Salesforce for Selling!
January 21, 2021

Salesforce for Selling!

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

Modules Used

  • Analytics and Reporting
  • Cadence and Automation
  • Calendaring
  • Conversations
  • Dialer and Messenger
  • Deals
  • Sales Email

Overall Satisfaction with SalesLoft

Our Sales team use SalesLoft to manage our sales activity and make and receive calls.

It makes it easier for us to track and manage communication with potential clients, as well as for inbound leads to contact us and book time in our calendars.

It also allows us to keep track of our activity and monitor where we need to make more effort!
  • Managing calls and emails - saving a huge amount of time for each communication.
  • Email cadences are easy to schedule, change and keep track of.
  • Integration to our CRM is easy and quick, again saving a huge amount of time.
  • Integration of call and activity notes in CRM.
  • I have definitely been more productive as a result of being able to track my activity.
  • Integration to Salesforce has meant a huge time saving.
  • making calls from either my Gmail, Salesforce or SalesLoft means it doesn't matter how I want to work - SalesLoft has it covered.
Any time an inbound lead enters incorrect information and needs immediate help, they can easily be passed to me to follow up.
Integration is one of the most important parts of a service like SalesLoft and it is seamless with Salesforce.

I can quickly and easily switch between the two and work however is most efficient to me.
I didn't chose SalesLoft however, as an add on to any CRM that has similar functions, it's a no brainer to have this help push sales through.
Salesforce Lightning Platform (formerly Salesforce App Cloud)
SalesLoft is one of the best sales tracking solutions for calls and emails and integrates fantastically with our CRM or the CRM of your choice.

The cadence set up and process is also one of the easier ones to use.