Company News

Ring in the New Year and Exceed Your Targets with Coach to Close

Albert Rhee
December 15, 2020

You know that feeling when end-of-quarter is rapidly approaching and just thinking about where your revenue number is at is enough to make you break out in a cold sweat? Even the best sales teams can find themselves in make-it or break-it, buzzer-beater quarters. If this sounds familiar, you’re going to want to check out our latest workflow.

Say it with us: Coach 👏 to 👏 Close 👏 (has a nice ring to it, right?).

Frontline managers often don’t have enough visibility into the specific sales stages where their sellers need the most help. As a result, managers aren’t able to proactively help them close those extra 1-2 deals that will help them make their quarter.

Our new Coach to Close workflow surfaces the stage-to-stage conversion rates for teams and sellers, so managers can identify the problem stages and then quickly drill down into each deal to proactively coach reps through those problem stages.

We are giving our customers the power to unlock and understand their sales data.  With outcome-driven reporting and AI/ML-based activity prioritization, sales managers can now spend their time in the areas that will generate the most impact.

— Frank Dale, VP of Product at SalesLoft

With Coach to Close, these important deals will get the focus and attention they deserve and you’ll ensure your team has a powerful end to Q4 (and beyond!). Only SalesLoft integrates the three most critical products in digital selling – Cadence for managing customer communications, Conversations for recording calls and meetings, and Deals for managing opportunities.

This workflow consists of the following feature-set:

  • Deals Analytics – team and individual conversion rates
  • Deals Activity Timeline – track account engagement across the full buying cycle
  • Deal Details – summarizes all communications including emails, phone calls, and video conversation recordings (Coming this week!)

There are always a handful of deals that make or break a quarter. Helping your sales reps progress and close those deals is your number one priority as a sales leader.

— Steve Goldberg, CRO at SalesLoft

SalesLoft is already seeing incredible results using Coach to Close. With increased visibility and workflow into each deal, we can see the direct line between the activities our reps are managing and their performance.

Ensure your next quarter is successful and exceeds your goals with Coach to Close! Full feature-set available in our Enterprise and Sell plans.

*Full workflow feature-set requires either the SalesLoft Enterprise or Sell plan. Find out about SalesLoft plans on our Pricing page

Read on for the full announcement:

SalesLoft Launches Coach to Close to Improve Sales Outcomes

Outcome-driven reporting and AI/ML-based prioritization help revenue leaders and sellers close more business

Atlanta, GA – December 16, 2020 – SalesLoft, the provider of the only complete Sales Engagement platform, today announced the general availability of Coach to Close, a new product innovation designed to provide revenue leadership visibility into sales performance. The company also announced the availability of its Microsoft Dynamics 365 integration.

Coach to Close helps sales managers prioritize which deals they should focus their efforts on so they can coach and help their reps drive deals to close more quickly. Coach to Close includes:

  • Deal Analytics –  ranks deal stage and conversion rate metrics by team and individual
  • Activity Timeline – tracks account engagement across the full buying cycle
  • Deal Details – summarizes all communications including emails, phone calls, and video conversation recordings 

“There are always a handful of deals that make or break a quarter. Helping your sales reps progress and close those deals is your number one priority as a sales leader,” said Steve Goldberg, Chief Revenue Officer of SalesLoft. “We are already seeing incredible results using Coach to Close in our own sales organization.  I can see the direct line between the activities our sales reps are managing for every deal and their performance, and know this is going to be a game changer for sales leaders.”

“We are giving our customers the power to unlock and understand their sales data,” said Frank Dale, Vice President of Product at SalesLoft. “With outcome-driven reporting and AI/ML-based activity prioritization, sales managers can now spend their time in the areas that will generate the most impact. Executives can forecast better and front line managers can ensure their teams are performing at the highest levels. Sellers can focus their time serving customers, because their mundane, administrative tasks are automated. ”

SalesLoft also launched integration for Microsoft Dynamics 365. Companies can log emails, calls, LinkedIn, and other activities from SalesLoft directly into Dynamics. Automapping the most commonly used data fields for Dynamics users makes implementation easier and faster for customers.

“Dynamics customers are asking for help as they transform to a digital selling motion,” continued Goldberg. “This integration allows companies to leverage all the data in their Dynamics instance to more effectively and efficiently prospect and sell to their customers.” 

SalesLoft continues to be rated the consistent leader in Sales Engagement and is the #1 sales engagement provider on G2 for the 10th consecutive quarter. According to customer reviews on G2.com, SalesLoft is faster to implement, delivers higher adoption, drives faster ROI, and offers higher customer satisfaction than other top-rated platforms.

Additionally, SalesLoft was named a leader in Sales Engagement in “The Forrester Wave™: Sales Engagement, Q3 2020.” SalesLoft had the highest scores in the strategy and market presence categories and received the highest possible scores in 16 criteria, the most of all evaluated companies.

Only SalesLoft integrates the three most critical products in digital selling – Cadence for managing customer communications, Conversations for recording calls and meetings, and Deals for managing opportunities. Unlike other Sales Engagement providers that focus only on helping companies build pipeline, SalesLoft also helps them manage active deals, and engage customers throughout their entire journey. Revenue teams can execute account-based strategies, coach more effectively, and get the reporting and analytics they need to exceed their goals. 

Learn more about SalesLoft’s Coach to Close by attending the launch webinar on December 17, 2020 at 2:00 p.m. ET and subscribe to the SalesLoft product blog

About SalesLoft 

SalesLoft is the provider of the #1 Sales Engagement platform, helping industry leading companies like IBM, Shopify, Square, and Cisco, generate more revenue and deliver better experiences to their customers. With offices in Atlanta, New York, Indianapolis, San Francisco, London, and Guadalajara, Mexico, SalesLoft is frequently recognized for its award winning culture with recognitions from Fortune’s Best Workplaces, Comparably’s Best Places to Work, and Inc. Magazine’s Best Workplaces. For more information on SalesLoft visit https://salesloft.com.