Customer Success Teams

Salesloft empowers your customer success managers to scale account coverage and nurture long-term relationships.

See a 13% improvement in customer renewal rates.*
_{*According to The Total Economic Impact™ Of Salesloft, a February 2019 study by Forrester Consulting on behalf of Salesloft.}

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“I love the ability to see how my team is performing at a glance. Not only can I see the activity (calls, emails), I can also see how the actions are performing. It allows me to review the efficacy of my team members.”

“Best Sales Engagement Tool in the Market. Overall this tool gives us a lot of flexibility in organizing a large account base and through the analytics component demonstrate our teams impact.”

“After using Salesloft, I could never imagine working without it. With Salesloft, I can schedule webinars, software updates, and schedule customer follow-up meetings with ease.”

Manage Opportunities. Close More Deals. Drive Strategic Growth.

Day 1

Data Integrity, Social Connect, Email

Day 2

Day 15

Email, Meeting. Text

Day 16

Social Follow

Day 25

Email, Meeting, Email

Day 30

Text, Email

Day 31

Social Follow

Day 60

Providing a Better Experience For...

Salesloft integrates with best-in-class business intelligence tools and CRMs.
Leverage tracking from Salesloft to inform the customer health score and drive proactive customer communication.
Curate playlists of escalated customer calls, tagging key moments for quick review.
Conversation Intelligence lets you record calls and web meetings, so reps can go back and reference areas of the conversation, and managers can get real insight and data for coaching.

Recommend workflows, called Cadences, based on customer stage, such as: welcome onboarding, periodic health checks, QBR planning, and renewals. Also prioritize tasks from customizable dashboards.
Calendar integration makes scheduling resolution calls and meetings simple.
Bring in subject matter experts in real-time, notate and tag important moments in calls and meetings, and share insights, all from a single pane.

Salesloft on Salesloft: Customer Success

Customer Success teams own the post-sale customer experience. It’s a big job. They build connections that set the stage for successful long-term relationships. Learn how Salesloft’s own Customer Success team helps customers onboard, adopt, and optimize and how you can do the same for your customers.