Product News

SalesLoft Product Release: Automation Rules

SalesLoft
October 4, 2016

As of today, SalesLoft can now help your sales team automate processes with the new release of automation rules: groups of actions that run based on the meeting of certain criteria.

Automation rules can be used to execute any repetitive process that you’d normally have to do manually, and can include multiple actions built on a set of criteria. This function gives administrators more control over the flow of data, both in and out of the system. This also allows a criteria met by one SDR’s process to be reflected to the entire team, preventing duplicate communications at an Account-Based Sales level.

We’re really excited to release this new feature to help streamline your processes and help your teams perform more efficiently. But, as always, please let us know what you think and how we can improve!

 

Video Transcript:

Hey Guys, Sean here with SalesLoft. We are excited to announce our newest release, Automation Rules for all Enterprise tier teams.

SalesLoft can now help automate your processes with Rules which can be applied to groups of actions that run based on meeting specific criteria. This advanced automation allows reps to focus more on execution, and less on process management.

Rules can be created to execute any repetitive process that you’d normally have to do manually. Rules can contain multiple actions built on a set of criteria.

Admins can set up rules to automate actions such as person creation, lead/contact creation, field updates, addition of people to a specific cadence, and many more. Automation rules were created to enable teams to focus on the activities that matter most. Rules were created for modern sales organizations.

Thank you for enabling SalesLoft to continue to serve you. As always, we are excited to hear your feedback.



We are really excited to release this new feature and as always, please let us know what you think. If you have any questions please check out the Knowledgebase, or contact support@salesloft.com.