SalesLoft is fantastic for account based sales teams
June 14, 2017

SalesLoft is fantastic for account based sales teams

Corey Calder | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Closer

Overall Satisfaction with SalesLoft

We use SalesLoft across the sales team, for business development and also one-off campaigns managed by individual sales reps. I use it for my personal follow-ups or high volume campaigns post event/tradeshow and the business development team uses it for targeting lost opportunities, dead accounts, outbound targets. It's a great platform for every sales role.
  • Cadence management, predefine how you'd like to reach out and follow-up with leads/contacts.
  • Ability to customize an email for each contact beyond the template before it's sent.
  • Linking activities to Salesforce, so emails, calls, lead status update in Salesforce based on activities in SalesLoft.
  • The UI isn't quite as smooth as I'd like.
  • Managing cadences or editing who is in a cadence requires a lot of clicks (i.e. migrating several leads to skip a step takes a few extra steps than seems necessary, you have to navigate out of the cadence to move contacts around, you can't do it within the open cadence).
  • Phone integration is through a soft phone, I've never set it up because I wonder how good or smooth it is. I also use a hard phone at my desk. I'd love it if the phone could connect to my hard line as I'm familiar with other solutions that do that very well.
  • I've scheduled many demos I would not have done without SalesLoft. I wouldn't have had time to do it manually.
  • Significant time saver and productivity enhancer. I'm able to send personalized mass emails that I can crank through in an efficient manner I can't accomplish any other way.
  • Time savings again with automatically updating Salesforce fields based on activities done in SalesLoft.
  • InsideSales.com
SalesLoft is a competitor to InsideSales.com. I love the native integrations InsideSales provides, but I more love the account based targeting that SalesLoft better supports. If you want a more direct integration where you can use automation features within Salesforce, InsideSales is much better. But if you need more automation and not caring if it's native or not in SFDC, SalesLoft is much better.
Account based targeting for sales and marketing team is very well suited for SalesLoft.
Cadence management (call/email frequency) with templates and guides is well suited for SalesLoft.

Mass pool of leads with intelligent prioritization is not well done in SalesLoft.
Native integration within Salesforce is not well suited for SalesLoft, this would be a great improvement they could add.

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