Reviews (1-25 of 38)
- 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.
- It allows you to send out many emails at once.
- It allows you to easily listen back to your calls to help you improve.
- It allows you to manage all your leads from Salesforce very efficiently.
- Not being able to automatically send out emails.
- Not being able to see easy-time data on your monthly performance.
- Not being able to have the ability to send different emails to different prospects in the same cadences (personalizing more).
- Build cadences to send emails to different people according to some specifications you are aware of it
- Allows you to tailor a mass email to something more personal with less work involved
- Reminds you of the emails you have to send and dates scheduled
- Allows you to follow-up emails and re-schedule them for when the prospect ask you to without having to save it in a notepad
- I would like to have a notification when people in my cadences are finishing (for instance, a notification to remind me to add steps to the cadence)
- It would be good if we could send LinkedIn messages with templates, as we do it in a normal cadence.
The bulk emailing has saved me a lot of time. I am able to do 1 week's work in a matter of minutes with this functionality.
- Personalized outreach at scale
- Able to see how and when people are engaging with outreach
- Templated snippets and templates that integrate into Gmail has been a game changer
- The availability function that syncs with my Google Calendar has made it incredibly easy to share open availability
- If you're not careful, it's easy to get carried away an the number of cadences you have running at one time
- Automate task entry into Salesforce. Saves an enormous amount of time.
- Lines up your to-do list which increases the number of activities a single user is able to complete.
- Dial straight from SalesLoft, again, automating task entry into Salesforce.
- The "view" function (how many times your sent email has been viewed) can be misleading. Any time you click on your own email in the sent folder, that will count as a view. Any time someone scrolls over the email in their inbox, that will count as a view.
- Minor UI thing, but in a call task, the window to either script or put bullets for talking points is TINY and unable to be resized. It's basically worthless. It would be a big help to make this window larger so people can see what they are supposed to touch on.
- If you connect on the phone and qualify someone out, you will need to make a few extra clicks to remove that person from the cadence.
- Tracking of calls and emails.
- Cadence creations.
- Real-time visibility across all teams.
- The ability to live update with Salesforce instead of pulling in reports.
- [Make it] easier to switch account owners so you aren't emailing old clients when client books change.
- The ability to see how many times someone has opened an email directly in Gmail.
- Reception of calls, frequent lags and static in recordings for all seat members. This may be a technical issue that is being worked on, but it's important for professionalism in calls.
- Attachments in emails on Cadences (Call Lists)
- So helpful to have multiple streams of outreach organized.
- Keeps BDRs accountable for daily outreach.
- Managers have insight into activities
- Syncs with Salesforce
- Can use templated emails
- Sometimes phone calls get dropped.
- I would like for individual reps to be able to turn off the Local Dialer functionality because I prefer not to use it.
SalesLoft helps us organize our outreach to prospective customers and users. It allows us to create personal and team "cadences" to set up specific messaging for different personas we sell to, automate a lot of follow up processes, and integrates with other outbound prospecting tools we use like Sendoso as well as our CRM Salesforce.
- Cadence set up, automation, and workflow: It is easy to set up a personal or a Team cadence for a particular campaign or persona message. Steps can be automated with handy options to pick when automated emails will be sent, when contacts will be taken out of the cadence (if they reply or their email bounces) and so on.
- Advanced automation rules allow you to trigger Cadence actions based on changes to other data fields, such as a particular Salesforce contact field. We use this to automatically add contacts to a cadence when a specific field in Salesforce is changed (a picklist of potential cadence options).
- Add on benefits like integration to Crystal to help you know what type of language to use with your target contact, Owler for news and insights on companies you're reaching out to, and a pretty good account management/support team.
- The Salesforce integration has never worked exactly as I'd like it to, leading to several frustrations. The product and customer success team have been diligent addressing concerns and talking through product updates, but I don't feel the core problem has been addressed. Essentially, SalesLoft maintains a separate database of contact and account records imported via the integration from Salesforce. This means that when a contact is updated in Salesforce, it may not automatically update in SalesLoft, meaning company names can be incorrect, contacts can be attached to the wrong account, and so on. My best practice is typically to just reimport (and therefore force an update) of any contacts I want to reach out to from Salesforce.
As our team has grown, members have joined and left, and our use of the tool has evolved as our collection of cadences and templates has grown messy. A better paradigm for managing these templates, understanding what templates map to what cadence, and so on will help our team scale use of SalesLoft. I can see how a large enterprise may have to strictly control their SalesLoft environment to prevent similar drawbacks.
