Salesloft
SalesloftReviews from AWS customer
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Ratios Up, Closing Up, Sales Up: SalesLoft Works
What do you like best about the product?
Salesloft's dashboard provides a great overview of your action items and relevant information. The system provides actionable analytics and offers a variety of touch points for your sales sequences to prospects and customers.
What do you dislike about the product?
The dialer hasn't been as helpful as I had hoped. Minor things like the inability to sort accounts and contacts by custom fields.
What problems is the product solving and how is that benefiting you?
SalesLoft organizes my follow ups and touch points to prospects. We all know that it's not just how many times we contact a prospect but the sequencing and timing. SalesLoft helps you coordinate your actions for the highest impact possible.
Good product for capturing my Zoom conversations
What do you like best about the product?
My favorite part of using SalesLoft is the way it automatically logs my activities into salesforce and records my zoom conversations. There are dozens of other cool features that I think make SalesLoft a great product overall. Their user support has also been good to work with. :)
What do you dislike about the product?
I'm going to be fairly exhaustive in the issues I've had, not implying it's a bad product, just that there are some specific areas it could improve:
- Big picture: I use it in a customer success role and it does feel like it was more designed with sales in mind that CS. The cadences seem super powerful. I would like to start using them more.
- There should be a way to search your own team's recorded meetings "Conversations" by the email address of invitees. That displayed data is right there on the page for each meeting, but for some odd reason, they don't allow you to search for a meeting based on email address or name of attendee.
- It also can't record MS Teams meetings, which I'd like to be possible (that may be more Microsoft not playing nicely than anything, not sure).
- Gmail plugin: You can't insert a link for clients to self-schedule directly into an email when using the gmail plugin (you can insert specific times though and I LOVE that feature - just would like to be able to include a general schedule link like you can directly in the dashboard). The plugin is also a bit buggy. If I have a Gmail page restored from a prior chrome session, SalesLoft never loads until I reload the page. So I miss some conversations due to that bug. When you schedule an email for sending in Salesloft, it basically disappears according to gmail, and there's also no way to edit a scheduled email. You've got to start over from scratch if you want to tweak anything before the scheduled send time.
- The conversation intelligence. When I started trying to use it to review old meetings, I noticed that a) the transcription is not as good as I'd hoped (not as good as Zoom's own transcription, in my testing), b) it's actually quite a process to view the transcript of a meeting (have to download a plain text file), and C) the conversation intelligence keyword searching is fairly limited.
All that said, I still think that Salesloft is a worthwhile tool, as long as you are okay with the little quirks.
- Big picture: I use it in a customer success role and it does feel like it was more designed with sales in mind that CS. The cadences seem super powerful. I would like to start using them more.
- There should be a way to search your own team's recorded meetings "Conversations" by the email address of invitees. That displayed data is right there on the page for each meeting, but for some odd reason, they don't allow you to search for a meeting based on email address or name of attendee.
- It also can't record MS Teams meetings, which I'd like to be possible (that may be more Microsoft not playing nicely than anything, not sure).
- Gmail plugin: You can't insert a link for clients to self-schedule directly into an email when using the gmail plugin (you can insert specific times though and I LOVE that feature - just would like to be able to include a general schedule link like you can directly in the dashboard). The plugin is also a bit buggy. If I have a Gmail page restored from a prior chrome session, SalesLoft never loads until I reload the page. So I miss some conversations due to that bug. When you schedule an email for sending in Salesloft, it basically disappears according to gmail, and there's also no way to edit a scheduled email. You've got to start over from scratch if you want to tweak anything before the scheduled send time.
- The conversation intelligence. When I started trying to use it to review old meetings, I noticed that a) the transcription is not as good as I'd hoped (not as good as Zoom's own transcription, in my testing), b) it's actually quite a process to view the transcript of a meeting (have to download a plain text file), and C) the conversation intelligence keyword searching is fairly limited.
All that said, I still think that Salesloft is a worthwhile tool, as long as you are okay with the little quirks.
What problems is the product solving and how is that benefiting you?
Prior to SalesLoft, our team was using Salesforce's gmail plugin to capture conversations with clients, but that completely left out zoom meetings and phone calls. Salesloft helped us automatically get records of our meetings, and log call activity to Salesforce better. It also is a better way of having long term reviewable records of our prior client meetings. I regularly review past meetings when prepping to work with a client again. These two things alone provide huge value.
