Making the Push
March 24, 2020

Making the Push

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

Overall Satisfaction with SalesLoft

Below are the teams that use SalesLoft and how they use it.

- Sales Development: Prospecting
- Account Executive: Prospecting + Handoff to CS
- Customer Success: Proactive Renewal / QBR check-ins
- Rev Ops: Inbound Automation Rules / Funnel Stamping (MQL + Activity Logged + Reply) / Activity Tracking
  • Automation rules for inbound
  • In our 11-100 segment, we increased our MQL to opportunity by 6%, which led to a 2.5x increase in revenue. The only change was consistent follow up via cadence through automation rule.
  • Activity tracking
  • Consistent activity tracking is table stakes
  • Dialer is of terrible quality
  • Our ICs all complain about tactical things like when you paste text into an email it blows up the pictures.
  • Calendar
  • Analytics: I want to see entered into cadence + first step complete + total removed from reply. Not reply by total email volume. Want to report on automated vs none automated activities not just total. Use the naming convention to do this.
  • Had success using SalesLoft at my last company
  • Deployed SalesLoft in September at new company and have seen lots of success, but no case study materials yet. Give us a year and we will have some awesome ABM story ;)
SalesLoft provides the best around our billing relationship. When I need to get in a pinch and need an extra user fast SalesLoft will give it to me. Sometimes to square up later when Finance gives me the budget. Or at renewal. This gives me the ability to move quickly and execute.

Actual SalesLoft support is solid--don't have any major complaints and haven't seen the greatest value from it either. It is just there, and I use it as needed but it isn't the difference-maker for me. However, the first point is so helpful and rather have that than anything else. I can QA a lot of the issues and when I do need support it gets the job done.
Setting up a brand new SalesLoft instance was easy. The managed package for reporting is great. Field mapping isn't hard. Automation rules can be tricky, but if you know how to use them, you are good.
Mixmax + Outreach -- Never used either that much as I always migrated to SalesLoft quickly.
SalesLoft is a key to starting any business. It is one of the first three things I would buy.

Engagement Platform > CRM > Closing Software
SalesLoft > Salesforce > PandaDoc