Biggest pluses are the constant product updates and the phenomenal team of humans behind the platform that are incredibly friendly and knowledgeable.
I'd recommend them 10/10 times.
- Keeps reps organized.
- Integration with CRM is phenomenal.
- Helps our activity levels go through the roof.
- Twilio dialer via SalesLoft is rough. Call quality mainly.
- Call prioritization. I'd love some AI that tells reps which calls are most important, and tells them when to make those calls.
- The creation and storage of SalesLoft templates
- Automating the sending of 100s or 1000s of emails; also providing insight on each email
- Being able to call prospects from one central hub
- SalesLoft Local dialer
- When prospects call my SalesLoft provided number, I cannot answer it straight from SalesLoft. I have to use my desk phone
- Updating in line with connected CRM. Many times when we update something in SalesForce, it doesn't update in SalesLoft
- Being able to automatically remove prospects from cadences once they answer the phone
- Building and sharing prospecting cadences. We were able to easily see other people's information within our org to share and build upon existing outreach campaigns
- Visibility into prospect interactions, being able to see into when someone interacts with your email is old news, SalesLoft shows you exactly what they did, when they did it, and gives this information in an easy to digest feed on the prospect.
- Task organization, the breakdown of daily tasks was easy to manipulate and adjust to personal preferences.
- I have used other prospecting tools that were able to be used more functionally through a chrome extension while the CRM tab was open. We used SalesLoft in its own tab and that often became cumbersome.
- With our transition to a different CRM we switched away from SalesLoft, more depth on their integration would have been nice so we could consider continuing to use them.
It's less suited for Account Executives who like to thread their emails and copy multiple people within a long sales cycle. Having everything in SalesLoft can be tedious at that point
- Gives admins the visibility and metrics into what their team is sending out and what their success rates are
- I like that it spaces emails out (subject to managers decision on length), causing a higher delivery rate
- Great and useful analytics
- We only use email functionality. Haven't used the dialing portion.
- At least a couple times a week the team has issues with getting bumped from the email server causing some emails to fail
- I don't think it's always good practice, but would be nice if sending over 1k emails in a day was an option
- The Salesloft platform allows you to seamlessly organize your outreach in one easy to use tool and derive important insights and analytics from your various outreach.
- The ability to create email templates that can be shared across the team enables our teams to have greater collaboration, as well as more structured and consistent messaging being used across the team.
- In the past we have used different tools for our calls and emails. With Salesloft, you have the ability to manage your outreach from calls and emails all from one platform.
- Initially when rolling out Salesloft to our various teams, the new jargon was not as intuitive as it could have been. It took our teams awhile to get used to the new platform. Somethings, like their use of cadences, seemed more complex than they needed to be.
- Track all activity and calls. Escalate contacts through the created timeline (cadence).
- Record calls for training purposes.
- Hold notes per client and prevent duplicate contacts.
- Dirty data was frequent where contact uploads would have mixed emails, phone numbers, and company associations.
- Ceased working semi-regularly.
- Could have a function to undo a decision since it has the ability to mass email out.
- SalesLoft does a great job of showing metrics of open rates, clicks, and reply rates for each template.
- They have a great account management team that is quick to help with any issues.
- They are great at updating the platform and keeping the tool relevant with the industry.
- The most issues with SalesLoft is the frequency of the platform going down during working hours.
- Submitting tickets through support takes about a day to get a reply back from them which is late by then.
- The analytics for calls made throughout the day and the bubble points have no value to me. More analytics around the time people are connecting the most with prospects would be helpful.
- 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.
- Salesloft allows you to schedule each step of the campaign process.
- Salesloft allows you to use a variety of steps, including email, social media connection, and phone.
- Salesloft allows for A vs B testing if desired.
- While Salesloft integrates with Salesforce (and we use that integration), I think the points (fields) of integration could be improved enabling better reporting/dashboard capability within Salesforce.
- Salesloft refreshes its data once an hour. I would really prefer a platform that was always current but understand why that can't happen.
- Selecting specific date ranges in Salesloft dashboards isn't very user friendly. I'd like to have some good standards (this month, current and previous month, all time, quarter, year, etc.).
- I would like to an account manager within SalesLoft that is dedicated to helping us achieve success. Right now, we have a dedicated support person, and while she is very good at helping us overcome/address any issues, she doesn't analyze what we are doing (or not doing) and help us to move in a stronger direction.
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
|Mobile Application:||Apple iOS|