Super easy to use!
What do you like best about the product?
SalesLoft is very simple to use, and easy to pick up as a new piece of technology. I love the cadences, as they help me keep on track with my sales prospects, and also allows me to see what types of activities my team is finding success with. We can see at a glance which steps are successful or not, which allows us to make data driven changes to our sales process that helps us achieve our desired results.
What do you dislike about the product?
There really aren't any downsides to using SalesLoft.
What problems is the product solving and how is that benefiting you?
We're trying to develop a sales process that is consistent amongst the different members of our team. The cadences allow us to see what is working and what's not, so that we can keep the good and eliminate the bad. We're also tracking all activities back to Salesforce, and SalesLoft allows us to write those activities back automatically.
Recommendations to others considering the product:
If you're looking for a tool that will help you standardize your sales processes, is easy to use, and easy to learn, this is the tool for you.
Have enjoyed using SalesLoft for almost a year
What do you like best about the product?
I'm an efficiency addict, so I enjoy the ease of use & ability to quickly locate my leads, contact information, follow-ups, referrals, history, etc.
What do you dislike about the product?
Recent changes made (which, truth be told, have slowed me down somewhat).
I previously was able to view everything I needed in one view & had all fields available, without having to scan over to the right to find the columns I use. Info which was once in a single column on far left, is now in separate columns!
I previously was able to view everything I needed in one view & had all fields available, without having to scan over to the right to find the columns I use. Info which was once in a single column on far left, is now in separate columns!
What problems is the product solving and how is that benefiting you?
I'm fiercely organized, so any tool that can contribute to my working 100mph & keeping everything organized & easy to access, locate, update, etc...is awesome! Salesloft does that for me & I've been using it for almost a year now.
Number One Sales Tool Out There
What do you like best about the product?
You can have an excellent follow up process. Yon can monitor the leads punctually since the cadence allows you to see the status of each client. Also, its link with Salesforce allows you to save many steps and know the status of the client.
Also, to be able to edit the cadence steps helps a lot to sort out the leads. It helps to make the process longer or shorter depending on where the lead comes from. Also, my favorite function is that we created a special cadence for the numbers that do not work, then an automated Mail is sent to them and you no longer have to worry about having these people on your to-do list if it is not possible to call them.
I love that you can call over WiFi using their dialer. There are so many calls a day that it becomes very tedious to be dialing from your cell phone and with the dialer that SalesLoft provides, the process becomes way easier.
Also, to be able to edit the cadence steps helps a lot to sort out the leads. It helps to make the process longer or shorter depending on where the lead comes from. Also, my favorite function is that we created a special cadence for the numbers that do not work, then an automated Mail is sent to them and you no longer have to worry about having these people on your to-do list if it is not possible to call them.
I love that you can call over WiFi using their dialer. There are so many calls a day that it becomes very tedious to be dialing from your cell phone and with the dialer that SalesLoft provides, the process becomes way easier.
What do you dislike about the product?
In general, I have no complaints with this software, the truth is that it has been very easy to use and very practical for the sales process. The only thing that I could change is that when someone schedules a meeting on another specific day, the call should automatically move to that day because honestly there are so many calls that it has happened to me that I don't notice the meeting booked and I call a client who scheduled the meeting in three days and that bothers the client.
Possibly to fix this issue I would put the sign to schedule a meeting in another color since it is blue and gets lost easily on the screen
Possibly to fix this issue I would put the sign to schedule a meeting in another color since it is blue and gets lost easily on the screen
What problems is the product solving and how is that benefiting you?
The problem The biggest problem I have solved with SalesLoft is that a customer asks me to dial another day and that I can move the call specifically for that day. That way I don't lose follow-up with the client
Recommendations to others considering the product:
This is the best tools for sales that I have used, I would highly recommend it and more if they already have a CRM. I would advise them to consult with the SalesLoft team to see if this product can be used in their organization.
Great too!
What do you like best about the product?
SalesLoft is a great tool for our small (30 rep) sales teams. We are split into inside and field teams and SalesLoft allows us to create different workflows for each. The cadence features are a great way for our reps to manage their ever-growing account list while also providing the opportunity to personalize any message, whether that be by email or via LinkedIn.
What do you dislike about the product?
We seem to always be reaching out to their support team (who is amazing), but there is always something that isn't right - whether that is reps emails getting disconnected from the system, email sending failures, or dialer issues.
