Salesloft

Salesloft is a sales engagement platform that helps sales teams automate workflows, engage customers across multiple channels (email, call, LinkedIn, SMS), manage their pipeline, and gain insights through AI-powered analytics and conversation intelligence. It aims to improve sales efficiency, streamline processes, and help teams close more deals.

Key Features (Including AI):

• Cadence (Sales Engagement Workflows): Create, automate, and manage multi-touch, multi-channel outreach sequences (emails, calls, LinkedIn tasks, etc.). AI can assist in generating personalized, on-brand messaging for these cadences.
• Conversation Intelligence (Convo AI): Record, transcribe, and analyze sales calls and meetings. AI extracts key moments, topics, and provides insights for coaching and deal execution. Meeting agents can generate pre-meeting briefs and post-meeting recaps.
• Deals (Pipeline & Opportunity Management): Track deals in real-time, manage opportunities, and gain visibility into pipeline health. AI can generate deal summaries and engagement scores.
• Forecast (Revenue Prediction & Analytics): AI-driven sales forecasting identifies pipeline risks, tracks trends, and helps sales leaders monitor performance.
• Rhythm (AI-Powered Workflows): An AI engine that analyzes buyer signals and engagement data from across the platform to prioritize seller actions and suggest next best steps.
• AI Agents: Salesloft is expanding its AI capabilities with numerous autonomous “agents” designed to assist with tasks like account research, buyer identification, deal summaries, and answering questions via a chat-based experience (“Ask Salesloft”).
• CRM Integration: Offers bi-directional synchronization with major CRMs like Salesforce, HubSpot, and Microsoft Dynamics.
• Coaching Tools: Provides insights into rep performance and team trends, with AI helping to identify coaching opportunities.
• Reporting & Analytics: Detailed dashboards and reports on sales activities, engagement, pipeline health, and team performance.
• Drift Integration: (Salesloft acquired Drift) Engages website visitors with AI chatbots, live chat, and personalized experiences.
• Dialer & Messenger: Built-in tools for making calls and sending SMS messages (Dialer may be an add-on).

Marketing/Sales Use Cases:

• Automating and personalizing sales outreach across email, phone, social media, and SMS.
• Improving sales productivity by streamlining workflows and reducing manual tasks.
• Gaining deeper insights from sales calls to refine messaging, handle objections, and improve sales techniques.
• Managing and forecasting sales pipeline with greater accuracy.
• Prioritizing high-potential accounts and deals based on AI-driven insights.
• Enhancing sales coaching and development through analysis of real sales interactions.
• Converting website visitors into qualified leads through AI-powered chat.
• Ensuring consistent messaging and follow-up across the entire sales team.

Pricing Overview:

• Salesloft’s pricing is not publicly listed and requires contacting their sales team for a custom quote.
• They offer different plans, typically “Advanced” and “Premier,” which vary in features, with Premier often including more advanced AI capabilities like forecasting.
• Pricing is generally based on the size of the sales team, specific features required, and contract length.
• Reports suggest annual contract values can range significantly, potentially from $20,000 to $120,000 per year, or a median of around $30,000 based on some data.
• A free demo is usually available, but there is no permanent free tier.
• The platform is generally considered to be on the higher side of pricing, making it more suitable for mid-sized to enterprise-level businesses.
• Some features, like the Dialer, may be priced as add-ons.

Expert Notes & Tips:

• Salesloft is a comprehensive platform designed to manage the full sales engagement lifecycle, with a strong emphasis on integrating AI to enhance seller productivity and effectiveness.
• The AI-powered Rhythm and the growing suite of AI Agents are key to prioritizing tasks and automating research, aiming to free up sellers to focus on building relationships and closing deals.
• Users generally praise its ease of use for such a complex platform and the effectiveness of its cadence and conversation intelligence features.
• The platform’s ability to integrate with CRMs and other sales tools is a significant advantage.
• Consider the total cost, including any necessary add-ons, when evaluating Salesloft.
• While AI features are robust, success still depends on well-defined sales processes and quality content for cadences.
• Some users have reported occasional sluggishness or bugs with integrations or specific features like the dialer or mobile app.
• The platform is continuously evolving, with frequent additions of new AI capabilities and features.

Direct Link: https://www.salesloft.com/