Salesloft AI turns data from your conversations into dollars

Buyers and sellers are constantly engaging across every channel imaginable, from web, to phone, to email, and even chat. Each interaction is a critical point to move a deal forward – but without the right insights and the ability to act on them, the deal can be lost altogether

AI in Salesloft gives revenue teams deep insights about their customers that they can instantly act on in their workflow. That way they can work more efficiently, engage buyers, and create outstanding customer experiences.

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Take action instantly with an integrated workflow across all of your conversations

Zero-in on important topics with Conversation Key Moments

Competitors, objections, and decision-makers can kill a deal – but they’re often overlooked or go unnoticed.

Identify blockers before they become deal risks when Generative AI reviews Conversation transcripts to surface the most important information from your calls. Now, understand the most critical topics buyers bring up to prioritize actions that directly impact deal health and velocity.

Prepare the full selling team with Meeting Prep Workflow

Successful meetings happen when everyone – reps, the larger selling team, and prospects – are briefed and know what to expect.

Stop clicking EVERYWHERE to read and absorb bits of information needed to inform attendees. Our AI extracts Conversations data and meeting summaries into a single cheat sheet directly in your workflow. An alert in Rhythm reminds you to share it with your team as internal prep notes, or send it as a prep-populated agenda to prospects.

Coach effectively with AI-assisted Conversation Scorecards

Who has the time to dig through hours of conversations?

Scorecards feature AI-suggested answers that reference the parts of the transcript justifying the score. Save time and provide higher quality, actionable feedback when managers can fill (or reps can request for them to fill) scorecards directly in their Coaching workflow.

Capture your entire buying group automatically. Then, engage all of them to win the deal.

Our analysis shows that a whopping 75% of deals don’t have any configured contact roles. This leaves managers, leaders, and RevOps in the dark about who’s part of the buying group.

Across all of your deals, Auto Buying Group Capture gives you a holistic understanding of the full buying committee and the activities that actually drive deal outcomes. It automatically creates Person records* for all identified recipients on an email or meeting activity, and then associates them with the right deal.

*Enable or disable sync to your CRM

Plus, say hello to a new navigation experience.

Easily create Cadences, coach, track deal performance, and see what’s working in analytics.

Bulk reschedule actions: Make adjustments quickly when due dates change by selecting actions from your Focus Zone and rescheduling them in intervals (one day, three days, etc).
Improved Cadence Focus Zone experience: Work the way you want to work when new ‘Group By’ options let you filter Cadence steps by account, timezone, and Cadence.
List Unsubscribe: Email recipients can easily unsubscribe from emails with just one click without damage to the reputation of the organization sending those emails.

Customizable meeting intake form: Collect the most relevant information from prospects by customizing your meeting intake form.
AI-generated summary and action items for Dialer calls: Sell smarter when AI extracts summaries and action items directly from your dialer calls.

Opportunity splits in Deals: Easily divide revenue/credits across your team for every opportunity, so you can accurately forecast and understand true attainment.
Overdue Forecast Status Indicators: Hold teams accountable to on-time, accurate forecasts with an icon next to the name of users with overdue forecasts.

Conductor AI improvements: See inbound leads with a higher likelihood of conversation prioritized over cold prospecting leads, directly in your Rhythm workflow.
Add Person to Cadence action for Plays: Identify and take action on relevant buyers with a new action available when creating a Play: Add person to a Cadence.
Dynamic task assignment for Plays: Align Plays to business needs by assigning tasks to the right sellers and creating multiple Plays for different scenarios.
Submit Forecast Play in Rhythm: Remind reps to submit their forecast on time with an assigned action directly in their Rhythm workflow that has all of the relevant context to forecast accurately.
Task expiration for Plays: Set due dates and expiration dates for Plays to keep Focus Zones relevant and avoid overdue Plays that cause clutter.
Create multiple tasks per Play: Take all necessary actions to respond to buyer signals when you can set up multiple tasks in response to an individual signal.

But wait, there’s more.

Platform

Enhanced API for any CRM – Connect your CRM to Salesloft via API, even without a native integration.
Visualize API usage in Developer Portal – Self-serve and claim more ownership over API usage with the option to view usage and detailed logging data.
License Management Enhancements – Bulk edit and assign licenses.
Salesforce Campaign Sync – Experience better attribution reporting by mapping Cadences to Salesforce Campaigns and creating/updating Campaign members.
Analytics Hub - Guided analytics experience with drill downs and seamless reporting workflow.

Rhythm Integrations

Partner content in Play frameworks – Rhythm partners can suggest AI-generated content for Plays that originates in their app.
Equilar – Seamlessly take action on time-sensitive transitions, like executive appointments and departures, in your target accounts.
B2Brain – Stay on top of relevant events and signals from every target account – including company plans, deals, partnerships, mergers, acquisitions, investments, and more.
UserGems – Boost pipeline and reduce churn by monitoring job changes of your most valuable buyers and automating the next steps.
Supercadence by Influ2 – Follow up on high-intent activity – like a prospect clicking on an ad – with a signal in Rhythm.
LeanData – Stay focused on the buyers and deals most likely to help you hit your number by creating Plays using buyer intent signals.

Additional Integrations

Zoom Phone and Genesys Dialer – Place and receive calls from Salesloft and the Salesloft Chrome extension without losing any functionality.
Aircover – Provide real-time coaching and enablement with an AI copilot on every Salesloft call.
Shaachi – Secure 4x more meetings when AI scans the web to extract the most relevant data about your prospects.
Birdie – Quickly create personalized messages in Linkedin with templates available directly in your workflow. Then track their activity and success in Salesloft.
Aircall – Empower your team to add more context to their phone conversations to boost productivity and not miss out on important touchpoints.
Throxy – Deliver higher open and reply rates when AI extracts data from your prospects to create better email sends.
RevTron – Machine learning model scores all customer accounts and then provides new accounts and contacts that can be added to Cadences and enriched in your CRM.
TrainThis.ai – Receive instant feedback and create better training by automatically synchronizing calls and emails with the application.
Elto – Have fewer pauses and more engaged conversations when AI dials multiple prospects concurrently and detects when a human picks up, immediately dropping the user into the live conversation.