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Streamline your sales engagements
October 31, 2019

Streamline your sales engagements

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with SalesLoft

We use Salesloft for our phone numbers, as well as the platform for cadences. It's been crucial in many aspects of our day to day. Cadences are heavily used by our SDRs and AEs to contact leads and continue to follow up with prospects. The ability to go back and listen to our recorded calls is a must when it comes to job coaching. We also utilize the live call studio component for new hires. Tracking whether emails have been read or seen is also a great insight that helps us gauge interest and how we go about our sales process.
  • Call/Email Cadences
  • Email tracking
  • Tracking and recording our calls for future call coaching
  • Live call studio
  • Integrate seamlessly into SalesForce
  • The Gmail plugin for "loft it" often stops working without notification.
  • Call quality isn't always the greatest.
  • At times, the email tracker fails to notify us in the live feed if a person has seen or opened our email.
  • Improved productivity
  • Increased pipeline growth
  • Keeps days scheduled
  • Allows visibility across the organization into what people are doing on a daily basis.
  • Consistency amongst processes.
I have not had to interact with SalesLoft support. I will note that we do run into issues with the dialer not working or the ability to loft emails disappearing, but it's hit or miss on how quickly that is fixed. This is the biggest downside to Salesloft.
Incredibly easy to integrate into Salesforce and Gmail. We're able to track all of our and our team's activity right from the profile in Salesforce which is where we also house all of our notes and contact information. The integration was like flipping a switch and very easy to accomplish. We are pleased that it works with the other platforms we use daily.
We used Yesware prior to using SalesLoft and in comparison, I wouldn't go back to Yesware. SalesLoft is easier to use and gives us a lot more options. Though SalesLoft has issues with call quality at times, Yesware was much, much worse. We looked into quite a few sales engagement platforms while evaluating new vendors and landed on SalesLoft for multiple reasons. The key things we looked for were: Tracking, reporting, cadences, automation/scheduling, customization, prospect information, ease of integration. These were all things that SF offered us on an easy to use platform.
SalesLoft is definitely very well suited for an outbound SDR/BDR role. Cadences are clutch when it comes to organizing their day to day and keeping things in check. It's helpful in the AE role in the aspect that it records our calls, tracks our emails, and houses templates. We also utilize cadences occasionally, but not as often as our outbound team does. I would say it's well suited across the board, but different features are used more heavily depending on the role.