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Great insights for customer engagement
November 12, 2020

Great insights for customer engagement

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

Modules Used

  • Cadence and Automation
  • Sales Email

Overall Satisfaction with SalesLoft

Initially SalesLoft was piloted by a small team before it was rolled out to our commercial segment. Problems addressed: cadence management and automation, activity tracking and insights, and client engagement tracking (views, clicks, etc).
  • Campaign planning, execution, and tracking
  • Client engagement tracking
  • Salesforce integration
  • Logging call activities
  • Editing cadences once in flight
  • Deeper analytics for client engagement
  • Improved productivity
  • Pipeline growth
  • Invaluable insights
I have not interacted with the support team yet.
From a business standpoint, the integration with SalesLoft seems quite seamless, though I am not sure of the technical considerations that went into the integration itself.
SalesLoft is one of the best tools I've used for planning, executing, and tracking prospecting campaigns. The ability to see who interacts with a campaign along the way helps me understand how certain campaigns are received, what's working, and what's not. The ability to track when things were sent, when they were opened, how many times, and by whom offers great insight. I can easily determine who is interacting with my prospecting outreach to see where I should focus more attention for a more personalized/catered approach.