my sales cadence history when a rep. from my sister company created a new cadence with the same prospect. I think that they may have inadvertently deleted my cadence, and so then I had to build a "new-not-new" one to show that I had it previously in the system. It was very messy.
- Where SalesLoft is well suited:
- For account executives to have an automated cadence/touches in order to gain access to prospects and set up initial discovery meetings.
- To automate the process of sales cadence, which has a variety of different touches (email, LinkedIn, phone calls, and etc.).
- To track when, where, and how often (if at all) emails are being read by prospects. This demonstrates a level of engagement, even if the prospect doesn't automatically email back.
- Where SalesLoft is less appropriate:
- If you are already in regular communication with a prospect, it may not make sense to continue in SalesLoft.
- For mass marketing/branding.
- Automating processes such as sending emails or making calls.
- Organizing your leads.
- Disqualifying leads as fast as possible.
- The call button when making a call goes immediately to the call instead of loading a number.
- Not accounting for an extension
- Bad reception
Scenario 2: Salesloft is not great for tracking how well a rep is doing from a revenue perspective.
- Modify cadences to our company needs.
- Search specific accounts or contacts easily.
- I wish there was a better way to post a note in the activity log.
- Edits that I make to the previous call log do not show up on the main screen unless I look under the edit button.
- My team loves the way SalesLoft groups similar tasks (same touch plan, same step) together in "run step" buckets. It really helps them focus on similar types of tasks at the same time and scale personalization.
- SalesLoft's platform approach is enhanced by data and content providers increasing its value.
- On a non-product point, I've found SalesLoft's content resources to be a industry-leading. They are much more than a product company and add significant value and education to the sales development community.
- The partner integration strategy is developing rapidly and some plug-ins have some smoothing out to make more stable and useful.
- SalesLoft optimizes for personalization at scale. Some additional automation of dynamic field logic would help free up time for better personalization.
- Well suited for generating pipeline growth by creating organized cadences.
- We can see when a prospect is engaging with our emails so we can prioritize activities among prospects.
- Call recording helps with coaching and improving.
- My company doesn't currently use the conversation intelligence.
- SalesLoft is only used by our small BDR team.
SalesLoft Scorecard Summary
SalesLoft is a sales engagement and conversational intelligence platform. It allows teams to set and execute on a cadence of communications, with the goal of converting more target accounts into customer accounts, expanding existing relationships, and offering an elevated customer experience. According the the vendor, some of the functions and benefits of SalesLoft include:
- Standardizing process across the organization and the automation of repeatable processes
- Ensuring messaging alignment and resonance through templating controls and personalization
- A holistic view engagement real-time activity tracking
- Improved coaching and onboarding through conversational intelligence and call recording
- Seamless integrations through an extensible partner ecosystem and custom API
SalesLoft is designed to help organizations engage their audience in more relevant, authentic and sincere ways by activating strategic focus.
The vendor reports having more than 2,000 customers, including IBM, MuleSoft, Square, WeWork, and Zoom. The vendor touts that SalesLoft was named the 7th Fastest-Growing Technology Company in North America by Deloitte and recently hailed by The New York Times as a start-up that "may be the next unicorn." More information is available on the vendor's website.
SalesLoft Technical Details
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