Best for time management and follow up
November 02, 2017
Best for time management and follow up
Score 9 out of 10
Vetted Review
Verified User
Software Version
Starter
Overall Satisfaction with SalesLoft
It has been used to organize large account and contact information. To organize by day and messaging for introductory proposals. To track and review calls, along with train based on other's calls. Mass emailing was also used in the early stages or for less focused verticals. Mainly it guided our level of appropriate outreach to execute before moving past an account.
- 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.
- Negative in dirty data mix-ups that could tarnish impressions.
- Positive in smaller batch outreach by having thorough follow up.
- Training via recorded calls was valuable.
- None
Not applicable.