Salesloft for Financial Servies
February 13, 2025
Salesloft for Financial Servies
Score 10 out of 10
Vetted Review
Verified User
Modules Used
- Analytics and Reporting
- Cadence and Automation
- Conversations
- Dialer and Messenger
- Calendaring
Overall Satisfaction with Salesloft
We use Salesloft primarily for management of outbound activity tracking, pipeline generation, and to control all outbound prospecting motions and content. Our service org also utilizes Salesloft for call recording, touchpoints on customer accounts, and training/onboarding. We have recently expanded Salesloft to our Marketing as well to control personalized marketing messaging.
Pros
- Outbound sales motion
- Prefabricated reporting
- Activity Tracking
- AI overlay
Cons
- Deals customization
- Better control of automated triggers
- We source around 50% of our total pipeline from Salesloft directly
- 100% of our outbound pipeline generation is controlled from Salesloft
- We complete around 400K activities a year
David H. is the GOAT. For 2 years he supported our teams growth, rollout, and helped us smash goals.
- Outreach, HubSpot CRM and Formstack for Salesforce
Salesloft is the best.
Do you think Salesloft delivers good value for the price?
Yes
Are you happy with Salesloft's feature set?
Yes
Did Salesloft live up to sales and marketing promises?
Yes
Did implementation of Salesloft go as expected?
Yes
Would you buy Salesloft again?
Yes
Comments
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