Est. 65 Minutes of Videos
Introduction to Salesloft as a sales engagement platform.
Overview of what will be covered: Cadences, People, Logging Activities, Conversation Recordings, and Calling features.
Definition and Importance
What are cadences?
What's their role in sales engagement.
Creating and Customizing Cadences
Steps to create a new Cadence.
How to personalize outreach with automated sales activities.
Managing and Tracking
Tips for managing multiple Cadences.
How to track progress and measure effectiveness.
Overview
Define "People" in the context of Salesloft.
Importance of keeping detailed records.
Managing Contacts
How to add and update contact details.
Viewing engagement history and associated notes.
Tailoring Interactions
Using contact information to tailor interactions.
Importance of Logging
Why logging activities is crucial for sales success.
How to Log Activities
Step-by-step on logging calls, emails, and meetings.
Collaboration and Sharing
How logging facilitates team collaboration.
Sharing logged activities for better team alignment.
Recording and Storing Conversations
How to record sales conversations.
Where these recordings are stored.
Benefits for Coaching and Training
Using recordings for self-improvement.
Examples of how to analyze conversations for better outcomes.
Built-in Calling Feature
Overview of making calls within Salesloft.
Calling Outside Salesloft
How to integrate and use external phone systems.
Tracking and Analytics
Understanding the importance of call tracking.
How to access and use call analytics for improvement.
What type of reports can you import in bulk?
Contacts report with a Contact ID column
Leads report with a Lead ID column
Importing using the Salesloft Extension
What data syncs with Salesforce?
Recap of the key features and functions of Salesloft.
Encouragement to leverage these tools for sales success.