SalesLoft helped our SDR team book more introductory meetings!
August 12, 2019

SalesLoft helped our SDR team book more introductory meetings!

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with SalesLoft

SalesLoft is used by the business development SDR team to help manage external sales communications to sell professional software consulting services across many different Industries. SDR's spend their whole day in SalesLoft, which is integrated with our email system and CRM to provide up to date account information. From the perspective of running an SDR team, SalesLoft is used to track top-performing SDRs and metrics that lead to compensation like the first introductory meeting booked as well as outbound call numbers and performance.

Pros

  • SalesLoft does a great job of tracking SDR KPIs and metrics for Sales Managers.
  • SalesLoft does a great job with Email cadence organization, creation, and collaboration.
  • SalesLoft does a great job integrating with Salesforce CRM.
  • SalesLoft does a great job to help an SDR organize their day.
  • SalesLoft does a great job to collaborate across different SDR teams.
  • SalesLoft does a great job at remaining Industry agnostic.

Cons

  • SalesLoft call quality when making outbound calls directly through a laptop does not work very well. Our SDR team generally uses the call forwarding option.
  • SalesLoft's activity metrics are sometimes incorrect. For example, our SDRs have run into instances where they believed a contact opened an email when truly it was a spam filter and the contact never received the email.
  • SalesLoft's Account view is a bit hard to understand for our SDRs as it is not a standard account page.
  • We definitely saw a spike in productivity from our SDRs after we implemented SalesLoft.
  • SalesLoft made it easier to train new SDR team members as it helped cut down on disparate systems to train a new SDR in.
  • SalesLoft improved our number of introductory meetings booked by SDRs.
We had issues with our SalesLoft to Lotus Notes integration, and SalesLoft's CIO hopped on a call with our business development management team to help us solve the issue. I don't think it gets any better than that!
We had issues integrating SalesLoft with lotus notes, which unfortunately our organization still uses. The main hiccup is that SDRs using Lotus Notes can not see outbound salesLoft emails in their own "sent" box of their email. Otherwise, SalesLoft integrates well with our Salesforce CRM.
Prior to SalesLoft, we used Cirrus Insight. SalesLoft's overall platform is way more intuitive and easier to learn for new SDR team members. SalesLoft's overall integration options with our CRM were better as well.
SalesLoft is well suited for a standard SDR position, where an SDR's daily responsibilities are to hit a certain metric of outbound call quotas, outbound email quotas, and introductory meetings booked. It's great for SDR teams to collaborate, particularly when there are a few spread out across different regions or internationally, as SalesLoft Admins can create shared templates and cadences to be used by many different teams. I believe it would most likely be less appropriate if there were more complex tasks attempted to be completed by an SDR, for example making a sale through SalesLoft or obtaining contract information or handling software demo requests.

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