Great for Sales & Marketing, but Reporting Needs Improvement
Updated July 22, 2021

Great for Sales & Marketing, but Reporting Needs Improvement

Anonymous | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Overall Satisfaction with SalesLoft

SalesLoft is being used by our BDR and Sales team to contact prospects and clients. SalesLoft can track both calls and emails sent by the team and is leverage to determine the success of those efforts. The Marketing team also provides pre-determined cadences with approved templates or "snippets" that the team can utilize for specific personas or point in time events.

Pros

  • Easy Cadence Creation: It is relatively simple to create cadences that different teams can use to share information with clients and prospects. This can be used to invite people to webinars, follow up from conferences, or assist with both inbound or outbound prospecting efforts.
  • Provide Snippets or Templates: It is really easy to create both templates and snippets that the team can use. This provides flexibility with how we can work with the needs of each individual team member.
  • Integrate with Salesforce: We utilize salesforce and overall it has been a relatively easy integration.

Cons

  • Analytics - There is a lot to be desired in their reporting platform. This is a massive issue in my opinion because really the tool should be used to help identify areas of opportunity, but even with the .csv files, there is a lot to be desired. Most of the analysis we do is still manual.
  • Managing teams - In an ideal world, we should be able to group by sub-teams and that way each team won't see every single template. Right now it is impossible to do this without creating a huge mess. Better permissions and grouping would be ideal.
  • Variable Tags - I think it would be great to have areas that you can leave "blank" that don't tie back to salesforce. This would make it easier to ensure email templates get customized before deployed.
  • Improved follow up time on MQLs.
  • Decreased time for BDRs to schedule a meeting.
  • Better tracking of sales activity.
During the onboarding process, Salesloft was very helpful in giving training to our team. It was helpful to be guided by their reps in terms of how we can set up cadences or templates for the team. They were also very responsive to questions that we had which made the overall implementation much smoother.
I believe that the integration has been relatively smooth in terms of being able to enroll prospects into cadences and tracking activity. Some areas of improvement come from reporting, especially on the timeliness of follow up once MQLs are passed to the team. Another area of improvement for the integration is around the rules for enrolling prospects into specific cadences.
N/A
SalesLoft is most appropriate for BDR and Sales teams or others like an implementation team that would have prescriptive processes that need to be followed. You can incorporate calls, emails, or "Other" activities that need to be completed as they move through a cadence. It is also useful because you can provide templates throughout the process as well and you can ensure consistency by various team members.

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