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    Salesloft 101

      Welcome to Salesloft 101

      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.

      1. Cadences

      • 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.

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      • Managing and Tracking

        • Tips for managing multiple Cadences.

        • How to track progress and measure effectiveness.

      2. People

      • 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.

      3. Logging Activities

      • 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.

      4. Conversation Recordings

      • 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.

      5. Calling out of Salesloft

      • 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.

      6. Importing from Salesforce

      • 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?

      Conclusion

      • Recap of the key features and functions of Salesloft.

      • Encouragement to leverage these tools for sales success.



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