What problems is the product solving and how is that benefiting you?
SalesLoft makes managing massive account lists simple. Our reps are handling hundreds of accounts at a time and need to keep up with each. The platform allows reps to stay top of mind with each. The Conversation Intelligence is also a great tool for reviewing with reps after the fact.
Recommendations to others considering the product:
Connect with your CSM after initial implementation - they are great!! They can help you with additional workflows and ideas that you would have never thought of.
Ease of use!
What do you like best about the product?
Able to integrate with Gmail to loft emails. Being able to call, log, and book a meeting directly from Salesloft.
What do you dislike about the product?
As someone who is new to Salesloft, I dislike how there are no premade or sample templates that you could add to your cadences.
What problems is the product solving and how is that benefiting you?
Identifying opportunities and seamlessly calling to book meetings.
Very helpful sales enablement tool - for tracking contact points, deals & more
What do you like best about the product?
It's very easy to use and the SF integration is fast and thorough. I use it more than SF to track deals and make updates. I also like the "Notes" feature--I can put in a few bullets to remind myself or inform others of high level info about an account/contact/deal. It's also great for setting up Cadences. We use another tool for recording conversations so I can't evaluate that feature.
What do you dislike about the product?
You can't "cc" someone in an email. Also, once someone is marked "Do Not Contact" or altered in some way, it doesn't seem to synch with SF if there is a change there so I have some duplication of account and contact records.
What problems is the product solving and how is that benefiting you?
Managing cadences, contacts and deals. I am able to manage a much larger number of pipeline deals and prospect outreach efforts than I could in SF alone.
Recommendations to others considering the product:
It's very easy to use but get trained anyway.
An excellent way to keep sales reps organized!
What do you like best about the product?
The UX is well thought out and designed. Searching for prospects is a breeze, I can search by first name and company, first name and last name, etc. without having to change any settings.
For the amount of data it holds, the UI is also incredibly snappy. I am never stuck waiting for a prospect or cadence to load.
I'm able to easily keep cadences organized, and I can see key previous connections and history with individual prospects. Key insights like whether or not a prospect has replied to an email, if they've answered a phone call, etc. are readily available when seeing a snapshot of the prospect.
For the amount of data it holds, the UI is also incredibly snappy. I am never stuck waiting for a prospect or cadence to load.
I'm able to easily keep cadences organized, and I can see key previous connections and history with individual prospects. Key insights like whether or not a prospect has replied to an email, if they've answered a phone call, etc. are readily available when seeing a snapshot of the prospect.
What do you dislike about the product?
The service runs into hiccups every once in a while, usually a slowdown on the server side. I also have had trouble connecting to the Salesloft dialing system when I'm not close to a major city. Audio recordings have weird formatting (left and right ear).
What problems is the product solving and how is that benefiting you?
With a product that appeals to a large number of potential customers, Salesloft has made it much easier to keep my thousands of leads and prospects organized, as well as track all previous communication with them.
It easily interfaces with Salesforce, saving me time in syncing up different applications.
It easily interfaces with Salesforce, saving me time in syncing up different applications.
Help me to optimize so much time and is helpful for me and all my team
What do you like best about the product?
The easy usage of the platform, is understandable and very helpful for me. Also I like how it could be connected with other CRMs and also the tips and webinars you guys always share by email, they have a lot of amazing information and help me to my sales role. I love the way the platform is organized, the icons are super easy to remind and all the features are amazing, for example,my company is about measurment of social media, so we really understand how much value this has, all the metrics and analysis of the evectivness of the emails and calls are just the way you can know how everything is going, if is something good or you can improve something else. There is another thing I love, how I can visualize my teams cadences, I think this is one of my favorite features because I can learn about the best practices of my coworkers. The templates also help me to be quicker with my cadencces because I can duplicate the same effort more than once.
What do you dislike about the product?
The platform of Saleslof, sometimes has some bugs with the connection with sales force, specially with connecting some reports with information of the contacts, I do not know if is from the Sales force side but I have some issues with that.
What problems is the product solving and how is that benefiting you?
It helps me to safe time into the native way of sending emails and track all the process od the callings and emailing strategies we are having at the same time with different companies and leads.
Recommendations to others considering the product:
I always recommend the platform of Salesloft, I think is a tool everyone needs just for saving them a lot of time and meassurment of their efforts
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